Designed capacity is not production
Tesla disclosed designed capacity and long-term designed annual capacity; actual output, accepted units, yield, utilization and economics remain separate questions.
Review checklist · public-safe
Robotics falsification checklist
The right question is not which robot looks best. It is which claim survives falsification: production, deployment, reliability, customer economics and financial materiality.
Draft updated 2026-06-13. This page is a working surface for review before the final publishing flow.
Anti-hype gates
Gate 1
Customer KPI is not full economics
Figure has stronger deployment evidence than demos, but S5 still requires customer-confirmed ROI/payback, repeatability, intervention data, service cost and gross margin.
Low price is not reliability
Unitree price anchors widen access and experimentation; they do not by themselves prove industrial uptime, support burden, margin, shipments or customer payback.
Supplier filings are not named humanoid exposure
Leaderdrive filings are stronger than narrative, but public copy should not infer unnamed humanoid OEM customers or humanoid-specific margins without primary evidence.
Commercialization remains testable
The honest framing is S4-heavy evidence: better than demo-only, still short of repeatable scaled commercial economics.
Public-safe wording rule
Use evidence-map language. Do not turn capacity, customer logos, low price, financing or supplier filings into a winner ranking, a trade recommendation or a claim that scaled commercial economics have already been proven.