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Figure shows a serious humanoid production ramp. Brett's graph doesn't have a y-axis. Assuming June 2023 = 1 unit and the graph is linear: 2023: 2 units 2024: 26 2025: 79 2026 (till Apr 21st): 312 Annualized run-rate based on the past 21 days of production: 2,589/year.

The Humanoid Hub

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68,716 просмотров • 4 месяцев назад •via X (Twitter)

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Elon on Optimus v3 production during the Q3 earnings call: ⦿ The Optimus V3 hardware design wouldn’t actually be frozen, even through start of production. ⦿ We’ll have a production-intent prototype ready to show off in Q1, probably February or March. ⦿ We’re going to be building a million-unit Optimus production line, hopefully with the production start towards the end of next year. ⦿ The production ramp will take a while to get to an annualized rate of a million. ⦿ Then Optimus four, that’ll be, 10 million units. Optimus five, maybe 50 to 100 million units.

Elon on Optimus v3 production during the Q3 earnings call: ⦿ The Optimus V3 hardware design wouldn’t actually be frozen, even through start of production. ⦿ We’ll have a production-intent prototype ready to show off in Q1, probably February or March. ⦿ We’re going to be building a million-unit Optimus production line, hopefully with the production start towards the end of next year. ⦿ The production ramp will take a while to get to an annualized rate of a million. ⦿ Then Optimus four, that’ll be, 10 million units. Optimus five, maybe 50 to 100 million units.

The Humanoid Hub

42,579 просмотров • 10 месяцев назад

Elon Musk says Humanoid Robots will outnumber vehicle production - Vehicle production on Earth is about 100 million vehicles a year - Humanoid robot production will be between 1 billion and 10 billion units a year - Tesla will make the largest percentage of these robots Late 2026 mass production will ramp begins in earnest, with Optimus Gen 3/4 The long term goal will be for Optimus to become Tesla’s biggest product by volume and value Elon Musk says 80%+ of Tesla’s future value could come from robotics and AI

Elon Musk says Humanoid Robots will outnumber vehicle production - Vehicle production on Earth is about 100 million vehicles a year - Humanoid robot production will be between 1 billion and 10 billion units a year - Tesla will make the largest percentage of these robots Late 2026 mass production will ramp begins in earnest, with Optimus Gen 3/4 The long term goal will be for Optimus to become Tesla’s biggest product by volume and value Elon Musk says 80%+ of Tesla’s future value could come from robotics and AI

Wall Street Apes

66,453 просмотров • 3 месяцев назад

🇺🇸 ELON: OPTIMUS 5 COULD REACH 100 MILLION UNITS, IT’S GOING TO BE ABSOLUTELY WILD “We’re going to be building a million-unit Optimus production line, hopefully starting toward the end of next year. That ramp will take time to hit an annualized rate of a million because it moves as fast as the slowest, dumbest, least lucky part out of 10,000 unique items. But it will get there. Then comes Optimus 4 at ten million units, and Optimus 5, maybe fifty to a hundred million.” Source: Tesla

🇺🇸 ELON: OPTIMUS 5 COULD REACH 100 MILLION UNITS, IT’S GOING TO BE ABSOLUTELY WILD “We’re going to be building a million-unit Optimus production line, hopefully starting toward the end of next year. That ramp will take time to hit an annualized rate of a million because it moves as fast as the slowest, dumbest, least lucky part out of 10,000 unique items. But it will get there. Then comes Optimus 4 at ten million units, and Optimus 5, maybe fifty to a hundred million.” Source: Tesla

Mario Nawfal

105,602 просмотров • 10 месяцев назад

Loops vs. Graphs, clearly explained! loops are great, but they have a ceiling: a loop makes one unit of work better. it cannot decide which units exist. so you end up with a very good agent running the wrong three steps, in the wrong order, one at a time. Graph engineering fixes this by moving the decision up a layer: what runs, what runs at the same time, and what never runs at all. you need both. here's how it works: a graph splits your system into two kinds of decision. ↳ inside a unit: the loop. produce, check, correct, repeat until green ↳ between units: the graph. split, fan out, merge, gate, send back Prompts → Context → Harness → Loops → Graphs you get parallel work, isolated contexts, and steps that stop running when nothing needs them. the trick is being selective about what becomes a node. only spend a model where judgment lives. merging, ranking, deduping and schema checks are edges, and edges are code. free, instant, and they cannot be argued out of a verdict. a graph where every edge is an agent pays rent on its own wiring. one thing to know before you scale it. a graph has two return paths, and almost everyone builds one. ↳ the correction edge is short. a gate rejects one unit back to the step that produced it, and it fixes the run you are in ↳ the learning edge is long. an accepted result goes back to the splitter as a constraint, and it fixes every run after skip the second and you get a graph that is fast and never gets smarter. next week it starts from the same place with the same blind spots. and a smaller one that eats whole nights: when a unit fails, return that unit, not the batch. send back four slices because one failed and you have just rewritten three correct ones. do it twice in a run and the run never converges. below i have quoted my full guide on graph engineering. it covers the three topologies, the verifier patterns, and where the gate should actually open. save this and read it below ↓

