Tesla wants to produce 20 billion units of Optimus Prime, which will still serve the daily life and family scenes. Like Gemini's robot, I feel that this area will usher in a huge explosion in the next 2 to 3 years. Currently, model size, interoperability between end-side small models and cloud models, chips, and model capabilities have all made huge progress. In particular, multi-modality, vision, sound, etc. will have made huge progress in
- I believe there will be a small climax in 2026