On September 9 (local time), Tesla founder Elon Musk shared the latest updates on Optimus V3 during the All-In Summit.
The summit, hosted by the All-In Podcast — co-led by four well-known Silicon Valley venture capitalists and entrepreneurs — focused on cutting-edge technology trends and business dynamics. According to Musk, Tesla is currently finalizing the design of Optimus V3. He described it as “the greatest product in human history” and confirmed that it will enter large-scale production. Musk noted that the robot will feature “human-like dexterous hands,” achieved through complex hand designs and an “AI mind” for real-world perception, with each arm expected to include 26 actuators.
Earlier reports indicated that Optimus V3 will achieve mass production in 2026, with a target of 1 million units over the following five years.
During the summit, Musk also discussed costs and challenges related to mass production. For instance, to solve engineering issues in the robot’s hands and forearms, Tesla must build an entirely new supply chain from scratch. He added that once annual production reaches 1 million units, the cost per robot could fall to $20,000–$25,000, with the AI chip alone costing $5,000–$6,000.
Recently, Tesla has released several updates on its robotics program. In its “Master Plan Part 4,” the company announced a strategic shift toward AI and robotics. Musk stressed that Optimus robots will account for 80% of Tesla’s future value.
Notably, on September 3, Salesforce CEO Marc Benioff posted a short video on social media showing a Tesla humanoid robot Optimus painted in gold. The robot’s impressively human-like dexterous hands drew wide attention.
At the time, many speculated that the robot was Optimus V3. Musk later clarified, “We haven’t shown Optimus V3 yet. It’s close to perfect,” revealing that the golden robot was actually Optimus V2.5. The dexterous hands are evolving toward high biomimicry and precision, making them a key focus of the Optimus V3 upgrade.
As October approaches, the Gen3 robot is moving closer to finalization, and upcoming production orders are expected to further boost momentum in the robotics sector. Once finalized, Tesla will begin large-scale manufacturing tests, with estimated shipments of 30,000–50,000 units. In parallel, development of the Gen4 model for larger-scale production may also begin, along with clear requirements for supplier capacity expansion and overseas factory construction.
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