Overview
- Elon Musk declared on March 4 that Tesla aims to develop artificial general intelligence and could be the first to realize it in a humanoid, “atom‑shaping” robot.
- He pointed to the Optimus humanoid program and Tesla’s advanced manufacturing as the company’s most promising routes to AGI.
- Tesla has said it will wind down Model S and Model X production at Fremont to create an Optimus pilot line, with reports citing an initial target around one million units per year.
- Coverage notes xAI told investors it will build the AI for Optimus after being folded into SpaceX, raising questions about where key AGI work for Tesla would reside.
- Analysts and outlets highlight Musk’s history of missed AI timelines and Tesla’s weakening 2025 results, even as some on Wall Street, including Bank of America, remain bullish on autonomy prospects.