At the World Economic Forum in Davos, Switzerland, Elon Musk once again "took a peek," claiming that Tesla's Optimus humanoid robot will be officially available to the mass market by the end of 2027. While this sounds exciting, considering Elon Musk's past poor track record on timelines, coupled with the fact that Optimus project leader Milan Kovac...I just resigned recentlyThere is widespread skepticism about whether this check can be cashed.
Optimus to launch by the end of next year? Provided it's "extremely safe".
Elon Musk confidently stated at the forum that the Optimus humanoid robot has begun performing simple tasks in Tesla factories (but there is no substantial evidence), and plans to make it available to the general public by the end of 2027.
Of course, Elon Musk didn't rule out any possibility. He added that the product would only be officially released after the Tesla team was certain it possessed "very high reliability, security, and full functionality." Nevertheless, the market reacted enthusiastically to these remarks, with Tesla's stock price rising by more than 3% immediately after the announcement.
However, the doubts have never ceased. Previous reports have indicated that many of the demonstration videos of the Optimus humanoid robot were actually completed through human "teleoperation," and were not fully autonomous. Coupled with the recent departure of project leader Milan Kovac, this plan, which was originally scheduled for commercial deployment in 2026 (this year), has become even more uncertain.
Cybercab will begin production in April, with an annual output of 200 million units.
Besides humanoid robots, Elon Musk also revealed information about...Tesla Cybercab Self-Driving TaxiThe latest progress: This highly anticipated model will officially enter the production stage in April this year, with an ambitious target of 2 million units per year.
Compared to the timeline for humanoid robots to enter the market, Cybercab's production seems more concrete, but the industry remains skeptical about the figure of "200 million vehicles per year." After all, how many consumers would actually be willing to buy a fully autonomous vehicle without a steering wheel and capable of seating only two people? That remains a huge question mark.
Analysis of viewpoints
If you're familiar with Elon Musk's "Elon Time," you'll probably take this announcement less seriously. From fully autonomous driving (FSD) to Mars colonization, Elon Musk always pushes timelines to the limit to unleash his team's potential (or boost stock prices).
The Optimus humanoid robot aims to reach a point by the end of 2027 where it can "perform all human jobs" and is "safely marketable to the public," a significant technological leap. Currently, most robots operate in specific scenarios; expecting them to enter homes and address the complexities of living environments in less than two years seems overly optimistic (however, LG clearly also...).This target has been locked.).
As for Cybercab entering mass production in April this year, it may not be difficult, but the production capacity and sales target of 2 million units is obviously still a challenge. After all, it means that Cybercab's production scale must be equivalent to mainstream models such as Model 3 or Model Y. However, with regulations not yet fully open to fully driverless vehicles on the road, this is more like a gamble.
However, without Elon Musk's bold pronouncements, Tesla would not be what it is today. Perhaps the Optimus humanoid robot can successfully enter the market, but whether it will reach the mass market by the end of 2027 remains to be seen.
