🚨TESLA Q2: THIS IS WHY OPTIMUS IS DELAYED

‪@tesla‬ says Optimus production is coming "soon". But its Q2 update also revealed that the first robots coming off the new Fremont lines will go straight into the Optimus Academy for training and further development. So what do Tesla's new Optimus production-line images actually tell us? Mechanical and aerospace engineer Scott Walter and hand surgeon Gustav Andersson join me on ‪@overthehorizon‬ to break down everything that emerged from Tesla's Q2 earnings call about Optimus, including the first-generation production lines replacing Model S and Model X at Fremont. Scott takes us deep inside the two production-line images released by Tesla, examining the FANUC industrial robots, pneumatic tooling, palletised conveyor system and what appears to be one highly automated production pod rather than a complete Optimus assembly line. We also dig into some much bigger questions: • Is Tesla trying to optimise Optimus production before the robot itself is fully settled? • Why did Elon Musk warn that the initial production ramp will be unusually long and flat? • What does Tesla sending its first builds to the Optimus Academy tell us about where the robot really is today? • Could AI5, which Elon says will initially go into Optimus, be an important clue to the real production timeline? • Has Elon set the bar too high by saying competing humanoids are essentially pre-programmed or remotely operated? • How far is Tesla from the human-level hand dexterity Elon says Optimus will eventually achieve? • And what can Tesla learn from Figure's approach of scaling humanoid production generation by generation? The factory is becoming real. But the robot, the hand, the intelligence and the production process are all still evolving at the same time. That may be the most important Optimus takeaway from Tesla Q2. #TeslaOptimus #overthehorizon #overthehorizonpodcast