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Data has always been the bottleneck for physical AI in self driving and robotics. Tesla is taking two very different approaches for FSD and Optimus. Tesla’s Optimus Training Playbook: 1. Build 30k Optimus Gen 3 robots 2. Operate them in a mock environment where they can perform self-play “Optimus... Academy” 3. Train in sim using the real robot data to close sim2real gap. Tesla FSD Training Playbook: 1. Sell millions of cars outfitted with cheap cameras 2. Collect diverse real world driving data (especially intervention and failure recovery data) for free as a byproduct of customers driving the cars. 3. Use driving data to train Autopilot/FSD and deploy policies incrementally as a supervised FSD product 4. Repeat until policy reaches robust unsupervised full self driving for robotaxi launch. The Tesla FSD playbook is a beautiful self-funding, customer subsidized, diverse real world data flywheel. The Optimus playbook is the opposite and shares none of the beautiful attributes of the FSD training flywheel that made FSD successful. The key differences: 1. Instead of having customers pay you for vehicles, Tesla will need to fund 30,000 Optimus robots. Assuming the current landed cost per unit is $100k, that will be $3B to build plus another ~30% per year for maintenance labor and spare parts given it’s still an unhardened pre-production prototype is another $900M per year. For reference, Tesla’s GAAP net income in 2025 was $3.8B. 2. Instead of having customers drive their Teslas on roads all across the world giving Tesla an insanely rich and diverse dataset that Waymo and other AV companies could never collect, the Optimus Academy is doing the equivalent of building a fake town in a parking lot and driving their car in that parking lot. No matter how real you try to make the environments for self-play you can never replicate the diversity, complexity and failure modes of the real world. Data collected in staged environments produces demo-grade policies and will not be rich enough to generalize to the vast diversity of environments, tasks, objects, etc. out of distribution. 3. Instead of having customers collect real world failure recovery data (DAgger style) for free every time FSD disengages, the Optimus Academy will need paid teleoperators or onsite operators to collect the recovery data. Assuming 1 person can manage 2 robots to start that would cost $3.5B in labor per year (30,000 robots, $40/hr fully loaded, 16 hrs/day, 365 days per year, 2:1 robot:operator). Tesla can come up with the money to do this but money doesn’t solve the “mock data” problem. Given the higher degrees of freedom in humanoids vs. cars, training a generalized humanoid will be harder and require more data than a self-driving vehicle. The best way to train your robot is by deploying them in the diverse real world, subsidized by real customer operations. Humanoids face a chicken and egg where it’s very hard to bootstrap your way to a first policy that’s good enough to deploy in real production environments. This is an extremely capital intensive playbook (which doesn’t even include cost of training). Time will tell if it works but a better playbook would be finding a way to copy the FSD playbook.show more

Simon Kalouche

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34,671 Aufrufe • vor 5 Monaten •via X (Twitter)

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.Elon Musk told me he plans to build “Optimus Academy” to train an army of humanoid robots. > “millions of simulated robots in the simulated world” > “tens of thousands of robots in the real world, to close the simulation to reality gap.” Why? There’s two big differences between the way Tesla will train humanoid robots and the way it built Full Self-Driving. - FSD only requires learning three degrees of freedom: turning, accelerating, braking … and a humanoid robot has to learn how to coordinate 50+ joints. - You can sell a Tesla without FSD, which allows you to collect the millions and millions of hours of driving data needed to bootstrap your model ... but you can’t sell an Optimus that hasn’t learned how to do stuff yet. The Optimus Academy is Elon’s attempt to build the data flywheel that Tesla got for free with FSD.

.Elon Musk told me he plans to build “Optimus Academy” to train an army of humanoid robots. > “millions of simulated robots in the simulated world” > “tens of thousands of robots in the real world, to close the simulation to reality gap.” Why? There’s two big differences between the way Tesla will train humanoid robots and the way it built Full Self-Driving. - FSD only requires learning three degrees of freedom: turning, accelerating, braking … and a humanoid robot has to learn how to coordinate 50+ joints. - You can sell a Tesla without FSD, which allows you to collect the millions and millions of hours of driving data needed to bootstrap your model ... but you can’t sell an Optimus that hasn’t learned how to do stuff yet. The Optimus Academy is Elon’s attempt to build the data flywheel that Tesla got for free with FSD.

