FastTech, January 29th - During Tesla's 2025 annual financial conference call, someone asked: "Currently, Chinese companies have shown a significant breakthrough in the field of humanoid robots. What is Tesla's long-term competitive advantage?"
Musk responded: So far, the biggest competitor in the field of humanoid robots will come from China. China is very strong in manufacturing, and also does well in the AI field from the perspective of open-source models.
As far as I know, we haven't seen any really substantial competition outside of China. Many people outside of China underestimate China, but China is an "unstoppable force, a next-level player."
We believe that Tesla will eventually be stronger than any robot being developed in China. We will maintain our leading position in real-world intelligence and the electro-mechanical dexterity of hand design.
There are three most difficult things about making a humanoid robot: hands, real-world AI, and mass production. Tesla is the only company that has all three capabilities simultaneously.
It is understood that Tesla's currently developing humanoid robot, Optimus, has been iterated to the Gen3 version, and the development has entered the final stage of mass production.
In terms of specific performance indicators, Optimus is 173cm tall, weighs 57kg, and has 45 degrees of freedom throughout the body (22 in the hands).
Walking speed is 1.2m/s, supports dynamic balance and stable walking on a 15° slope; hand load capacity is 8kg, overall load capacity is 20kg, tactile electronic skin, positioning error ±0.02mm.
The robot uses a 2.3kWh 4680 battery, which can work continuously for 8-10 hours, and has a 10-minute fast charging capability.
In terms of perception, it uses FSD same-source chips + Grok4.0 artificial intelligence large model, with 12 HW4.0 cameras throughout the body, pure visual recognition accuracy of 99.7%, response time of 100-200ms.
Original article: toutiao.com/article/7600613902900838931/
Statement: This article represents the views of the author.