DeliveredModel S and X production ends next quarter (Q2 2026)
“We expect to wind down S and X production next quarter and basically stop production of Model S and X next …”
“We will probably unveil Optimus 3 in a few months. I think it's going to be quite surprising to people.”
— Elon Musk · Jan 28, 2026 · Tesla Q4 2025 earnings call transcript (Motley Fool) ↗
What actually happened
On the Jan 28 2026 Q4 call Musk said Tesla would 'probably unveil Optimus 3 in a few months' (interpreted generously as by end of July 2026). Fetched Sep 8 2026: Wikipedia's Optimus page still says Tesla has not revealed version 3 (Generation 3 section; last dated earnings-call cite is April 2026) and records no public Gen 3 body reveal. Optimus units at the Sep 3–4 Cybercab Austin event are not a documented V3 body reveal. Still missed; watch for any Tesla showing of the Gen 3 body (→ delivered-late). Wikipedia — Optimus (robot), fetched Sep 8 2026: V3/Gen 3 still unrevealed ↗
The Progression
Jan 28, 2026
The promise: “We will probably unveil Optimus 3 in a few months. I think it's going to be quite surprising to people.” · Tesla Q4 2025 earnings call transcript (Motley Fool) ↗
Jul 31, 2026
Deadline passed. On the Jan 28 2026 Q4 call Musk said Tesla would 'probably unveil Optimus 3 in a few months' (interpreted generously as by end of July 2026). Fetched Sep 8 2026: Wikipedia's Optimus page still says Tesla has not revealed version 3 (Generation 3 section; last dated earnings-call cite is April 2026) and records no public Gen 3 body reveal. Optimus units at the Sep 3–4 Cybercab Austin event are not a documented V3 body reveal. Still missed; watch for any Tesla showing of the Gen 3 body (→ delivered-late). Wikipedia — Optimus (robot), fetched Sep 8 2026: V3/Gen 3 still unrevealed ↗
Today · Sep 11, 2026
Status: Missed · 42 days past due. Never happened.
Musk promised the Optimus Version 3 reveal within a few months of the January 2026 earnings call. By the April call he had pushed it to 'probably middle of this year,' saying Tesla now prefers to reveal close to production because competitors 'do a frame-by-frame analysis and copy everything.' As of June 11, 2026 no V3 unveil has happened.
Receipts
LAST CHECKED 2026-09-08- [SOURCE] Tesla Q4 2025 earnings call transcript (Motley Fool)
- [REPORT] Electrek — V3 reveal pushed to 'probably middle of this year' on Q1 2026 call
Tesla’s record
Delivered
47
59% of resolved claims delivered.
Missed
32
Deadline passed, still no-show.
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