RoboStrategy
@RoboStrategy
Focused on robotics and physical AI.
Not investment advice. Investing involves risk.
加入 July 2025
35 正在关注 29K 粉丝
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
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