The Compound and Friends · Monday, June 29, 2026
Andrew Kang stated that Tesla is leading the race for manufacturing humanoid robots at scale, aiming for a facility capable of producing 10 million robots per year, significantly more than competitors producing tens of thousands.
“Do they look like they're in the poll position from a manufacturing standpoint?”
“100%. Um, they have, uh, you know, they're working on a 10 million robot per year facility right now, which would be the biggest one by far.”