【华泰机械】特斯拉Q1业绩说明会机器人要点

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【华泰机械】特斯拉Q1业绩说明会机器人要点

1、        目前机器人在实验室里完成一些工厂任务；
2、        预期今年年底前机器人会小批量进入内部工厂完成有意义的工作；
3、        明年机器人也许对外销售，仅仅是猜测；
4、        人形将比其他产品总和更有价值，有意识的机器人会提高经济增长界限；
5、        特斯拉领先同行，并且能够大批量生产机器人；
6、        机器人自身能够实现高效推理；
7、        特斯拉推理效率领先同行是因为汽车硬件的限制。

英文原文如下：
"We are able to do simple 'factory tasks' in the lab. We will have Optimus in limited production, doing useful work in the actual factory itself before the end of this year. And then, I think we may be able to sell it externally by the end of next year. These are just guesses.  

I think Optimus will be more valuable than everything else combined. If you've got a sentient humanoid robot that is able to navigate reality and do tasks at request, there is no meaningful limit to the size of the economy. So that's what's going to happen. And I think Tesla is best positioned of any humanoid robot maker to be able to reach volume production with efficient inference on the robot itself.

This perhaps is the point that is worth emphasizing. Tesla's AI inference efficiency is vastly better than any other company; there's no company even close to the inference efficiency of Tesla. We had to do that because we were constrained by the inference hardware in the car; we didn't have a choice, but that will pay dividends in many ways."

倪正洋/王自 18321071206