Dwarkesh Patel

533,753 Aufrufe • vor 5 Monaten

Elon just dropped a MAJOR nugget on how Tesla is going to be training Optimus to do real world tasks. They are building an Optimus Academy, which is a large scale, dedicated real-world training facility to accelerate the development of Optimus. The Academy will deploy thousands of Optimus units, potentially 10,000 to 30,000 robots, in a controlled realistic environment where they perform self-play, experiment with tasks, iterate on behaviors, and continuously generate training data through trial and error. The Tesla bots will also run millions of simulations in Tesla’s high-fidelity physics-accurate engine, allowing Optimus to close the “sim-to-real gap” by using these real-world observations to refine and validate the simulations! “You’re actually highlighting an important limitation and difference from cars. We’ll soon have 10 million cars on the road. It’s hard to duplicate that massive training flywheel. For the robot, what we’re going to need to do is build a lot of robots and put them in kind of an Optimus Academy so they can do self-play in reality. We’re actually building that out. We can have at least 10,000 Optimus robots, maybe 20-30,000, that are doing self-play and testing different tasks. Tesla has quite a good reality generator, a physics-accurate reality generator, that we made for the cars. We’ll do the same thing for the robots. We actually have done that for the robots. So you have a few tens of thousands of humanoid robots doing different tasks. You can do millions of simulated robots in the simulated world. You use the tens of thousands of robots in the real world to close the simulation to reality gap. Close the sim-to-real gap.”

Elon just dropped a MAJOR nugget on how Tesla is going to be training Optimus to do real world tasks. They are building an Optimus Academy, which is a large scale, dedicated real-world training facility to accelerate the development of Optimus. The Academy will deploy thousands of Optimus units, potentially 10,000 to 30,000 robots, in a controlled realistic environment where they perform self-play, experiment with tasks, iterate on behaviors, and continuously generate training data through trial and error. The Tesla bots will also run millions of simulations in Tesla’s high-fidelity physics-accurate engine, allowing Optimus to close the “sim-to-real gap” by using these real-world observations to refine and validate the simulations! “You’re actually highlighting an important limitation and difference from cars. We’ll soon have 10 million cars on the road. It’s hard to duplicate that massive training flywheel. For the robot, what we’re going to need to do is build a lot of robots and put them in kind of an Optimus Academy so they can do self-play in reality. We’re actually building that out. We can have at least 10,000 Optimus robots, maybe 20-30,000, that are doing self-play and testing different tasks. Tesla has quite a good reality generator, a physics-accurate reality generator, that we made for the cars. We’ll do the same thing for the robots. We actually have done that for the robots. So you have a few tens of thousands of humanoid robots doing different tasks. You can do millions of simulated robots in the simulated world. You use the tens of thousands of robots in the real world to close the simulation to reality gap. Close the sim-to-real gap.”

Teslaconomics

42,563 Aufrufe • vor 5 Monaten

Elon Musk says Tesla is building an “Optimus Academy” so the robots can perform different tasks in the real world. “We’re going to need to build a lot of robots, and put them into a Optimus Academy, so they can do self-play in reality. We’re actually building that out, we’re going to have at least 10-30K Optimus robots that are testing different tasks.”

Elon Musk says Tesla is building an “Optimus Academy” so the robots can perform different tasks in the real world. “We’re going to need to build a lot of robots, and put them into a Optimus Academy, so they can do self-play in reality. We’re actually building that out, we’re going to have at least 10-30K Optimus robots that are testing different tasks.”

Nic Cruz Patane

20,052 Aufrufe • vor 5 Monaten

Elon Musk in new interview on how Tesla’s Optimus robot will learn more quickly: "What we're going to need to do is build a lot of robots and put them in a kind of like a "Optimus Academy" so they can do self-play in reality. We're actually building that out. We're gonna have at least 10,000 Optimus robots, maybe 20,000 or 30,000, that are doing self-play and testing different tasks. Tesla has quite a good reality generator. A physics-accurate reality generator that we made for the cars. We'll do the same things for the robots, and actually have done that for the robots. You can do millions of simulated robots in a simulated world, and you use the tens of thousands in the real world to close the simulation to reality gap.”

