Tesla Inc. CEO Elon Musk has announced that the unveiling of the Optimus V3 robot will coincide with its production, which is expected to begin in July-August this year. This decision comes as Musk accuses rival companies in the humanoid robot space of copying Tesla’s robotics technology.
Frame-By-Frame Analysis
During a recent earnings call with investors, Musk revealed that competitors are conducting a frame-by-frame analysis of Tesla’s technology and copying it. Musk stated, “We’ve found out our competitors literally do a frame-by-frame analysis and copy everything we’re doing.” He also emphasized the importance of not showing new technology until it’s close to production, saying, “I think there’s some value to not showing new technology until it’s close to production.”
Optimus Production Line
Musk also discussed the production line for the Optimus robot, which was originally used to produce the Model S and X premium vehicles. However, he noted that the Optimus production line has been revamped, as it is a completely new product with a new production line. “Optimus is a completely new product with a completely new production line,” he said.
Tesla’s Valuation and Criticism
The announcement comes as Tesla reported its earnings, which beat market expectations. However, some investors have expressed concerns about the company’s valuation and development of its autonomous and Robotaxi efforts. Investor Gary Black expects Tesla’s value to decline despite the positive earnings, citing the company’s slowing down of its autonomous and Robotaxi efforts. Additionally, investor Ross Gerber criticized Tesla after Musk admitted that vehicles equipped with the Hardware 3 (HW3) chip would not be able to achieve Unsupervised Full Self-Driving (FSD).
Sales Performance
Tesla also recorded a decline in sales in California, with 31,958 units delivered in the first quarter of the year, compared to 42,000 units delivered during the same period in 2025. However, the Model Y was still the best-selling electric vehicle in the state.
Price Action
Tesla’s stock price declined 0.31% to $386.30 in after-hours trading on Wednesday. According to rankings, Tesla offers satisfactory momentum but poor value, with a favorable price trend in the long term.