Hyundai has been making industrial robots for decades. They are also big in shipbuilding and defence. The K2 black panther is one of the best tanks in the world. Imagine the hype if Tesla did half the things Hyundai did.

I didn’t know HN like to manufacture drama. Why does this event affect Tesla? If anything, it validates what they’ve been working on. Same about Nvidia’s self driving platform.

We don’t know the capabilities of either and how they match up against Tesla’s Optimus and FSD.

There are at least 18 humanoid robots good enough to have Youtube videos of them moving around. Some are far more agile than this one.

Needs more manipulation. Such elaborate fingers and all it does is mime carrying a box. There are some brief material handling demos at the end, but nothing challenging.

There's been considerable progress in robot manipulation in the past year, after many decades of very slow progress. This year's new manipulation demos have been for fixed base robot hands. Robot manipulation still isn't good enough for Amazon's bin picking. The best demo of 2025 is two robot hands opening a padlock with a key, with one hand holding the lock while the other uses the key.

We'll probably see this start to come together in 2026.

> Tough week for Tesla

Tesla’s R&D has been shit for years. The value it brings to the table is mass-manufacturing expertise.

Tesla can bomb the robot for a while. As long as it keeps its plants online, it can buy or partner with one of these guys with its manufacturing platform (and political connections).

Not a bullish case. But also not a death knell.

> What claim will Elon make next to defend the stock price

Manufactured (No pun intended) political outrage most likely. Seems to be the M.O for the last few years at least.

Doesn’t matter :/ been on this for 6 long years, and nothing ever matters.