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宇树科技上市估值533亿，显示人形机器人纯玩需求超预期。
宇树科技(688836)现已上市。在上涨+492.18%后，其估值约为533亿美元。我们终于有了一个主要的人形机器人上市公司基准。作为参考，由$NVDA和$AMZN支持的Agility通过$CCXI预计将于第四季度以25亿美元投前估值上市。$TSLA市值超过1万亿美元，但Optimus被包裹在一个更大的公司内。但我认为宇树科技表明，市场对纯人形机器人玩家的需求比公开市场预期的要大得多……
英文原文
Unitree (688836) is now public. And is valued at ~$53.3B, after rising +492.18% We finally have a major public company benchmark for humanoids. For reference, Agility (backed by $NVDA, $AMZN) via $CCXI is expected to go public at $2.5B premoney valuation Q4. $TSLA is $1T+, but Optimus is wrapped inside a much larger company. But I think Unitree showed that the demand for pure play humanoid players is much larger… than people expected in public markets.
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AAOI获美国生产溢价且需求旺盛，CPO将推高利润率，强烈看多。
我在罗森布拉特峰会上关于 $AAOI 的 TLDR 笔记： - 预计因在美国生产 800g/1.6T 光模块而获得溢价（对 ASP/利润率非常有利）。 - 桌上有几份长期协议(LTA)，但不想签署以免产能被其他客户（咳咳 $NVDA）锁定。 - 至少已售罄至明年下半年及以后。（高需求可见度，类似 $LITE） - 已拥有 300-400 mW 激光器。 - 预计一旦共封装光学(CPO) 到来，利润率将超过 40%+（可能是重估估值的最重要因素）。 我无法理解任何人看空这家公司……
英文原文
My $AAOI TLDR notes at Rosenblatt summit: - Expected to get paid premiums for US production of 800g/1.6T (very positive for ASP/margins). - Several LTAs on the table, but doesn't want to sign to get capacity blocked by other customers (cough cough $NVDA). - Sold out at least through second half of next year and beyond. (High demand visibility like $LITE) - Has 300-400 mW lasers already. - Expects margins to be above 40%+ once CPO comes about (probably most material for rerating). I can't see how anyone can be bearish on this company...
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博主回复称对方无法律许可进行某项操作。
@Sigurd_Drivenes 我认为他们无论如何都没有法律许可这样做 https://t.co/BFfcCUZl8O
英文原文
@Sigurd_Drivenes Don't think they're legally allowed to anyway https://t.co/BFfcCUZl8O
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博主重申持有HPS.A，看好其变压器及光子业务前景，尽管当前浮亏。
@I_Am_Bloateds 我仍然持有这两家公司的头寸？我持有的标的不应影响你自己的决策。 Transformer（变压器）瓶颈目前正阻碍美国AI基础设施建设，干式和液式（后者情况更极端）的交货期都非常长。$HPS.A 的积压订单同比增长96.9%，鉴于其市场份额…… 我不认为它们会消失。 我很确定我在~170时分享过这个观点，它曾翻倍，但现在回调至240，不过每个人的成本平均价不同吧。 这家比利时公司主要是2028年上半年的CPO（共封装光学）/光子量产受益者。他们与IMEC合作进行的MTP工作，以$NVDA为终端用户处于评估阶段，应该非常有趣。 他们的CHIPS法案MEMS/光子设施也将于2028年下半年投产，800V转换明年应为任何碳化硅(SiC)相关业务带来实质性收入增长。 我亏损-31%，因为我的成本平均价高得多。但它们正接近替换账面价值远高于市值的水平。
英文原文
@I_Am_Bloateds I still have positions in both companies? What I hold shouldn't affect your own decisions. Transformer bottlenecks are stalling the US AI buildout now and lead times are very long for both dry and liquid (which is more extreme). Backlog is +96.9% Y/Y for $HPS.A and given their market share... I don't they're going anywhere. Pretty sure I shared this idea at ~170, it did 2x, but corrected back to 240 now, but cost average is different per person I guess. The Belgian company is primarily H1 2028 as a CPO/photonics volume ramp beneficary. And the work they're doing with MTP with IMEC for $NVDA as an end user in evaluation stage should be very interesting. Their CHIP act facility for MEMS/photonics also comes online H2 2028 too, and 800V transitions should bring them material revenue growth for anything SiC adjacent next year. I'm down -31%, since my cost average is a lot higher. But they're approaching levels where replacement book value is a lot higher than MC.
