According to @ai_darpa, Tesla is preparing to significantly expand its Optimus AI robot assembly line, with a much larger Generation 3 production facility planned for 2026. The company is targeting a cost of goods sold at $20,000 per robot at scale, positioning Optimus as a competitive solution in AI robotics for manufacturing and automation. This aggressive cost target and scaling plan could disrupt the industrial robotics market by making advanced AI-powered robots more affordable for businesses, opening new opportunities in logistics, warehousing, and factory automation (Source: @ai_darpa, Nov 7, 2025).

According to Sawyer Merritt on Twitter, Tesla has unveiled its Optimus robot production line, marking a significant step forward in AI-powered robotics manufacturing. The company plans to launch a much larger Gen 3 production line in 2026, with the strategic goal of reducing the cost of goods sold (COGS) to $20,000 per robot at scale (Source: Sawyer Merritt). This aggressive cost target, enabled by automation and AI-driven manufacturing, positions Tesla to disrupt the service robotics market and create new business opportunities in sectors such as logistics, manufacturing, and healthcare.