Loops vs. Graphs, clearly explained! loops are great, but they have a ceiling: a loop makes one unit of work better. it cannot decide which units exist. so you end up with a very good agent running the wrong three steps, in the wrong order, one at a time. Graph engineering fixes this by moving the decision up a layer: what runs, what runs at the same time, and what never runs at all. you need both. here's how it works: a graph splits your system into two kinds of decision. ↳ inside a unit: the loop. produce, check, correct, repeat until green ↳ between units: the graph. split, fan out, merge, gate, send back Prompts → Context → Harness → Loops → Graphs you get parallel work, isolated contexts, and steps that stop running when nothing needs them. the trick is being selective about what becomes a node. only spend a model where judgment lives. merging, ranking, deduping and schema checks are edges, and edges are code. free, instant, and they cannot be argued out of a verdict. a graph where every edge is an agent pays rent on its own wiring. one thing to know before you scale it. a graph has two return paths, and almost everyone builds one. ↳ the correction edge is short. a gate rejects one unit back to the step that produced it, and it fixes the run you are in ↳ the learning edge is long. an accepted result goes back to the splitter as a constraint, and it fixes every run after skip the second and you get a graph that is fast and never gets smarter. next week it starts from the same place with the same blind spots. and a smaller one that eats whole nights: when a unit fails, return that unit, not the batch. send back four slices because one failed and you have just rewritten three correct ones. do it twice in a run and the run never converges. below i have quoted my full guide on graph engineering. it covers the three topologies, the verifier patterns, and where the gate should actually open. save this and read it below ↓

Hanako

73,867 просмотров • 16 дней назад

LOOP + GRAPH + CONTEXT ENGINEERING = THE KIMI K3 STACK THAT KEEPS RUNNING 300 Kimi K3 agents built one graph out of 100 companies. no 300 documents to read yourself kimi-swarm/ ├── swarm_launch.md task, sources, stop condition ├── CONSTRAINTS.md corrections from every past run ├── graph/ 384 entities, 1,064 typed edges, 8 closed verbs └── cron/ re-fires the swarm on schedule > one node sits at the center with 12 inbound edges - the vendor everyone depends on and nobody flagged in the prompt > 2 hops already answers most of what you'd actually ask it loop decides when it fires -> graph decides what's kept -> context decides what survives after the session closes how people are getting paid on this: > one build sold as a competitive teardown - replaces a four-figure analyst contract, done in an hour, unattended > the same graph on retainer - charge weekly for every new edge that shows up > wire the stack for someone else's market once it's proven on your own full version of this tree is in the article below

LOOP + GRAPH + CONTEXT ENGINEERING = THE KIMI K3 STACK THAT KEEPS RUNNING 300 Kimi K3 agents built one graph out of 100 companies. no 300 documents to read yourself kimi-swarm/ ├── swarm_launch.md task, sources, stop condition ├── CONSTRAINTS.md corrections from every past run ├── graph/ 384 entities, 1,064 typed edges, 8 closed verbs └── cron/ re-fires the swarm on schedule > one node sits at the center with 12 inbound edges - the vendor everyone depends on and nobody flagged in the prompt > 2 hops already answers most of what you'd actually ask it loop decides when it fires -> graph decides what's kept -> context decides what survives after the session closes how people are getting paid on this: > one build sold as a competitive teardown - replaces a four-figure analyst contract, done in an hour, unattended > the same graph on retainer - charge weekly for every new edge that shows up > wire the stack for someone else's market once it's proven on your own full version of this tree is in the article below

Mr. Buzzoni

15,462 просмотров • 17 дней назад

Ten million Optimus units a year is a hard number to process! 🚨 Tesla’s Optimus lead just confirmed a 10 million unit annual target. • Ashok Elluswamy corrected himself on X: “Correction, 10 million robots” • Refers to the second production line under construction at Giga Texas • First line (~1 million units/year) planned for Fremont on former Model S/X space • Texas facility expected to reach volume in 2027 • 10 million robots a year would exceed most countries’ annual car sales The scale matches the long-term figure Elon has cited since the 2025 shareholder meeting.

Ten million Optimus units a year is a hard number to process! 🚨 Tesla’s Optimus lead just confirmed a 10 million unit annual target. • Ashok Elluswamy corrected himself on X: “Correction, 10 million robots” • Refers to the second production line under construction at Giga Texas • First line (~1 million units/year) planned for Fremont on former Model S/X space • Texas facility expected to reach volume in 2027 • 10 million robots a year would exceed most countries’ annual car sales The scale matches the long-term figure Elon has cited since the 2025 shareholder meeting.

