Tesla sold 48.65 million? No — 48.65 thousand? Its third-quarter volume held near last year's level and revenue stayed around $28 billion, but net profit fell 43% to $787 million. Model 3 and Model Y still carry the business, so the search for a second profit engine is getting urgent.
A robot memory system called LT-Mem won the best paper award at IROS 2026, letting machines recall where objects have moved over time rather than only their latest position. The work arrives as China's embodied AI sector races to make robots more useful in real spaces.
Tesla has begun producing commercial-grade Optimus humanoid robots at its Fremont factory, converting Model S and Model X lines in 46 days. Musk says reaching 20,000 units a week would take about a year.
Unitree released an ad for its H2-X humanoid robot, showing it crushing car panels and lifting a child model while claiming eight hours of battery life. The theatrical video lands as the company's stock rebounds sharply.
At a Hangzhou conference, Unitree founder Wang Xingxing said physical AI is nearing its ChatGPT moment, with humanoid robots reaching mass production and attention to AI still too low worldwide.
Chinese auto-parts makers that supply Tesla are quietly developing their own humanoid robots, betting that car factories can mass-produce machines. Analysts see a race to lock in orders before the market opens.
You've reached the end
