Chinese startup's robot advances ahead of Tesla's Optimus

A Chinese robotics firm, EngineAI, has developed a humanoid robot capable of delivering forceful Bruce Lee-style kicks, priced at US$150,000 and set for mass production two years ahead of Tesla's timeline. In contrast, Elon Musk's Optimus robot recently jogged a few steps but fell over during a demo while handing a water bottle. Backed by China's engineering talent and supply chains, such startups are accelerating humanoid robotics development.

EngineAI, a startup in China's Pearl River Delta, has created a humanoid robot that demonstrates advanced physical capabilities, including delivering forceful kicks reminiscent of martial artist Bruce Lee. This robot is priced at US$150,000 and is slated for mass production two years earlier than Tesla's planned timeline for its Optimus model. The development highlights China's rapid progress in robotics, supported by a vast pool of engineering talent and efficient plug-and-play supply chains in the region.

Tesla's Optimus, meanwhile, achieved what Elon Musk described as a 'personal record' by jogging a few steps, but Chinese web users responded with shrugs and laughter. During a live demonstration, Optimus fell backwards while attempting to hand over a water bottle, underscoring ongoing challenges in stability and dexterity. While American robots like Optimus remain largely confined to laboratory settings, Chinese firms such as EngineAI, Xpeng, and Agibot are field-testing their creations in practical environments, including stadiums, factories, and martial arts arenas.

This surge is fueled by state-supported initiatives emphasizing cost-effectiveness and scale, potentially disrupting Tesla's ambitions for global dominance in humanoid robotics. Other Chinese companies, like Guangdong's Xpeng, are also advancing, with efforts to dispel rumors that their Iron robot resembles a human. The competition reflects an industrial revolution in robotics, where Chinese innovations are turning science fiction into tangible reality at breakneck speed.

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Tesla's Optimus robot video sparks stock surge and rival comparisons

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Tesla released a video on December 2, 2025, showing its Optimus humanoid robot running at speeds up to 13.7 km/h in a Fremont laboratory, fueling investor optimism and a 1.7% stock rise to $454.48 the following Thursday. The clip, republished by Elon Musk, drew millions of views and prompted a response from rival Figure AI with its own robot demonstration. Amid the robotics hype, Tesla launched a budget Model 3 in Europe to counter competition.

The viral Optimus robot failure at Tesla's December 2025 'Autonomy Visualized' event in Miami—knocking over water bottles, gesturing in apparent frustration, and toppling backward—has reignited doubts about its autonomy claims. No response from Tesla or Elon Musk, as broader challenges in production and competition come into focus.

Reported by AI

In its Q4 2025 earnings call, Tesla announced plans to repurpose Model S and X assembly lines at Fremont for 1 million Optimus 3 units annually and ramp high-volume Optimus V4 production at Giga Texas. CEO Elon Musk highlighted the robot's learning capabilities via observation and video, upcoming Gen 3 unveiling, and challenges like scaling amid Chinese competition, backed by $20 billion in 2026 capex.

Following investor Jason Calacanis' recent praise for Tesla's Optimus V3 after a lab visit, CEO Elon Musk endorsed the view that the humanoid robot could overshadow the company's electric vehicle roots. This pivot comes as Tesla grapples with car sales declines and robotics setbacks, yet sees stock highs.

Reported by AI

Tesla unveiled its Optimus version 2.5 robot at the NeurIPS 2025 conference on December 2, showcasing new running capabilities. The demonstration highlighted the robot's ability to run at 50% and 25% speeds, marking a significant advancement in humanoid robotics. Elon Musk commented on the progress, emphasizing the future role of such robots in daily tasks.

During Tesla's third-quarter earnings call on October 2025, CEO Elon Musk highlighted the company's Optimus humanoid robot as potentially its biggest product ever, stating it could account for 80% of Tesla's value. Despite mixed financial results with record vehicle sales but declining profitability, Musk described Optimus as an 'infinite money glitch' at scale. He also expressed a need for strong influence over what he called a 'robot army' to proceed with development.

Reported by AI

Elon Musk claimed on a recent podcast that Tesla's Optimus humanoid robots will surpass the skills of top human surgeons within three years. He described pursuing medical school as pointless in light of advancing AI capabilities. The prediction highlights Tesla's pivot toward robotics amid challenges in its electric vehicle sales.

 

 

 

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