I know I will upset lots of $TSLA investors, but however simply repeats that Tesla’s Optimus is miles ahead of the competition is not connected to reality.
Look at the video @Benioff posted today and compare it to what @Figure_robot just showed. 👀
Optimus:
- is taking 10 seconds to respond to a simple question
- does not move until they step at least a meter away
- walks pretty slowly
- does not show any movement of the hands (which admittedly look very nice, but are those really Optimus’ Gen 3 hands or are they simply covers to avoid competition from copying them?)
Figure Gen 2:
- shows packaging pick and QR scanning
- shows washing machine loading
- shows cloth folding
- shows dish washer loading (today’s video)
In the long term Tesla’s resources and manufacturing experience is likely going to make them a dominant player, yet today Figure is clearly ahead.
Disclaimer: I’m long $TSLA and this does not change my thesis, I write as a real time reflection of the status quo.
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