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Tesla is ramping Optimus humanoid robot production to several hundred units per week at its Fremont factory, roughly 10 times its Q2 output, but the robots still cannot handle generalized tasks and face significant manufacturing challenges including fragile hands, assembly misalignments, and supplier quality issues at scale. Most robots produced are used internally for testing rather than commercialization, and the current V3 version must still meet stricter durability and reliability standards before it can be sold. The core limitations—lack of task generalization and unreliable components—remain the key obstacles determining whether humanoid robots can become profitable.
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