sayzardodesha (@oskrt_dvs)
테슬라 옵티머스의 프로그램 디렉터와 대화를 나눈 뒤, 설계를 단순하게 하더라도 다른 대안보다 비쌀 수 있고 대량 생산 가능성이 핵심 쟁점이라고 지적한다. 휴머노이드 로봇의 상용화 가능성과 제조 측면의 현실성이 강조된다.
RoboticsRE: https://mstdn.social/@TechCrunch/116451068815884446
The #Fremont, California, factory will likely suck up some of that capital as the company begins building its #Optimus #humanoid #robot at scale. The company has also cleared ground outside its #Austin factory for a dedicated Optimus manufacturing facility.
Br!an (@Bran58592672)
옵티머스(Optimus)가 또 다른 옵티머스를 만들어낼 수 있는지에 대한 언급으로, 테슬라의 휴머노이드 로봇 개발/생산 확대 가능성을 떠올리게 하는 내용이다. 새로운 AI/로봇 기술 발표는 아니지만, 차세대 로봇 자가증식·대량생산 가능성 측면에서 관심을 끈다.
The Bad PlaceThe Guardian | Tesla reports mixed financial results as Musk pivots automaker to AI and robots by Nick Robins-Early
AI generated summary, Read the full article for complete information.
Tesla’s first‑quarter report showed earnings of $0.41 a share, beating Wall Street’s $0.37 estimate, but revenue of $22.39 bn fell short of the $22.6 bn forecast and the news did little to lift its stock, which has slipped about 11 % this year. While demand for its vehicles is said to be rebounding, deliveries of roughly 358,000 cars missed expectations, and the company discontinued its Model S and Model X as competition from Chinese makers intensifies. CEO Elon Musk used the earnings call to stress Tesla’s shift toward artificial‑intelligence projects, emphasizing the development of the Optimus humanoid robot, self‑driving robotaxis in several U.S. cities, and broader AI ambitions, though tangible revenue from these ventures remains unproven. Investors remain skeptical about the timing of these goals, and the firm’s stock performance continues to lag behind other mega‑cap peers despite Musk’s lofty promises.
Read more: https://www.theguardian.com/technology/2026/apr/22/tesla-first-quarter-report-earnings
#Tesla #ElonMusk #Optimus #quarterlyresults #technology
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NPR Topics: News | Tesla's profits beat expectations, but Elon Musk says big costs are ahead by Camila Domonoske
AI generated summary, Read the full article for complete information.
Tesla’s first‑quarter earnings topped Wall Street forecasts, with profit 16 percent higher than a year earlier and a brief after‑hours rally that faded once CEO Elon Musk warned that the company will pour roughly $25 billion this year into AI software, chips, new manufacturing and design projects. The beat came despite a slowdown in Tesla’s energy‑storage unit and a drop in revenue from regulatory‑credit sales, leaving the quarter as the second‑worst profit and vehicle‑delivery result in the past twelve quarters, though still far better than analysts expected. Musk noted that demand for its EVs is rebounding in regions such as North America, helped by higher car prices and strong sales of the Model 3 and Model Y, while revenue grew from the Supercharger network and Full‑Self‑Driving subscriptions. He stressed that Tesla’s long‑term growth hinges on artificial‑intelligence initiatives, autonomous robotaxis, and the forthcoming “Optimus” humanoid robot—scheduled for limited production this summer and broader use next year—suggesting future quarters may be less profitable as the firm bets heavily on these next‑generation technologies.
Read more: https://www.npr.org/2026/04/22/nx-s1-5791653/tesla-earnings-first-quarter-2026
#Tesla #ElonMusk #Model3 #ModelY #Optimus #JimmyCho
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US Top News and Analysis | Tesla set to report first-quarter results after the bell
AI generated summary, Read the full article for complete information.
Tesla’s first‑quarter earnings, released after market close, showed the company’s stock down about 14% year‑to‑date, lagging all of its megacap peers, while analysts forecast roughly 17% revenue growth to $22.64 billion. The automaker delivered 358,023 vehicles in Q1—a dip from the previous quarter but a 6% increase versus a year earlier—and deployed only 8.8 GWh of battery storage, well below the 14.2 GWh recorded in Q4 2025. Facing competitive pressure from lower‑cost rivals such as China’s Xiaomi and BYD and a consumer backlash linked to CEO Elon Musk’s political activities, Tesla is shifting focus toward its self‑driving technology, the $99‑per‑month Full‑Self‑Driving (FSD) system, and its humanoid “Optimus” robots, while its robotaxi service—currently operating with human safety supervisors—has expanded to Dallas and Houston. At the same time, Musk merged SpaceX with his AI venture xAI in a deal valued at $1.25 trillion, paving the way for a joint IPO and new collaborations that include a Texas chip‑fabrication plant and deeper AI integration into Tesla vehicles and robotics, prompting investors to seek concrete updates on autonomous‑driving milestones, robot deployments, and the evolving ride‑hailing business.
Read more: https://www.cnbc.com/2026/04/22/tesla-tsla-q1-2026-earnings-report.html
#Tesla #ElonMusk #Xiaomi #BYD #Optimus
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X Freeze (@XFreeze)
테슬라의 옵티머스(Optimus)가 일상 업무를 수행하는 범용 휴머노이드 로봇으로 소개됐다. 제조 규모와 기술 완성도가 결합해 세계적으로 가장 큰 제품이 될 수 있다고 언급하며, 향후 AI·로봇 시장에서 매우 큰 영향력을 가질 가능성을 강조한다.
Mojofull (@furoku)
업무용으로는 Codex를 쓰고, Optimus가 가정용 집안일까지 수행하게 되면 Grok을 사용할 것이라는 식으로 AI 제품이 작업·가정 환경 전반에 걸쳐 선택되는 생태계가 형성된다는 점을 언급한다.
無異 (@taekie)
옵티머스 3 손가락 내부에는 모터가 전혀 없다고 소개한다. 일반적인 로봇 손은 손가락 관절에 작은 모터를 넣지만, 공간 제약 때문에 모터 크기와 토크가 제한된다. 이 설계는 손의 유연성과 동작 효율을 높이려는 로봇 하드웨어 혁신으로 보인다.
The Humanoid Hub (@TheHumanoidHub)
테슬라 옵티머스 손 관련 특허 5건이 최근 공개되었고, Scott의 상세한 분석 영상이 공유됐다. 휴머노이드 로봇 손 설계와 액추에이터 구조에 대한 중요한 업데이트로, 옵티머스 개발 동향을 파악할 수 있다.
