RoboBoom
The Humanoid Hub· April 29, 2026· 57:25

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.

In this talk

  1. 0:34

    Tesla’s hand design and control

    After Elon Musk responded to a clip about a Tesla hand patent, Walter said the patents were about 18 months old and did not reveal exactly what had changed. He discussed possible issues with the pinless joints, tendon layout, and connections between materials, and suggested Tesla may add actuators and active extensors. A showroom video showing fingers springing open, he said, appeared to show an older hand rather than the 25-actuator version.

  2. 12:57

    Optimus unveiling and manufacturing plans

    Walter expected the Gen 3 unveiling to slip from earlier projections, possibly to late Q3 or Q4, because Tesla may still need to finalize the design and train the robot. The hosts questioned whether the stated factory-line changes explain the delay, and noted that production depends on supply and demand as well as manufacturing capacity. Walter estimated that a million robots a year could require about 140 million planetary roller screws, based on the older design’s 140 screws per robot.

  3. 28:34

    Figure’s production ramp

    Walter and the host estimated Figure’s output from a chart that lacked a y-axis, using pixel counts and reported production rates. They estimated about 107 robots in March and projected roughly 214 in April, while stressing that the figures were estimates. They discussed how Figure might raise throughput on one shift before adding shifts, and whether it could approach 5,000 units by year end.

  4. 38:40

    Honor’s robot wins the Beijing half marathon

    Walter said an Honor Lightning humanoid completed the half marathon in about 50 minutes and 26 seconds, compared with a human record near 57 minutes and a robot time of about two hours and 40 minutes the previous year. He examined its wide hip layout, relocated knee and ankle actuators, and five-degree-of-freedom legs. He also pointed to apparent liquid cooling and dry ice at pit stops as ways to manage heat during the race.

Briefs summarise talks and interviews; timestamps open the video at that moment. Claims in a talk are the speaker's own.

More talks