Combining business and engineering experience to provide research, insights, and analysis mainly on Tesla and some other stocks. Disclaimer: See website
No. I think it just seems slow because they're purposely holding back information on the product. They don't normally do they, but they cited copying so I'll give them the benefit of the doubt.
The hand was insane in the tennis ball video. I don't think there's big problems, I think we're waiting for the factory, and which will still take some time. But I think it's easier to mass manufacture robot parts than car parts, since it's smaller.
So far what I see is that Optimus will make Figure look like a Little Tikes toy.
Well I think the weak hands are simply impatient, and Tesla stock is known for testing people's patience.
For robots, the Optimus competitors seem a bit gimmicky, and Tesla purposely is holding back showing the new capabilities. Producing a million of the wrong design can hurt your brand and business.
But I'm currently focused a bit more on robotaxi. I think it's still in a sort of testing phase, even with the Austin unsupervised. Waymo makes hundreds of millions with a fleet of under 3000 cars. With tesla's cheaper car, better infra and better software, they can undercut waymo and make waymore money. It starts off slow, but they actually have the production and fleet to ramp extremely fast. Going from 0 robotaxis to 1000 is hard. but if that proves it works, then 1000 to 100,000 to 10,000,000 is easier. Software works, just add more cars.