特斯拉正加速推进人形机器人Optimus的开发,但这一战略转变在员工中引发了抵触。1特斯拉首席执行官埃隆·马斯克在公司2026年第二季度财报电话会议上表示,Optimus可能是"有史以来最大的产品"。1然而,员工对于训练这种潜在替代自己的机器人系统表示反对。1
产业转型的挑战已经显现。特斯拉位于加州弗里蒙特的工厂已于2026年5月停止生产Model S和Model X,工人和工程师被转向Optimus项目开发。1马斯克本人也承认,开发能够处理多种任务的自主人形机器人是"最难解决的问题之一"。1Optimus的研发还面临复杂的技术难题,其中机器人手部的设计就是众多工程障碍之一。1
Tesla is redirecting its business strategy away from electric vehicle manufacturing toward the development of Optimus, a humanoid robot, though the transition faces significant obstacles including complex robotic hand engineering and workforce resistance.1 The company's Fremont, California facility halted production of the Model S and Model X in May 2026, reassigning workers and engineers to focus on Optimus development.1 CEO Elon Musk has staked the company's future on artificial intelligence and robotics, describing Optimus as potentially "the biggest product of all time" during Tesla's second-quarter 2026 earnings call.1
Despite Musk's ambitious vision, the project confronts formidable technical and human challenges.1 Musk acknowledged that developing autonomous humanoid robots capable of handling diverse tasks represents "one of the hardest problems to solve."1 Adding to these hurdles, Tesla employees have expressed opposition to training their potential mechanical replacements, creating friction as the company attempts to pivot its workforce toward the new initiative.1
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