Elon Musk in new interview on how Tesla’s Optimus robot will learn more quickly: "What we're going to need to do is build a lot of robots and put them in a kind of like a "Optimus Academy" so they can do self-play in reality. We're actually building that out. We're gonna have at least 10,000 Optimus robots, maybe 20,000 or 30,000, that are doing self-play and testing different tasks. Tesla has quite a good reality generator. A physics-accurate reality generator that we made for the cars. We'll do the same things for the robots, and actually have done that for the robots. You can do millions of simulated robots in a simulated world, and you use the tens of thousands in the real world to close the simulation to reality gap.”

Sawyer Merritt

250,956 Aufrufe • vor 5 Monaten

ELON: TESLA’S ROBOTS ARE MOVING FROM SIMULATIONS TO REALITY “For the robot, we’re going to need to build a lot of them and put them in an Optimus Academy so they can do self-play in reality and test different tasks. Tesla has quite a good, physics accurate, reality-generator, and we’re doing that for the robots. So you can do millions of robots in a simulated world, and then 10k in the real world to close the simulation to reality gap. Grok would orchestrate the behavior of the Optimus robots.” Source: Cheeky Pint Podcast, Elon Musk

ELON: TESLA’S ROBOTS ARE MOVING FROM SIMULATIONS TO REALITY “For the robot, we’re going to need to build a lot of them and put them in an Optimus Academy so they can do self-play in reality and test different tasks. Tesla has quite a good, physics accurate, reality-generator, and we’re doing that for the robots. So you can do millions of robots in a simulated world, and then 10k in the real world to close the simulation to reality gap. Grok would orchestrate the behavior of the Optimus robots.” Source: Cheeky Pint Podcast, Elon Musk

Mario Nawfal

19,289 Aufrufe • vor 5 Monaten

It’s not going to be easy competing against Tesla’s Optimus. Just like no one’s been able to match Tesla’s FSD, this will be the same story. Only this time, it’s going to be even harder. Bc Tesla has everything integrated from AI training to hardware to real-world data, and Optimus is powered by the same FSD tech that’s already mastering real-world autonomy. No other company is this vertically integrated, it’s just that Tesla makes it look easy.

It’s not going to be easy competing against Tesla’s Optimus. Just like no one’s been able to match Tesla’s FSD, this will be the same story. Only this time, it’s going to be even harder. Bc Tesla has everything integrated from AI training to hardware to real-world data, and Optimus is powered by the same FSD tech that’s already mastering real-world autonomy. No other company is this vertically integrated, it’s just that Tesla makes it look easy.

Teslaconomics

99,840 Aufrufe • vor 8 Monaten

Elon : For Optimus, it’s difficult to match the flywheel of the existing vehicle fleet. The plan is to build a fleet of 10k–30k robots to perform self-play and testing. Millions of robotic agents will train in Tesla's "reality generator" (simulation), the real robots can then close the gap between simulation and reality.

Elon : For Optimus, it’s difficult to match the flywheel of the existing vehicle fleet. The plan is to build a fleet of 10k–30k robots to perform self-play and testing. Millions of robotic agents will train in Tesla's "reality generator" (simulation), the real robots can then close the gap between simulation and reality.

The Humanoid Hub

26,474 Aufrufe • vor 5 Monaten

Everything Elon said about Optimus on the Q4 2024 earnings call: ⦿ I see a path for Tesla to be the most valuable company in the world, possibly bigger than the next five companies combined, overwhelmingly due to autonomous vehicles and autonomous humanoid robots. ⦿ The training compute needed for Optimus will ultimately probably be 10× what is needed for cars. Humanoids likely have 1,000× more useS than a car, which doesn't mean training scales by 1,000×, but probably close to 10×. The training compute will scale progressively as Optimus becomes more productive. ⦿ Long-term, Optimus has the potential to generate $10 trillion in revenue. In that scenario, we can support a lot of training compute. Even $500 billion in training compute is a good deal (chuckles). ⦿ There's a lot of uncertainty with timing because several aspects are being iterated simultaneously. The internal plan is for roughly 10,000 robots to be built this year, but we'll more likely produce several thousand. ⦿ I'm confident those several thousand robots will be able to do useful things. ⦿ The lessons from Production V1 will inform the changes in Production V2, which we expect to launch around mid-next year. ⦿ Our goal, aspirationally, is to ramp 10× every year, but perhaps we end up with 5× growth per year. With that kind of growth, it won't be many years before we're making 100 million robots a year. ⦿ The off-the-shelf components didn't work well, so we had to design everything in-house, including the most sophisticated hand ever made. Optimus will be able to play a piano and thread a needle. ⦿ My long-term prediction is that Optimus will overwhelmingly be the value of the company. ⦿ Optimus is not design-locked. It is rapidly evolving in a good direction. Tesla has by far the best humanoid robotics engineers in the world. Tesla also has all the other necessary ingredients: battery pack, power electronics, charging, communications, real-world AI, and the ability to scale production. ⦿ What other companies are missing is real-world AI and the ability to scale to millions of units a year. ⦿ This year, we aim to use Optimus internally at Tesla. We can easily use several thousand robots at Tesla for repetitive tasks, such as loading sheet metal at the welding line. ⦿ The Production V1 line is roughly 1,000 units per month. The Production V2, launching around mid-next year, will be for 10k units per month. The line after that will be for 100k units a month. Of course, it takes time for any given line to reach its maximum potential. ⦿ A very rough guess: we'll start delivering Optimus to companies outside of Tesla in the second half of 2026. The ramp is going to be exponential, and demand will not be a problem. ⦿ Once we're above 1 million units per year, the production cost of Optimus will be less than $20,000. Its total mass and complexity are much lower than a car. At a similar production volume to the Model Y, Optimus should be about half the cost of a Model Y. ⦿ The price is a different matter than cost. The price of Optimus will be set by market demand. [This is by far the longest Elon has ever spent discussing Optimus on an earnings call.]

