Elon Musk Says Tesla Optimus Could Become Biggest Product Ever

TLDR Tesla CEO Elon Musk said on the July 22, 2026 earnings call that Optimus could be the biggest product ever. Tesla is building a dedicated Optimus production line at its Fremont facility in California. The long-term goal is about one million Optimus 3 robots a year at Fremont. UBS expects more than two million humanoid robots by 2035, and Deloitte sees a $30 billion to $50 billion market by then. Battery limits, costs, safety rules and a lack of real-world training data could slow adoption. Tesla is moving ahead with plans for its Optimus humanoid robot. CEO Elon Musk shared the details during the company’s second-quarter earnings call on July 22, 2026.

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