Tesla’s Optimus And Robotaxis Test Lofty AI Valuation And Expectations

March 2, 2026

Tesla (NasdaqGS:TSLA) is preparing a major reveal of its humanoid robot Optimus, with plans for mass production and factory retooling tied to a new focus on physical AI.
The company is positioning Optimus Gen 3 and large scale robot deployment as central to its future, using internal training data from its existing operations.
At the same time, Tesla faces regulatory scrutiny of its robotaxi service, leadership changes, and questions around safety and autonomy.

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