#人形机器人

Giga Texas Optimus factory construction update with 2 short video clips, one 360 at medium-altitude & a closer, lower flight showing tight views of the main steel structure! Ground work started in late March, with 1st steel on May 27. By 1 October, the frame was nearly at the north grade beam, large sections of upper floors were poured, & roofing insulation is arriving. The E side & the entire S half of the foundation have footings & grade beams, but no steel yet. The basic steel structure is ~ 40% assembled so far. This is the dedicated high-volume 7+ million sq ft (~ 650,000 sq m) Gen 4 Optimus plant. @Tesla has not given a standalone cost, but 2026 company capex was guided at ~ $20–25 billion for AI, robotics, & factory expansion; outside estimates put the broader N Campus at ~ $5–10 billion. This is in addition to the Fremont California Optimus plant (which is the Gen 3 pilot line) is sized at ~ 1 million units a year, expected to begin production in late 2026. The Giga Texas plant is 10X larger & has a planned capacity of ~10 million robots a year at full scale (a long-term ceiling, not the startup rate). The current target for limited initial production is late 2027. What is still ahead for construction over the next 6 to 8 months? Electrical conduit, water & sewage pipes, fire-water loop, storm water management drainage & underground pipes, exterior walls, roofing, ground slab & upper floor concrete & mechanical rough-in then equipment deliveries & installation. As you can see, lots of progress already, but there is a lot left to do before production line setup can happen.

I was there Friday night in San Francisco for the @REK event, and this is something you had be in the room to get it, but I’ll try to describe it. It hit completely differently from robot-versus-robot fights. Those are entertaining, sure, but after a while they start to feel strange. You’re empathizing with machines that aren’t conscious, don’t feel pain, and don’t feel anything. Robot versus human hits different and raw, it was an emotional rollercoaster. I felt real fear for the human fighter, and real excitement, mostly fear, and when it ended there was a huge wave of relief. The robots were remote-controlled, of course, but the kicks were genuinely powerful. We know how power-dense those actuators are, and the human fighter took real hits to his body. The kicks from the six-foot-tall EngineAI T800 seemed nearly impossible to dodge when they were hurled in the right direction. The Unitree H1 was even harder to deal with because its dynamic balance is so good that it just refused to go down. This could be the start of a genuinely new entertainment genre. But I can tell you this: if someone wants to fight a robot with a real AI brain and real perception, you’d need robots that are far less powerful, throttled down, and compliant. Otherwise it ends in serious injury or worse. This is the beginning of something different in robotics and entertainment, and we need to think seriously about it before regulators use moments like this as fearmongering fodder to throttle the entire humanoid frontier. https://x.com/frankie_lapenna/status/2101749052085871039/video/1

We are releasing Dyna-2.1, the first Physical Agent that achieves reliable super long-horizon whole-body autonomy. It combines our brand-new semi-humanoid hardware with an agentic system built around Dyna-2 to handle ultra-long real-world workflows. Here is an uncut footage of Dyna-2.1 completing an entire hour-long laundry room workflow, just like a human does.

Introducing Gemini 4 Argon – our new frontier model. It’s built for complex workflows across coding, enterprise knowledge work, and cybersecurity defense – rolling out today to a set of trusted testers through our Fairwind Program.

Einride enters a strategic collaboration with @NVIDIADRIVE to accelerate autonomous trucking on highways and suburban roads. Building the next generation of Einride Driver on NVIDIA Hyperion platform, supports capital efficient scale of autonomous capacity across Einride’s freight network. $ENRD

🫶Tesla posts new Optimus hand job.

🚨Tesla AI is hiring for the Optimus Hand job. This position will lead the architecture, design, prototyping, validation, industrialization, and mass production of the hand hardware subsystem.

A fitting analogy for the pace at which Tesla has been making progress over the years is that of a Formula One car, whose peak acceleration increases in proportion to its speed as a result of enhanced traction generated by aerodynamic downforce. Our goal is to get Optimus to high-volume production as fast as possible. If your passion is designing drive systems, electronics, sensors, dynamic harness, cameras, body or hand structures and you want to overcome micron tolerancing challenges, and accelerate the scalability of humanoid robot manufacturing, this is the opportunity for you! You will learn a ton and make a huge impact! Apply here: https://www.tesla.com/careers/search/?site=US&query=optimus

.@elonmusk told me he plans to build “Optimus Academy” to train an army of humanoid robots. > “millions of simulated robots in the simulated world” > “tens of thousands of robots in the real world, to close the simulation to reality gap.” Why? There’s two big differences between the way Tesla will train humanoid robots and the way it built Full Self-Driving. - FSD only requires learning three degrees of freedom: turning, accelerating, braking … and a humanoid robot has to learn how to coordinate 50+ joints. - You can sell a Tesla without FSD, which allows you to collect the millions and millions of hours of driving data needed to bootstrap your model ... but you can’t sell an Optimus that hasn’t learned how to do stuff yet. The Optimus Academy is Elon’s attempt to build the data flywheel that Tesla got for free with FSD.

@rough__sea Yes. Optimus will be the first Von Neumann machine, capable of building civilization by itself on any viable planet.

Tesla Optimus Robot’s incredible progress after only 2.5 years.

Tesla’s Optimus robot dancing after Elon Musk’s 2025 CEO Performance Award passed 😂