Musk: Optimus robot’s biggest problem is its hands and fingers

The admission is notable less for the robotics detail than for what it signals about timelines: dexterity, not locomotion or AI, is being framed as the gating constraint on humanoid commercialization. That distinction matters for anyone tracking where value sits in the humanoid supply chain, since hands involve actuators, sensors and materials rather than the software narrative that has dominated attention. Whether Tesla's engineering focus shifts visibly toward end-effector hardware, and how competitors describe the same bottleneck, is the open question worth watching.