原文：

原文：
Elon Musk from $TSLA ER transcript:

"I think Optimus will be our biggest product. Not just Tesla's biggest product ever, but probably the biggest product ever.

And I remain convinced of that conclusion."

It's rare to get such a high conviction statement on the humanoid market/TAM coming from a visionary like Elon.

And I share his sentiment for humanoids (since I'm personally long Agility).

Elon stated that Tesla is targeting Fremont production in late July or August with Optimus Gen-3 release while preparing a 2nd Optimus factory at Giga Texas.

Old decks quoted 1M+ capacity/year for Fremont and 10M+ for Gigafactory Texas.

So it seems like Tesla has a plan to lead US robotics programs and catch up to China in terms of mass production efforts?

TLDR: Elon directionally knows what's up and coming since he probably watches a lot of Star Wars.

And his opinion is humanoids + Optimus will be the biggest thing ever to come.

翻译：
来自特斯拉财报电话会议的埃隆·马斯克：

“我认为Optimus将成为我们的最大产品。不仅是特斯拉有史以来最大的产品，可能也是有史以来最大的产品。”

“我仍然坚信这一结论。”

像埃隆这样的远见者对人形机器人市场/潜在市场规模（TAM）做出如此高信念的声明是很少见的。

我也同意他的观点（因为我个人看好Agility）。

埃隆表示，特斯拉计划在7月底或8月在弗里蒙特工厂生产Optimus Gen-3，同时在特斯拉超级工厂德州准备第二个Optimus工厂。

旧的演示文稿引用了弗里蒙特每年100万以上的产能和特斯拉超级工厂德州1000万以上的产能。

所以，似乎特斯拉有一个计划来领导美国机器人项目，并在大规模生产方面赶上中国？

总结：埃隆大致知道什么是正确的和即将发生的，因为他可能看了很多《星球大战》。

而且他认为人形机器人+Optimus将成为有史以来最重要的事情。