PendingRobotaxi operating in a dozen or so states by end of 2026
“We certainly hope to have unsupervised FSD or Robotaxi operating in, I don't know, a dozen or so states by …”
“Start of production is, we're assuming, somewhere around the late July, August timeframe.”
— Elon Musk · Apr 22, 2026 · Q1 2026 earnings call quotes (Whats Up Tesla) ↗
What actually happened
Musk (Q1 2026 call, Apr 22) put Optimus V3 start of production at Fremont in the 'late July, August timeframe.' Tesla's last official language, in the Q2 2026 shareholder update (July 22), was still 'installing the first-generation lines for Optimus, where we expect to start production soon' / 'planned production later this year.' Fetched Sep 8 2026: Wikipedia still has no V3 production-start date and V3 unrevealed. A Sep 7 Chinese supply-chain rumor of a ~5,000-unit component order is press, not Tesla/exec confirmation of a production start. August 31 passed with no Tesla/exec confirmation. Still missed; watch for any confirmed start (→ delivered-late). Wikipedia — Optimus (robot), fetched Sep 8 2026: no V3 production-start date; V3 still unrevealed ↗
The Progression
Apr 22, 2026
The promise: “Start of production is, we're assuming, somewhere around the late July, August timeframe.” · Q1 2026 earnings call quotes (Whats Up Tesla) ↗
Aug 31, 2026
Deadline passed. Musk (Q1 2026 call, Apr 22) put Optimus V3 start of production at Fremont in the 'late July, August timeframe.' Tesla's last official language, in the Q2 2026 shareholder update (July 22), was still 'installing the first-generation lines for Optimus, where we expect to start production soon' / 'planned production later this year.' Fetched Sep 8 2026: Wikipedia still has no V3 production-start date and V3 unrevealed. A Sep 7 Chinese supply-chain rumor of a ~5,000-unit component order is press, not Tesla/exec confirmation of a production start. August 31 passed with no Tesla/exec confirmation. Still missed; watch for any confirmed start (→ delivered-late). Wikipedia — Optimus (robot), fetched Sep 8 2026: no V3 production-start date; V3 still unrevealed ↗
Today · Sep 10, 2026
Status: Missed · 10 days past due. Never happened.
On the Q1 2026 call Musk put the start of Optimus V3 production on the converted Fremont Model S/X line at late July or August 2026, while warning the ramp is 'literally impossible to predict' because the robot has roughly 10,000 unique parts. It is the first time Optimus mass production has carried a month-level date.
Receipts
LAST CHECKED 2026-09-08- [SOURCE] Q1 2026 earnings call quotes (Whats Up Tesla)
- [REPORT] Seeking Alpha — Tesla targets Optimus production by late July/August
Tesla’s record
Delivered
47
59% of resolved claims delivered.
Missed
32
Deadline passed, still no-show.
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