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对比人形机器人零部件供应商的全球巨头与中国厂商的营收节奏。
@kevs_World02 哈默纳科(Harmonic)/LeaderDrive/舍弗勒(Schaeffler)似乎无处不在。还有一些更小众的零部件供应商，比如 $VPG，可能用于 Optimus/Figure。但我觉得规模差异巨大，因为舍弗勒声称他们正与约45家人形机器人玩家合作。不过，向 Agibot/Unitree 供货的中国供应商可能会率先实现营收，我很快会对该领域做更多研究。
英文原文
@kevs_World02 Harmonic/LeaderDrive/Schaeffler seem to be in pretty much everywhere. There's some more niche component suppliers like $VPG for maybe Optimus/Figure. But I think the scale is vastly different since Schaeffler claimed they were wokring with ~45 humanoid players. Chinese suppliers to Agibot/Unitree probably hit revenue first though, I can do more research into that area soon.
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对比CCXI与TSLA机器人应用路径，关注中美自动化竞争。
@HowlStWoofer $CCXI 正优先瞄准商业化，因为他们已进入 $AMZN 和 $MELI 的仓库进行人类自动化作业。我认为 Agility 的机器人无需做出后空翻般的动作来完成配送或包装。亚马逊仓库工人也是如此。这是两种不同的应用场景，我认为波士顿动力(Boston Dynamics)在突破机器人能力极限方面是最接近的同行。$TSLA 也瞄准通用目的，但我认为他们目前还难以实现。无论如何，观察美国能否追赶并超越中国将非常有趣。
英文原文
@HowlStWoofer $CCXI is targeting commercialization first, since they're in places like $AMZN and $MELI warehouses for human automation. I don't think Agility's Robots need to do backflips to do deliveries or packaging. Same with Amazon warehouse workers. Two different use cases, think Boston Dynamics is the closest peer in terms of breaking limits on what robotics can do. $TSLA is also targeting general purpose, but I don't quite think they can pull that off yet. Regardless, seeing if the US can catch up and leapfrog China will be very interesting.
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宇树科技机器人性能突破，IPO在即，中国领跑硬件竞赛。
OpenAI 的发布让我想起了越南（股市）的闪回。随着每一个新模型，性能都在不断提升……但现在主角是人形机器人。宇树科技(Unitree)宣称其人形机器人： - 现在跑得比尤塞恩·博尔特还快。 - 现在跳得比任何人类都高。 随着其明天 IPO，似乎中国在硬件竞赛中处于领先地位。
英文原文
I'm getting Vietnam flashbacks to the launch of OpenAi. Where with every model, it just keeps getting better... but now with hunanoids. Unitree has claimed that their humanoids: - Can now run faster than Usain Bolt. - Can now jump higher than any human. And with their IPO tomorrow, it seems like China is leading the hardware race.
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博主希望AAOI回调至80美元加仓，并看好激光、新云及存储板块2027年需求。
@abbysuyuyan $AAOI 其实是我希望股价能回到 80 美元以便我能加仓的那只股票。 激光相关个股在 2027 年全年的需求可见度（Demand Visibility）简直令人难以置信…… 像 $NBIS 这样的新云（Neoclouds）或像 $SNDK 这样的存储（Memory）概念股也是如此。
英文原文
@abbysuyuyan $AAOI is actually the one stock I'm hoping goes back to $80 so I can acquire more. The demand visibility is pretty insane for laser names throughout 2027... Same can be said with neoclouds like $NBIS or memory names like $SNDK.
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AI半导体板块分化，光学股复苏节奏各异，预期风险偏好回升将带动反弹。
@pkcapital_ 从 $AVGO 到 $TSM 来看，AI 半导体主题(AI semi theme)正在下跌。高贝塔(higher beta)个股似乎受到的打击最重。从我观察到的光学(optical)个股趋势来看，$LITE / $COHR 恢复最快，其次是规模更大但仍属高贝塔的个股如 $AAOI / $AXTI（恢复了一半）。而像 $SIVE / $POET 这类个股耗时最长。但我认为，当市场风险偏好(risk-on)回升或财报(earnings)推动重新评级(re-ratings)时，会出现更强劲的反弹。
英文原文
@pkcapital_ The AI semi theme is down if you look at $AVGO to $TSM. Higher beta names seem to have been hit the hardest. From trends I've seen with optical names, $LITE / $COHR recovered fastest, then larger still high beta names like $AAOI / $AXTI (halfway). Then your $SIVE / $POET type names have taken the longest. But I do see a sharper recovery when markets are more risk-on or when earnings forces re-ratings.
