Under the leadership of billionaire Elon Musk, the Tesla humanoid robot Optimus II made its debut at the 2024 World Artificial Intelligence (AI) Conference held in Shanghai and is expected to be produced in a quantity of 1,000 next year. The company has actively invested in the field of robotics in recent years, aiming to make it a new engine for growth. In terms of product structure, the operating income of 10-30 billion yuan products is 401/1288/60 million yuan respectively.
Tesla first publicly announced the Optimus robot plan in August 2021, and officially released the Optimus robot prototype in September 2022.
(Source: Youtube)
In March 2023, Tesla officially launched the Optimus I, and previewed the Optimus II at the end of the year.
According to the official website introduction, Optimus II features include: a 30% increase in walking speed in upright walking, reaching 8 kilometers per hour, slightly faster than human walking speed; Optimus II is 173 centimeters tall and weighs about 56 kilograms, 10 kilograms lighter than the first generation robot.
In terms of movement, its fingers have evolved to the extent that they can be deft when perceiving and touching, such as lightly grasping eggs and handling heavy objects; the robot also has strong learning ability and can learn and evolve just by watching videos.
In addition, Optimus is already capable of handling production tasks, and two such robots are currently engaged in production at Tesla's factory in the United States. Optimus II, aided by visual neural networks and Fully Self-Driving (FSD) chips, can imitate human movements and conduct battery sorting training.
The pricing is a focus of market attention, with Optimus II expected to cost $20,000. Tesla plans to produce 1,000 robots next year to perform production tasks at its factories in the United States.
As Tesla CEO, Elon Musk has previously stated that humanoid robots will become the mainstay of industry, with quantities expected to exceed that of humans, reaching 10 billion to 20 billion units, and Tesla aims to produce 1 billion units per year, accounting for more than 10% of the market.
Assuming a price of $20,000 per unit, this would bring Tesla a market of $25 trillion to $30 trillion.
With the continuous popularity of AI, Tesla's stock price has been rising steadily since a brief dip in the first quarter. #AI trend#
As of last Friday's (July 5) close, Tesla's stock price had risen to $251.52, a monthly increase of 43.44%.
(Source: Trading View)
In addition, Tesla plans to launch its upcoming self-driving taxi series on August 8, and has also previewed a ride-sharing mobile application (APP) for the platform. Based on its FSD system, it has long been expected that the self-driving taxi platform will become a key part of unlocking Tesla's long-term valuation.
Tesla is also preparing to launch its FSD Supervised outside of North America for the first time, with the company recently receiving approval to test the system with 10 cars in China before it is publicly launched.
Tesla also released the long-awaited FSD v12, and Musk recently stated that human intervention may soon require "a year of driving experience" to encounter. While this clearly means that the semi-autonomous driving system is rapidly improving, it also makes it difficult for Tesla to test the system on intervention cases.
In the past few days, rumors have circulated online that Tesla will appoint an executive to lead its self-driving taxi team, but Musk has denied the rumors.
Last week, rumors began to circulate online that Tesla had hired Uber founder Travis Kalanick as an advisor or leader of its self-driving taxi team. Musk responded to a post on Sunday, saying the rumor was false.
(Source: Twitter)
It is not yet clear whether Tesla and Musk have any plans for Kalanick, but Musk's response suggests that the two may have no business-related plans.