RoboStrategy(@RoboStrategy):A Tesla supplier says Optimus V3 is basically done. So why are they hiding it? Full discussion: 0:00 Why Tesla is hiding Optimus V3 2:16 V3 hardware frozen 6:35 The pickle jar and robot skin problem 12:48 Optimus 2.5 hand tendon clip 16:06 Fingertip skin patent 22:03 Production snags in hands and joints 25:58 Theory: a 5,000 robot V3 reveal 32:02 AI5 chip and DRAM change 38:01 The Optimus factory at Giga Texas 42:41 Ramp to millions by 2030 @GoingBallistic5 @herbertong

RoboStrategy

@RoboStrategy

Focused on robotics and physical AI. Not investment advice. Investing involves risk.

参加 July 2025

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RoboStrategy@RoboStrategy

2026.10.27 15:46

A Tesla supplier says Optimus V3 is basically done. So why are they hiding it? Full discussion: 0:00 Why Tesla is hiding Optimus V3 2:16 V3 hardware frozen 6:35 The pickle jar and robot skin problem 12:48 Optimus 2.5 hand tendon clip 16:06 Fingertip skin patent 22:03 Production snags in hands and joints 25:58 Theory: a 5,000 robot V3 reveal 32:02 AI5 chip and DRAM change 38:01 The Optimus factory at Giga Texas 42:41 Ramp to millions by 2030 @GoingBallistic5 @herbertong