Hua Er Jie Jian Wen·2025-07-26 03:05Core Insights - Tesla's Optimus robot project is facing significant production bottlenecks, with current output only in the hundreds, far below the target of 5,000 units for the year set by Elon Musk [1][2] - The company is encountering major technical challenges related to the robotic hand design, which is crucial for the robot's functionality [2] - Tesla's overall revenue has declined by 12% year-on-year, and Musk has warned of "several tough quarters" ahead due to the end of EV subsidies in the U.S. and increasing global competition [1] Production Challenges - The primary obstacle for the Optimus project is the development of a human-like robotic hand, which is a common challenge in the robotics industry [2] - There is internal debate about the necessity of developing a complex multi-joint robotic hand, with some experts suggesting simpler grippers may suffice for most tasks [2] Internal Changes and Legal Issues - The Optimus project has recently experienced leadership changes, with Milan Kovac leaving and Ashok Elluswamy taking over [3] - Tesla has filed a lawsuit against a startup founded by former Optimus employees, alleging theft of trade secrets related to robotic hand technology [3] Confidentiality and Limited Progress - Tesla maintains strict confidentiality regarding the Optimus project, requiring employees to undergo multiple security checks and surrender their phones before entering production areas [4] - Approximately 50 Optimus robots are being tested at Tesla's Palo Alto R&D center, performing tasks under human supervision [5] Future Outlook - Musk has high hopes for the Optimus project, predicting it could eventually surpass Tesla's electric vehicle business and elevate the company's valuation to $25 trillion, over 26 times its current market value [5] - Despite the excitement surrounding Optimus, investor concerns about declining vehicle sales have led to a 24% drop in Tesla's stock price this year [5]