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X @The Wall Street Journal
The 1X Neo is one of the first humanoid robots built for your home and is equipped with full AI software. But a company representative might need to peer into your home, via Neo’s camera eyes, to help get things done.Watch the full video: https://t.co/WAcyNBXqjz https://t.co/JExswJ7EWp ...
X @The Wall Street Journal
The 1X Neo is one of the first humanoid robots built for your home and is equipped with full AI software. But a company representative might need to peer into your home, via Neo’s camera eyes, to help get things done.Watch the full video: https://t.co/BrbfwiGqsE https://t.co/gDJg9pylKc ...
特斯拉憋大招?家庭人形机器人还有多久?
新财富· 2025-11-04 08:03
Core Viewpoint - The article discusses the delays in the production and release of Tesla's Optimus Gen3 humanoid robot, highlighting the challenges faced by the company in the competitive landscape of humanoid robotics, particularly in relation to its competitors like Figure AI and 1X [3][6][27]. Group 1: Tesla's Optimus Gen3 - The release of Optimus Gen3 has been postponed to Q1 2026, with mass production now expected to start in late 2026, contrary to earlier plans for 2025 [3][6]. - Tesla's ambitious production targets included 5,000 units in 2025 and 50,000 units in 2026, but these are now deemed unattainable due to design optimization needs and supply chain issues [3][6]. - The main technical challenge cited is the insufficient lifespan of the dexterous hand, which is critical for the robot's functionality [4][5]. Group 2: Competitors' Developments - Figure AI launched its third-generation humanoid robot, Figure 03, which is designed for household tasks and features significant improvements in safety and functionality [9][10]. - Figure 03's AI model, Helix, has shown promising results in household tasks, with the company planning to start alpha testing for home use earlier than expected [14][16]. - 1X introduced its humanoid robot, Neo, which operates under remote control and is positioned as a consumer product, with a focus on safety and privacy [21][22]. Group 3: Market Dynamics and Future Outlook - The competition in the humanoid robot market is intensifying, with companies like Figure AI and 1X making strides in product development and market readiness [6][19][24]. - Tesla's current technological advantage is not as pronounced as it once was, and the company faces increasing pressure to innovate and catch up with competitors [7][27]. - The article suggests that the path to successful humanoid robots involves overcoming significant technical challenges and that the timeline for widespread adoption may extend beyond current expectations [27].
X @The Wall Street Journal
Robot Features - 1X Neo 是首批为家庭设计的具有完整 AI 软件的人形机器人之一 [1] - Neo 配备摄像头,公司代表可能需要通过摄像头进入用户家中以提供帮助 [1]
X @The Wall Street Journal
The 1X Neo is one of the first humanoid robots built for your home and is equipped with full AI software. But a company representative might need to peer into your home, via Neo’s camera eyes, to help get things done.Watch the full video: https://t.co/7Yv9c0xSa7 https://t.co/rS03iwjt8o ...