Tesla Says Shanghai Holds the Key to Optimus
Humanoid robots going mainstream is one of those things that feels like it is always five years away. But reading this, I got genuinely excited. Tesla thinks it has found its shortcut and the answer is Shanghai. Allan Wang Hao, Tesla China’s president, called the Gigafactory a “golden key” for scaling Optimus production. And when you look at the numbers it is hard to argue. The Shanghai plant pushed out 851,000 electric vehicles in 2025, more than half of everything Tesla made globally. The supply chains, the assembly lines, the engineering muscle, it is all already there. Tesla wants to point that same machine at a humanoid robot with 40 degrees of freedom and see what happens. ...