Tesla Optimus program (2021–present)
Tesla announced a humanoid robot in 2021 and has developed the Optimus platform since. Elon Musk positioned the company's EV manufacturing expertise and AI development as core advantages for building robots at scale.
Optimus prototypes demonstrated publicly but no commercial-scale production announced.
Set the benchmark for automaker-backed humanoid robots, convincing the industry that EV plants can build robots.
XPeng is explicitly competing with Tesla. The South China Morning Post reported the round gives XPeng a shot at challenging Tesla in humanoid robots, applying the same EV-manufacturing-to-humanoids playbook.
