On July 10, Elon Musk personally dismissed a rumor claiming that Tesla had secured an order for 10,000 Optimus Gen3+ humanoid robots from PharmAGRI, a plant-based pharmaceutical company. Musk stated unequivocally that the report is false and urged the public to ignore unverified claims.
Background: Hype Around Optimus Robots
Since its debut, Tesla's Optimus Gen3+ humanoid robot has attracted significant attention as a potential growth driver beyond electric vehicles. However, large-scale production and delivery have not yet begun, making any talk of massive orders highly speculative. PharmAGRI, which focuses on plant-based drugs, had never disclosed any partnership with Tesla, leaving investors puzzled by the sudden rumor.
Musk's rebuttal is consistent with his history of calling out fake news. He frequently uses X to clarify misinformation, especially when it concerns Tesla's products. Analysts suggest the false order rumor may have been fabricated by certain media outlets seeking clicks, or even by parties attempting to manipulate stock prices.
Industry Reality: Robot Commercialization Still Early
Despite impressive technical demonstrations, industry experts believe humanoid robots need years to move from labs to factories. Tesla's current focus remains on improving robot capabilities, reducing manufacturing costs, and ensuring safety compliance. Therefore, any claim of a “ten-thousand-unit order” at this stage lacks factual support.
Musk's swift response prevented further market misunderstandings, once again highlighting the importance of due diligence and rational judgment in the crypto and tech sectors.