Joe Hansen

13,185 просмотров • 1 месяц назад

They have posted video without showing Consumption data only they have poster amount paid. So I will reverse calculate all using that amount to units consumed. Date Bill amount. Units Jun 2025. ₹2569. 563units Aug 2025. ₹2789. 588 units Oct 2025. ₹2502. 555 units Dec 2025. ₹2578. 564 units Feb 2026. ₹4770. 800 units Mar 2026. ₹37,413. Penalty Jun 2026. ₹11975. 1442 unit Aug 2026. ₹13,049. 1535 unit All these year they are under paying the amount using faulty meter. Mar 2026 under DMK government they have changed the meter of their home. Penalty of 37K rupees. Meter Fault / Back-Assessment Penalty: If a meter was faulty or bypassed, TNEB issues a provisional assessment penalty based on average load calculations. Let’s take one AC 1.5Ton running for 4 hours a day. It will consume 360 units. Their house look big and definitely 1400 - 1500 units will come for their consumption.

They have posted video without showing Consumption data only they have poster amount paid. So I will reverse calculate all using that amount to units consumed. Date Bill amount. Units Jun 2025. ₹2569. 563units Aug 2025. ₹2789. 588 units Oct 2025. ₹2502. 555 units Dec 2025. ₹2578. 564 units Feb 2026. ₹4770. 800 units Mar 2026. ₹37,413. Penalty Jun 2026. ₹11975. 1442 unit Aug 2026. ₹13,049. 1535 unit All these year they are under paying the amount using faulty meter. Mar 2026 under DMK government they have changed the meter of their home. Penalty of 37K rupees. Meter Fault / Back-Assessment Penalty: If a meter was faulty or bypassed, TNEB issues a provisional assessment penalty based on average load calculations. Let’s take one AC 1.5Ton running for 4 hours a day. It will consume 360 units. Their house look big and definitely 1400 - 1500 units will come for their consumption.

MacroMatrix

113,447 просмотров • 23 дней назад

Chinese humanoid maker UBTech has secured a $1 billion credit line from Infini Capital to expand production and build a research hub and “super factory” in the Middle East. The Hong Kong–Abu Dhabi–based investment firm aims to increase its holding in UBTech to 5% and will leverage its AI/robotics investments to help UBTech develop more powerful, cost-effective humanoid robots. UBTech became a public company in 2023. In the first half of 2025, it reported revenue of 621M yuan ($87.1M), up 27.5%, while losses narrowed to 414M yuan ($58M) from 516M yuan ($72M) a year earlier.

Chinese humanoid maker UBTech has secured a $1 billion credit line from Infini Capital to expand production and build a research hub and “super factory” in the Middle East. The Hong Kong–Abu Dhabi–based investment firm aims to increase its holding in UBTech to 5% and will leverage its AI/robotics investments to help UBTech develop more powerful, cost-effective humanoid robots. UBTech became a public company in 2023. In the first half of 2025, it reported revenue of 621M yuan ($87.1M), up 27.5%, while losses narrowed to 414M yuan ($58M) from 516M yuan ($72M) a year earlier.

The Humanoid Hub

32,326 просмотров • 1 год назад

Elon Musk: What we're about to embark upon is not merely a new chapter of the future of Tesla, but a whole new book and Optimus is a fundamental part of that The scale of Optimus, like I said, that's really going to be something else I think it's going to be the biggest product of all time, by far Like bigger than cell phones, bigger than anything. I guess the way to think about it is that every human on Earth is going to want to have their own personal R2-D2 C-3PO I think there could be tens of billions of Optimus robots out there We're going to launch on the fastest production ramp of any product, of any large complex manufactured product ever. And starting with building a million unit production line in Fremont. And then a 10 million unit per year production line here... I don't know where we're going to put the 100 million unit production line. Maybe on Mars, I don't know But I think it's going to literally get to 100 million a year, maybe even a billion a year

Elon Musk: What we're about to embark upon is not merely a new chapter of the future of Tesla, but a whole new book and Optimus is a fundamental part of that The scale of Optimus, like I said, that's really going to be something else I think it's going to be the biggest product of all time, by far Like bigger than cell phones, bigger than anything. I guess the way to think about it is that every human on Earth is going to want to have their own personal R2-D2 C-3PO I think there could be tens of billions of Optimus robots out there We're going to launch on the fastest production ramp of any product, of any large complex manufactured product ever. And starting with building a million unit production line in Fremont. And then a 10 million unit per year production line here... I don't know where we're going to put the 100 million unit production line. Maybe on Mars, I don't know But I think it's going to literally get to 100 million a year, maybe even a billion a year

