Fremont first-generation Optimus line designed capacity; not current production.
Company · evidence map
Tesla Optimus: capacity-intent curve, not yet S5 proof
Tesla has the clearest public-company capacity-intent signal in humanoid robotics. The public record still supports S4 manufacturing infrastructure rather than S5 commercial economics.
Updated 2026-06-15. Evidence map only; no trade recommendation.
Core Optimus signal board
Texas second-generation long-term designed annual capacity; still a preparation signal.
Manufacturing-infrastructure and capacity-intent evidence, not S5 customer economics.
Accepted units, line yield, uptime, task ROI, revenue and gross margin remain undisclosed.
Optimus Gen 1 / 2 / 3 product progress
This comparison uses Tesla filings for production intent and extracted secondary PDFs for Gen 1/2/3 hardware details. Treat technical specs as a watchlist until source-traced.
Weight: ~73 kg
Speed: 1.7 mph
Manipulation: Early hand / mobility demo
Useful baseline, not deployment proof.
Weight: 57 kg
Speed: 5.0 mph
Manipulation: 11-22 DoF hand references in secondary extracts
Secondary extract data; verify against original Tesla material before upgrading.
Weight: not confirmed
Speed: not confirmed
Manipulation: 22 DoF hand; forearm + tendon route hypothesis
Hand/actuator details are extracted secondary material, not primary-source proof.
Optimus hand: engineering hypothesis, not S5 proof
Charlie's Optimus PDFs are extracted secondary text. They support a hand/manipulation watchlist, but this page does not treat 22 DoF or forearm-actuator counts as final primary-source proof.
Extracted Optimus hand reports describe a move toward 22 DoF, close to the 27-28 DoF human-hand reference.
Gen 3 extract says about 25 micro actuators per forearm including wrist control; treat as secondary until source-traced.
Moving actuators out of the palm can lower distal mass but creates tendon friction, routing and calibration risks.
More DoF only matters if it reduces intervention and survives industrial maintenance cycles.