Part 6/11:
The supply chain's readiness hints at a deliberate plan to scale Optimus rapidly once it matures, with estimates pointing toward production potential of over 150,000 robots per year by 2026. Such volume would position Tesla as a dominant player, rivaling traditional sectors and opening markets worth trillions of dollars.
Tesla’s focus on reducing component costs—like harmonic reducers—further cements the expectation that Optimus will become more affordable and accessible, fueling aggressive deployment plans.