X Freeze

1,259,411 просмотров • 10 месяцев назад

China's humanoid robotics market is on fire. With orders expected to top 30,000 units this year—a tenfold jump from 2024's total of less than 3,000—2025 is officially shaping up to be the "Year of Mass Production." This surge, driven by an expansion into new sectors like industrial manufacturing, logistics, and elder care, is reflected in a wave of new deals across the industry. Here's a look at some of the key commercial progress: Astribot: A 1,000-unit order for industrial and logistics deployment over two years. TianTai Robotics: Signed a major 10,000-unit order for caregiving robots. Noetix Robotics : Received over 2,000 intent orders in one month, valued at over 100 million yuan, with a focus on education and commercial performances. AgiBot: Expects to ship thousands of units this year and tens of thousands in 2026. Unitree Robotics: Has orders for thousands of units and is one of the most visible products in the industry. UBTech: Aims to deliver 500 industrial humanoids in 2025, with educational robot orders already exceeding 300 units. Robot Era: Delivered over 300 units by July 2025 with 500 more on hand. TLIBOT: Has around 1,000 intent orders. Galbot: Secured orders for its supermarket security robot, Galbot, in 100 stores. AI² Robotics: Has nearly 500 orders for its general-purpose robots for industrial and public service scenarios. But here’s the crucial reality check. While the order boom is exciting, it doesn't automatically translate to fulfilled deliveries. Many companies lack the production capacity to keep up. A significant portion of these are "intent orders" or framework agreements, not guaranteed sales. Furthermore, the market is heavily B2B-focused, with consumer demand representing only about 5% of sales. Some orders are even symbolic, for public relations or strategic purposes. This “order frenzy” is a starting point, not the finish line. The true test for China's humanoid robot industry isn't who can secure the biggest order, but who can consistently deliver on it and build a stable market for the future.

China's humanoid robotics market is on fire. With orders expected to top 30,000 units this year—a tenfold jump from 2024's total of less than 3,000—2025 is officially shaping up to be the "Year of Mass Production." This surge, driven by an expansion into new sectors like industrial manufacturing, logistics, and elder care, is reflected in a wave of new deals across the industry. Here's a look at some of the key commercial progress: Astribot: A 1,000-unit order for industrial and logistics deployment over two years. TianTai Robotics: Signed a major 10,000-unit order for caregiving robots. Noetix Robotics : Received over 2,000 intent orders in one month, valued at over 100 million yuan, with a focus on education and commercial performances. AgiBot: Expects to ship thousands of units this year and tens of thousands in 2026. Unitree Robotics: Has orders for thousands of units and is one of the most visible products in the industry. UBTech: Aims to deliver 500 industrial humanoids in 2025, with educational robot orders already exceeding 300 units. Robot Era: Delivered over 300 units by July 2025 with 500 more on hand. TLIBOT: Has around 1,000 intent orders. Galbot: Secured orders for its supermarket security robot, Galbot, in 100 stores. AI² Robotics: Has nearly 500 orders for its general-purpose robots for industrial and public service scenarios. But here’s the crucial reality check. While the order boom is exciting, it doesn't automatically translate to fulfilled deliveries. Many companies lack the production capacity to keep up. A significant portion of these are "intent orders" or framework agreements, not guaranteed sales. Furthermore, the market is heavily B2B-focused, with consumer demand representing only about 5% of sales. Some orders are even symbolic, for public relations or strategic purposes. This “order frenzy” is a starting point, not the finish line. The true test for China's humanoid robot industry isn't who can secure the biggest order, but who can consistently deliver on it and build a stable market for the future.

RoboHub🤖

199,146 просмотров • 1 год назад

Thrive Capital's Philip Clark on Cursor's Meteoric Growth* - Oct 2023: $8M Seed led by OpenAI Startup Fund - Aug 2024: $60M Series A at $400M** - Dec 2024: $100M Series B at $2.6B - Jun 2025: $900M Series C at $9.9B - Nov 2025: $2.3B Series D at $29.3B (crossed $1B annualized revenue) - Apr 17 2026: Rumored $2B+ financing at $50B - Apr 21 2026: SpaceX obtains rights to buy Cursor for $60 billion later this year or pay $10 billion for the work the companies are doing together. "Cursor automating a lot of the drudgery associated with coding, and being the ultimate AI pair programmer for a lot of developers." "Think when we invested, there were a couple tens of thousands of users & low single digits million ARR. Fast-forward to today, I don't think the company publicly publishes revenue, but call it in the many, many $100Ms of run rate revenue, & many millions of developers using the product. And that has just been an incredible growth story in the span of just 18 months." Philip Clark Thrive Capital Cursor Michael Truell *Recorded Oct 2025! So fast. **Thrive first invested

