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Tesla has a real shot at rewriting the rules of economics with Optimus.
I have worked at multiple robotics companies, and I can tell you, we are most worried about Tesla.
Why aren’t robots everywhere already? We have all seen the incredible demos, but building general-purpose robots at scale is remarkably hard. Manufacturing them is hard. Training general-purpose robotic models is an unsolved challenge. It requires vast amounts of compute, data, and possibly unknown AI methods.
But Tesla is uniquely positioned to solve these problems. They have world-class AI talent, top tier manufacturing expertise, scale, and shared components with their EVs. They own compute and have the resources to gather the necessary data. Plus, they own multiple factories to both gather data and test these robots in real-world environments. When the time comes, Tesla is arguably the best company in the world at scaling production for a brand-new product.
A general-purpose humanoid robot, even if it’s only 50% as capable as a human would redefine economics, drastically lowering the cost of goods and services. Robotics will unlock a golden age of unprecedented prosperity for all, and Tesla is perfectly positioned to make that possible.
The roaring 2020s are here.
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