九阿哥&薛蛮子|4月 17, 2026 10:43
Everyone's focused on Tesla's sales, but hardly anyone is paying attention to the supply chain integration of its Optimus robot. By 2026, the 'machine replacing humans' rate in Tesla's internal factories has already increased by 15%. This ability to reduce hardware costs is its true moat.
On top of that, Neuralink recently disclosed improvements in brain-computer interface data bandwidth. This is no longer just in the realm of medical devices. What Musk is actually doing is an incredibly bold experiment: using Neuralink to enhance human 'operating frequency,' so that in the future, it can adapt to his highly automated AI hardware system. This entire closed-loop of software and hardware is on a level of planning far beyond what most people can imagine.
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