Thrive Capital's Philip Clark on Cursor's Meteoric Growth* - Oct 2023: $8M Seed led by OpenAI Startup Fund - Aug 2024: $60M Series A at $400M** - Dec 2024: $100M Series B at $2.6B - Jun 2025: $900M Series C at $9.9B - Nov 2025: $2.3B Series D at $29.3B (crossed $1B annualized revenue) - Apr 17 2026: Rumored $2B+ financing at $50B - Apr 21 2026: SpaceX obtains rights to buy Cursor for $60 billion later this year or pay $10 billion for the work the companies are doing together. "Cursor automating a lot of the drudgery associated with coding, and being the ultimate AI pair programmer for a lot of developers." "Think when we invested, there were a couple tens of thousands of users & low single digits million ARR. Fast-forward to today, I don't think the company publicly publishes revenue, but call it in the many, many $100Ms of run rate revenue, & many millions of developers using the product. And that has just been an incredible growth story in the span of just 18 months." Philip Clark Thrive Capital Cursor Michael Truell *Recorded Oct 2025! So fast. **Thrive first invested

Molly O’Shea

39,273 просмотров • 4 месяцев назад

Is this the new "paradigm" for $ADA ? Charles Hoskinson: Feb 26: We need to have a new paradigm, a new vision, a new narrative 🧠 June 26: "This year is going to be very hard. The second half of the year for Cardano we will probably see more Dapps & DEFI die☠️" I think the new vision should be: "Start generating some Revenue ASAP"💰 This year ADA has generated only $71K in Revenue at a $7B Market Capitalization. Meanwhile, these are the losses they have recorded over the years: 2026: -$61.3 M 2025: -$392.3 M 2024: -$343.5 M 2023: -$273.9 M 2022: -$624.0 M 2021: -$1.7 B

Is this the new "paradigm" for $ADA ? Charles Hoskinson: Feb 26: We need to have a new paradigm, a new vision, a new narrative 🧠 June 26: "This year is going to be very hard. The second half of the year for Cardano we will probably see more Dapps & DEFI die☠️" I think the new vision should be: "Start generating some Revenue ASAP"💰 This year ADA has generated only $71K in Revenue at a $7B Market Capitalization. Meanwhile, these are the losses they have recorded over the years: 2026: -$61.3 M 2025: -$392.3 M 2024: -$343.5 M 2023: -$273.9 M 2022: -$624.0 M 2021: -$1.7 B

HERO

14,826 просмотров • 3 месяцев назад

New "superman" Four months later, Shanghai-based Matrix Robotics unveiled the Matrix-3--yet another anthropomorphic humanoid robot situated on the left side of the "Uncanny Valley." Unlike Boston Dynamics' Atlas, which is designed for industrial settings, the Matrix-3 is a general-purpose humanoid robot intended initially for service-oriented environments such as supermarkets, hotels, and office buildings. Standing 1.7 meters tall and weighing 65 kilograms, the adult-sized robot features a full-body covering of biomimetic fabric integrated with tactile sensors, as well as humanoid biomimetic muscles. It employs linear joints rather than the mainstream rotary joints. Matrix claims it is capable of pulling or pushing a load of 200 kg. Optimus makes extensive use of linear joints (linear actuators). It is equipped with dexterous hands offering 27 DOF and boasts a battery life of 4 hours. The robot is powered by a model named WAVE(like an E2E World Action Model) Matrix states that it has already established a manufacturing facility in Shanghai's Zhangjiang with an annual production capacity of 10,000 units. The company plans to deliver 1,000 units this year, with the first batch scheduled for delivery by the end of June. Pricing starts at $99,000. Notably, Matrix founder Zhang Haixing previously served as a leader at Tesla China's Design and Research Center, where he was deeply involved in the early-stage R&D and design of the Optimus robot. This company seems to be delivering on the future envisioned for Optimus.

New "superman" Four months later, Shanghai-based Matrix Robotics unveiled the Matrix-3--yet another anthropomorphic humanoid robot situated on the left side of the "Uncanny Valley." Unlike Boston Dynamics' Atlas, which is designed for industrial settings, the Matrix-3 is a general-purpose humanoid robot intended initially for service-oriented environments such as supermarkets, hotels, and office buildings. Standing 1.7 meters tall and weighing 65 kilograms, the adult-sized robot features a full-body covering of biomimetic fabric integrated with tactile sensors, as well as humanoid biomimetic muscles. It employs linear joints rather than the mainstream rotary joints. Matrix claims it is capable of pulling or pushing a load of 200 kg. Optimus makes extensive use of linear joints (linear actuators). It is equipped with dexterous hands offering 27 DOF and boasts a battery life of 4 hours. The robot is powered by a model named WAVE(like an E2E World Action Model) Matrix states that it has already established a manufacturing facility in Shanghai's Zhangjiang with an annual production capacity of 10,000 units. The company plans to deliver 1,000 units this year, with the first batch scheduled for delivery by the end of June. Pricing starts at $99,000. Notably, Matrix founder Zhang Haixing previously served as a leader at Tesla China's Design and Research Center, where he was deeply involved in the early-stage R&D and design of the Optimus robot. This company seems to be delivering on the future envisioned for Optimus.