Everything Elon said about Optimus on the Q4 2024 earnings call: ⦿ I see a path for Tesla to be the most valuable company in the world, possibly bigger than the next five companies combined, overwhelmingly due to autonomous vehicles and autonomous humanoid robots. ⦿ The training compute needed for Optimus will ultimately probably be 10× what is needed for cars. Humanoids likely have 1,000× more useS than a car, which doesn't mean training scales by 1,000×, but probably close to 10×. The training compute will scale progressively as Optimus becomes more productive. ⦿ Long-term, Optimus has the potential to generate $10 trillion in revenue. In that scenario, we can support a lot of training compute. Even $500 billion in training compute is a good deal (chuckles). ⦿ There's a lot of uncertainty with timing because several aspects are being iterated simultaneously. The internal plan is for roughly 10,000 robots to be built this year, but we'll more likely produce several thousand. ⦿ I'm confident those several thousand robots will be able to do useful things. ⦿ The lessons from Production V1 will inform the changes in Production V2, which we expect to launch around mid-next year. ⦿ Our goal, aspirationally, is to ramp 10× every year, but perhaps we end up with 5× growth per year. With that kind of growth, it won't be many years before we're making 100 million robots a year. ⦿ The off-the-shelf components didn't work well, so we had to design everything in-house, including the most sophisticated hand ever made. Optimus will be able to play a piano and thread a needle. ⦿ My long-term prediction is that Optimus will overwhelmingly be the value of the company. ⦿ Optimus is not design-locked. It is rapidly evolving in a good direction. Tesla has by far the best humanoid robotics engineers in the world. Tesla also has all the other necessary ingredients: battery pack, power electronics, charging, communications, real-world AI, and the ability to scale production. ⦿ What other companies are missing is real-world AI and the ability to scale to millions of units a year. ⦿ This year, we aim to use Optimus internally at Tesla. We can easily use several thousand robots at Tesla for repetitive tasks, such as loading sheet metal at the welding line. ⦿ The Production V1 line is roughly 1,000 units per month. The Production V2, launching around mid-next year, will be for 10k units per month. The line after that will be for 100k units a month. Of course, it takes time for any given line to reach its maximum potential. ⦿ A very rough guess: we'll start delivering Optimus to companies outside of Tesla in the second half of 2026. The ramp is going to be exponential, and demand will not be a problem. ⦿ Once we're above 1 million units per year, the production cost of Optimus will be less than $20,000. Its total mass and complexity are much lower than a car. At a similar production volume to the Model Y, Optimus should be about half the cost of a Model Y. ⦿ The price is a different matter than cost. The price of Optimus will be set by market demand. [This is by far the longest Elon has ever spent discussing Optimus on an earnings call.]

