They can both win their initial market

Optimus, based on my research, is aiming large industry automation at scale as its first beachhead market. Helix, is aiming at home assistance as its initial market

basically, this translates to lower cost larger scale but slightly dumber Optimus, vs more expensive, a bit more niche market, but more intelligent helix, in the first 3 years after they launch their product

i believe both markets will find customers but who knows where future will be. Just think this question, if Robotics is indeed the future, it is hard to imagine Tesla is not one of the leaders there  

所有跟帖： 

• You are the best! From the application's perspective, I'd -越挫越勇2- ♂ (3133 bytes) () 04/26/2025 postreply 11:23:05

• We have to consider biz case too… -三心三意- ♂ (321 bytes) () 04/26/2025 postreply 11:28:22

• One more thing, I don’t trust anything coming from Google. -三心三意- ♂ (0 bytes) () 04/26/2025 postreply 11:32:04

• The last real product Google made is called Google Map -三心三意- ♂ (0 bytes) () 04/26/2025 postreply 11:32:54

• well, I still have to use Google Search at times. Gemini is -越挫越勇2- ♂ (215 bytes) () 04/26/2025 postreply 11:37:54

• Google “should” dominate this AI race, not a “me 3” player -三心三意- ♂ (0 bytes) () 04/26/2025 postreply 11:42:14

• That pretty much tells u how incompetent Sundar is -三心三意- ♂ (0 bytes) () 04/26/2025 postreply 11:42:49

• The writing is on the wall. Will back out. -越挫越勇2- ♂ (0 bytes) () 04/26/2025 postreply 11:53:13

• Tesla will not dominate the humanoid robot market -valore- ♀ (0 bytes) () 04/26/2025 postreply 11:59:05

• Overpromising, underdelivering, vague on figures and facts -valore- ♀ (0 bytes) () 04/26/2025 postreply 12:00:00

• If he can falsify doge numbers, why not Tesla number? -valore- ♀ (0 bytes) () 04/26/2025 postreply 12:14:06

• 我傾向於相信人形機器人的市場和EV and FSD的市場一樣，最後是Tesla和一眾中國公司競爭 -dancingpig- ♀ (0 bytes) () 04/26/2025 postreply 12:35:55

• 美國應該還有別的公司，不會隻有特斯拉 -三心三意- ♂ (0 bytes) () 04/26/2025 postreply 13:26:57

• 別的公司成本控製不好，除非中國的機器人進不到美國 -dancingpig- ♀ (0 bytes) () 04/26/2025 postreply 14:45:19