RoboBoom
RoboStrategy· October 25, 2026· 47:00

Tesla Supplier: Optimus V3 Is Basically Done

RoboStrategy head of research Scott Walter, an aerospace engineer and robotics-company co-founder, joins host Herbert to discuss Tesla Optimus V3’s design, production readiness, and remaining engineering challenges.

In this talk

  1. 2:45

    Why dexterous robot hands are difficult

    Elon Musk says Optimus must combine precise movement with force, touch sensing, and durable materials. He uses driving a small screw into wood as an example: the robot must hold and align the screw, press the screwdriver, and turn it without losing control. Scott adds that human fingers benefit from soft tissue and fingernails, while robot fingertips must withstand repeated use without self-repair.

  2. 12:47

    Hand designs and tactile sensing remain unsettled

    A manufacturing video shows an earlier Optimus hand with tendon-driven fingers, which Scott believes is not the production design. He discusses prior hand concepts, including a patent design Tesla said it had changed, and a newer approach that forms tactile sensor material into fingertip shapes. Reports of durability problems have raised the possibility of replaceable gloves, though the final design is unknown.

  3. 17:25

    Supplier signals and early production estimates

    The host cites supplier filings that describe Optimus V3 hardware as nearly finalized and planned for production before the end of 2026. Scott explains that different actuators may require different suppliers and that planetary roller screws could serve higher-load joints, while smaller hand mechanisms may use ball screws. The discussion treats reported orders for components covering roughly 5,000 robots as an estimate, not a confirmed production total.

  4. 32:06

    Scaling factories, fleets, and a possible reveal

    Tesla job listings for automated assembly lines and fleet coordination, along with construction of a large Texas facility, suggest plans to expand production and manage robots across sites. The speakers speculate that Tesla could train thousands of robots before a public demonstration, but note that a coordinated event would require substantial space, power, logistics, and investment. Scott expects a reveal no earlier than the second quarter of 2027, partly because the AI5 chip may not be produced until around April.

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