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博主调侃美国将新增名为“美洲海峡”的领土。
看来我们要迎来“美洲海峡”了，这是美国的新领土... https://t.co/HCQ139Ys4V
英文原文
Looks like we're getting the Strait of America, a new US territory... https://t.co/HCQ139Ys4V
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日本企业定价保守，需SNDK或三星引领行业激进提价。
@RancicYaro4064 日本公司试图匹配行业费率，但它们并没有像环比增长 70% 那样激进地提价…… 恕我直言，行业内需要有一家 $SNDK 来引领方向，也许三星可以在这里更激进一些。
英文原文
@RancicYaro4064 Japanese companies try to match industry rates, but they don't go out of their way to hike aggressively like 70% Q/Q... There just needs to be a $SNDK in the industry to lead the way imo, maybe Samsung can be more aggresive here
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股价下跌不消除供应链瓶颈，建议关注实质财报而非波动。
@darkseidzz 我不知道该怎么跟人们说……但如果 $SNDK 或村田(Murata) 或 $AXTI 股价下跌，NAND/MLCCs/磷化铟(InP) 的瓶颈并不会消失。 这帮人只看财报发布时的价格波动来判断好坏。 也许看看实际的财报或真正发生的事情会更好……
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@darkseidzz I’m not sure how to tell people this… but the NAND/MLCCs/InP bottleneck doesnt disappear if $SNDK or Murata or $AXTI drops in price. Same group of folks who only look at price volatility on earnings release to see if it’s good or not. Probably better to look at the actual earnings report or what’s actually happening…
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MLCC交货期延长且扩产推迟，AI服务器瓶颈加剧。
所以只是在追踪 MLCC（多层陶瓷电容器）周期： ComponentNews 将服务器 MLCC 归类为“严重”短缺阶段，ETNews 报道： - 根据 DigiKey 的出货数据，三星（$005930）部分高容量 MLCC 的交货期已达约 40 周。 今年早些时候，更广泛的报道约为 20 周，因此 AI 服务器 MLCC 瓶颈仍在扩大。 - 村田（$6976）6 月约为 24 周。 7 月约为 30 周。现在有些已达约 36 周。 这很有趣： “新产能扩张计划从 2026 年第四季度推迟至 2027 年” 未说明是哪项扩张……也许是村田？但如果产能扩张据报道受阻，短期瓶颈应该会收紧。 交货期是追踪供需失衡的好方法。
英文原文
So just tracking the MLCC cycle: ComponentNews classified server MLCCs as “severe” shortage stage, with ETNews reporting: - Samsung has reached ~40 week lead times for some high capacitance MLCCs per DigiKey’s shipment data. Earlier this year, broader reports were ~20 weeks, so the AI server MLCC bottleneck keeps growing. - Murata was ~24 weeks in June. July was ~30 weeks. And now some at ~36 weeks. This was interesting: “The expansion of new production capacity is being postponed from Q4 2026 to 2027” Doesn’t say which expansion… maybe Murata? But if capacity expansion reportedly gets stalled, the bottleneck should tighten short term. Lead times are a good way to track demand imbalances.
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博主幽默地表示将给宠物命名以两家光电半导体公司。
我决定把我的下一只宠物命名为应用光电(Applied Optoelectronics)和西弗斯半导体(Sivers Semiconductors)。
英文原文
I've decided to name my next two pets Applied Optoelectronics and Sivers Semiconductors
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博主因无法买A股，通过CCXI布局人形机器人并看好Unitree。
@tRbW6qAUT717891 我无法购买A股，所以我坚持投资美股市场。 通过 $CCXI（由 $NVDA、$AMZN、软银支持）的敏捷性是我个人对机器人(人形机器人)领域的敞口。 但我正在为所有中了 Unitree 股票彩票的人欢呼。
英文原文
@tRbW6qAUT717891 I can't buy A-Shares, so I'm sticking with US markets. Agility via $CCXI( $NVDA, $AMZN, Softbank backed) is my personal exposure to humanoids. But I'm cheering on everyone who won the lottery for Unitree shares.
