To The Moon

GOOD NEWS 🤖 Several sources deep inside the supply chain have indicated that Tesla has finally handed down concrete procurement targets for Optimus components 🔥

These guidelines push suppliers to ramp up production capacity to an incredible 1,000 units a week by September this year, and scale up even further to between 2,000 and 2,500 units a week by the end of the year 🆒

Two insiders close to the suppliers noted that Tesla normally sorts its orders about two months in advance, and they've already spotted specific requests for hundreds of units queued up for August. Looking at these estimates, Tesla's supply chain will soon have the sheer capacity to churn out components for a massive 100,000 Optimus robots a year by the end of December 😍

Word on the street is that before locking in these massive orders, Elon personally reviewed and signed off on the absolute latest build of Optimus during a high-level meeting in late June. This is huge—it means that after more than three years of hardcore R&D, Optimus Gen 3 is finally leaving the lab and stepping right into the mass production phase 💥

Both supply chain sources mentioned that during this meeting, Elon laid down the law, demanding the team hit these end-of-year production targets, or he would completely sack the entire Optimus procurement department. Classic Elon 😤

Honestly, this hardcore ultimatum gives the supply chain, the markets, and the wider robotics industry way more confidence than any safe, standard forecast ever could 👏