RamenPanda|11月 11, 2025 16:46
The biggest risk for Tesla robots right now is Chinese companies stealing the spotlight.
Dexterous hands, XPeng Iron, Unitree, Roborun, Deepseek, Kimi—each of them is doing better than Tesla, with faster tech iterations and lower costs.
5 years ago in the EV era, Tesla dominated the scene with no rivals, so you could blindly trust Musk's success. Now, with the mirror of Chinese competitors, blindly trusting Musk is pure gambling and shows no understanding of risk control.
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