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CCXI预计10月更名Agility，官方确认为Q4。
@AZAAC6 $CCXI 的名称最早将在10月左右更改为 Agility。所以大概是从现在起两个月后。 官方说法是第四季度。
英文原文
@AZAAC6 $CCXI name changes into Agility sometime in October at the earliest. So maybe 2 months from now. Officially it's Q4.
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描述某标的日内多次熔断及无上限波动，调侃行情刺激。
@DeepValueBagger 看来出现了+30%的熔断（Circuit Breaker）触发10分钟停牌。随后又出现了60%的熔断（从开盘价计算）触发10分钟停牌。在60%的波动之后，似乎没有上限了。今天应该会很有趣。
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@DeepValueBagger Apparently there's some +30% breaker -> 10m halt. Then some 60% breaker -> 10m halt. (from opening price). Then no ceiling after the 60% movement. Should be a fun day.
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博主转发推文，未提供具体观点。
@Market_Nick_ https://t.co/JRGPd8eyep
英文原文
@Market_Nick_ https://t.co/JRGPd8eyep
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宇树科技拟于19日上市，衍生品暗示开盘市值较IPO估值大涨363%。
正式确认，Unitree（宇树科技）这家在中国拥有8000倍+超额认购的人形机器人公司，预计将在2天后，即19日上市。衍生品暗示其开盘市值约为~416.6亿美元，较其~90亿美元的IPO估值高出约+363.3%。本周人形机器人领域真是有趣。
英文原文
It's official, Unitree the 8000x+ retail oversubscribed humanoid company in China. Is expected to go public in 2 days! So the 19th. Opening is implied to be around ~$41.66B MC per derivatives, around +363.3% above its ~$9B IPO valuation. Fun times for humanoids this week. https://t.co/yav4oRs2bO
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MLCC供应紧张类似NAND周期，但幅度可能不及，需观察。
@Berlinergy 呃，我个人主要是增加了多层陶瓷电容(MLCC)的头寸，而不是增加NAND的敞口。由于MLCC的价格/供应紧张情况类似于早期NAND涨价周期……如果你的无源元件玩家想跟随 $SNDK 的路径。只是说它显示出相似性，但我不确定我们会看到如此极端的情况。需要再等一两个季度看看。
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@Berlinergy Uhh I mainly just increased MLCC positions rather than NAND exposure personally. Since MLCC prices/tightening resembles the early NAND hike cycle… if your passive component players want to tag along $SNDK path. Just saying it shows resemblance, but I’m not sure we’ll get something as extreme. Will need to wait a quarter or two.
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引用群联CEO观点，认为NAND供应瓶颈将持续数年，反驳看空论调。
关于 $SNDK、$SKHY、$MU、Kioxia 以及你们关注的 NAND 玩家，这里有一些更多关于需求失衡可见性的信息。 群联电子(Phison) CEO：“2027 年的产能限制将比 2026 年更为严峻。” “上游供应商从工厂建设和设备投资到实际生产需要长达 4 年的时间。 随着需求爆炸式增长且供应扩张有限，NAND 短缺可能会持续数年。” 我完全不同意那些声称存储（尤其是 2026 年的 NAND 瓶颈）已经彻底结束的人的观点...
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Just some more demand imbalance visibility for $SNDK, $SKHY, $MU, Kioxia, and your NAND players. Phison CEO: "2027 capacity constraints will be even more severe than in 2026." "Upstream suppliers need up to 4 years from plant construction and equipment investment to actual production. With demand growing explosively and supply expansion limited, the NAND shortage is likely to last for years." Don't quite think I agree with the people claiming it's all over for memory, esp. NAND bottlenecks in 2026...
