Part 3/12:
While Figure 1's robots make headlines, Tesla is quietly advancing its humanoid project. Recent leaks from Chinese suppliers reveal that Tesla's Optimus version 3 hardware is being supplied from Chinese supply chains. China currently dominates the manufacturing of essential components like actuators and small parts required for humanoid robots. These supply chain revelations suggest Tesla’s preparation to scale production aggressively, aiming for an initial target of 70,000 units per year starting in 2024.