Tesla(US:TSLA) 大鱼聊电动·2025-12-07 08:43Technology & Design Philosophies - Figure AI and Sunday Robotics adopt a "Sensory Redundancy" approach, using additional hardware like hand-mounted cameras to enhance perception and compensate for AI limitations [1] - Figure 03's hand incorporates a palm-mounted camera system to provide a "macro view," expanding the field of view by 60% and reducing latency by 75% (two times frame rate with one-quarter latency) [1] - Sunday Robotics prioritizes practicality, opting for a three-finger gripper for its Memo robot, deeming it sufficient for 99% of household tasks [1] - Tesla, under Elon Musk's "First Principles" philosophy, avoids adding a camera to Optimus's hand, relying on head-mounted vision, proprioception, and tactile sensors [1][2] Sensory Capabilities & Data Processing - Figure 03's fingertip sensors have a sensitivity of 3 grams, enabling the detection of minute vibrations preceding slippage [1] - Figure 03's hand transmits data at 10 Gbps using mmWave technology to its Helix AI model, creating a closed-loop system [1] - Sunday Robotics utilizes "Behavioral Cloning" by collecting "in-the-wild data" from 2,000+ individuals performing household tasks while wearing skill capture gloves [1] - Tesla Optimus leverages its "Occupancy Network" technology inherited from Tesla FSD, enabling it to construct 3D models and maintain object permanence even when objects are occluded [2] Market Positioning & Future Implications - Tesla aims for an Optimus price point of $20,000 - $30,000, emphasizing "generality" and "scalability" to achieve cost-effectiveness [2] - Sunday Memo targets the home appliance market with a focus on affordability and practicality for tasks like dishwashing and cleaning [2] - Figure AI aims to dominate high-end manufacturing, providing precision and reliability in tasks such as assembling electronics and handling hazardous materials [2]