陈剑Jason
陈剑Jason|1月 09, 2026 06:03
Whether robots should be shaped like humans has been a controversial topic for many years. If we apply it to professional fields such as floor cleaning robots and spray painting robots, there is definitely no need to make them humanoid. However, nowadays many companies flock to create humanoid robots without considering the reasons or scenarios. In fact, the front length of the Ferrari Puros is due to the installation of the V12 engine, while the front length of the Xiaomi YU7 is due to the front length of the Ferrari Puros This wave of humanoid robots was first sparked by Musk's Optimus concept at Tesla AI Day in 2021. At that time, some people asked why it had to be shaped like a human. Musk's original words were: "Because almost everything in the current human world is built for humans, everything is based on the design of legs, arms, and ten fingers. If robots want to be universal enough to adapt to the existing environment and do most of the things that humans can do, they must also have roughly the same size, shape, and ability as humans. So Musk's goal in developing humanoid robots still follows his famous first principles, "because most things in the world are designed for humans, if you want to create the most versatile and capable robot, you have to design it in the shape of a human." Furthermore, the deeper goal is to save costs, that is, if the robot is intelligent and flexible enough, it can seamlessly intervene in the vast majority of current human life and work scenarios without additional modifications. This is the same as SpaceX's idea of developing reusable rockets back then. Only by achieving the ultimate cost savings can we explore more scenarios that were previously completely unimaginable. The biggest scenario for launching rockets before was to replenish supplies for the International Space Station, or occasionally launch some large exploration satellites. In these scenarios, Musk's efforts to recycle rockets were "completely unnecessary" because they could not be launched many times a year, and there was no need to invest in recycling research and development on a large scale. But when rockets were launched as frequently as dumplings, people realized that 56789G was useless. Starlink could directly launch base stations into low Earth orbit, and this application scenario would kill all operators. However, if rockets were not recyclable and costs could not be reduced, it would be impossible for Starlink to have such a commercial form. And more importantly, SpaceX has occupied the most scarce resource in space, orbit. This is no longer a technology blockade, but a resource blockade. Even if other countries and companies wake up and catch up quickly, there will be no orbit left for you to use. Returning to humanoid robots, Musk's idea is to create a robot that can adapt to all human work scenarios to the greatest extent possible. This way, wherever there is a need for humans in the world, there will be no need for any separate modifications to increase adaptation costs, and his robots can be replaced. Just like SpaceX launching rockets and making dumplings, Musk's robots will also flood into various industries like dumplings. It's just that when it comes to building rockets with SpaceX, you have to spend real money and undergo public review. The actual results are different, and not just any company can learn. But for robots, if you make an iron shell and program the movements to dance a beautiful dance, you can also receive a big shout out. It's also easy to deceive VC and get some government subsidies. As for whether robots have autonomous thinking, whether their dance is performed by themselves, programmed, or even controlled by someone behind the scenes with a remote control, it doesn't matter for the time being. So we can see that Tiktok often has some videos comparing the "flexibility" of robots from Musk Optimus and other companies. It seems that Optimus is very stupid. But the core focus of humanoid robots must not be mechanical flexibility, but independent thinking. Otherwise, it is a doll that has no practical use other than performing specific dance and other performance activities. There is no soul but a body. Just this week, a groundbreaking event occurred in the field of autonomous driving. The first zero human intervention challenge in history to fully use Tesla FSD to cross 4397 kilometers across the United States in 68 hours ended, completed by @ DavidMoss. This was equivalent to Lindbergh piloting the "Spirit of St. Louis" plane in 1927, flying alone from New York to Paris in 33.5 hours, completing the first transatlantic flight in history and proving the feasibility of long-distance air travel. You can search the video of FSD driving on Tiktok and YouTube, and find that its driving behavior is completely like a normal human, with a lot of thinking and decision-making logic, really like a soul. So, incorporating FSD's superior learning and evolutionary abilities far beyond those of humans into Optimus is the core competitiveness of future Musk humanoid robots, rather than a bunch of pre programmed dancing robots holding remote controls.
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