The line is on, weekly twenty thousand is later

This IT Home page is stamped 2026/10/22 9:57:30. The judgment first: Tesla's third-quarter 2026 business update says a high-volume line at the Fremont factory has started building Optimus. The units coming off that line are written as the first to meet a production standard, and the current process is written as able to support commercial manufacturing. The page does not print how many have come off the line. The update says the current process can support commercial manufacturing. That is not a delivery count already reported.

On Wednesday's earnings call, Musk said Fremont had entered what he called early production, and that most of the equipment for this million-unit-scale line was in place. He also said it would take at least a year, perhaps a bit longer, to reach an annualized rate of twenty thousand a week. The lead says the line still needs about a year or even longer to reach a target of twenty thousand a week. Both sentences are on this page. The sentence from the call is an annualized rate, not a week already filled. Neither is a rate already achieved. He mentioned about ten thousand details that all have to be worked through. That is his wording, not a checklist already published.

Clearing the floor took 46 days: the line that had built the Model S and Model X was taken out. The page also says he has lately acknowledged remaining problems, including the hands and the supply of rare-earth magnets from China. The difficulties stop there. The methods are not written.

Putting Tesla's AI5 chip into Optimus is written as a plan. If things go smoothly, he expects the work to be done next April. The page says the chip's compute is far beyond AI4, but it gives no figure, and it says AI5's memory was reduced for Optimus use, with no capacity printed. He expects the remaining design, reliability, and lifespan problems to be solved around the end of 2027, and only then would the robot be supplied outside the company. Early uses are described as industrial, for round-the-clock work that is hazardous and repetitive. That is a description of uses, not a list of deliveries already made.

Before outside supply, he plans to release a video of Optimus doing a task that was not programmed in advance. The page says that is probably still one or two months away. The video is not on this page. A second Optimus factory in Texas is under construction, with no opening date. He says Optimus will be the largest product in the world. That is a judgment, not a volume.