Original photoStar Truk (@TeslaStarTruk):What does @Tesla_Optimus think about? https://t.co/70K7yiRngb ...

Summary of Johnson Electric (0179.HK) Conference Call Company Overview - **Company**: Johnson Electric (0179.HK) - **Market Cap**: HK$23,033 million (US$2,934 million) [4] Key Industry Insights - **Industry Focus**: Humanoid robots, liquid cooling for datacenters, warehouse automation, and medical equipment [1][4] - **Primary Markets**: China and the US, with no significant bias towards China despite recent joint ventures [2] Core Points and Arguments 1. **Growth Projections**: Anticipation of double-digit growth in the Industrial Products Group (IPG) for FY26, driven by new business segments including liquid cooling, warehouse automation, and humanoid robots [1][6] 2. **Humanoid Robots**: Expected to be the fastest-growing segment in FY27, with current projects indicating strong momentum [1][4] 3. **APG Segment Challenges**: APG, which accounted for 84% of total sales in Q1 FY26, remains challenging, but the rate of decline is expected to diminish throughout FY26 [1][4] 4. **Customization and Profitability**: Increased customization in humanoid robots is projected to enhance profitability compared to the average of the IPG segment [3] 5. **New Business Ventures**: Current ramp-up in new businesses includes liquid cooling systems for datacenters, motor systems for warehouse automation, and actuators for medical equipment [4][6] 6. **Production Facilities**: Global production facilities in Mexico, USA, China, Serbia, and India are in place to mitigate geopolitical risks and support the humanoid robot segment [2] 7. **Headcount Reduction**: Significant reduction in headcount from 39,000 in FY17 to 20,000 in FY25, with revenue per employee and net profit per employee increasing at CAGRs of 7% and 5%, respectively [7] 8. **Tariff Mitigation**: Approximately 25% of total sales are generated from the US, with around 20% exempt from tariffs under the USMCA agreement, minimizing tariff impacts [8] Financial Metrics - **Target Price**: Raised to HK$29, reflecting a +0.5 standard deviation over the mean, indicating strong management execution and business opportunities in humanoid robots [19] - **Expected Share Price Return**: 17.6% with an expected dividend yield of 2.8%, leading to a total expected return of 20.5% [4] Risks and Considerations 1. **Downside Risks**: Potential negative impacts from worse-than-expected macroeconomic conditions in the US/EU, pricing pressures, and longer timelines to pass on commodity cost inflation [20] 2. **Upside Risks**: Better-than-expected average selling price (ASP) inflation and demand for APG and IPG segments [20] Additional Insights - **Joint Ventures**: Formation of two joint ventures with SMEIC aimed at expanding distribution channels in China [1][2][10] - **Production Differentiation**: High levels of production differentiation in the humanoid robot business, indicating a competitive edge [2] This summary encapsulates the key insights and projections from the conference call regarding Johnson Electric's strategic direction, market positioning, and financial outlook.

Core Insights - The article discusses the launch of IS-Bench, a benchmark focused on evaluating the safety of embodied agents interacting with household environments, highlighting the potential dangers of allowing AI assistants to operate autonomously [2][4][19] - Current visual language model (VLM) household assistants have a safety completion rate of less than 40%, indicating significant risks associated with their actions [4][19] Evaluation Framework - IS-Bench introduces over 150 household scenarios that contain hidden safety hazards, designed to comprehensively test the safety capabilities of AI assistants [2][4] - The evaluation framework moves away from static assessments to a dynamic evaluation process that tracks risks throughout the interaction, capturing evolving risk chains [5][10] Safety Assessment Challenges - Traditional evaluation methods fail to identify dynamic risks that emerge during task execution, leading to systematic oversight of critical safety hazards [6][7] - The article emphasizes that even if the final outcome appears safe, the process may have introduced significant risks, highlighting the need for a more nuanced safety assessment [7][19] Scenario Customization Process - IS-Bench employs a systematic scene customization pipeline that combines GPT-generated scenarios with human verification to ensure a diverse range of safety hazards [8][12] - The resulting "Household Danger Encyclopedia" includes 161 high-fidelity testing scenarios with 388 embedded safety hazards across various household settings [12] Interactive Safety Evaluation - The framework includes real-time tracking of the agent's actions, allowing for continuous safety assessments throughout the task [15] - A tiered evaluation mechanism is implemented to test agents under varying levels of difficulty, assessing their safety decision-making capabilities [15] Results and Insights - The evaluation results reveal that many VLM-based agents struggle with risk perception and awareness, with safety completion rates significantly improving when safety goals are clearly defined [18][19] - The article notes that proactive safety measures are often overlooked, with agents only successfully completing less than 30% of pre-cautionary actions [19]

RT JoshWest247 ⚡️ (@JoshWest247)Check it out @teslaownersSV previewing @theXtakeover 2026 with @Tesla_Optimus as an Influencer! https://t.co/DH1PfhclXO ...

Company Focus - Tesla CEO Elon Musk interacts with Tesla Owners of Silicon Valley regarding Tesla Optimus [1] Product & Technology - Tesla Optimus is a topic of discussion [1]

Robotics & AI - The tweet suggests a potential interaction or relationship with Tesla's Optimus robot, implying the importance of ethical considerations in robotics [1] - The industry should consider the social implications of advanced robotics and AI [1]

Products & Technology - Speculation about Tesla Optimus robot presence at Tesla Diner [1]

Products & Services - Tesla Optimus is loved by kids [1] Social Media & Community - Tesla Diner is mentioned in a tweet [1]

From steel beams to Mars dreams. 1932 was human grit. 2030 is Tesla Optimus. https://t.co/Sc5QSyCgI5 ...

Event Announcement - Tesla Optimus 可能在 @theXtakeover 活动中多次亮相 [1] - 7 月 25 日将有大规模的 Tesla 灯光和无人机表演 [1] Participants - 活动参与者包括 @Tesla_Optimus, @NLDS_DroneShows, @teslaownersSV, @play_tediddle, @TeslaClubAT [1]