Tesla Leases 267K Square Feet for Optimus Robot Production Near Fremont | Taha Abbasi

Tesla’s Robot Revolution Takes Shape in California Taha Abbasi has been tracking Tesla’s pivot toward robotics, and today’s news confirms the company is putting serious infrastructure behind the Optimus program. Tesla has just leased a massive 267,000-square-foot advanced manufacturing facility near its Fremont factory—a clear signal that humanoid robot production is ramping up faster than …

Why Fully AI/Robotics Corporations Will Dominate: The ‘Computer’ Analogy | Taha Abbasi

“Computer” used to be a job title. Before the silicon revolution, entire rooms of human beings sat at desks performing mathematical calculations by hand. They were called “computers” — and they were essential to everything from ballistic trajectories to astronomical tables. Then machines replaced them. Every single one of them. Taha Abbasi has been watching …

Tesla’s Optimus Data Collection Push Signals the Real AI Race Has Begun | Taha Abbasi

Tesla is quietly building something that could matter more than the robot itself—a massive data collection operation to train Optimus. A recent job posting for “Data Collection Operator” reveals how seriously the company is scaling its humanoid robot training infrastructure. For those tracking the AI race, this is a significant signal. As reported by @tesla_archive: …

Tesla Optimus Faces China Supply Chain Risk: Rare Earth Bottleneck Threatens Robot Revolution | Taha Abbasi

The technology for Tesla’s humanoid robot revolution is ready. But there’s one critical vulnerability that could put the entire Optimus program on hold: rare earth magnets from China. Taha Abbasi has been following the intersection of supply chain economics and frontier technology closely, and the rare earth bottleneck facing Tesla Optimus represents one of the …

Elon Musk Explains Why Tesla Optimus is Different from Chinese Robots | Taha Abbasi

Taha Abbasi here with a breakdown of Elon Musk’s recent comments on what actually separates Tesla’s Optimus humanoid robot from Chinese competitors like Unitree. If you’ve been following the humanoid robotics race, this distinction matters—it’s the difference between building a product and engineering a revolution. The Physics First Principles Approach When Musk says “physics first …

Tesla Ends Model S and Model X Production: What It Means for the Future of EVs and Robotics | Taha Abbasi

Taha Abbasi here with an analysis of one of the most significant strategic decisions to come out of Tesla’s Q4 2025 earnings call: the discontinuation of the Model S and Model X. But this isn’t just about ending production—it’s about understanding why Tesla’s boldest bets have historically paid off. The End of an Era—And a …

Autonomous Drilling Robots Are Slashing Data Center Construction Time by 80% | Taha Abbasi

Taha Abbasi explores how DEWALT’s revolutionary autonomous drilling robot is transforming construction timelines—cutting 9-week processes down to just 9 days. In a development that signals the accelerating convergence of robotics and construction, DEWALT has unveiled what it calls the world’s first downward drilling, fleet-capable robot. The implications for AI infrastructure buildout are staggering: 80 weeks …

The 1500x Battery Boom: How Humanoid Robots Are Creating a 75 GWh Market | Taha Abbasi

Taha Abbasi examines a staggering forecast: humanoid robot demand could drive solid-state battery capacity from 0.05 GWh to 74.2 GWh by 2035—a 1,500x explosion that’s already reshaping manufacturing priorities. When Tesla announced it would sunset the iconic Model S and Model X to retool production lines for Optimus robots, skeptics called it a distraction. But …

Gartner: Fewer Than 20 Companies Will Deploy Humanoids at Scale by 2028 | Taha Abbasi

Taha Abbasi analyzes Gartner’s sobering prediction for the humanoid robot industry—and why polyfunctional robots may win the warehouse instead. Despite billions in investment and constant media attention, Gartner predicts that fewer than 20 companies will deploy humanoid robots in production for supply chain and manufacturing use cases by 2028. Of the nearly 200 humanoid robot …

The Missing Sense: How Tactile AI Is Finally Giving Robots the Ability to Feel | Taha Abbasi

Taha Abbasi explores Robotiq’s new tactile sensing fingertips—and why the sense of touch may be the breakthrough physical AI has been waiting for. Robots can see. They can hear. They can plan and reason. But until recently, they couldn’t really feel. Robotiq’s announcement of tactile sensing fingertips for their 2F grippers represents a significant step …