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OPTIMUS: TESLA’S HUMANOID ROBOT IS ABOUT TO TRANSFORM LABOR & ABUNDANCE Optimus isn’t just a cool prototype—it’s Tesla’s bet on solving the biggest economic constraint of the future: physical labor shortages. Designed from the ground up as a general-purpose humanoid, Optimus will handle unsafe, repetitive, or boring tasks at... scale, freeing humans for higher-value work and accelerating abundance across industries. Key impacts already in motion: •Factory deployment — Early units are performing real tasks at Tesla Gigafactories, proving reliability in chaotic, real-world environments. •Dangerous & dull jobs — Welding, heavy lifting, sorting, cleaning hazardous sites—Optimus takes the risk so people don’t have to. •24/7 productivity — No fatigue, no breaks, no unions—constant output that scales with demand. •Home & care applications — Helping the elderly, assisting with disabilities, or handling household chores—turning science fiction into everyday reality. •Economic multiplier — When humanoid robots become cheaper than human labor, costs collapse in manufacturing, logistics, agriculture, and services—unlocking massive productivity gains and lower prices for everyone. From first walking demos to factory trials, Optimus is progressing faster than most realize. It’s the physical embodiment of Tesla’s AI + robotics vision: a world where physical work is abundant, safe, and optional. Which Optimus application excites you most—factory scaling, elder care, or seeing it cook breakfast? The age of humanoid helpers is closer than you think. 🤖⚡🚀show more

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Elon Musk: Optimus Will Be Bigger Than the iPhone At Tesla’s 2025 shareholder meeting, Elon Musk positioned Optimus, Tesla’s humanoid robot, as the biggest product launch of all time, larger than smartphones in impact and scale. He claims it will have the fastest production ramp of any complex manufactured product, targeting one million robots per year initially and scaling to ten million. His vision: every human will want a personal robot, with multiple industrial units for every household. Musk argues Optimus will surpass the best human surgeons in precision and perform procedures beyond human capability. Tesla’s real breakthrough isn’t the car; it’s positioning itself as a robotics and AI company reshaping labor and healthcare.

Elon Musk: Optimus Will Be Bigger Than the iPhone At Tesla’s 2025 shareholder meeting, Elon Musk positioned Optimus, Tesla’s humanoid robot, as the biggest product launch of all time, larger than smartphones in impact and scale. He claims it will have the fastest production ramp of any complex manufactured product, targeting one million robots per year initially and scaling to ten million. His vision: every human will want a personal robot, with multiple industrial units for every household. Musk argues Optimus will surpass the best human surgeons in precision and perform procedures beyond human capability. Tesla’s real breakthrough isn’t the car; it’s positioning itself as a robotics and AI company reshaping labor and healthcare.

Adams

10,618 views • 2 months ago

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 views • 6 months ago

Elon Musk just made the boldest product prediction in modern business: Optimus will be 10 times larger than the biggest product ever created. Not comparable to the largest products. Ten times bigger than whatever holds that record now. Musk: “I think it will be 10 times bigger than the next biggest product ever made.” The claim sounds delusional until you trace the logic. Mass-market humanoid robots need three things simultaneously: real intelligence, natural language understanding, and manufacturing at scale with mass-market pricing. That combination is almost impossible. Most companies have one element, maybe two. Nobody else has all three solved. Musk: “Tesla is the only company with all the required ingredients.” AI trained on physical world tasks, not just text. Vision systems proven across millions of vehicles. Autonomous decision-making deployed at scale. Manufacturing capability producing complex products in millions of units affordably. Cost discipline through vertical integration. Every required component already exists inside Tesla, developed for cars but transferable to humanoid form. Musk: “You should be able to ask them to do things naturally.” When robots understand natural commands and execute tasks autonomously, usefulness becomes universal. Not specialized equipment for factories. General-purpose capability adapting to any physical task you need done. Universal usefulness means market size stops being defined by applications. It becomes defined by human labor itself. Musk: “Nothing will even be close.” The prediction isn’t that Optimus succeeds. It’s that success creates commercial value exceeding everything in history by an order of magnitude. Useful robots at consumer prices don’t sell in millions. They sell in billions. Every home. Every business. Every job currently requiring human physical presence. The addressable market becomes all human labor. And human labor is the largest market in existence. Tesla possesses the complete capability stack. AI, manufacturing, cost optimization, real-world deployment experience. The exact combination required to build genuinely useful robots at prices enabling mass adoption. If the prediction holds, this isn’t a product category. It’s the product category that makes everything else look like rounding errors. The iPhone revolutionized communication and sold over 2 billion units. Optimus targets physical labor, a market orders of magnitude larger, with comparable adoption potential if the capability delivers. Ten times bigger than the next biggest product isn’t hyperbole if you’re solving human physical labor at consumer economics. It’s just math on what happens when scarcity in the largest market disappears.

