· 供应链分析
情况比这更微妙。根据我的研究，为了实现 $20k Optimus 的廉价大规模生产，特斯拉可能正在设计两种不同的型号。大规模生产的型号可能仅采用中国供应链。然而，面向大众市场的中国传感器尚未完全匹配美国高成本、超专业化的精密传感技术。$VPG 可能被用于高端或高精度的 Optimus 版本，例如特斯拉超级工厂级别/工业级版本。因此，首批数千台特斯拉人形机器人可能会使用 $VPG。这仅仅是关于可能的大规模生产/消费级版本，这些版本很可能为了追求最低成本而交由中国制造商生产。这也发出了中国对美国本土机器人供应链构成威胁的信号。
It’s a lot more nuanced than that. From my research, for cheap mass production $20k Optimus, it’s possible Tesla is designing two different models. The mass production models may just be Chinese supply chains. However, the mass-market Chinese sensors haven't quite matched US high cost ultra specialized precision sensing. $VPG may be used for high-end or high precision Optimus versions, like the Tesla giga factory grade/industrial versions. So the first thousands of Tesla humanoids may use $VPG. This was just talking about possible mass production/consumer grade versions that likely went to China manufacturers for the lowest cost possible. This also signals the threat China has on Made in America robotics supply chains.