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驳斥EWY含MLCC量高的观点，指出其核心为存储芯片。
@PumpCapitalLLC 这相当于一个白银段位的《英雄联盟》玩家告诉挑战者段位的玩家，幽灵点燃努努辅助是超模（OP）的。顺便提一下，$EWY 主要持仓是存储芯片，包括 SK 海力士和三星。你从中获得的 MLCC（多层陶瓷电容器）敞口微乎其微，如同蚂蚁般渺小。
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@PumpCapitalLLC This is the equivalent of a silver 2 league of legends player telling a challenger player that ghost ignite Nunu support is OP. btw $EWY is primarily memory with Sk Hynix + Samsung. The exposure you’re getting to MLCC is the size of an ant
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推荐关注在美上市但份额低于亚洲同行的$VSH和$KN。
@wannabepanacea 是的，正如另一条评论所说，$VSH 和 $KN 是两只值得关注的股票。虽然它们的市场份额远低于亚洲同行，但……它们在美国上市。
英文原文
@wannabepanacea Yeah as the other comment said $VSH and $KN are the two to look at. They have a lot less market share than their Asian counterparts, but... they're listed in the US
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华新科MLCC份额全球前四，供应失衡时弹性大于国巨。
@HenilPatel20864 华新科(2494)在全球多层陶瓷电容器(MLCC)市场份额中位居前四（我最近确实买入了一些以跟踪这一猜测的验证情况），其人工智能服务器相关业务占比似乎低于国巨(Yageo)和村田(Yuden)。 相对于国巨，其约45亿美元的市场规模意味着，如果MLCC供应失衡范围扩大，其弹性相对更大。 华新科的主要文件称其拥有“10%的全球MLCC份额”/“全球第四或第五”。
英文原文
@HenilPatel20864 Walsin (2494) is top 4 in the world in terms of overall MLCC marketshare (I actually added some recently to track how this guess plays out), with apparently less AI server related compared to Yaiyo Yuden. ~$4.5B MC relative to Yageo, so relatively higher exposure if MLCC supply imbalance broadens. There's primary Walsin document they state "10% global MLCC share" / "4th or 5th globally"
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AI服务器MLCC挤占消费级产能，看好太阳诱电等通用MLCC厂商。
我认为我们正看到AI服务器对多层陶瓷电容器(MLCC)的需求产生了一个有趣的影响……即消费级/通用MLCC的产能正在收紧。 如果你像我一样对$MU / 三星 / SK海力士 -> 传统DRAM的越南闪回有印象： 我的论点是，我们可能会在下半年末或2027年初看到消费级/广泛MLCC出现同样的情况。 7月6日： “AI导向的高端MLCC生产的挤出效应已开始蔓延至汽车和消费市场。” 7月28日： “AI需求推动日本和韩国MLCC供应商月度出货量创纪录；消费级订单溢出持续激增” 8月12日： 随着[MLCC]产能从消费级转向AI导向产品……（Trendforce） 8月12日： 中国电子市场渠道调查显示22µF和47µF MLCC（使用更广泛）缺货。随后发现并指出某些制造商已停止接单。 （供参考：华新表示高量智能手机/PC产品如……22µF，因此是更广泛的MLCC） 显然，三星电机/村田是AI服务器MLCC扩产的主要受益者。 但像太阳诱电（6976，披露：我持有仓位）这样在整体MLCC中拥有较大市场份额但AI服务器份额较少的公司，将是这一现象的主要受益者。 有趣的是，我们才处于2026年下半年，所以下一个主要瓶颈应该会很有趣！
英文原文
I think we're seeing AI server MLCC demand cause an interesting effect... with tightening capacity for consumer/general-purpose MLCCs. If you get Vietnam flashbacks like I do to $MU / Samsung / SK Hynix -> Legacy DRAM: My thesis is we'll see the same thing here maybe late H2, early 2027 with consumer/broad MLCCs. From July 6th: "the crowding-out effect from AI-oriented high-end MLCC production has begun spilling over into both the automotive and consumer markets." July 28th: "AI Demand Pushes Japanese and Korean MLCC Suppliers to Record Monthly Shipments; Consumer-Grade Order Spillovers Continue to Surge" Aug 12: As [MLCC] capacity shifts from consumer grades to AI-oriented products... (Trendforce) Aug 12: China's electronics market channel checks found 22µF and 47µF MLCCs (used more broadly) out of stock. Then found and said certain manufacturers had stopped taking orders. (for reference: Walsin said high-volume smartphone/PC products such as... 22µF, so it's broader MLCCs) Obviously Samsung Electro-Mechanics/Murata are main beneficiaries of AI server MLCC ramp. But companies with large market share of overall MLCCs like Taiyo Yuden (6976, disclosure: I have positions) with less AI server share, would be a major beneficiary of this. Fun part is, we're only in H2 2026, so the next major bottleneck should be fun!