CyberRobo

40,727 просмотров • 3 месяцев назад

2025 was a record year for Bolt. ⚡️ - $14B GMV run-rate - $3B revenue run-rate - 2 years cashflow positive Every year, millions of people realise that shared mobility can be far more convenient and affordable than owning a car. However, the future is autonomous driving. Bolt’s ambition is to be the European leader in robotaxis and we have much to share in the coming months. 🇪🇺 We are still only 1% done.

2025 was a record year for Bolt. ⚡️ - $14B GMV run-rate - $3B revenue run-rate - 2 years cashflow positive Every year, millions of people realise that shared mobility can be far more convenient and affordable than owning a car. However, the future is autonomous driving. Bolt’s ambition is to be the European leader in robotaxis and we have much to share in the coming months. 🇪🇺 We are still only 1% done.

Markus Villig

19,645 просмотров • 6 месяцев назад

✈️UBTECH Walker S2 humanoid robot will be deployed to aircraft manufacturing plants. UBTECH and European aerospace giant Airbus have signed a service agreement for humanoid robots. Airbus has purchased UBTECH's latest industrial humanoid robot, the Walker S2, for use in its manufacturing plants. Following the purchase of the Walker S2 by American semiconductor giant Texas Instruments, UBTECH is expanding the application of this industrial humanoid robot, which can autonomously change its battery, to aerospace manufacturing, automotive manufacturing, 3C electronics manufacturing, smart logistics, and semiconductor manufacturing. UBTECH secured orders exceeding 1.4 billion RMB in 2025 and delivered 500 units. The 1000th Walker S2 rolled off the production line last December, and the company plans to mass-produce 10,000 units this year, accelerating the commercial application of humanoid robots.

✈️UBTECH Walker S2 humanoid robot will be deployed to aircraft manufacturing plants. UBTECH and European aerospace giant Airbus have signed a service agreement for humanoid robots. Airbus has purchased UBTECH's latest industrial humanoid robot, the Walker S2, for use in its manufacturing plants. Following the purchase of the Walker S2 by American semiconductor giant Texas Instruments, UBTECH is expanding the application of this industrial humanoid robot, which can autonomously change its battery, to aerospace manufacturing, automotive manufacturing, 3C electronics manufacturing, smart logistics, and semiconductor manufacturing. UBTECH secured orders exceeding 1.4 billion RMB in 2025 and delivered 500 units. The 1000th Walker S2 rolled off the production line last December, and the company plans to mass-produce 10,000 units this year, accelerating the commercial application of humanoid robots.

CyberRobo

47,542 просмотров • 7 месяцев назад

Everything Elon said about Optimus on the Q4 2024 earnings call: ⦿ I see a path for Tesla to be the most valuable company in the world, possibly bigger than the next five companies combined, overwhelmingly due to autonomous vehicles and autonomous humanoid robots. ⦿ The training compute needed for Optimus will ultimately probably be 10× what is needed for cars. Humanoids likely have 1,000× more useS than a car, which doesn't mean training scales by 1,000×, but probably close to 10×. The training compute will scale progressively as Optimus becomes more productive. ⦿ Long-term, Optimus has the potential to generate $10 trillion in revenue. In that scenario, we can support a lot of training compute. Even $500 billion in training compute is a good deal (chuckles). ⦿ There's a lot of uncertainty with timing because several aspects are being iterated simultaneously. The internal plan is for roughly 10,000 robots to be built this year, but we'll more likely produce several thousand. ⦿ I'm confident those several thousand robots will be able to do useful things. ⦿ The lessons from Production V1 will inform the changes in Production V2, which we expect to launch around mid-next year. ⦿ Our goal, aspirationally, is to ramp 10× every year, but perhaps we end up with 5× growth per year. With that kind of growth, it won't be many years before we're making 100 million robots a year. ⦿ The off-the-shelf components didn't work well, so we had to design everything in-house, including the most sophisticated hand ever made. Optimus will be able to play a piano and thread a needle. ⦿ My long-term prediction is that Optimus will overwhelmingly be the value of the company. ⦿ Optimus is not design-locked. It is rapidly evolving in a good direction. Tesla has by far the best humanoid robotics engineers in the world. Tesla also has all the other necessary ingredients: battery pack, power electronics, charging, communications, real-world AI, and the ability to scale production. ⦿ What other companies are missing is real-world AI and the ability to scale to millions of units a year. ⦿ This year, we aim to use Optimus internally at Tesla. We can easily use several thousand robots at Tesla for repetitive tasks, such as loading sheet metal at the welding line. ⦿ The Production V1 line is roughly 1,000 units per month. The Production V2, launching around mid-next year, will be for 10k units per month. The line after that will be for 100k units a month. Of course, it takes time for any given line to reach its maximum potential. ⦿ A very rough guess: we'll start delivering Optimus to companies outside of Tesla in the second half of 2026. The ramp is going to be exponential, and demand will not be a problem. ⦿ Once we're above 1 million units per year, the production cost of Optimus will be less than $20,000. Its total mass and complexity are much lower than a car. At a similar production volume to the Model Y, Optimus should be about half the cost of a Model Y. ⦿ The price is a different matter than cost. The price of Optimus will be set by market demand. [This is by far the longest Elon has ever spent discussing Optimus on an earnings call.]