Elon Musk just made the boldest product prediction in modern business: Optimus will be 10 times larger than the biggest product ever created. Not comparable to the largest products. Ten times bigger than whatever holds that record now. Musk: “I think it will be 10 times bigger than the next biggest product ever made.” The claim sounds delusional until you trace the logic. Mass-market humanoid robots need three things simultaneously: real intelligence, natural language understanding, and manufacturing at scale with mass-market pricing. That combination is almost impossible. Most companies have one element, maybe two. Nobody else has all three solved. Musk: “Tesla is the only company with all the required ingredients.” AI trained on physical world tasks, not just text. Vision systems proven across millions of vehicles. Autonomous decision-making deployed at scale. Manufacturing capability producing complex products in millions of units affordably. Cost discipline through vertical integration. Every required component already exists inside Tesla, developed for cars but transferable to humanoid form. Musk: “You should be able to ask them to do things naturally.” When robots understand natural commands and execute tasks autonomously, usefulness becomes universal. Not specialized equipment for factories. General-purpose capability adapting to any physical task you need done. Universal usefulness means market size stops being defined by applications. It becomes defined by human labor itself. Musk: “Nothing will even be close.” The prediction isn’t that Optimus succeeds. It’s that success creates commercial value exceeding everything in history by an order of magnitude. Useful robots at consumer prices don’t sell in millions. They sell in billions. Every home. Every business. Every job currently requiring human physical presence. The addressable market becomes all human labor. And human labor is the largest market in existence. Tesla possesses the complete capability stack. AI, manufacturing, cost optimization, real-world deployment experience. The exact combination required to build genuinely useful robots at prices enabling mass adoption. If the prediction holds, this isn’t a product category. It’s the product category that makes everything else look like rounding errors. The iPhone revolutionized communication and sold over 2 billion units. Optimus targets physical labor, a market orders of magnitude larger, with comparable adoption potential if the capability delivers. Ten times bigger than the next biggest product isn’t hyperbole if you’re solving human physical labor at consumer economics. It’s just math on what happens when scarcity in the largest market disappears.

Dustin

26,722 views • 6 months ago

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 views • 1 year ago

ELON: I’M SPENDING MANY BRAIN CYCLES ON SCALING OPTIMUS PRODUCTION “We're finalizing the design of Optimus version 3. That really is going to be a very remarkable robot. It will have essentially the manual dexterity of a human, meaning a very complex hand, an AI mind that can navigate and comprehend reality, and it will be made in very high volume. If you see any other robotics company, they're missing those three things. Those are the three really hard things. I spend actually at this point more of my mental cycles than anything else, any other single thing, on Optimus. That's solving for real-world AI. There is no supply chain that exists for humanoid robots, so we have to recreate it from scratch, which requires doing a lot of vertical integration.” Source: Interview at the All-In Summit, September 10, 2025

ELON: I’M SPENDING MANY BRAIN CYCLES ON SCALING OPTIMUS PRODUCTION “We're finalizing the design of Optimus version 3. That really is going to be a very remarkable robot. It will have essentially the manual dexterity of a human, meaning a very complex hand, an AI mind that can navigate and comprehend reality, and it will be made in very high volume. If you see any other robotics company, they're missing those three things. Those are the three really hard things. I spend actually at this point more of my mental cycles than anything else, any other single thing, on Optimus. That's solving for real-world AI. There is no supply chain that exists for humanoid robots, so we have to recreate it from scratch, which requires doing a lot of vertical integration.” Source: Interview at the All-In Summit, September 10, 2025

