Tesla’s Optimus humanoid robot is back in the spotlight, and this time it's showing off some impressive new footwork. In a pair of videos shared on X this week, Optimus demonstrated a surprising level of agility and coordination while dancing. The first demonstration had a precautionary safety cable, but the second demo was impressive without support.
Tesla has been making some astounding advances in Optimus’ unique FSD model, particularly through simulation and reinforcement learning. Optimus has come a long way since tripping over its own feet.
This first glimpse showed Optimus performing a simple series of dance-like movements. While there was a safety cable visible, indicating the relatively early nature of the test, the fluidity of the movements was noteworthy. Check out those feet—maintaining balance on two legs may be easy for humans, but it’s much harder for a robot as it shifts its center of gravity.
Milan Kovac, a member of the Optimus AI team, provided some additional context on this initial video. He mentioned that more was coming shortly, and the team has been hard at work. What’s key here is that he emphasized that the routine was entirely trained in simulation with reinforcement learning. He also mentioned that there are many optimizations and fixes already put in place for the sim-to-real training code. Finally, regarding the cable, he mentioned it's there in case of a fall and that it is not actually holding Optimus up directly.
Dance Baby, Dance
True to Kovac’s promise, the Tesla Optimus X account followed up with a second, more impressive video, declaring that it was just “getting warmed up.”
This time, Optimus engaged in a far more dynamic EDM-style dance, and crucially, without a safety cable or restraint. Optimus put on a good show of its balance, quicker movements, and an even greater range of dynamic motion, all untethered.
Murtaza Dalal, another Optimus AI team member, commented on this cable-free performance, stating, "As promised, the team is crazy fast :)" He pointed to the core methodology enabling such rapid progress: "Sim2real RL is the key to getting next level agile, dynamic motions. It’s also the key to precision and robustness."
Sim-to-Real Learning
The recurring theme from the Optimus team is the power of sim-to-real transfer using reinforcement learning. This approach involves training the AI model extensively in a simulated virtual environment, where it can learn complex behaviors (like walking, balancing, and now dancing) through trial and error at an accelerated pace. The best part is that it can all be done without risking damage to the physical hardware and done across multiple nodes of Tesla hardware. Imagine thousands of Optimus bots learning to dance all at once - except virtually.
Once the AI masters these skills in the simulation, the challenge lies in transferring that learning effectively to the real-world robot - which is the sim-to-real step.
These latest dance demonstrations suggest Tesla is making some fairly substantial strides in bridging that gap, allowing Optimus to translate simulated learning into real-world physical competence.
Rapid Development
While dancing may seem like a novelty, it serves as a compelling visual demonstration of Optimus’ advanced capabilities in balance, coordination, and dynamic movement - all essential for performing useful tasks in real-world environments. This progress builds on previous milestones, like Optimus learning to walk.
The "crazy fast" development pace lauded by Dalal indicates that Tesla is treating Optimus with the same iterative intensity it applies to its vehicles and FSD software. Each new demonstration, from sorting objects to walking and now dancing, offers a glimpse into a future where humanoid robots could play an important role in manufacturing, logistics, and eventually daily life.
The ability to quickly iterate and improve in simulation and then successfully deploy those improvements to the physical robot is crucial. While Optimus might not be ready for household chores just yet, its new dance moves are a clear sign that FSD is learning and evolving at an impressive rate.
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Tesla has released its Q2 2025 production and delivery numbers, revealing an improvement in production and deliveries over Q1, but still down from a year ago.
Tesla produced 410,244 vehicles in Q2, nearly equal to their production a year ago, which was 410,831 vehicles. Production for this quarter was significantly up compared to Q1 2025, which only saw 362,615 vehicles produced. While production numbers matched those of a year ago, actual deliveries were down.
Q2 2025 saw Tesla deliver 384,122 vehicles, which was down approximately 59,000 units compared to the same period last year, but up by approximately 48,000 vehicles, or about 14% compared to Q1.
