We Got Ratioed by Elon Musk | Scott Walter
Scott Walter joins The Humanoid Hub host to analyze Tesla’s Optimus hand and production plans, Figure’s robot output, and humanoid robots’ performance in the Beijing half marathon.
RoboStrategy head of research Scott Walter, an aerospace engineer and robotics-company co-founder, joins host Herbert to discuss Tesla Optimus V3’s design, production readiness, and remaining engineering challenges.
Elon Musk says Optimus must combine precise movement with force, touch sensing, and durable materials. He uses driving a small screw into wood as an example: the robot must hold and align the screw, press the screwdriver, and turn it without losing control. Scott adds that human fingers benefit from soft tissue and fingernails, while robot fingertips must withstand repeated use without self-repair.
A manufacturing video shows an earlier Optimus hand with tendon-driven fingers, which Scott believes is not the production design. He discusses prior hand concepts, including a patent design Tesla said it had changed, and a newer approach that forms tactile sensor material into fingertip shapes. Reports of durability problems have raised the possibility of replaceable gloves, though the final design is unknown.
The host cites supplier filings that describe Optimus V3 hardware as nearly finalized and planned for production before the end of 2026. Scott explains that different actuators may require different suppliers and that planetary roller screws could serve higher-load joints, while smaller hand mechanisms may use ball screws. The discussion treats reported orders for components covering roughly 5,000 robots as an estimate, not a confirmed production total.
Tesla job listings for automated assembly lines and fleet coordination, along with construction of a large Texas facility, suggest plans to expand production and manage robots across sites. The speakers speculate that Tesla could train thousands of robots before a public demonstration, but note that a coordinated event would require substantial space, power, logistics, and investment. Scott expects a reveal no earlier than the second quarter of 2027, partly because the AI5 chip may not be produced until around April.
Briefs summarise talks and interviews; timestamps open the video at that moment. Claims in a talk are the speaker's own.
Scott Walter joins The Humanoid Hub host to analyze Tesla’s Optimus hand and production plans, Figure’s robot output, and humanoid robots’ performance in the Beijing half marathon.
Host speaks with Scott Walter, a roboticist known for humanoid hardware analysis, on The Humanoid Hub about Tesla Optimus hand patents and what they reveal about the hand’s design.
Scott Walter, robotics expert and self-described humanoid bot evangelist, discusses humanoid robotics news with The Humanoid Hub host on the podcast.
Scott Walter, a robotics expert, joins The Humanoid Hub host to analyze Tesla Optimus hardware, speculate about Gen 3, and discuss production, training data, and scaling.
Andrew King, CEO of RoboStrategy, discusses humanoid robotics and investment with John Koetsier on NEXT.
Matt Gilbert, AI and data director at Synapse, discusses the state and future of physical AI with Jonas on Tech First.