Mario Nawfal

1,534,673 views • 11 months ago

Elon Musk just shattered the mainstream panic about manufacturing layoffs. Media assumes automation equals shrinking workforce. Actual physics dictates the exact opposite. Musk: “So we’re not planning any like layoffs or reductions in personnel, in fact we will increase our headcount.” The incumbent market is completely miscalculating the robotics revolution. They think Optimus is a replacement. It’s a massive multiplier. Give a biological operator an exoskeleton of synthetic labor and the unit economics of the company completely invert. Don’t fire the operator. Hire more to direct the expanding swarm. One human managing a cell of fifty Optimus units means kinetic output scales to the point where growth violently accelerates. That acceleration mathematically demands even more people to oversee the expanding grid. Musk: “What we do expect is that the output per person at Tesla becomes very, very high.” The goal isn’t minimizing human workforce to save on payroll. The goal is maximizing sheer industrial violence of production capacity. The factory worker transitions from turning wrenches to commanding a robotic fleet. Musk: “The output per human at Tesla is going to get nutty high.” Companies winning the automation race won’t be the ones with the smallest headcounts. They’ll be the ones achieving the highest ratio of synthetic-to-biological execution. Which forces them to aggressively hire more humans just to keep up with the gravity of their own explosive scale. The robotics transition isn’t downsizing. It’s mass promotion. Tesla has roughly 100,000 humans physically building machines or managing people who build machines. The arrival of Optimus doesn’t delete those roles. It elevates them. The human brain is vastly overqualified for rote physical labor. When Optimus absorbs the repetitive physical friction of the assembly line, the biological worker gets instantly promoted from manual laborer to director of compute and steel. They stop doing the work. They start orchestrating the machines that do the work. Total headcount increases because the enterprise needs an expanding army of human cognitive bandwidth to direct massive, zero-marginal-cost robotic output. And that’s the part everyone’s missing. The future isn’t humans versus robots. It’s humans commanding robots. And whoever builds that infrastructure first doesn’t just win manufacturing. They rewrite what manufacturing even means.

Elon Musk just shattered the mainstream panic about manufacturing layoffs. Media assumes automation equals shrinking workforce. Actual physics dictates the exact opposite. Musk: “So we’re not planning any like layoffs or reductions in personnel, in fact we will increase our headcount.” The incumbent market is completely miscalculating the robotics revolution. They think Optimus is a replacement. It’s a massive multiplier. Give a biological operator an exoskeleton of synthetic labor and the unit economics of the company completely invert. Don’t fire the operator. Hire more to direct the expanding swarm. One human managing a cell of fifty Optimus units means kinetic output scales to the point where growth violently accelerates. That acceleration mathematically demands even more people to oversee the expanding grid. Musk: “What we do expect is that the output per person at Tesla becomes very, very high.” The goal isn’t minimizing human workforce to save on payroll. The goal is maximizing sheer industrial violence of production capacity. The factory worker transitions from turning wrenches to commanding a robotic fleet. Musk: “The output per human at Tesla is going to get nutty high.” Companies winning the automation race won’t be the ones with the smallest headcounts. They’ll be the ones achieving the highest ratio of synthetic-to-biological execution. Which forces them to aggressively hire more humans just to keep up with the gravity of their own explosive scale. The robotics transition isn’t downsizing. It’s mass promotion. Tesla has roughly 100,000 humans physically building machines or managing people who build machines. The arrival of Optimus doesn’t delete those roles. It elevates them. The human brain is vastly overqualified for rote physical labor. When Optimus absorbs the repetitive physical friction of the assembly line, the biological worker gets instantly promoted from manual laborer to director of compute and steel. They stop doing the work. They start orchestrating the machines that do the work. Total headcount increases because the enterprise needs an expanding army of human cognitive bandwidth to direct massive, zero-marginal-cost robotic output. And that’s the part everyone’s missing. The future isn’t humans versus robots. It’s humans commanding robots. And whoever builds that infrastructure first doesn’t just win manufacturing. They rewrite what manufacturing even means.

