Sou Hu Cai Jing·2026-01-04 04:31Core Viewpoint - Tesla's Optimus humanoid robot may not be as advanced as CEO Elon Musk claims, facing significant technical challenges before it can become a commercially viable product [1][3] Group 1: Technical Challenges - The Optimus robot currently relies on manual manufacturing, and significant technological hurdles remain to achieve Musk's vision of mass production [3] - Reports indicate that the robot often requires human engineers to operate it remotely rather than functioning autonomously [3] - Tesla engineers are struggling to create robotic hands that match human dexterity and agility, raising doubts about the robot's effectiveness in real-world applications [3][5] Group 2: Market and Valuation - Analysts find it difficult to value Tesla's humanoid robot initiative due to the nascent stage of the humanoid robot industry, leading to its exclusion from financial forecasts [3] - Even the highly optimistic Ark Invest has not included the Optimus robot in its 2029 valuation model, suggesting it will take longer for the robot to become a successful commercial product [3] Group 3: Future Aspirations - Musk envisions the Optimus robot performing various tasks, from factory work to household chores, and even aiding in Mars colonization, with a production goal of millions of units annually [3][4] - Despite the challenges, Tesla is committed to developing the third generation of the Optimus robot, with Musk expressing confidence that humanoid robots will become a significant product for the company [5]