technologyScore 55/100Research

Optimus hand/forearm engineering represents majority of robot difficulty; Tesla solving for 27-28 degrees of freedom with custom tendon-driven design mimicking human biomechanics

Elon Musk· Tesla / SpaceX / xAI· Robotics· 2026-07-19· about Tesla (TSLA)
Right now, we're struggling with the the final design of the hardware. Like I said, it's really primarily the hand. Not to just just dismiss the rest of the robot. The rest of it's also uh important, but but the hands are the hands inclusive of the forearm are a majority of the engineering difficulty of the entire robot... your hand is kind of like a like a like it's like a puppet. The mus the muscles are coming from the forearm and they're pulling the tendons... I think that the human hand is something like depending on how you count it, 27 or 28 degrees of freedom per you know in in the hand.

Why it matters

Musk states hand/forearm engineering is the majority of Optimus difficulty. This indicates advanced materials (tendons, flexible actuators) and micro-precision manufacturing are critical path items that could delay broader robot deployment.

Investment implication

Suppliers of advanced materials for flexible robotics, precision ball screws, planetary gearboxes, and tendon-like transmission systems could see increased demand. Companies specializing in high-tolerance manufacturing for aerospace/medical devices may pivot to robotics.

Source

Elon Musk on DOGE, Optimus, Starlink Smartphones, Evolving with AI, Why the West is Imploding (YouTube)
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