Part 10/12:
While the United States grapples with ensuring its competitive edge, Tesla's manufacturing presence in China positions it well to scale production cost-effectively. However, until Western robotics companies can match Chinese manufacturers on price, Tesla's advantage might be temporary, with others engaging primarily in "engagement farming"—building hype without immediate mass production.
The Road Ahead for Tesla and Humanoid Robots
Elon Musk’s recent comments indicate that 80% of Tesla’s valuation might eventually hinge on Optimus. Yet, the current demos depict a robot that still has significant hurdles to clear before achieving practical, human-level agility and intelligence.