Who's who · Embodied AI & robotics

Tesla

Electric car and energy company building the Optimus humanoid robot and self-driving cars

At a glance

Founded
2003
Based in
Austin, Texas, United States
People
Elon Musk, Chief executive
Known for
Optimus, FSD (Supervised), Robotaxi and Cybercab
Funding
Public: Nasdaq TSLA
Optimus production
Several hundred a week at Fremont (August 2026, reported)
Website
https://www.tesla.com

Tesla makes electric vehicles and energy storage systems and says it is focused on bringing AI into the real world. It is based in Austin, Texas, and Elon Musk is chief executive. Its AI work centres on FSD (Supervised), its driver-assistance software; a Robotaxi ride-hailing service it launched in June 2025; Cybercab, a purpose-built driverless car that went into production at its Texas factory in 2026; and Optimus, a general-purpose humanoid robot.

Tesla ended production of the Model S and Model X in May 2026 and converted that line at its Fremont factory to build Optimus. According to reporting in September 2026, it was building several hundred robots a week by August, mostly for internal testing, training and data collection, and was aiming for more than 1,000 a week by the end of the year. The robots coming off the line are the V3 design, which is not yet the version Tesla plans to sell, and reports describe continuing problems with the hands and with how well the robots handle varied tasks.

Tesla is listed on Nasdaq. It also holds an equity stake in SpaceX.

Sources

  1. US SEC, Tesla, Inc. Form 10-K for the year ended 31 December 2025, 2026-01-29
  2. US SEC, Tesla Q2 2026 update (Form 8-K, exhibit 99.1), 2026-07-22
  3. US SEC, Tesla, Inc. Form 10-Q for the quarter ended 30 June 2026, 2026-07-22
  4. Electrek, Tesla ramps Optimus to hundreds a week, but the robots can't generalize, 2026-09-25

Facts last checked 2026-10-02