The Humanoid Hub

96,475 Aufrufe • vor 1 Jahr

If insurance companies don’t adapt to Tesla FSD, they’re going to have a real problem. In 2024 at the Berkshire Hathaway shareholder meeting, Warren Buffett got asked, “Assuming Elon delivers on his fully autonomous driving goal. Elon said, if you’ve got at scale, a statistically significant amount of data that shows conclusively that the autonomous car has half the accident rate of a human driven car, I think that’s difficult to ignore. Assuming Elon succeeds in reducing accidents by 50% vs human drivers, wouldn’t auto insurance rates fall to reflect the reduced underwriting risks, thereby adversely impacting Geico’s revenues and float and perhaps margins, too?” His main response was, “Well, let’s just take the extreme example. Let’s say there are only going to be 3 accidents in the U.S. next year for some crazy reason… anything that reduces accidents is going to reduce costs… If accidents get reduced 50%, it’s going to be good for society and it’s going to be bad for insurance companies’ volume… but good for society is what we’re looking for.” I’ve followed Tesla closely for years and now the proof is impossible to ignore. Profiting from insurance is built on risk and FSD is systematically removing it. FSD has now crossed the data threshold that insurers can’t ignore. By 2026, Tesla FSD has logged over 10B+ real world miles from real human behavior, real streets, real weather, real chaos, and it’s materially more data than ANY company in the world has today. Tesla’s own safety reports show it clearly: • Human driven U.S. average: ~1M miles per accident • Tesla Autopilot: ~4.5M miles per accident • Tesla FSD engaged: ~7.5M miles per accident That’s a 7.5x safety improvement over human driving! If the risk is 7.5x lower, and your premiums you’re charging customers don’t change, something is wrong. Insurance pricing is supposed to reflect this risk. This is why today’s Lemonade announcement is a wake up call to insurance providers. When Lemonade announced it’s offering a 50% insurance discount when FSD is steering, they’re reacting to Tesla FSD data. Fewer crashes results in fewer payouts, period. This is what adaptive insurance looks like and thus why Tesla & Lemonade insurance has an advantage. They are adapting to real FSD data and real time risk, and adjusting the prices. All while traditional insurance companies are still using broad historical averages, falling behind and losing customers. Companies like GEICO, State Farm, and Allstate were built for a world where humans are driving, risk is random, and prices update slowly. I believe this era of insurance is ending. Even Warren admitted it in this video, saying cutting accidents in half is great for society, but BAD for insurance volume. Bc less risk means lower premiums and lower premiums mean less float and less float is the core of traditional insurance profits! If FSD adoption hits even 50% of Tesla’s fleet, I bet accident rates could drop 30-50% industry wide. That alone puts massive pressure on a ~$300B U.S. auto insurance market today. This is also why I believe Tesla insurance has a MAJOR advantage. Your premium is solely based on data. It uses real time vehicle telemetry, scores you based on actual driving behavior, and rewards your FSD usage directly and right away. In places like California, Tesla Insurance premiums for FSD users are already 20-30% cheaper than competitors. In some cases, safe drivers see up to 60% discounts. And in Texas, claims for FSD users are 40% lower than non-FSD drivers. The long term outcome is becoming obvious to me. Insurance companies that DO NOT adapt prices dynamically, use real time data, and recognize FSD’s safety advantage will most likely lose their best customers to companies that do. For Tesla owners, this is great news bc safer driving, esp using FSD will result in cheaper insurance, but for legacy insurers, this is an existential moment. You either adapt or risk getting left behind.

