AUTONOMY · 2 STORIES

Optimus & AI

The Optimus humanoid robot and Tesla's AI work, separating confirmed facts from reports.

Musk Says Tesla and SpaceX Will Run Terafab Themselves; TSMC Could Only Rent Space, and Intel Says It's Staying

After reports that TSMC might own and operate the planned Texas chip plant, Musk said his companies will build and run it, with TSMC at most subleasing part of it. Intel's CEO says Intel remains a partner, but the key deal terms are still unpublished.

Oct 11, 20263 min read ↗

AUTONOMY / OPTIMUS & AI

Optimus Output Reportedly Jumps to Hundreds a Week, but the Robots Still Can't Generalize, and Tesla Hasn't Confirmed a Number

A report says Fremont's former Model S/X line built several hundred Optimus robots a week in August, aiming for 1,000+ by year-end. Most stay inside Tesla for training, and hands remain the bottleneck.

Oct 10, 20263 min read ↗