特斯拉人形机器人，新进展曝光

Core Viewpoint - Tesla is leveraging a data collection team to train its Optimus robot, focusing on human-like actions through extensive video data collection, which has implications for the future of robotics and AI integration [2][3][4]. Group 1: Data Collection Methodology - Tesla's data collection involves employees performing repetitive tasks for up to 8 hours, collecting at least 4 hours of usable video footage per shift [2]. - The company has shifted from using motion capture suits to camera-based data collection, which allows for larger scale data gathering [2][3]. - The physical demands on data collectors are significant, with reports of injuries due to the weight of equipment and prolonged use of headsets [3]. Group 2: Workforce and Production Goals - At its peak, Tesla had over 100 employees dedicated to data collection for the Optimus project [3]. - Elon Musk has set an ambitious target of producing 1 million units of Optimus annually, with the robot business projected to account for 80% of Tesla's value in the future [3]. Group 3: Data Types and Industry Trends - The industry recognizes the importance of diverse training data, with real data considered "golden data" for training effectiveness, despite its higher costs [4]. - A hybrid approach combining real and simulated data is becoming the standard in the robotics sector, aiming to enhance robots' environmental perception and multitasking capabilities [4]. - The data collection systems market is projected to exceed $2.4 billion by 2025, with a compound annual growth rate of approximately 5.2% from 2026 to 2035 [4]. Group 4: Future of Robotics Training - There are indications that future robot training may become "AI-driven," with Tesla recently announcing the use of self-developed world models for training Optimus [5]. - Current methods in the industry, such as world models and simulation training, have limitations in achieving generalization capabilities, indicating a need for further exploration in embodied intelligence learning methods [5].