Elon Musk Says Optimus V3 Unveil To Be Closer To Robot's Production As Rivals 'Copy' Everything Tesla Does

Tesla CEO Elon Musk told investors competitors are doing “frame-by-frame” copying of Tesla’s robotics work and said the Optimus V3 unveiling will be brought “closer to production,” aiming for roughly July–August 2026. The remarks came on an earnings call after Tesla reported results that beat expectations and while shares showed a modest intraday uptick. Despite the beat, investors expressed caution: Gary Black said he expects Tesla’s valuation to fall given slower autonomous/Robotaxi progress, and Ross Gerber criticized Musk’s admission that vehicles with the HW3 chip won’t achieve unsupervised FSD. Tesla also reported a notable regional sales decline — California deliveries fell to 31,958 in Q1 2026 from about 42,000 a year earlier — underscoring mixed near-term drivers for the stock.