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# Optimus

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2026-07-28

The 100 Product Managers Who Changed the World · No. 6 | Elon Musk: He Tore Out a Production Line That Was Making Money, to Make Room for a Robot That Can't Stand Up on Its Own

Tesla reported Q2 on July 22: revenue up 26%, operating income down 57%. The part that fell wasn't taken away by the market — he spent it himself. Inside Fremont, the Model S and Model X lines were torn out to make room for Optimus's first production line, and "other models" production dropped 34% year over year. The same week, in a 90-minute interview with The Economist, he said AI may exceed the sum of human intelligence within five years; on the earnings call he said everyone else's humanoid robots are "teleoperation and scripts." No. 6 on the list, OVR 95: vision 99, originality 99 — then insight 88 and taste 84. This piece is about those two docked scores. They aren't a knock on him; they're the same key that explains why he dared tear out that line, and why Waymo has pulled away from him on Robotaxi.

The 100 Product Managers Who Changed the World · No. 6 | Elon Musk: He Tore Out a Production Line That Was Making Money, to Make Room for a Robot That Can't Stand Up on Its Own