Everything Elon said about Optimus on the Q4 2024 earnings call: ⦿ I see a path for Tesla to be the most valuable company in the world, possibly bigger than the next five companies combined, overwhelmingly due to autonomous vehicles and autonomous humanoid robots. ⦿ The training compute needed for Optimus will ultimately probably be 10× what is needed for cars. Humanoids likely have 1,000× more useS than a car, which doesn't mean training scales by 1,000×, but probably close to 10×. The training compute will scale progressively as Optimus becomes more productive. ⦿ Long-term, Optimus has the potential to generate $10 trillion in revenue. In that scenario, we can support a lot of training compute. Even $500 billion in training compute is a good deal (chuckles). ⦿ There's a lot of uncertainty with timing because several aspects are being iterated simultaneously. The internal plan is for roughly 10,000 robots to be built this year, but we'll more likely produce several thousand. ⦿ I'm confident those several thousand robots will be able to do useful things. ⦿ The lessons from Production V1 will inform the changes in Production V2, which we expect to launch around mid-next year. ⦿ Our goal, aspirationally, is to ramp 10× every year, but perhaps we end up with 5× growth per year. With that kind of growth, it won't be many years before we're making 100 million robots a year. ⦿ The off-the-shelf components didn't work well, so we had to design everything in-house, including the most sophisticated hand ever made. Optimus will be able to play a piano and thread a needle. ⦿ My long-term prediction is that Optimus will overwhelmingly be the value of the company. ⦿ Optimus is not design-locked. It is rapidly evolving in a good direction. Tesla has by far the best humanoid robotics engineers in the world. Tesla also has all the other necessary ingredients: battery pack, power electronics, charging, communications, real-world AI, and the ability to scale production. ⦿ What other companies are missing is real-world AI and the ability to scale to millions of units a year. ⦿ This year, we aim to use Optimus internally at Tesla. We can easily use several thousand robots at Tesla for repetitive tasks, such as loading sheet metal at the welding line. ⦿ The Production V1 line is roughly 1,000 units per month. The Production V2, launching around mid-next year, will be for 10k units per month. The line after that will be for 100k units a month. Of course, it takes time for any given line to reach its maximum potential. ⦿ A very rough guess: we'll start delivering Optimus to companies outside of Tesla in the second half of 2026. The ramp is going to be exponential, and demand will not be a problem. ⦿ Once we're above 1 million units per year, the production cost of Optimus will be less than $20,000. Its total mass and complexity are much lower than a car. At a similar production volume to the Model Y, Optimus should be about half the cost of a Model Y. ⦿ The price is a different matter than cost. The price of Optimus will be set by market demand. [This is by far the longest Elon has ever spent discussing Optimus on an earnings call.]

The Humanoid Hub

96,475 просмотров • 1 год назад

In 2025, China’s automobile production and sales reached 34.5 million units and 34.4 million units respectively. What does this set of data really mean? Based on China’s current 556 million licensed drivers, on average, 1 out of every 16 drivers got a new vehicle last year. China is essentially a massive auto factory combined with an enormous auto market. Annual production and sales have fluctuated but stayed nearly in balance, with demand even outstripping supply in some years. Take the past five years as an example: total auto production exceeded total sales by only 8,000 units, resulting in an inventory rate of just 0.05‰. The Chinese auto market is far from saturated, although the data has hit a new all-time high and topped the global charts for 17 straight years. In China, there are just 250 vehicles per 1,000 people—less than one-third of the U.S. level and half that of Europe or Japan. Right now, Chinese automobiles—especially new energy vehicles—are rapidly spreading into rural areas across the country. Rural buyers often opt for affordable NEVs priced around $7,000 for daily commuting or to make extra money driving for ride-hailing services. There are also plenty of models tailored for agricultural use, like new energy cargo vans and light trucks.

In 2025, China’s automobile production and sales reached 34.5 million units and 34.4 million units respectively. What does this set of data really mean? Based on China’s current 556 million licensed drivers, on average, 1 out of every 16 drivers got a new vehicle last year. China is essentially a massive auto factory combined with an enormous auto market. Annual production and sales have fluctuated but stayed nearly in balance, with demand even outstripping supply in some years. Take the past five years as an example: total auto production exceeded total sales by only 8,000 units, resulting in an inventory rate of just 0.05‰. The Chinese auto market is far from saturated, although the data has hit a new all-time high and topped the global charts for 17 straight years. In China, there are just 250 vehicles per 1,000 people—less than one-third of the U.S. level and half that of Europe or Japan. Right now, Chinese automobiles—especially new energy vehicles—are rapidly spreading into rural areas across the country. Rural buyers often opt for affordable NEVs priced around $7,000 for daily commuting or to make extra money driving for ride-hailing services. There are also plenty of models tailored for agricultural use, like new energy cargo vans and light trucks.