Dustin

96,576 views • 5 months ago

Everything Lars Moravy, Tesla's VP of Engineering, said about Optimus in the latest interview on Herbert's channel: On the transition of Fremont's Model S/X lines to Optimus: - Space has been cleared out - Our first line has landed (in Fremont) from our automation groups in the Midwest and Germany, and we've started to install it - Machines are going through the last stages of FAT (field acceptance testing) - The first line is quite modular, so bring-up can be quick - A line takes 2-3 days to install and a week to get going - After proving out the first sub-line, we have 40 more to go - Sub-lines are for different components like actuators, torso, battery, limbs, etc. - Multiple factors go into 'make-vs-buy' decisions: does a supplier know how to do it, do we keep the IP in-house, is the investment significant, is the risk of change high Do car manufacturing strengths pass to Optimus? - Tesla has learned the hard parts of scaling from cars and batteries: parts flow in/out of the factory building, multiple levels of supply chain, multi-sourcing, crisis management - Optimus benefits from that foundation. The lines are designed by the same experienced people who have learned the importance of precision and repeatability, and OEE and uptime - The BOM cost of a car is more than a robot (Optimus) - Tesla has the trifecta: scale manufacturing, electric motor design, and real-world AI - Optimus is more like a car than a consumer electronics device, because of its high functional safety and multi-axis dimensions The humanoid form factor: - The form has to feel like it belongs in our space - It's important to start with C-3PO (a humanoid from), then we'll see expansion into other forms like R2-D2

Everything Lars Moravy, Tesla's VP of Engineering, said about Optimus in the latest interview on Herbert's channel: On the transition of Fremont's Model S/X lines to Optimus: - Space has been cleared out - Our first line has landed (in Fremont) from our automation groups in the Midwest and Germany, and we've started to install it - Machines are going through the last stages of FAT (field acceptance testing) - The first line is quite modular, so bring-up can be quick - A line takes 2-3 days to install and a week to get going - After proving out the first sub-line, we have 40 more to go - Sub-lines are for different components like actuators, torso, battery, limbs, etc. - Multiple factors go into 'make-vs-buy' decisions: does a supplier know how to do it, do we keep the IP in-house, is the investment significant, is the risk of change high Do car manufacturing strengths pass to Optimus? - Tesla has learned the hard parts of scaling from cars and batteries: parts flow in/out of the factory building, multiple levels of supply chain, multi-sourcing, crisis management - Optimus benefits from that foundation. The lines are designed by the same experienced people who have learned the importance of precision and repeatability, and OEE and uptime - The BOM cost of a car is more than a robot (Optimus) - Tesla has the trifecta: scale manufacturing, electric motor design, and real-world AI - Optimus is more like a car than a consumer electronics device, because of its high functional safety and multi-axis dimensions The humanoid form factor: - The form has to feel like it belongs in our space - It's important to start with C-3PO (a humanoid from), then we'll see expansion into other forms like R2-D2

The Humanoid Hub

65,952 views • 1 month ago

Men and women of Tesla, read this and really listen. Listen to exactly what Jason, one of Elon’s closest friends, said about what he saw and felt when he experienced Optimus Gen 3. If this doesn’t get you bullish about the future of Tesla, I don’t know what will. This is the biggest insight we’ve had so far into what Tesla is about to become. No one will remember Tesla as a car company when billions of Optimus are in the hands of customers around the world. Everyone will want at least one. FYI, there are 8.3B people living on Earth today. “Two Sundays ago I went to Tesla with Elon. I saw Optimus 3. I can tell you now, nobody will remember that Tesla ever made a car. They will only remember Optimus and that he is going to make a billion of those. It’s going to be the most transformative technology product ever made in the history of humanity, because what LLMs are going to enable those products to do is understand the world and then do things in the world that we don’t want to do. I believe it will be a one-to-one ratio of humans to Optimus, and I think he’s already won.” - Jason Calacanis

Men and women of Tesla, read this and really listen. Listen to exactly what Jason, one of Elon’s closest friends, said about what he saw and felt when he experienced Optimus Gen 3. If this doesn’t get you bullish about the future of Tesla, I don’t know what will. This is the biggest insight we’ve had so far into what Tesla is about to become. No one will remember Tesla as a car company when billions of Optimus are in the hands of customers around the world. Everyone will want at least one. FYI, there are 8.3B people living on Earth today. “Two Sundays ago I went to Tesla with Elon. I saw Optimus 3. I can tell you now, nobody will remember that Tesla ever made a car. They will only remember Optimus and that he is going to make a billion of those. It’s going to be the most transformative technology product ever made in the history of humanity, because what LLMs are going to enable those products to do is understand the world and then do things in the world that we don’t want to do. I believe it will be a one-to-one ratio of humans to Optimus, and I think he’s already won.” - Jason Calacanis

