马斯克业绩会谈人形机器人optimus：

ELON MUSK: "Optimus will be the biggest product ever, but it is a very complex problem to solve. It's one of the hardest things to solve, to make an autonomous humanoid robot that can do tasks that, if you simply ask it to do something or show it a video, it can do the task without any programming.

No one's ever achieved this, and there are many challenges in the design of the robot to achieve sufficient dexterity and to be very reliable and have long wear and tear, meaning it needs to be out in the field and not break down.

Otherwise, you've got sort of a 70 kilogram robot that just flopped over and you've got to carry it out like a body, you know, it doesn't have wheels. And we don't want Optimus to go haywire. So it's a lot of work to scale, to get the design right and to scale production. This is going to be the hardest product to scale manufacturing that we've ever made at Tesla because everything on the robot is new. And the difficulty of scaling the production ramp is proportionate to the newness of the parts in the robot.

With Optimus, there is no supply chain. So we've had to build up a supply chain in its entirety or in-house the production. The Optimus production line that we're building out in Fremont in place of what used to be the Model S & X production, it looks incredible. It's quite stunning to see."～～

"This is going to be the hardest product to scale that we've ever had at Tesla. We had to build the supply chain out entirely.

The Fremont production line looks incredible. Optimus will follow the s-curve of the manufacturing ramp, the initial portion will be flat and long due to the newness of the parts in the robot."

～～“这将是我们特斯拉有史以来最难大规模生产的车型。我们不得不完全重建供应链。

弗里蒙特的生产线看起来令人难以置信。Optimus 将遵循制造爬坡的 S 曲线，初始阶段将平坦且漫长，因为机器人中的零部件都是全新的。”

埃隆·马斯克：“Optimus 将是有史以来最大的产品，但要解决这个问题非常复杂。要制造一个自主人形机器人，能够执行任务——如果你只是简单地要求它做某事，或者给它看一段视频，它就能在没有任何编程的情况下完成任务——这是最难解决的问题之一。

没有人做到过这一点，在机器人设计中存在许多挑战，要实现足够的灵巧度、非常高的可靠性以及长久的耐用性，这意味着它需要在现场使用而不会发生故障。

否则，你就得面对一个 70 公斤的机器人，它只是瘫倒在地，你得像抬尸体一样把它抬出去，你知道，它没有轮子。而且我们不希望 Optimus 失控。所以要实现规模化，需要大量工作，要把设计搞对，还要实现生产规模化。这将是我们在特斯拉制造过的最难规模化生产的车型，因为机器人上的所有东西都是全新的。而且生产规模化的难度与机器人部件的新颖程度成正比。

对于 Optimus 来说，没有供应链。所以我们不得不从头建立整个供应链，或者在内部生产。我们在弗里蒙特建造的 Optimus 生产线，将取代原来 Model S 和 X 的生产线，看起来令人难以置信。看到它相当震撼。”

～～～