During yesterday's third-quarter conference call, Elon Musk confirmed that the design finalization of the third-generation humanoid robot, Optimus, will be delayed until the first quarter of next year. On July 14th of this year, Musk posted on X that he had just left Tesla's design studio and that a "spectacular" demonstration would be held by the end of the year. Two supply chain sources stated that Tesla had originally planned to complete development of the third-generation Optimus and hold a launch event in November. The Optimus robot's dexterous hands are already among the most sophisticated in the industry. However, when trained to sort packages, they only have a lifespan of six weeks. Each hand costs over $6,000, and considering other wearable components, not including electricity costs, a single robot costs nearly $100,000 in replacement parts per year. This amount could employ two auto assembly workers in the United States. The delay in development has not yet affected Tesla's mass production plans for Optimus with suppliers. However, these suppliers have stated that they are not fully confident in Tesla's guidance, as the engineering challenges facing Optimus extend beyond the hands; everything else is rapidly evolving.