Will there be over 1000 Optimus robots working at Tesla before 2026?
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Dec 31
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“My prediction is next year we’ll have over a thousand, maybe a few thousand, Optimus robots working at Tesla.”

https://x.com/SmokeAwayyy/status/1801400924096839732

This was a prediction made during the Tesla 2024 Annual Stockholder Meeting.

I take "working" to mean autonomously deployed in factories and performing productive labor.

  • Update 2025-07-22 (PST) (AI summary of creator comment): The creator has clarified that the definition of "working" is not limited to factories.

    • The key criterion is autonomously performing productive labor for Tesla.

    • This can include work in other locations, such as Tesla Diners or showrooms.

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July 10 (Reuters) - Tesla (TSLA.O), will hold its annual shareholder meeting on November 6, it said on Thursday, a day after a group of 27 investors urged the Elon Musk-led electric automaker to set a date, citing legal obligations.

https://www.reuters.com/business/autos-transportation/tesla-hold-annual-shareholder-meeting-november-2025-07-10/

Everything is fine, nothing to see here.

Optimus's first job might be at a diner before a factory

@Alfie does this count as #1? The Tesla Diner has officially opened and they have Optimus serving popcorn for hours https://x.com/WholeMarsBlog/status/1947476770829308363 & https://x.com/BLKMDL3/status/1947534250007531979

@MarkosGiannopoulos Interesting, not what I would have expected it's first job to be but assuming the reporting on twitter is accurate I'd say this counts.

The description does say "deployed in factories" but I previously agreed that working in show rooms would count. I think the important part (which is more true to what Elon said originally anyway) is autonomously performing productive labor for Tesla and serving popcorn fits that description for me.

@Alfie I've been betting heavily based on the fact that you specified "factories" in the description. The description is what matters, not what Elon said.

Edit: Eh, your comment from a year ago is fair enough (and old enough to be fair game to me).

The head of engineering for Optimus just quit: https://archive.ph/arQl7

without a question, it will happen this year lol

@MolbyDick So you're at 100% probability?

@MolbyDick I'll guess I will just flag that being too high or too low in your estimated probability of something happening, can be an indication that one is not well calibrated.

@ElliotDavies Tesla will produce around 5k Optimus this yesr

bought Ṁ500 NO from 11% to 8%

So Elmo did a conference where he made bold promises for the future and people are reassured? Like, obviously, this is a guy that keeps his word and has a record of correct predictions....

@AIBear also, totally unrelated to the crashing stock

filled a Ṁ100 NO at 37% order

How far into 2026 do you plan on resolving this if we hear no news?

@SimonWestlake I'll try to resolve as soon as possible, hopefully it'll be a clear yes or no at the end of the year but I could maybe wait until till mid to late January if we were waiting on more news.

@JaimeSantaCruz Wild that people keep betting yes on this

@SimonWestlake what would thousands of humanoid robots do on a factory 🤷🏽‍♂️

For anyone who wants to go a bit bigger and further out with their bet:

https://manifold.markets/DavidFWatson/will-there-be-over-10000-optimus-ro

bought Ṁ150 NO

my priors on this are no, I bought no originally at 15, i remain of that opinion, feels lower priority for tesla too than self driving or language models for xai

bought Ṁ125 NO

I don't think they'll solve the logistics issues (deploy, storage, charging, control, etc) of having that many robots working by then, let alone a manufacturing and assembly up for Optimus. Even if the entire Optimus assembly line is staffed by Optimus robots they'll spend a year doing it.

bought Ṁ50 NO

Why is this not lower? It’s clearly grifter marketing, those robots don’t do anything useful right now

Does 500 showroom display/demonstration models (at 500 showrooms) plus 500 in factory roles count to resolve yes?

If they have models giving a tour of the display like a human worker would or if the tasks they're performing are actually accomplishing something for the factory then sure. If it's just a demonstration of a possible use case I wouldn't really count that as performing productive labor in a factory.