If insurance companies don’t adapt to Tesla FSD, they’re going to have a real problem. In 2024 at the Berkshire Hathaway shareholder meeting, Warren Buffett got asked, “Assuming Elon delivers on his fully autonomous driving goal. Elon said, if you’ve got at scale, a statistically significant amount of data that shows conclusively that the autonomous car has half the accident rate of a human driven car, I think that’s difficult to ignore. Assuming Elon succeeds in reducing accidents by 50% vs human drivers, wouldn’t auto insurance rates fall to reflect the reduced underwriting risks, thereby adversely impacting Geico’s revenues and float and perhaps margins, too?” His main response was, “Well, let’s just take the extreme example. Let’s say there are only going to be 3 accidents in the U.S. next year for some crazy reason… anything that reduces accidents is going to reduce costs… If accidents get reduced 50%, it’s going to be good for society and it’s going to be bad for insurance companies’ volume… but good for society is what we’re looking for.” I’ve followed Tesla closely for years and now the proof is impossible to ignore. Profiting from insurance is built on risk and FSD is systematically removing it. FSD has now crossed the data threshold that insurers can’t ignore. By 2026, Tesla FSD has logged over 10B+ real world miles from real human behavior, real streets, real weather, real chaos, and it’s materially more data than ANY company in the world has today. Tesla’s own safety reports show it clearly: • Human driven U.S. average: ~1M miles per accident • Tesla Autopilot: ~4.5M miles per accident • Tesla FSD engaged: ~7.5M miles per accident That’s a 7.5x safety improvement over human driving! If the risk is 7.5x lower, and your premiums you’re charging customers don’t change, something is wrong. Insurance pricing is supposed to reflect this risk. This is why today’s Lemonade announcement is a wake up call to insurance providers. When Lemonade announced it’s offering a 50% insurance discount when FSD is steering, they’re reacting to Tesla FSD data. Fewer crashes results in fewer payouts, period. This is what adaptive insurance looks like and thus why Tesla & Lemonade insurance has an advantage. They are adapting to real FSD data and real time risk, and adjusting the prices. All while traditional insurance companies are still using broad historical averages, falling behind and losing customers. Companies like GEICO, State Farm, and Allstate were built for a world where humans are driving, risk is random, and prices update slowly. I believe this era of insurance is ending. Even Warren admitted it in this video, saying cutting accidents in half is great for society, but BAD for insurance volume. Bc less risk means lower premiums and lower premiums mean less float and less float is the core of traditional insurance profits! If FSD adoption hits even 50% of Tesla’s fleet, I bet accident rates could drop 30-50% industry wide. That alone puts massive pressure on a ~$300B U.S. auto insurance market today. This is also why I believe Tesla insurance has a MAJOR advantage. Your premium is solely based on data. It uses real time vehicle telemetry, scores you based on actual driving behavior, and rewards your FSD usage directly and right away. In places like California, Tesla Insurance premiums for FSD users are already 20-30% cheaper than competitors. In some cases, safe drivers see up to 60% discounts. And in Texas, claims for FSD users are 40% lower than non-FSD drivers. The long term outcome is becoming obvious to me. Insurance companies that DO NOT adapt prices dynamically, use real time data, and recognize FSD’s safety advantage will most likely lose their best customers to companies that do. For Tesla owners, this is great news bc safer driving, esp using FSD will result in cheaper insurance, but for legacy insurers, this is an existential moment. You either adapt or risk getting left behind.

Teslaconomics

140,963 Aufrufe • vor 5 Monaten

the micro1 robotics lab: real world data for intelligent models that co-exist in the physical world. we’re in-the-wild across 75 countries in 6,000+ unique environments collecting data. diverse movements, objects, and settings. the future of AI is as human as you can imagine. join us to start training robots today (link in comments).

the micro1 robotics lab: real world data for intelligent models that co-exist in the physical world. we’re in-the-wild across 75 countries in 6,000+ unique environments collecting data. diverse movements, objects, and settings. the future of AI is as human as you can imagine. join us to start training robots today (link in comments).

Ali Ansari

207,453 Aufrufe • vor 3 Monaten

NVIDIA CEO Jensen Huang on Tesla FSD at CES: “Tesla’s FSD stack is completely world-class. They’ve been working on it for quite some time. It’s world-class. Not only in the number of miles it has, but it’s world-class in the way that it’s designed, the way they do training to data collection and curation, synthetic data generation, all of their simulation technologies. Of course, the latest generation is end-to-end full self-driving, meaning it’s just one large model that is end-to-end trained. Elon’s AV system is, in every way, 100% state-of-the-art. And so I’m really quite impressed by the technology. I have it and I drive it in our house and it works incredibly well.”

NVIDIA CEO Jensen Huang on Tesla FSD at CES: “Tesla’s FSD stack is completely world-class. They’ve been working on it for quite some time. It’s world-class. Not only in the number of miles it has, but it’s world-class in the way that it’s designed, the way they do training to data collection and curation, synthetic data generation, all of their simulation technologies. Of course, the latest generation is end-to-end full self-driving, meaning it’s just one large model that is end-to-end trained. Elon’s AV system is, in every way, 100% state-of-the-art. And so I’m really quite impressed by the technology. I have it and I drive it in our house and it works incredibly well.”

Nic Cruz Patane

52,826 Aufrufe • vor 6 Monaten

BREAKING: Elon Musk says the Market for Humanoid robots like the Tesla Optimus Robot will be 1 Billion units per year, and Tesla can make $1 Trillion a year selling them. He predicts that they will ultimately sell for around $20,000 at a cost of $10,000, and Tesla will take at least a 10% market share of the humanoid robot market. Pretty impressive and the world is about to change. Musk believes that there will be at least 1 robot per human and perhaps much more than that.

