--- title: "๐Ÿ’ข๐Ÿ’ข๐Ÿ’ข" type: "Topics" locale: "zh-HK" url: "https://longbridge.com/zh-HK/topics/39227714.md" description: "๐Ÿ”ฅ๐Ÿš€Elon Musk announced Digital Optimus: If this is true, AI might for the first time start 'running companies'. Elon Musk just officially announced a new project: Digital Optimus (Digital Optimus). This is the joint AI system of $Tesla(TSLA.US) and xAI, and is also part of Tesla's investment agreement in xAI. But what's truly noteworthy isn't the name, but the architectural philosophy..." datetime: "2026-03-12T14:34:37.000Z" locales: - [en](https://longbridge.com/en/topics/39227714.md) - [zh-CN](https://longbridge.com/zh-CN/topics/39227714.md) - [zh-HK](https://longbridge.com/zh-HK/topics/39227714.md) author: "[่พฐ้€ธ](https://longbridge.com/zh-HK/profiles/16318663.md)" --- > ๆ”ฏๆŒ็š„่ชž่จ€: [English](https://longbridge.com/en/topics/39227714.md) | [็ฎ€ไฝ“ไธญๆ–‡](https://longbridge.com/zh-CN/topics/39227714.md) # ๐Ÿ’ข๐Ÿ’ข๐Ÿ’ข ๐Ÿ”ฅ๐Ÿš€Elon Musk announces Digital Optimus: If this is true, AI may for the first time start "running companies". Elon Musk has just officially announced a new project: Digital Optimus (Digital Optimus) This is a joint AI system between $Tesla(TSLA.US) Tesla and xAI, and also part of Tesla's investment agreement with xAI. But what's truly noteworthy isn't the name, but the architectural philosophy. Musk explained this system with a very interesting analogy: Digital Optimus = System 1 Grok = System 2 This is the human thinking structure often discussed in psychology: System 1: Fast, instinctive, real-time reaction System 2: Slow, deep thinking In this structure: Grok is responsible for understanding the world and making decisions. Digital Optimus is responsible for real-time execution. In other words: Grok is like the brain Digital Optimus is like the body The goal of this system is to build a real-time AI operating layer. Musk even said something very exaggerated: Theoretically, it could simulate the entire operation of a company. It's precisely because of this idea that the project's internal codename is: MACROHARD This is Musk's jab at $Microsoft(MSFT.US) Microsoft. But this name actually hints at a greater ambition: If AI can manage processes, execute tasks, and handle real-time data, it's no longer just a chatbot, but a digital company operating system. Musk also revealed a key detail: Digital Optimus will run on Tesla AI4 hardware. AI4 is Tesla's self-driving computer. Cost is about $650. This implies a very important strategy: Use low-cost Tesla chips for AI inference Use xAI's Nvidia GPUs for complex computations In other words: Use expensive computing power only where it's most needed. This is very consistent with Tesla's long-standing engineering philosophy: Software + in-house hardware + cost optimization. Musk also emphasized: Digital Optimus will be the only truly real-time intelligent AI system. Because it will continuously process all data from the last 5 seconds and react immediately. If you put this logic within the Tesla ecosystem, it's actually easy to understand. Tesla already has three key components: Robots Self-driving system AI supercomputer Now add one more thing: AI action system. This is also why many believe Tesla's AI goal has never been just about cars. If Digital Optimus truly develops in the direction Musk describes, its future applications could include: Self-driving Optimus robot Automated factories Enterprise process management It might even become a new kind of AI operating system. But there's an even bigger question here. The core AI products of the past decade have been: ChatGPT Claude Gemini Essentially, they are all Q&A AIs. What Musk is describing now is something else: Action AI. Not answering questions, but executing tasks. If AI can: Understand the world Plan tasks Execute in real-time Then in the future, AI might not just be a tool, but a digital workforce. Of course, for now, this is still just an early-stage concept. But Musk's description actually reveals a larger trend: Future AI competition may no longer be just about model capabilities. But rather: Who can make AI truly "do things". The question isโ€” If AI can really simulate the entire operation of a company, do you think the biggest company of the future will be a tech company, or AI itself? ### ็›ธ้—œ่‚ก็ฅจ - [Tesla (TSLA.US)](https://longbridge.com/zh-HK/quote/TSLA.US.md) - [GraniteShares 2x Short TSLA Daily ETF (TSDD.US)](https://longbridge.com/zh-HK/quote/TSDD.US.md) - [Direxion Daily TSLA Bull 2X Shares (TSLL.US)](https://longbridge.com/zh-HK/quote/TSLL.US.md) - [AXS TSLA Bear Daily ETF (TSLQ.US)](https://longbridge.com/zh-HK/quote/TSLQ.US.md) - [XI2CSOPTSLA-U (09366.HK)](https://longbridge.com/zh-HK/quote/09366.HK.md) - [XL2CSOPTSLA (07766.HK)](https://longbridge.com/zh-HK/quote/07766.HK.md) - [XI2CSOPTSLA (07366.HK)](https://longbridge.com/zh-HK/quote/07366.HK.md) - [GraniteShares 2x Long TSLA Daily ETF (TSLR.US)](https://longbridge.com/zh-HK/quote/TSLR.US.md)