Tesla says FSD v15 is a 'step-change,' Optimus sells in 2027

Tesla says FSD v15 is a 'step-change,' Optimus sells in 2027

Tesla laid out an updated timeline for Full Self-Driving, its Cybercab, and the Optimus robot in a recent meeting with JPMorgan at its Fremont factory. The bank walked away with claims that FSD v15 is a “step-change,” that today’s HW4 computer can handle unsupervised driving, and that Optimus could go on sale to outside buyers as soon as the second half of 2027. Most of it repeats promises Tesla has made, and missed, before.

What JPMorgan Saw Inside Tesla’s Fremont Factory As Humanoid Production Nears

What JPMorgan Saw Inside Tesla’s Fremont Factory As Humanoid Production Nears Retail flows across Asia remained heavily concentrated in newly listed, high-beta names, most notably Chinese robotics maker Unitree following its blockbuster Shanghai debut. The retail craze surrounding physical AI merely shows Beijing’s accelerating push to dominate the humanoid market. To close out the week, we pivot across the Pacific for a peek inside the US huma…

What JPMorgan Saw Inside Tesla's Fremont Factory As Humanoid Production Nears

ZeroHedge - On a long enough timeline, the survival rate for everyone drops to zero

JPMorgan Hints At Further Delay For Tesla Optimus Release

A JPMorgan analyst report outlines a longer timeline for the eventual release of Tesla Optimus robots. Tesla stock fell modestly Thursday.

Tesla says FSD v15 is a ‘step-change,’ Optimus sells in 2027

Tesla laid out an updated timeline for Full Self-Driving, its Cybercab, and the Optimus robot in a recent meeting with JPMorgan at its Fremont factory. The bank walked away with claims that FSD v15 is a "step-change," that today's HW4 computer can handle unsupervised driving, and that Optimus could go on sale to outside buyers as soon as the second half of 2027. Most of it repeats promises Tesla has made, and missed, before.