They can both win their initial market

来源: 三心三意 于 2025-04-26 11:08:32 [] [博客] [旧帖] [给我悄悄话] 阅读数 : (612 bytes)
本帖于 2025-04-26 11:23:00 时间, 由普通用户 三心三意 编辑

Optimus, based on my research, is aiming large industry automation at scale as its first beachhead market. Helix, is aiming at home assistance as its initial market

basically, this translates to lower cost larger scale but slightly dumber Optimus, vs more expensive, a bit more niche market, but more intelligent helix, in the first 3 years after they launch their product

i believe both markets will find customers but who knows where future will be. Just think this question, if Robotics is indeed the future, it is hard to imagine Tesla is not one of the leaders there  

所有跟帖： 

• You are the best! From the application's perspective, I'd -越挫越勇2- ♂ 给 越挫越勇2 发送悄悄话 (3133 bytes) () 04/26/2025 postreply 11:23:05

• We have to consider biz case too… -三心三意- ♂ 给 三心三意 发送悄悄话 三心三意 的博客首页 (321 bytes) () 04/26/2025 postreply 11:28:22

• One more thing, I don’t trust anything coming from Google. -三心三意- ♂ 给 三心三意 发送悄悄话 三心三意 的博客首页 (0 bytes) () 04/26/2025 postreply 11:32:04

• The last real product Google made is called Google Map -三心三意- ♂ 给 三心三意 发送悄悄话 三心三意 的博客首页 (0 bytes) () 04/26/2025 postreply 11:32:54

• well, I still have to use Google Search at times. Gemini is -越挫越勇2- ♂ 给 越挫越勇2 发送悄悄话 (215 bytes) () 04/26/2025 postreply 11:37:54

• Google “should” dominate this AI race, not a “me 3” player -三心三意- ♂ 给 三心三意 发送悄悄话 三心三意 的博客首页 (0 bytes) () 04/26/2025 postreply 11:42:14

• That pretty much tells u how incompetent Sundar is -三心三意- ♂ 给 三心三意 发送悄悄话 三心三意 的博客首页 (0 bytes) () 04/26/2025 postreply 11:42:49

• The writing is on the wall. Will back out. -越挫越勇2- ♂ 给 越挫越勇2 发送悄悄话 (0 bytes) () 04/26/2025 postreply 11:53:13

• Tesla will not dominate the humanoid robot market -valore- ♀ 给 valore 发送悄悄话 (0 bytes) () 04/26/2025 postreply 11:59:05

• Overpromising, underdelivering, vague on figures and facts -valore- ♀ 给 valore 发送悄悄话 (0 bytes) () 04/26/2025 postreply 12:00:00

• If he can falsify doge numbers, why not Tesla number? -valore- ♀ 给 valore 发送悄悄话 (0 bytes) () 04/26/2025 postreply 12:14:06

• 我倾向于相信人形机器人的市场和EV and FSD的市场一样，最后是Tesla和一众中国公司竞争 -dancingpig- ♀ 给 dancingpig 发送悄悄话 (0 bytes) () 04/26/2025 postreply 12:35:55

• 美国应该还有别的公司，不会只有特斯拉 -三心三意- ♂ 给 三心三意 发送悄悄话 三心三意 的博客首页 (0 bytes) () 04/26/2025 postreply 13:26:57

• 别的公司成本控制不好，除非中国的机器人进不到美国 -dancingpig- ♀ 给 dancingpig 发送悄悄话 (0 bytes) () 04/26/2025 postreply 14:45:19

请您先登陆，再发跟帖！