Breakdown by Model
The Model 3/Y segment continues to dominate Tesla’s production profile, accounting for 396,835 units produced and 373,728 delivered in Q2 2025. Deliveries for the “Other Models” category—which includes the Cybertruck, Model S, and Model X—were down compared to the previous quarter, with just 10,394 vehicles delivered, a 20% decline. Compared to a year ago, the drop for these vehicles is even more drastic, with sales being down 52%. Tesla refreshed its Model S and Model X last month with new features; however, the update was much smaller than expected and likely didn’t help much in increasing sales for these vehicles.
Tesla doesn’t break down Cybertruck sales separately, but those deliveries are expected to be down as well.
Tesla noted that 2% of total deliveries this quarter were accounted for under operating lease agreements, consistent with the same quarter last year.
Quarter
Production
Deliveries
Model 3/Y Deliveries
Other Models Deliveries
Lease Share
Q2 2025
410,244
384,122
373,728
10,394
2%
Q1 2025
362,615
336,681
323,800
12,881
4%
Q2 2024
410,831
443,956
422,405
21,551
2%
Context and Market Response
While the numbers exceeded some bearish expectations, the year-over-year delivery drop is Tesla’s second straight quarterly decline. Analysts attribute declining sales to increasing EV competition and reputation issues.
Still, investors found relief in the improved quarter when compared to Q1. The stock rebounded about 4% yesterday on the news.
Tesla has finally released their 2024 Impact Report, and it's filled with impressive new data on the company’s environmental and safety progress. However, the biggest news is the clear and concrete roadmap it provides for the next generation of Tesla products.
For the first time, the report provides specific timelines for Tesla to begin volume production of the purpose-built Cybercab and the ramp-up of the Semi factory. This year’s report shifts from documenting past achievements to defining Tesla’s next phase, with a focus on autonomy and industrial transport.
Upcoming Vehicles
The most significant new items in the report are timelines for Tesla’s anticipated future vehicles.
Next, Tesla is ramping up production of the Semi, following the completion of limited production runs used for testing. This development is closely tied to the ongoing construction of the new Semi Factory, which is nearing completion. Tesla expects this to be one of its largest markets going forward and one of the most impactful. Industrial trucks doing the last 200 miles of delivery account for 16.4% of US vehicle emissions, despite making up only 1.1% of vehicles on the road.
In terms of the Affordable Model, Tesla has mentioned that they intend to launch more affordable products in 2025 and address a key segment of the market. They did not elaborate on this further and seem to have missed the previously provided self-imposed deadline for the first half of 2025.
At this point, we’re unsure whether Tesla will actually launch a distinct and more affordable model or whether it will introduce cut-down versions of the Model Y, as rumored.
Safety
The report supports Tesla’s future plans with some impressive new data points that demonstrate the impact their technology is having.
First, Autopilot (and FSD) has achieved a safety record nearly 10 times higher than the US national average in terms of miles per incident. The data shows one accident for every 6.77 million miles driven with Autopilot (or FSD) engaged, compared to the national average of one accident per 0.70 million miles.
The report also highlighted the Cybertruck’s recent 5-Star overall safety rating from the NHTSA, marking it one of the safest vehicles on the market, especially for a truck. The best part is that Cybertruck holds the lowest overall probability of injury and the lowest rollover risk of any pickup truck ever tested by the agency. Skeptics have always complained about lacking crumple zones, but the results prove otherwise, with Tesla building crumple zones as part of the gigacast.
Sustainability
In terms of sustainability, Tesla’s growing fleet helped to increase the amount of reduced and avoided emissions by 60% year over year, to 32 million metric tons of CO2e. While that’s a small number when you compare it to a full country, it is still a significant impact, especially in cities where pollutants have already decreased due to the ownership of EVs.
Tesla also mentioned that 99% of their recalls reported in 2024 were resolved using OTA updates, saving owners a trip to the Service Center or a trip by the Tesla Mobile Rangers, all in the name of sustainability and reduced costs.
Impactful Report
Tesla’s 2024 Impact Report is actually one of the most forward-looking publications to date. It puts a clear roadmap of Tesla’s future goals, while also tying them into the sustainability and safety goals achieved last year.
We can’t wait till 2025’s report - because it’ll be even better with this year’s deployment of Robotaxi. You can read all 200+ pages of the impact report here.
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