Sou Hu Cai Jing·2026-01-19 08:35Core Insights - Tesla CEO Elon Musk is actively pushing for a strategic transformation, positioning the humanoid robot Optimus as a core element for future development, amidst challenges from a slowing global automotive market and stricter regulations on autonomous driving software [1] - Musk envisions the Optimus project could elevate Tesla's valuation to $25 trillion, suggesting that the company will be primarily remembered for producing 1 billion Optimus robots [1] Group 1 - Musk's ambitious vision for the Optimus project includes a target of deploying 1 million robots by 2030, which is tied to his $1 trillion compensation plan [3] - The project has faced significant delays, with Tesla reportedly failing to meet its goal of producing 5,000 Optimus robots last year due to various technical bottlenecks [3] - Despite Musk's grand vision for the robotics business, commercialization faces multiple challenges, including production capacity, technology, and market acceptance [3]