Herbert Ong(@herbertong):🚨 Tesla may be closer to Optimus production than the market thinks 👀 @thejefflutz points to reports that Tesla’s robotics team has started auditing three Chinese suppliers tied to core Optimus components. That matters because supplier audits usually happen when a company is getting serious about quality, compliance, and production readiness. Oppenheimer is still cautious on the timeline and says Optimus could face more delays. But the bigger question isn’t just whether Tesla can build robots. It’s whether Optimus can show enough real intelligence to justify scaling them. If these supplier reports are accurate, Tesla may be getting closer to answering both questions. $TSLA

2026.09.22 16:06

🚨 Tesla may be closer to Optimus production than the market thinks 👀 @thejefflutz points to reports that Tesla’s robotics team has started auditing three Chinese suppliers tied to core Optimus components. That matters because supplier audits usually happen when a company is getting serious about quality, compliance, and production readiness. Oppenheimer is still cautious on the timeline and says Optimus could face more delays. But the bigger question isn’t just whether Tesla can build robots. It’s whether Optimus can show enough real intelligence to justify scaling them. If these supplier reports are accurate, Tesla may be getting closer to answering both questions. $TSLA