Musk: Tesla Optimus Production 'Extremely Slow at First'

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- Elon Musk shut down the "4D chess" fan theory that Tesla is quietly further along on its Optimus humanoid robot than the company has publicly disclosed.
- Musk warned that Optimus production "will be extremely slow at first," directly contradicting the bullish narrative that Tesla's silence on the robot signals hidden, advanced progress.
Why it matters: By personally walking back expectations on a product central to Tesla's AI and robotics valuation thesis, Musk is signaling to backers that near-term Optimus output will be gradual rather than the breakthrough bulls have priced in.