Teslaconomics

56,855 views • 7 months ago

🚨ELON'S OPTIMUS: HUMANITY'S FIRST TRUE COMPANION IN THE QUEST TO BECOME INTERPLANETARY Elon recently claimed Optimus "has potential to be the biggest product of all time." Not a car. Not a rocket. A robot companion that could fundamentally reshape what it means to be human. Elon, 2024: "I think people will start to regard their personal Optimus robot as sort of a friend. In Star Wars, you sort of like R2-D2 and C-3PO. You got quite attached to those characters." Think about what that actually means. C-3PO wasn't just a tool—he was loyal, helpful, worried about his friends. He had personality. He cared. Now imagine that companion working 24/7, never tiring, capable of performing surgery, teaching your children, caring for elderly parents, cooking meals, and helping build habitats on Mars. Elon's vision isn't just about productivity. It's about partnership. Humanity's greatest limitation is time and biology. We sleep. We age. We die. Optimus doesn't. Elon: "You can create a world where there is no poverty, where everyone has access to the finest medical care." To colonize Mars, we need labor that can survive radiation, work in -80°F cold, and build infrastructure before humans arrive. Optimus is that workforce. But more than that—it's the companion that makes isolation on a dead planet bearable. "80% of Tesla's value will be Optimus." $20 trillion. Because it's not a product. It's humanity's co-pilot to the stars. Source: Tesla / Benzinga / CNBC Clip: Interview at Cannes Lions, June 2024

🚨ELON'S OPTIMUS: HUMANITY'S FIRST TRUE COMPANION IN THE QUEST TO BECOME INTERPLANETARY Elon recently claimed Optimus "has potential to be the biggest product of all time." Not a car. Not a rocket. A robot companion that could fundamentally reshape what it means to be human. Elon, 2024: "I think people will start to regard their personal Optimus robot as sort of a friend. In Star Wars, you sort of like R2-D2 and C-3PO. You got quite attached to those characters." Think about what that actually means. C-3PO wasn't just a tool—he was loyal, helpful, worried about his friends. He had personality. He cared. Now imagine that companion working 24/7, never tiring, capable of performing surgery, teaching your children, caring for elderly parents, cooking meals, and helping build habitats on Mars. Elon's vision isn't just about productivity. It's about partnership. Humanity's greatest limitation is time and biology. We sleep. We age. We die. Optimus doesn't. Elon: "You can create a world where there is no poverty, where everyone has access to the finest medical care." To colonize Mars, we need labor that can survive radiation, work in -80°F cold, and build infrastructure before humans arrive. Optimus is that workforce. But more than that—it's the companion that makes isolation on a dead planet bearable. "80% of Tesla's value will be Optimus." $20 trillion. Because it's not a product. It's humanity's co-pilot to the stars. Source: Tesla / Benzinga / CNBC Clip: Interview at Cannes Lions, June 2024

Mario Nawfal

1,017,408 views • 10 months ago

Elon Musk: “Optimus Will Be The Biggest Product Ever Created” Let's see Optimus. You know, as you've heard me say before, I think Optimus will be the biggest product ever. But it is a very complex problem to solve. It's one of the hardest things to solve. To make a humanoid robot that can do tasks that you simply ask it to do, or show it a video, and it can do the task without any programming — like, no one's ever achieved this. And there are many challenges in the electromechanical design of the robot, to achieve sufficient dexterity and reliable hands, to be very reliable and have long, long wear and tear. But, I mean, it's good to be out in the field and not break down. Otherwise, you get this 70-kilogram robot that just flopped over, and you could carry it around like a baby, you know. And we don't want Optimus to go haywire. So, it's a lot of work to scale, to get the design right, and to scale production. And I really want to emphasize here that the production scaling challenge is very, very substantial. So this is going to be the hardest product to scale manufacturing that we've ever made at Tesla, because everything on the robot is new. And the difficulty of scaling the production up is proportionate to the newness of the parts in the robot.

