Not quite [1]. Your reaction is what's being sought after: to believe it's more powerful and capable than it is to (presumably) keep the cash flowing.
[1] https://electrek.co/2026/09/25/tesla-optimus-production-ramp...
I don't believe for a bit they don't have the humanoid robotic capabilities. They keep claiming they don't have the training data, but it's very easy to generate tons of data using these robots.
I honestly believe they have robots solved and that's why AI CEOs are shitting their pants now, and everybody is wondering what's going on. If they reveal their true capabilities, that's the end of AI labs.
PS: Look at that article you posted. Don't you think it's weird that they have a production line for humanoid robots targeting 20,000 units a week, and meanwhile say "the robots cannot generalize yet".
Or it's the oodles of money they're on the hook for and subsequent reputation destruction haunting them like the grim reaper.
> Don't you think it's weird that they have a production line for humanoid robots targeting 20,000 units a week, and meanwhile say "the robots cannot generalize yet".
This wouldn't be the first time in history that happened. Lots of companies overshoot capacity being overly-optimistic [1].