Artificial Atlas

Who is betting on what in AI, and against whom.

Tesla (Optimus)

Vertically integrated humanoid, FSD-style data flywheel.

Ticker
NASDAQ:TSLA
HQ
Austin
Web
tesla.com
Camps
Physical AI

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What it does

Tesla is building Optimus as a vertically integrated humanoid with a driving-style data flywheel. Its 2025 target of 10,000 units was missed entirely; Musk said in January 2026 that none were doing useful work, and production at Fremont was due to start slowly in summer 2026.

Camp membership over time

  1. dates not recorded
    Physical AI and robotics
    Optimus: vertically integrated humanoid. Production slipped to summer 2026; 2025 targets missed.
    Sources Tesla pushes Optimus V3 reveal later this year - again Electrek 2026-04-22

Capital

No capital figures recorded yet.

People

AEAshok ElluswamyHead of AI and Autopilot; leads Optimus

General sources

Tesla pushes Optimus V3 reveal later this year - again Electrek 2026-04-22