Elon Musk: “Optimus Will Be The Biggest Product Ever Created” Let's see Optimus. You know, as you've heard me say before, I think Optimus will be the biggest product ever. But it is a very complex problem to solve. It's one of the hardest things to solve. To make a humanoid robot that can do tasks that you simply ask it to do, or show it a video, and it can do the task without any programming — like, no one's ever achieved this. And there are many challenges in the electromechanical design of the robot, to achieve sufficient dexterity and reliable hands, to be very reliable and have long, long wear and tear. But, I mean, it's good to be out in the field and not break down. Otherwise, you get this 70-kilogram robot that just flopped over, and you could carry it around like a baby, you know. And we don't want Optimus to go haywire. So, it's a lot of work to scale, to get the design right, and to scale production. And I really want to emphasize here that the production scaling challenge is very, very substantial. So this is going to be the hardest product to scale manufacturing that we've ever made at Tesla, because everything on the robot is new. And the difficulty of scaling the production up is proportionate to the newness of the parts in the robot.

Tesla Owners Silicon Valley

42,131 views • 1 month ago

I’m unboxing a T-shirt I just received from Tesla. It’s the new “Amazing Abundance” Optimus T-shirt. At first it seems like a regular black T-shirt. It actually signifies so much more than something to wear. On the front in small blue letters it says “amazing abundance.” On the back is the beautiful image of the Optimus robot reflecting the planet Earth. When people see that, they’re going to stop and ask me what that means. Most people right now think we’re headed toward a sad world of austerity and scarcity. Amazing abundance means the opposite. It means we can have big families. We’ll only really have to work if that’s what we desire. Thanks to robotic mass production, there will be enough so we will not want for anything. If you want to live in a penthouse, we can all live in penthouses. For me, I’m so excited for the future for my children and my future grandchildren. This is one of the best T-shirts Tesla has ever made. This shirt represents a whole new chapter for Tesla, one of amazing abundance, not limits. Optimus is proof we’re building that future right now.

I’m unboxing a T-shirt I just received from Tesla. It’s the new “Amazing Abundance” Optimus T-shirt. At first it seems like a regular black T-shirt. It actually signifies so much more than something to wear. On the front in small blue letters it says “amazing abundance.” On the back is the beautiful image of the Optimus robot reflecting the planet Earth. When people see that, they’re going to stop and ask me what that means. Most people right now think we’re headed toward a sad world of austerity and scarcity. Amazing abundance means the opposite. It means we can have big families. We’ll only really have to work if that’s what we desire. Thanks to robotic mass production, there will be enough so we will not want for anything. If you want to live in a penthouse, we can all live in penthouses. For me, I’m so excited for the future for my children and my future grandchildren. This is one of the best T-shirts Tesla has ever made. This shirt represents a whole new chapter for Tesla, one of amazing abundance, not limits. Optimus is proof we’re building that future right now.