Sinical

95,774 просмотров • 7 месяцев назад

$TSLA reached an All-Time High closing price of $409.97 on November 4th, 2021, with a Market Cap of 1.2 Trillion. Since that day, Tesla has accomplished: • Producing 6M+ vehicles. • Record 30.7B cash on hand. • Record production and deliveries in 2023 exceeding 1.81M vehicles. • Record 96.8B in Revenue (2023) vs. 53.8B (2021) • Non-automotive gross profit hit a record $900 million in Q2 2024. • 1.6B miles driven on FSD. • Model Y became the bestselling global vehicle with over 1.2 million units delivered. • Cybertruck is the best selling EV truck, with current production of 1,400/week. • Cybertruck profitably by the end of 2024. • MASSIVE Advancements in AI technology, including Tesla's hardware developments and the Dojo training systems. • AI training compute capacity to hit nearly 90,000 H100 equivalent GPUs by the end of the year. Currently 35,000. • Record energy deployment of 9.4GWh in Q2 2024, 157% YoY growth. Tesla Energy is growing at an unprecedented pace. • Shanghai Megapack factory construction is underway and expected to begin cell production in Q1 2025. • Optimus Gen 2 performing tasks inside the factory. • S3XY ranked most American made cars • Expanding sales to more countries • 400,000 + FSD Users. • FSD Beta v12.5 with end to end architecture. • FSD V12 free trial - first time ever. • Next-Gen platform, with production expected to begin at Giga Texas in 2025 utilizing the unboxed method. • Model 3 Refresh successfully launched worldwide. • Tesla Semi production & deliveries. • Broken ground on Giga Nevada Semi factory. • Advertisements are underway. • Next-Gen Roadster production planned for 2025. • 50M+ 4680 cells produced • Texas Lithium Refinery construction is underway and expected to begin production in 2025. • Validation testing for dry cathode 4680 cells. • 600,000+ Powerwalls installed worldwide • SAE J3400 becomes NACS • 6,000 Supercharging stations & 60K Superchargers • Global Supercharging network opened to ALL EV’s. • V4 Superchargers. Today, Tesla has a Market Cap of 716B. IMO the company is being way undervalued when accessing its recent accomplishments, and immense future potential due to its lead in real world AI and Robotics.

$TSLA reached an All-Time High closing price of $409.97 on November 4th, 2021, with a Market Cap of 1.2 Trillion. Since that day, Tesla has accomplished: • Producing 6M+ vehicles. • Record 30.7B cash on hand. • Record production and deliveries in 2023 exceeding 1.81M vehicles. • Record 96.8B in Revenue (2023) vs. 53.8B (2021) • Non-automotive gross profit hit a record $900 million in Q2 2024. • 1.6B miles driven on FSD. • Model Y became the bestselling global vehicle with over 1.2 million units delivered. • Cybertruck is the best selling EV truck, with current production of 1,400/week. • Cybertruck profitably by the end of 2024. • MASSIVE Advancements in AI technology, including Tesla's hardware developments and the Dojo training systems. • AI training compute capacity to hit nearly 90,000 H100 equivalent GPUs by the end of the year. Currently 35,000. • Record energy deployment of 9.4GWh in Q2 2024, 157% YoY growth. Tesla Energy is growing at an unprecedented pace. • Shanghai Megapack factory construction is underway and expected to begin cell production in Q1 2025. • Optimus Gen 2 performing tasks inside the factory. • S3XY ranked most American made cars • Expanding sales to more countries • 400,000 + FSD Users. • FSD Beta v12.5 with end to end architecture. • FSD V12 free trial - first time ever. • Next-Gen platform, with production expected to begin at Giga Texas in 2025 utilizing the unboxed method. • Model 3 Refresh successfully launched worldwide. • Tesla Semi production & deliveries. • Broken ground on Giga Nevada Semi factory. • Advertisements are underway. • Next-Gen Roadster production planned for 2025. • 50M+ 4680 cells produced • Texas Lithium Refinery construction is underway and expected to begin production in 2025. • Validation testing for dry cathode 4680 cells. • 600,000+ Powerwalls installed worldwide • SAE J3400 becomes NACS • 6,000 Supercharging stations & 60K Superchargers • Global Supercharging network opened to ALL EV’s. • V4 Superchargers. Today, Tesla has a Market Cap of 716B. IMO the company is being way undervalued when accessing its recent accomplishments, and immense future potential due to its lead in real world AI and Robotics.

Nic Cruz Patane

111,451 просмотров • 2 лет назад