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Tesla vs China on the final frontier in humanoid robot development
Chinese companies are going all-in on dexterous robot hands, heating up the competition for the Tesla Optimus bot.

China’s robot industry is heating up as companies prepare to conquer the final frontier in humanoid robot development. The Tesla Optimus bot team is working to do the same on the other side of the world. Which humanoid robot developer will come out on top?
Dexterous hands are said to be the last frontier in humanoid robot development. Robotic hands have become essential to humanoid robots taking on human workloads. As such, companies are increasingly focused on developing the most dexterous robotic hands.
Linkerbot Technology recently debuted its Linker hand for humanoid robots. The Chinese company claims its Linker Hand has the highest dexterity on the market.
“Our Linker Hand research version has the world’s highest 42 degrees of freedom (DOF), surpassing the 26 of the world’s leading product, Shadow Hand. Each finger could independently have up to 7 DOF, which means it has surpassed human fingers. It is also equipped with an advanced multi-sensor system, including cameras and electronic skin,” said Gao Gang, Deputy General Manager of Linkerbot Technology at the 27th China Beijing International High-tech Expo (CHITEC).
Last year, Elon Musk shared that Tesla’s new Optimus hand would have 22 degrees of freedom. In May 2024, Tesla released a new video of Optimus in the company’s facilities. The Tesla video featured Optimus performing several tasks in a factory, including those requiring precision. In a comment about the Optimus video, NVIDIA Sr. Research Manager & Lead of Embodied AI (GEAR Lab), Jim Fan, noted that Optimus’ hands are among the best in the industry.
It would be interesting to see Tesla’s improvements on the Optimus hand. The video from last year already showed Optimus handling delicate tasks, which would improve its functionality in factories. Linkbot expects to showcase the capabilities of its own dexterous robotic hand in the future as well.
“In years to come, Linkerbot aims to deploy 1 million humanoid robots equipped with dexterous hands in the real world to collect data. Including, but not limited to, playing with a Rubik’s Cube. Putting on makeup is included in our fine motor standardized test scenarios,” noted Gao.
Linkerbot isn’t the only Chinese company developing humanoid robots. A few companies in China are creating robots that can work in factories.
Tesla Optimus is expected to perform menial, monotonous, repetitive tasks that could harm humans. PaXini Tech, another Chinese company, is also planning to release a humanoid robot to perform work tasks. Similar to Linkbot, PaXini Tech emphasized its humanoid robot’s dexterous hands and its capabilities.
“Our DexH13 GEN2 is the first four-finger bionic dexterous hand in the domestic market that integrates multi-dimensional tactile + AI visual dual-modal capabilities, which can perfectly simulate various complex movements of human hands such as welding, grasping, rotating, and pinching,” said Dr. Xu Jincheng, founder and CEO of PaXini Tech, a leading haptic technology and humanoid robotics company in China.
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Affordable Tesla Model Y spotted without camouflage near Giga Texas
The vehicle had clean lines and it looked sleek, though it was also notably simpler than the standard Model Y.

The tea leaves seem to be pointing towards the imminent release of the highly anticipated affordable Tesla Model Y. This was hinted at in recent observations from notable Tesla influencers on social media, as well as a sighting of the vehicle without any camouflage.
The affordable Tesla uncovered
Sightings of the affordable Model Y have been abounding as of late, though details of the vehicle were still hidden by coverings on the vehicle. In a recent post on X from Firefly engineer Ryan Mable, however, noted Tesla influencer Sawyer Merritt has reportedly “spotted an uncovered cheaper Model Y variant” driving near Giga Texas.
Several images of the uncovered vehicle were shared online. Based on the photos that were shared by Mable, the affordable Model Y seemed to feature a fascia that’s inspired by the Model 3 sedan. Its roof also looked blacked out. Overall, the vehicle had clean lines and it looked sleek, though it was also notably simpler than the standard Model Y.
Tesla influencer mystery
Interestingly enough, several Tesla influencers apart from Merritt posted that they were in Giga Texas. These included drone operator Joe Tegtmeyer, teardown specialist Sandy Munro, and reviewers Kyle Conner and Kim Java. These influencers have not provided any context behind their Giga Texas trip, though the fact that they were gathered on the site brought speculations that Tesla might have invited the group for a teaser or a private unveiling event of sorts.
It remains to be seen when the affordable Model Y would be made available, though conversations now are centered on the vehicle’s potential price. Previous reports suggested that the car might be priced just below $40,000, which many believe would result in very low sales, though some have also speculated that the affordable Model Y could be priced below $35,000, which would likely make it a strong seller.
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Why Tesla’s Q4 performance could shock many after incredible Q3
There is still some residual impact to be felt as we enter Q4, and there is a potential shock coming to many investors as it could be stronger than what many think:

Tesla reported vehicle deliveries and energy deployments for the third quarter of 2025 today, blowing analyst estimations from Wall Street firms completely out of the water with its strongest three-month performance in company history.
The strong performance, which resulted in nearly half a million vehicle deliveries in the quarter, was largely driven by the momentum of the EV tax credit, which expired at the end of September, marking the end of the $7,500 discount that was previously available.
Tesla hits record vehicle deliveries and energy deployments in Q3 2025
This was a massive contributor to Tesla’s record-high in vehicle deliveries, as consumers rushed to take advantage of the credit.
There is still some residual impact to be felt as we enter Q4, and there is a potential shock coming to many investors as it could be stronger than what many think:
EV Tax Credit Deliveries Will Continue Through Q4
Despite the credit’s expiration, people will still be able to take advantage of it because the IRS changed the rules mid-quarter.
Prospective buyers can utilize the credit after September 30 if they place an order for an EV and make a marginal payment on the car.
Tesla’s $250 order deposit qualified as the marginal payment, so as long as the order was submitted before the end of the day on September 30, they could still take delivery in Q4 or even Q1 and still take advantage of the credit.
With the Model Y Performance launching in the U.S. on September 30, that undoubtedly contributed to some orders. However, there are likely many people who ordered in the latter portion of Q3 and have not yet taken delivery. These will all contribute to Q4 delivery figures.
Seasonal Holiday Boost
Tesla traditionally has its strongest quarters in Q4, as the company typically introduces initiatives such as price cuts, incentives, and other offers to close out the year strong.
Car buyers are more likely to jump at these offers as well, as gifts for either themselves or others. What Tesla does in the final quarter of the year is usually boosted by whatever types of offers it can make.
Affordable Model Production Ramp
Tesla is likely preparing for the launch of its affordable model, which is essentially a stripped-down Model Y.
Some rumors have been circulating within the community, indicating that the company is nearing the sale of this vehicle, which is coded within Tesla’s website as the “Model Y Standard.”
🚨 Looks like some coding was found on Tesla’s website that seems to hint the affordable Model Y is coming:
-Named “Model Y Standard”
-$39,990 starting priceInitial thoughts: this is completely unconfirmed, but was really hoping Tesla would get this closer to $30,000 https://t.co/RDR0ypQHB3
— TESLARATI (@Teslarati) October 1, 2025
If Tesla is able to lock in some good pricing on its affordable model, Tesla could see its quarterly figures return to QoQ growth, something that the company has not had in a few years.
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Tesla hits record vehicle deliveries and energy deployments in Q3 2025
As per Tesla’s Q3 2025 vehicle delivery and production report, the bulk of the company’s numbers came from its mass-market lineup.

Tesla (NASDAQ:TSLA) reported record-breaking results for the third quarter of 2025, producing 447,450 vehicles and delivering 497,099 units worldwide.
The company also deployed 12.5 GWh of energy storage products, setting a new record in its fast-growing energy business.
Model 3/Y domination
As per Tesla’s Q3 2025 vehicle delivery and production report, the bulk of the company’s numbers came from its mass-market lineup. The Model 3 sedan and Model Y crossover accounted for 435,826 units produced and 481,166 delivered in the quarter. This is quite impressive considering that both the Model 3 and Model Y are still premium-priced vehicles with numerous competitors that are significantly more affordable.
Other models, including the Model S, Model X, and Cybertruck, contributed 11,624 vehicles produced and 15,933 delivered. Beyond vehicles, Tesla’s energy business posted its best quarter to date, deploying 12.5 GWh of storage systems.
Q3 2025 earnings call date
Tesla’s third-quarter results are extremely impressive, and they exceed Wall Street’s estimates by a significant margin. As per Benchmark analyst Mickey Legg, who had a delivery estimate of 442,000 vehicles in Q3, Wall Street consensus was at 448,000 units. Even more optimistic analysts estimated that Tesla would only post deliveries in the mid-460,000s.
Investors will gain further insight later this month when Tesla reports full financials for the quarter. The company will release Q3 2025 earnings after market close on October 22, followed by a Q&A webcast at 4:30 p.m. Central Time.
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