Is Optimus 3 coming? Tesla's brand new "Golden Optimus Prime" information leaks, with hands resembling humans becoming the focus

Wallstreetcn
2025.09.04 10:51
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Tesla's brand new "Golden Optimus Prime" made a stunning debut, with its level of detail comparable to human hand design, becoming the biggest highlight and widely speculated to be the prototype of Optimus 3. Salesforce founder praised it as "the beginning of the physical intelligence revolution," with the potential to replace jobs with salaries ranging from 200,000 to 500,000. Musk further stated that 80% of Tesla's future value will come from Optimus, marking the company's comprehensive transformation into an AI and robotics giant

Tesla's humanoid robot - Optimus has evolved again?

Just now, Marc Benioff, the founder of Salesforce, shared a video of the new Optimus robot - "Golden Optimus" on social media platform X after visiting Tesla's office, instantly igniting the tech community.

"Lead the way to find the cola." Upon hearing the command, this golden Optimus robot slowly walked towards the direction of the break room, under the premise that humans made way for it...

This Optimus features a brand new golden exterior design, different from any version seen before, providing a fresh and high-end visual experience.

The most striking aspect of the video is the hand design of this Optimus. Compared to previous versions, the new hands are more refined and closer to human hands.

Image source from X platform: Marc Benioff's leaked video and netizen reports, same below

Although its gait still has a certain mechanical feel, this understanding of commands and preliminary autonomous action ability amazed Benioff, who exclaimed:

The revolution of physical intelligence has begun! Robots that can replace $200,000-$500,000 human jobs have emerged, it's simply a breakthrough of nuclear productivity.

"This might be the design prototype of Optimus 3, this hand is so beautiful, it's just like a human hand." Netizens were also amazed, but they pointed out that the AI reasoning speed of this robot feels a bit slow.

The video shows that the robot did not respond promptly after hearing human commands, and only began to execute the command after Musk, who was standing aside, reminded it to make way and leave enough space...

Regarding Optimus's hand, Musk had previously explained: "The next generation of Optimus hands in prototype form, the actuators have been moved to the forearm, just like humans, they operate the fingers through cables, just like a human hand."

This design is extremely similar to the biomechanical structure of human hands. Most of the muscles in humans are located in the forearm, controlling finger movements through tendons. The finely designed hand of the "Golden Optimus" showcased this time aligns closely with the technical path described by Musk.

Compared to the version released by Tesla in July this year in the popcorn-selling video of Optimus, not only the hands, but the "Golden Optimus" also has a more fluid and smooth structure and appearance in the waist and knee joints, greatly reducing the mechanical feel

Combined with Musk's announcement two months ago that Optimus V3 is about to go online, stating that its flexibility will be "on par with humans," these details collectively reinforce speculation that this is an early prototype of Optimus 3.

A video shared by Tesla's former vice president Milan Kovac earlier this year also showcased Optimus's smoother, more human-like walking gait, including arm swinging, straightening of the knees, and coherent movements from heel to toe, all pointing to continuous optimization of Optimus's physical motion control.

Accelerated Technological Evolution, Dexterous Hand Achieves 22 Degrees of Freedom

Tesla's dexterous hand technology has undergone three generations of evolution. The first generation of the dexterous hand adopted a bionic five-finger structure design, with a single hand having 11 degrees of freedom, of which 6 are active degrees of freedom.

By the third generation of the dexterous hand, the degrees of freedom increased to 22, with active degrees of freedom rising from 6 to 17, and the drive system changed from built-in to external.

The transmission system has also been upgraded to a hybrid transmission scheme of planetary gearbox + screw + tendon, replacing the worm gear with a screw and the torsion spring with a tendon, significantly improving precision, load capacity, and transmission efficiency.

80% of Tesla's Value Will Come from Optimus

The appearance of the golden Optimus Prime is not a coincidence. Just a few days ago, Tesla released the "Fourth Chapter of the Master Plan," announcing that it will bet on a more disruptive field in the future: bringing artificial intelligence into the physical world.

An article from Wallstreetcn stated that Musk mentioned on the X platform that he expects about 80% of Tesla's value in the future will come from the Optimus robot, rather than the traditional automotive business.

This statement marks Tesla's comprehensive transformation from an automotive company to a "artificial intelligence + robotics" giant. Tesla emphasized, "We are building products and services that bring artificial intelligence into the physical world," and has been laying the groundwork for nearly twenty years for this

When will mass production begin?

Musk has revealed that Tesla plans to produce over 1,000 Optimus units in 2025, and by 2026, this number will soar to 50,000.

Tesla's goal is to make Optimus the "universal tool" for industrial scenarios, deploying each unit at a price of about $30,000 to complete tasks such as precision manufacturing and logistics handling.

However, achieving this goal is not easy. Tesla needs to address the challenges of mass production and cost control, especially in the initial stages