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Tesla Optimus

Optimus

Tesla Optimus is Tesla's humanoid robot product, first unveiled as a prototype at the company's 2022 AI Day . The second-generation model, showcased at WAIC 2024 in Shanghai, walks 30% faster than its predecessor, weighs 10 kg less, and features self-designed actuators and sensors with dexterous, tactile-capable fingers that can gently grip eggs or carry heavy objects . Its computing hardware derives from Tesla's FSD self-driving platform , and the company plans to deploy it first in its own manufacturing plants before considering external sales .

The project sits at the center of Elon Musk's expansive predictions: he has claimed Tesla could eventually manufacture 100 million units annually at $10,000–$20,000 each, and in early 2025 projected 10,000–12,000 units produced that same year . Yet the gap between presentation and reality has drawn skepticism. The "We, Robot" demo that wowed audiences with dancing, bartending, and conversational robots was revealed to be human teleoperation via VR headsets, triggering an 8% stock drop the next day . As one 十字路口Crossing assessment put it, the episode crystallized investor frustration with "宣传大于实质" (hype over substance) in the humanoid robotics sector .

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