BREAKING: Elon Musk says the Market for Humanoid robots like the Tesla Optimus Robot will be 1 Billion units per year, and Tesla can make $1 Trillion a year selling them. He predicts that they will ultimately sell for around $20,000 at a cost of $10,000, and Tesla will take at least a 10% market share of the humanoid robot market. Pretty impressive and the world is about to change. Musk believes that there will be at least 1 robot per human and perhaps much more than that.

Brian Krassenstein

2,692,602 Aufrufe • vor 2 Jahren

🇺🇸 ELON: OPTIMUS AND SELF-DRIVING COULD CREATE A WORLD WITHOUT POVERTY “We believe with Optimus and self-driving that you can actually create a world where there is no poverty, where everyone has access to the finest medical care. Optimus will be an incredible surgeon, for example, and imagine if everyone had access to an incredible surgeon.” Source: Tesla

🇺🇸 ELON: OPTIMUS AND SELF-DRIVING COULD CREATE A WORLD WITHOUT POVERTY “We believe with Optimus and self-driving that you can actually create a world where there is no poverty, where everyone has access to the finest medical care. Optimus will be an incredible surgeon, for example, and imagine if everyone had access to an incredible surgeon.” Source: Tesla

Mario Nawfal

82,249 Aufrufe • vor 8 Monaten

Training humanoid robots on teleoperation alone won’t scale, says Rhoda AI CEO Jagdeep Singh. Unlike self-driving cars - which basically have four actuators (left, right, speed up, and slow down) and operate in a single environment (the road) - humanoid robots are completely different: "You're dealing with the full dexterity of a human hand - 20 degrees of freedom per hand. Every object is different. Every type of task is different." The problem isn't just the quantity of data - the bigger issue is diversity in the data, and it's why many humanoid robot demos will struggle to adapt to the real world: "If all the data you have is data that you've intentionally collected, then you almost by definition haven't seen the corner cases. You haven't seen all those edge scenarios that cause failure." Jagdeep says teleoperation is useful for fine-tuning robot behavior, but for pretraining, it's completely inadequate.

Training humanoid robots on teleoperation alone won’t scale, says Rhoda AI CEO Jagdeep Singh. Unlike self-driving cars - which basically have four actuators (left, right, speed up, and slow down) and operate in a single environment (the road) - humanoid robots are completely different: "You're dealing with the full dexterity of a human hand - 20 degrees of freedom per hand. Every object is different. Every type of task is different." The problem isn't just the quantity of data - the bigger issue is diversity in the data, and it's why many humanoid robot demos will struggle to adapt to the real world: "If all the data you have is data that you've intentionally collected, then you almost by definition haven't seen the corner cases. You haven't seen all those edge scenarios that cause failure." Jagdeep says teleoperation is useful for fine-tuning robot behavior, but for pretraining, it's completely inadequate.

TBPN

19,218 Aufrufe • vor 4 Monaten

Even my kids know that in a world full of Tesla Robotaxis, Waymo is dunzo. It’s really not that complicated. Waymo needs expensive LiDAR, radar, cameras, specialized hardware, detailed maps, and a massive amount of infrastructure just to operate in certain areas. Tesla’s approach is completely different. Cameras are cheap. Tesla can mass-produce vehicles at a scale Waymo can’t come close to, use the same AI system across millions of cars, collect massive amounts of real-world driving data, and improve the entire fleet through software updates. That’s where the economics become almost impossible to compete with. The cheaper you can build the car, the cheaper you can operate it, and the more vehicles you can put on the road, the cheaper you can eventually make every ride. Waymo might prove Robotaxis can work. Tesla’s goal is to make them cheap enough and build enough of them to be everywhere. That’s the difference people still don’t understand. This isn’t just about who has the better Robotaxi today. It’s about who can build millions of them, drive down the cost per mile, and scale across the world. Even my kids understand the end game. Tesla Robotaxis are going to be everywhere. In the world where Tesla Robotaxis are flooded all around the world, it will very difficult for Waymo to survive.

