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Everything Elon shared about Optimus in today’s all-hands: ⦿ How does AI × Robotics fit into the sustainable energy future – Sustainable Abundance for All. A future of abundance for all, where anyone can have anything while preserving the beautiful parts of nature. The key to that is AI...

38,836 views • 1 year ago •via X (Twitter)

11 Comments

Hugo Johnny Tightlips's profile picture
Hugo Johnny Tightlips1 year ago

All clapping like idiots

Brother Satoshi_'s profile picture
Brother Satoshi_1 year ago

I can’t wait to get mine.

VistaShares ETFs's profile picture
VistaShares ETFs1 year ago

Discover the future of AI investing. AIS delivers exposure to the companies driving the next wave of innovation—semiconductors, data centers, and AI applications. Explore the supercycle today.

Tharun Kumar Bandaru's profile picture
Tharun Kumar Bandaru1 year ago

Intelligent humans robots at scale! I’d bet on @adcock_brett , not sure how Gemini robotics is going to unfold. @Figure_robot 2 ticks almost all what Elon said Optimus is capable of.

Uri Gil's profile picture
Uri Gil1 year ago

He has lost all credibility

anxon's profile picture
anxon1 year ago

China is the main supply and demand market for humanoid robots.

Appy Pie's profile picture
Appy Pie1 year ago

Elon’s vision for Optimus is massive! If Tesla delivers, humanoid robots could redefine labor and automation at an unprecedented scale.

Trumpty Dumpty's profile picture
Trumpty Dumpty1 year ago

He really is a great man..... we have a lot to be thankful for, Elon Musk is one of those things

Florian's profile picture
Florian1 year ago

Wasn't Optimus 3 "weeks away" from being released in December?

MagivaMark's profile picture
MagivaMark1 year ago

The last time we saw it, it was the event. It did not look good in comparison to the fluidity of other leader robot producers. So.. Erm... No I'm not looking forward to a clunky robot

Anna's profile picture
Anna1 year ago

Wow, Elon’s vision for Optimus sounds incredible! 🤖 How do you see AI and robotics transforming job landscapes and everyday life in the near future?

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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 views • 1 year ago