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tesla optimus robot progress: hundreds of units have been produced, but it still can't tighten screws

2024-09-26

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it home reported on september 26 that latepost reported last night that tesla's optimus humanoid robots have produced hundreds of units, but they are not yet ready to work on the production line. they can only be used to collect data and test different design solutions.

sources said that before releasing the financial report in april, musk asked the humanoid robot team to come up with a meaningful breakthrough this year - to enable robots to go on the production line to complete some work. if this is not achieved, further layoffs will be made, and "the pressure on the team is increasing."

the challenge facing the tesla robotics team is that it is basically impossible to create a robot that can act like a human in one step. at present, they can only make some engineering compromises, perhaps targeting specific work scenarios, such as screwing, and specially training models to allow humanoid robots to play a part first. as for whether musk can accept the result of the compromise, it is still unknown.

tesla previously said that it expects to start limited production of humanoid robots next year, with more than 1,000 optimus robots helping humans complete production tasks at tesla factories. in fact, musk has previously stated that tesla will produce "truly useful" robots for internal use next year, but only on a small scale. however, it is expected to mass-produce humanoid robots for use by other companies in 2026.

tesla's second-generation humanoid robot optimus was unveiled during the 2024 world artificial intelligence conference held on july 4 this year. the product was first released on december 13 last year. compared with the previous generation, its improvements include the following aspects:

it uses actuators and sensors that are all designed and manufactured by tesla.

the overall appearance design is more refined;

walking speed increased by 30%;

the weight has been reduced by 10 kg, while the sense of balance and body control have been improved. the video demonstrates the action of doing squats;

equipped with brand new hands, it can grasp heavier objects and perform more delicate operations.

recently, the second-generation optimus has been trying to "work" in tesla's factory. with the help of visual neural networks and fsd chips, the second-generation optimus can imitate human operations and conduct battery sorting training.

at the shareholders' meeting in june this year, musk said that he was betting tesla's future on the optimus robot project. the current humanoid robot market produces 1 billion units per year, and tesla will occupy at least 10% of the market share in the future.

musk said at the time that tesla would make $1 trillion in profits by mass-producing robots at a price of about $10,000 each and selling them at $20,000 (it home note: currently about 141,000 rmb). in addition, musk believes that by 2026, optimus will be a fully software-customized robot.