Tesla says Optimus production has begun in Fremont, California. Its October 21 shareholder update describes the robots coming off the line as production-quality hardware. It gives no unit count.

What changed

The factory table lists California Optimus production as “Early Ramp”. Texas is still under construction. Both sites had been listed as under construction in the previous quarterly update. Neither Optimus row has a capacity figure in the latest table.

Tesla says it will continue changing the hardware and manufacturing process. Starting the line is therefore a manufacturing milestone, not evidence of a finished robot available to buyers.

Where the first robots go

The July update said initial builds would be used inside Tesla for training data collection and development at Optimus Academy. The October filing does not report outside customer deliveries, a selling price or an ordering process. It also does not identify the generation being built.

The factory plans leading up to the start of production are in our Optimus capacity timeline. The latest filing establishes that the line is running, while leaving its output undisclosed.