Tesla(US:TSLA) 具身智能之心·2025-09-18 01:23Core Insights - Tesla's Optimus Gen3 has secured its first external order for 10,000 units from PharmAGRI, aimed at automating drug production processes for precision and efficiency [1] - Elon Musk invested $10 billion in Tesla stock, linked to a performance-based compensation plan that could unlock $1.2 trillion in stock rewards if 1 million units of Optimus are delivered in the future [1] - The Optimus Gen3+ has demonstrated a 30% efficiency improvement over human labor in Tesla's factories, with future costs potentially dropping below $20,000 per unit, indicating both capability and affordability [2] Summary by Sections - Order Acquisition - Tesla's Optimus Gen3 has received a historic order of 10,000 units from PharmAGRI for automating drug production [1] - Investment and Incentives - Elon Musk's $10 billion stock purchase is tied to a compensation plan that rewards him significantly if Tesla achieves the delivery target of 1 million Optimus units [1] - Efficiency and Cost - The Optimus Gen3+ has been validated to be 30% more efficient than human workers, with a potential cost reduction to below $20,000, highlighting its economic viability [2]