Tesla's Optimus Gen 3 reportedly finalized; Musk demands 2,000–2,500 units/week by year-end or he'll replace the entire procurement team

消息称特斯拉三代擎天柱人形机器人初步定型，马斯克放话达不成产能目标就开掉整个采购团队

Per LatePost and supply chain sources, Tesla issued parts procurement guidance for Optimus: ramp to 1,000 units/week by September and 2,000–2,500/week by year-end, implying ~100k units/year capacity. At a late-June exec meeting, Musk approved the final Optimus Gen 3 design and said he'd fire the entire procurement team if the year-end target isn't met. The Fremont factory's former Model S/X line is now the robot line; concrete orders for hundreds of units in August are already placed. Musk himself tempered expectations, saying initial production will be 'extremely slow' because everything is new and the robot involves ~10,000 unique parts.

Why it matters: Gen 3 Optimus design lock and first concrete production targets make this a solid signal. Musk's ultimatum adds viral potential, but the single-supplier sourcing keeps it at the featured threshold of 78 rather than higher.