Tesla is reportedly ordering enough parts from suppliers to build 15,000 Optimus units by the end of 2026 — about 1,000/week by end of September, ramping to 2,500/week by year-end. That’s a run rate of 100,000–125,000 units/year heading into 2027, and it confirms what many doubted: humanoid robots at scale is happening now, not years ... Read more
Skip navigation Create 9+ Avatar image Jason Calcanis is Wrong About Cybercab, Waymo, and Uber — Here’s Why
Jason Calcanis of the All in Pod predicted Tesla will land 40% of the future robotaxi market, Uber 40%, Waymo 15%, and everyone else splits the remaining 5%. I go through the actual supply chain, unit economics, and hardware numbers and show why we think that split is way off — and why Tesla likely ... Read more