人形機器人:虛幻的尤物
來源:萬連山 格隆匯研究
去年8月,馬斯克興致沖沖介紹了一款人形機器人,“擎天柱”。宣傳視頻很有電影質感。黑頭披風俠,守序、冷淡、極簡,氣質這一塊拿捏到位。胸前銘刻TESLA,品牌格調往上拉。
它們身高1.73米,重56公斤,可以負重20公斤物品,步行時速8公裏,頭部配有一塊顯示器,提供各種有用信息。
據馬斯克介紹,這款機器人的視覺神經網絡基於特斯拉的自動駕駛技術,主要用於“消除危險、重複、無聊的任務”,逐步代替人類的繁重體力工作,如家政、送貨、購物等。
宣傳視頻剛剛結束,人們還沉浸在美好的幻想中,就被迫迎來了買家秀:一位頭戴黑色面罩、身穿白色皮衣的“機器人”,邁着僵硬的步伐走上舞臺。原地立正後,秀起了略帶浮誇的性感機械舞。場面一度尷尬。馬斯克及時解釋:當然了,他不是真的機器人,這只是一個表演示範。最終成品指日可待,公司會在2022年開發出來。
沒有手辦模型,也沒有原型機,就拿着幾頁PPT,卻能講得栩栩如生。不愧是老馬。儘管宣傳與成品總是有些差距的,舞蹈呈現也是一言難盡,但餅既已畫好,大家開心吃下去,靜心等待就好。結果大半年過去,一點動靜也無。
6月22日,馬斯克又重提此事,表示“我們有望在明年生產第一個版本的Optimus機器人”,並暗示9月30日的的“特斯拉AI日”將是“史詩級別”。延遲算是特斯拉的傳統,人們並不感到意外。只是,馬斯克這一次仍然沒有公佈“擎天柱”的工作參數,也沒有任何實機演示和操作示範,甚至連PPT都捨不得更新,十分神祕。
但這些都不妨礙特斯拉陰跌半年的股價直接反彈9%,國內的機器人概念股也同樣蹭熱點接力炒作。至於明年能不能看到這款機器人,筆者一點也不看好。
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