Overview
- Tesla will repurpose the Fremont lines for an Optimus humanoid‑robot factory, with Musk citing a long‑term capacity goal of up to 1 million robots per year.
- Production of the steering‑wheel‑less Cybercab is planned to start in 2026, which Musk predicts could eventually surpass all other Tesla models in volume.
- Service and technical support for existing Model S and Model X vehicles will continue for the lifetime of the cars despite the production wind‑down.
- Model S/X, grouped with Cybertruck as “other models,” accounted for about 50,850 deliveries in 2025 versus roughly 1.6 million Model 3 and Model Y.
- Musk said Optimus remains in R&D with only simple factory tasks so far and warned of possible memory‑chip shortages, adding Tesla may consider building an in‑house chip fab.