Part 8/12:
Looking forward, the discussion touched on Tesla’s manufacturing scale-up. Evidence suggests that Tesla has begun the groundwork for producing Optimus at high volumes, with plans to build a factory capable of producing 10 million units annually, predominantly in Texas.
However, Dr. Walter cautioned that scaling production to such levels takes time. Factory construction, equipment sourcing—including hundreds of thousands or millions of actuators—and establishing robust supply chains are all time-intensive processes. He estimates a timeline of 3-5 years before production capacity can reach these ambitious targets, emphasizing that factories do not ramp up overnight.