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Yesterday I had the amazing opportunity to attend the 2024 @tesla shareholder meting, and ask @elonmusk a question (2 actually). I feel like I owe my fellow shareholders and explanation for the question, since I believe it is relevant for @Tesla_Optimus industrial adoption. I also owe Elon a huge thank you! (didn't get the chance) Here is the background:
- Today when you deploy a robot into a manufacturing plant, you usually have to integrate into the line. That takes skilled labor and depending on the task, it means 1 or 2 engineers or technitians onsite for a period of 1 to 2 weeks.
- When you hire a human, there is also training and productivity cost to "integrate".
- This is not a problem when you integrate million dollar robots, integration cost is a relatively small portion of the total cost.
- If Optimus ends up costing 20K it is an insane dela for manufacturing companies, but if on top of that it is easy to integrate, well... then we don't own enough tesla shares! From his answer I take that it would be similar to training a human in the sense that you don't need skilled labor onsite (which is very bullish too)
The second question was if @Tesla_Optimus could take a different form factor. I asked if it could have no legs (assuming the task does not require walking), and therefore cheaper. The alternative question is what if it has 4 arms, no legs (similar weigh, thus similar cost). This optimus could have up to double the throughput than a human, and therefore provide double the value (price) at a similar cost. From his answer I take that at least at first Tesla will focus only on the traditional form factor.
Overal my overwhelming feeling is that I don't own enough $TSLA. Thank you @elonmusk it was an honor to see you in person and get to ask you a question!
my account is small so it might not have much visivility, but if you find this interesting please repost and comment. Thanks @SawyerMerritt @TeslaBoomerMama @smdcapital88 @ewtracker
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