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 from now.

I break down:

Why this ramp is faster than almost anyone predicted — and why Optimus can scale faster than a car ever could

GOOD NEWS  According to supply-chain vendors and today's report by Jiemian News, Tesla has issued an initial batch order for roughly 5,000 Optimus robots 

Following earlier pilot runs of just a few hundred units, this marks the program's first production order in the… pic.twitter.com/UqcdkaoirO

— Ming (@tslaming) September 7, 2026

The Optimus Academy learning loop: how the whole fleet gets smarter every time one bot masters a task

Why Tesla will almost certainly reveal Optimus doing real factory work (welding, assembly, harnessing) in a public event by October/late September

Why Tesla has zero reason to hide this anymore — Chinese suppliers already have the parts in hand

The Cybertruck unbox-process angle: how Optimus could double Cybercab production the same way Shanghai's cheaper labor nearly doubled Model 3/Y output

Updated valuation math: how we get to a $3,000/share Tesla price target by end of 2027, discounted back to today. $600-800 by end of 2026