中文翻译
埃隆无法从零开始建立Optimus的供应链，因为这是不可能的。也许15年后才行。 他很可能指的是从设计到组装的垂直整合。 特斯拉在磁体($MP)、来自$LPTH的黑钻、来自$SYSS的框架材料、三花智控的线性执行器以及其他先进材料和晶圆厂供应商方面仍存在瓶颈。 像$AMBA这样处于产业链上游的公司，随着特斯拉制造其定制芯片，可能会被剔除。
· 供应链分析
特斯拉Optimus供应链无法从零构建，仍受关键部件瓶颈制约。
英文原文
Elon cannot build out Optimus supply chain from scratch since it's impossible. Maybe in 15 years. He is likely talking about vertical integration from design/assembly. Tesla is still bottlenecked by magnets $MP, black diamond from $LPTH, frame materials from $SYSS, linear actuators from Sanhua, and others advanced materials and fab suppliers. Stuff like $AMBA, which is higher up on the chain might get cut off as Tesla makes their custom chips.