After confirming that the self-driving taxi (robotaxi) originally scheduled to be unveiled in early August would be postponed to October, Tesla CEO Elon Musk then stated on his "X" page that the Optimus humanoid robot, which was originally scheduled to be deployed in factories before the end of this year, will be postponed until next year to enter small-scale mass production, and is expected to be mass-produced in 8 and provided to other companies for use.
Before this, Elon Musk thought that Optimus humanoid robotYou will be able to become everyone's "friend", but also emphasized that it would not make the robot look more like a human, but would make it more "good-looking"
At the same time, Elon Musk believes that everyone will have their own robot in the future, and it will be designed with a universal humanoid shape to meet various work needs and can even be used in different work scenarios.
At an event at the end of last year, Elon Musk announced Tesla's second-generation humanoid robot, Optimus Gen 2, which boasts more delicate movements and faster walking speed. At the same time, the hands can also handle more precise movements, thereby corresponding to more delicate movement performance and faster work efficiency.
However, the time for Optimus humanoid robots to enter actual application will be further delayed, which obviously does not affect its business development and stock price performance, meaning that the market still has expectations for the development of its robot applications, especially since many production factories are currently facing labor shortages. At the same time, more and more work environments require the use of robots to replace the previous working mode of people going deep into dangerous environments.
In addition to Tesla, companies including Boston Dynamics are also actively investing in the research and development of humanoid robots, and Chinese companies such as CloudMinds Technology and UniTree Technology are also competing in the humanoid robot market.
Currently, Tesla's revenue is still mainly from the sales of electric vehicles, but its underlying development is still focused on the energy system, and through the accumulation of data, it has derived emerging technology products such as autonomous driving software FSD, artificial intelligence technology, self-driving taxis, humanoid robots, etc. Although these products cannot currently bring obvious benefits to Tesla, they may become its key development projects in the future.
