Tesla Inc. CEO Elon Musk has accused rival companies in the humanoid robot space of copying the EV giant’s robotics technology. This announcement was made during an earnings call with investors, where Musk was asked about the progress of the next generation of Optimus robots.
Frame-By-Frame Analysis
Musk revealed that competitors are literally doing a frame-by-frame analysis and copying everything Tesla is doing. He also outlined plans to push the Optimus 3 unveil closer to production, which is expected to be around July-August this year. Musk believes that there is value in not showing new technology until it’s close to production.
Production Line Revamp
The Optimus production line has been revamped, as it was originally used to produce the Model S and X premium vehicles. According to Musk, “Optimus is a completely new product with a completely new production line.” This revamp is expected to improve production efficiency and quality.
Tesla’s Valuation and Criticism
The comments come 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, while investor Ross Gerber criticized the company after Musk admitted that vehicles equipped with the Hardware 3 (HW3) chip would not be able to achieve Unsupervised Full Self-Driving (FSD).
Sales and Revenue
Tesla also recorded a decline in its sales in California, with 31,958 units delivered in the first quarter of the year. This is over 10,000 units lower than the 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 the after-hours trading session on Wednesday. According to Benzinga Edge Rankings, Tesla offers satisfactory momentum but poor value, with a favorable price trend in the long term.
Future Developments
As the electric vehicle market continues to evolve, Tesla is expected to play a major role in shaping the future of transportation. With the launch of Optimus V3 and the revamp of its production line, the company is poised to make significant strides in the humanoid robot space. However, it will be important for Tesla to address the concerns of investors and critics, and to continue innovating and improving its products and services.