3 6 Ke·2025-09-06 06:19Core Insights - The emergence of humanoid robots, particularly Tesla's Optimus and Figure's robots, signifies a potential trillion-dollar industry disruption [1][2][6] - Tesla's Optimus showcases advanced capabilities, including environment perception and motion coordination, with a focus on cost-effective mass production [3][4][11] - Figure emphasizes AI-driven development, aiming for a highly intelligent model before scaling hardware production [9][12] Tesla's Strategy - Tesla's approach is rooted in hardware-first philosophy, aiming to produce a humanoid robot at a target cost of $20,000 and a production goal of 5,000 units by next year [4] - The company believes that a cost-effective physical design will allow for gradual improvements in AI capabilities [5][11] - Elon Musk predicts that 80% of Tesla's value could derive from Optimus, suggesting a potential market valuation of $560 billion for this segment [11] Figure's Strategy - Figure's strategy focuses on creating a highly capable AI model that can adapt to various hardware configurations, prioritizing intelligence over immediate mass production [9][12] - The company claims to have achieved significant advancements in robot capabilities using existing models and additional data, without the need for new algorithms [8] - Figure's founder believes this approach is the correct path toward developing truly general-purpose robots [9] Industry Implications - The competition between Tesla and Figure represents two distinct paths in humanoid robot development: one prioritizing hardware and scale, the other focusing on AI adaptability [9][12] - The successful commercialization of humanoid robots could lead to significant disruptions across labor-intensive industries, including manufacturing, logistics, and elder care [11] - The entire robotics supply chain, from sensors to AI software, is expected to experience a new wave of investment as the industry evolves [11][12]