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博主回应去年对AXTI的看空观点已应验，引发关注。
@rektusd101 去年大家都因为 $AXTI 是一家骗局公司而对我冷嘲热讽。所以我认为当事情应验时，它确实吸引了更多关注。
英文原文
@rektusd101 Everyone was giving me crap over $AXTI being a scam company last year. So I think it got a lot more attention when it played out.
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InP短缺致价格大涨，验证博主此前对供应链瓶颈及涨价的预测。
“严重的磷化铟(InP)短缺引发史上最大涨幅”——$AXTI。 供应商直言：“即使你有钱，也可能买不到材料”（哈哈）。 - 行业消息源透露，InP衬底价格从去年第四季度开始上涨，这是连续第四次衬底涨价。 - 预计最新的第四季度涨幅将超过10%。 - 同时，由这些衬底制成的外延片(epitaxial wafers)价格已上调两次，市场正走向第四季度的第三次连续涨价。（我也写过关于$IQE的论点，该公司同样受益）。 文章指出VPEC、Landmark、IET受益（以台湾为中心的报道）。 我去年就预测到了这一点……瓶颈是真实的，但我对接下来的涨价幅度有更高的预期。 很高兴它开始应验了。
英文原文
"Severe InP Shortage Triggers Largest Price Hike Ever" - $AXTI. Suppliers have bluntly stated that "even if you have the money, you still may not be able to get the material" (lol). - Industry sources revealed that InP substrate prices began rising in Q4 last year and was the fourth consecutive substrate price hike. - The latest Q4 hike is expected to be >10%, - Meanwhile, prices for epitaxial wafers made from those substrates have already been raised two times, and the market is moving toward a 3rd consecutive increase in Q4. (I also wrote a thesis on $IQE, which benefits here too). Article states VPEC, Landmark, IET benefits (Taiwan centric reporting). I did predict this last year... The bottleneck is real, but I do have higher expectations for price hikes that comes next. Glad it's starting to play out.
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推测Stripe将借监管游说，通过强制KYC和许可制构建AI路由护城河。
@MinuteMoola 只是猜测，我将观察 Stripe 如何构建 OpenRouter 的护城河(Moat)…… 通过游说国会，要求所有前沿模型(Frontier Models)的 API 访问必须像开立银行账户一样进行严格的 KYC(了解你的客户)/DD(尽职调查)。 然后要求其他所有公司必须获得许可证才能将推理请求(Inference Requests)路由给客户。 理由大概是：“我们关心用户安全。如果大语言模型(LLMs)能生成核弹指南或生物武器，路由推理请求的公司必须设置护栏(Guardrails)！”
英文原文
@MinuteMoola Just a guess, I'm going to watch Stripe create OpenRouter's moat... By lobbying Congress to make API access across all frontier models require heavy KYC/DD like opening a bank account. Then require everyone else to get licenses to route inference requests to customers. With something along the lines of: "We care about user safety. If LLMs can generate nuke guides, bio weps, companies routing inference requests must have guardrails!"
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Stripe 70 亿收购 OpenRouter，博主质疑其护城河但认可其数据优势。
据报道，Stripe 以 70 亿美元收购 OpenRouter。 我认为他们的编排层(Orchestration)很容易复制和切换，且几乎没有护城河(Moat)。 但目前，OpenRouter 拥有用户群、有价值的数据集以及势头。 你怎么看……对这家支付公司(Yay or Nay)？
英文原文
Stripe reportedly buys OpenRouter for $7 Billion. I think their orchestration is easy to replicate and switch from. And there's very little moat. But atm, OpenRouter has the userbase, valuable dataset, + momentum. What's your take... Yay or Nay for the payments firm? https://t.co/AqOlKlwCzc
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澄清埃隆关于类人机器人原话的玩笑，表达对未来的兴奋。
@Mohsen20Es 另外声明一下，这是一个意译的玩笑，埃隆(Elon)实际上并没有说“Roger roger”。 原话是：“如果你想做人类能做的所有事情，结果发现你需要一个类人机器人(humanoid robot)。” 无论如何，我对埃隆为未来所做的一切感到兴奋。
英文原文
@Mohsen20Es Also just a disclaimer, this was a paraphrased joke, Elon did not in fact say roger roger. Exact quote was “If you wanted to do all the things that a human can do, it turns out you need a humanoid robot.” Regardless excited for what Elon does for the future.