ut not every robot is able to throw hands. On Tuesday, The Information reported that Tesla backed away from plans to build 5,000 Optimus humanoid robots in 2025 after facing severe technical challenges, specifically related to the robots’ hands.
It’s not the first time rumors have been reported that Tesla has struggled to meet its lofty goals. The company had reportedly only made progress on a few hundred robots in July due to production bottlenecks, turnover and technical issues.
Though Figure’s production goals are also ambitious, aiming to ship 100,000 robots by 2029, the market potential might be massive. Morgan Stanley estimates that the humanoid robotics market could reach $5 trillion by 2050, with increased adoption in the supply chain, maintenance and manufacturing sectors. However, that adoption has a long way to go, and won’t kick into gear for more than a decade, Morgan Stanley projects.
Still, the long timeline isn’t scaring investors: Chinese firm Unitree Robotics announced plans to go public at a valuation of $7 billion in September, and startups Apptronik and Agility Robotics each raised upwards of $400 million earlier this year.

