Tesla(US:TSLA) 大鱼聊电动·2025-08-25 03:57Robot Technology & AI Development - Boston Dynamics' Atlas robot, enhanced with Toyota Research Institute (TRI) AI, is developing long-range manipulation tasks, aiming for complex process execution [1] - Tesla's Optimus robot prioritizes cost-effective, human-like movements for factory and home use, focusing on mass production and cost control [1] - Tesla leverages real-world AI from its FSD system, processing vast visual data to understand and navigate the physical world, giving Optimus a significant advantage [1] - Bloomberg analysis highlights Tesla's vertical integration in automation and robotics, enabling closed-loop data collection and model training [1] Tesla Production & Business Strategy - Tesla temporarily removed Model S and Model X order pages from its European website, initially misinterpreted as a market retreat [2] - A vehicle model approval document submitted to the EU reveals Tesla is updating the Model S Long Range and Plaid for 2026, indicating continued commitment to the European market [2] - Musk estimates that 20 million automated systems could replace 80 million physical labor jobs in the US, suggesting a significant shift in the labor market [2] Future Economic & Social Implications - Musk envisions a future with "Universal High Income," where AI and robots provide abundance, offering access to the best resources for everyone [2] - Concerns are raised about potential job displacement due to automation and the risk of increased economic pressure and technological dependence [2] - Musk predicts the number of humanoid robots will far exceed humans, driven by individual and industrial demand [2]