At today's Tesla shareholders meeting, after Musk's compensation package of up to $1 trillion was approved with over 75% support, he danced enthusiastically with Optimus on site, which was the most important event on the agenda.

Meanwhile, the latest developments regarding Optimus have come to light.

Musk once again emphasized at the meeting that Optimus would be the greatest product, potentially surpassing even smartphones.

Tesla is also accelerating its progress in robot mass production. A production line capable of manufacturing 1 million units annually will first be built in Fremont, with the expected cost per unit controlled within $20,000 after mass production begins. This time, however, this 'vision' is backed by actual progress, as the real pilot production line for Optimus is now visible.

Additionally, the dexterous hand, which has always been highly valued by Musk, was showcased on site, revealing its clear technical solution while in motion.

Overall, the progress of Optimus at this meeting met expectations. After repeated delays in mass production due to various reasons, details such as the Tesla robot production line and technical solutions have now provided some genuine hope for the industry.

Optimus Performs Live Dance; Dexterity Hand Technology Route Revealed

The unit showcased on-site was not the Optimus V3, but a physical V2.5. Two units were deployed in total. When Musk danced awkwardly with the robot, it was evident that the V2.5's overall coordination is quite excellent, with movements lacking stiffness and showing fluidity and professionalism comparable to that of human dancers.

However, during the dance, the Optimus experienced a minor equipment malfunction, with a panel on its back flaring open. Fortunately, this did not significantly affect the robot's passionate performance.

Additionally, the event featured a demonstration of the Optimus dexterous hand, which possesses 22 degrees of freedom.

This component had previously been a source of concern for Musk. Close observation of the hand's fine movements reveals the adoption of a cable-driven transmission scheme. The overall movement feels highly flexible, highlighting the primary advantage of cable-driven systems.

But the drawbacks of tendon-driven systems are also obvious. Their load capacity is generally weak, and when tendons repeatedly bend at contact points such as pulleys, they generate significant friction. Over time, this increases the risk of breakage, leading to a series of durability issues—specifically, the reliability problem within the "dexterity hand impossible triangle."

However, Musk stated that this is only the hand for Optimus V2; the V3's hand will be on another level.

It is evident that Tesla continues to iterate on its dexterous hand design. If Musk's goal is true general-purpose capability, he must resolve the reliability issue of the dexterous hand, ensuring at least that the hands can withstand 24-hour daily pressure during production line operations.

In terms of technology, Optimus shares core technologies with Robotaxi, including data sensing, chips, and batteries.

Robots and cars share common technological foundations. The underlying logic of autonomous driving models applies equally to robots, representing the application of AI in the physical world.

Furthermore, many components in the supply chains for robots and cars are interchangeable. Once robots enter mass production, they can further help reduce automotive manufacturing costs by assisting in actual production lines.

Mass Production Plan, Actual Production Line Exposed

When discussing Optimus, it is inevitable to talk about future mass production plans. This time, Musk remains fully confident.

Tesla will accelerate the mass production of Optimus, with Optimus V4 potentially launching in 2027 and V5 in 2028, essentially one generation per year.

In 2026, a production line with an annual capacity of 1 million units will be built first in Fremont. If this pace continues, the mass-produced version of Optimus is likely to be V4. Subsequently, a production line with an annual capacity of 10 million units will be constructed, and the scale could eventually reach 100 million units. After mass production, the cost per robot is expected to be controlled within $20,000.

But this time it's not just empty talk. Tesla's humanoid robot pilot production line has already begun operating at the Fremont factory.

As seen in the video, it is currently mainly manual. Some design details of V3 can also be discerned, such as the assembly of the dexterous hand, which shows that a transmission scheme using a gearbox, lead screw, and cable-driven mechanism has been adopted.

Musk has always emphasized that the scaling of Optimus will be an "infinite possibility for wealth creation," because robots can work non-stop twenty-four hours a day, bringing considerable returns to Tesla and even having infinite impacts on human society.

With the compensation plan approved at this year's shareholder meeting, Musk appeared triumphant. However, whether he will ultimately achieve his goals remains uncertain.

A key requirement of this plan is the cumulative delivery of one million robots. Based on his current mass production plans, this may seem straightforward, but the actual challenges ahead may not yet have fully materialized.