Even my kids know that in a world full of Tesla Robotaxis, Waymo is dunzo. It’s really not that complicated. Waymo needs expensive LiDAR, radar, cameras, specialized hardware, detailed maps, and a massive amount of infrastructure just to operate in certain areas. Tesla’s approach is completely different. Cameras are cheap. Tesla can mass-produce vehicles at a scale Waymo can’t come close to, use the same AI system across millions of cars, collect massive amounts of real-world driving data, and improve the entire fleet through software updates. That’s where the economics become almost impossible to compete with. The cheaper you can build the car, the cheaper you can operate it, and the more vehicles you can put on the road, the cheaper you can eventually make every ride. Waymo might prove Robotaxis can work. Tesla’s goal is to make them cheap enough and build enough of them to be everywhere. That’s the difference people still don’t understand. This isn’t just about who has the better Robotaxi today. It’s about who can build millions of them, drive down the cost per mile, and scale across the world. Even my kids understand the end game. Tesla Robotaxis are going to be everywhere. In the world where Tesla Robotaxis are flooded all around the world, it will very difficult for Waymo to survive.

Teslaconomics

31,466 Aufrufe • vor 1 Tag

🚨BREAKING: MORGAN STANLEY SAYS $TSLA HAS SECURED THE CRITICAL KEY TO AUTONOMY • Morgan Stanley says recent developments in the insurance sector are a major positive signal for Tesla’s self-driving ambitions and stock upside • Online insurer Lemonade launched a new product that cuts premiums by up to 50% for Tesla drivers when Full Self-Driving (FSD) is active • The bank calls this a “critical unlock” for Tesla and the broader autonomous driving market • It shows insurance companies are finally beginning to trust and price for autonomous technology based on real-world data

🚨BREAKING: MORGAN STANLEY SAYS $TSLA HAS SECURED THE CRITICAL KEY TO AUTONOMY • Morgan Stanley says recent developments in the insurance sector are a major positive signal for Tesla’s self-driving ambitions and stock upside • Online insurer Lemonade launched a new product that cuts premiums by up to 50% for Tesla drivers when Full Self-Driving (FSD) is active • The bank calls this a “critical unlock” for Tesla and the broader autonomous driving market • It shows insurance companies are finally beginning to trust and price for autonomous technology based on real-world data

Tsla Archive

55,839 Aufrufe • vor 5 Monaten

$TSLA 🇰🇷 BREAKING : I just experienced FSD (Supervised) for the first time in Korea. The vehicle is Model X and the FSD version is *V14.1.4. We have yet to see any official cases of V14 being applied outside of the United States and Canada. I've just completed my first FSD run for about an hour. (I've experienced about 10,000km of FSD in the U.S.) Except for the parking lot, there was never a case where I intervened during the FSD drive. The first impression of the FSD that works in Korea is that it is very amazing and a great achievement of the Tesla AI team. Although there was one case where I went off the road without following the navigation, the FSD thought to itself and drove on the right path. The overall experience in Korea was very good, such as turning left, turning right, U turn, joining lanes, and changing lanes. It's kind of like... an American driver driving in Korea on an international driver's license. If more data is generated in the future and the number of users increases, higher achievement of FSD in Korea is very much expected. I can't wait for more people to experience FSD in Korea! (Tesla Korea is a HW4 vehicle that purchased FSD and will update the FSD (Supervised) in the future for vehicles suitable for VIN number 5or7.

$TSLA 🇰🇷 BREAKING : I just experienced FSD (Supervised) for the first time in Korea. The vehicle is Model X and the FSD version is *V14.1.4. We have yet to see any official cases of V14 being applied outside of the United States and Canada. I've just completed my first FSD run for about an hour. (I've experienced about 10,000km of FSD in the U.S.) Except for the parking lot, there was never a case where I intervened during the FSD drive. The first impression of the FSD that works in Korea is that it is very amazing and a great achievement of the Tesla AI team. Although there was one case where I went off the road without following the navigation, the FSD thought to itself and drove on the right path. The overall experience in Korea was very good, such as turning left, turning right, U turn, joining lanes, and changing lanes. It's kind of like... an American driver driving in Korea on an international driver's license. If more data is generated in the future and the number of users increases, higher achievement of FSD in Korea is very much expected. I can't wait for more people to experience FSD in Korea! (Tesla Korea is a HW4 vehicle that purchased FSD and will update the FSD (Supervised) in the future for vehicles suitable for VIN number 5or7.

Tsla Chan

670,818 Aufrufe • vor 7 Monaten