Gail Alfar

20,098 views • 3 months ago

Everything Elon said about Optimus at the All-In Summit today: • We’re finalizing the design of Optimus v3. That release is going to be a very remarkable robot. It will have manual dexterity comparable to a human, meaning a very complex hand, an AI mind that can navigate and comprehend reality, and will be made in very high volume. • Other robotics companies are missing those three very hard things. • I spend more mental cycles on Optimus than any other single thing. Solving real-world AI, all of the electrical-mechanical issues, the supply chain, and production challenges. • There is no supply chain for humanoid robots, so it has to be created from scratch, which requires a lot of vertical integration. None of the actuators in Optimus are available from an existing supply chain. • I think if successful, Optimus would be the biggest product ever. • The marginal cost of production, once we hit a million units per year, will probably be around $20,000. It depends on how much we spend on the AI chip in the robot, and we’ll need to achieve a lot of efficiencies in the actuators—26 actuators per arm (26 motors, gearboxes, and power electronics). The AI chip might cost $5,000 or $6,000, maybe more. At 1 million units a year, production cost will be $20,000, maybe $25,000. Price will be a function of demand. • Human hands have evolved to be incredibly sophisticated machines. Hands are a very first instrument. You can swing a baseball bat, thread a needle, play a piano or violin, and assemble a car. Hands are incredibly versatile instruments. Most of the muscles of the hands are actually in the forearm, and the hand is almost like a puppet. Human tendon evolution is incredibly good. The human hand has 27 or 28 degrees of freedom, depending on how you count it; it’s amazing. • In order to create a robot that can be a generalized humanoid, you must solve the “hands problem.” • Even though there are 10,000 to 20,000 electric motors out there, we couldn’t buy the actuators for any amount of money. We had to design every electric motor, gearbox, and controlling electronics from scratch, from first principles of physics. • Optimus is harder than developing any previous Tesla product, but not harder than Starship. • Right now, we’re struggling with the final design of the hardware, primarily the hand. The hands and forearm are the majority of the engineering difficulty of the entire robot. • If you want to do all the things that a human can do, it turns out you need a humanoid robot. If you want to do a subset, that’s much easier. Humans evolved to the shape and capability that we have for a good reason. There is value to having four fingers and a thumb; even the pinky is quite useful. Toes are much more of a question mark. • The AI5 inference chip will be 40 times better than AI4 by some measures. We know the limiting factors of the chip because the AI software and hardware teams work so closely. Effectively, the Tesla AI hardware and software teams are co-designing the chip. • The Softmax function on AI4 takes 40 steps in emulation mode, which will take only a few steps in AI5 natively. AI5 will easily handle mixed precision. • In terms of nominal raw compute, the AI5 inference chip has 8 times more compute, 9 times more memory, and 5 times more memory bandwidth compared to AI4. Because we’re addressing some core limitations and optimizations at the silicon level, we’re able to realize 40x improvements.

Everything Elon said about Optimus at the All-In Summit today: • We’re finalizing the design of Optimus v3. That release is going to be a very remarkable robot. It will have manual dexterity comparable to a human, meaning a very complex hand, an AI mind that can navigate and comprehend reality, and will be made in very high volume. • Other robotics companies are missing those three very hard things. • I spend more mental cycles on Optimus than any other single thing. Solving real-world AI, all of the electrical-mechanical issues, the supply chain, and production challenges. • There is no supply chain for humanoid robots, so it has to be created from scratch, which requires a lot of vertical integration. None of the actuators in Optimus are available from an existing supply chain. • I think if successful, Optimus would be the biggest product ever. • The marginal cost of production, once we hit a million units per year, will probably be around $20,000. It depends on how much we spend on the AI chip in the robot, and we’ll need to achieve a lot of efficiencies in the actuators—26 actuators per arm (26 motors, gearboxes, and power electronics). The AI chip might cost $5,000 or $6,000, maybe more. At 1 million units a year, production cost will be $20,000, maybe $25,000. Price will be a function of demand. • Human hands have evolved to be incredibly sophisticated machines. Hands are a very first instrument. You can swing a baseball bat, thread a needle, play a piano or violin, and assemble a car. Hands are incredibly versatile instruments. Most of the muscles of the hands are actually in the forearm, and the hand is almost like a puppet. Human tendon evolution is incredibly good. The human hand has 27 or 28 degrees of freedom, depending on how you count it; it’s amazing. • In order to create a robot that can be a generalized humanoid, you must solve the “hands problem.” • Even though there are 10,000 to 20,000 electric motors out there, we couldn’t buy the actuators for any amount of money. We had to design every electric motor, gearbox, and controlling electronics from scratch, from first principles of physics. • Optimus is harder than developing any previous Tesla product, but not harder than Starship. • Right now, we’re struggling with the final design of the hardware, primarily the hand. The hands and forearm are the majority of the engineering difficulty of the entire robot. • If you want to do all the things that a human can do, it turns out you need a humanoid robot. If you want to do a subset, that’s much easier. Humans evolved to the shape and capability that we have for a good reason. There is value to having four fingers and a thumb; even the pinky is quite useful. Toes are much more of a question mark. • The AI5 inference chip will be 40 times better than AI4 by some measures. We know the limiting factors of the chip because the AI software and hardware teams work so closely. Effectively, the Tesla AI hardware and software teams are co-designing the chip. • The Softmax function on AI4 takes 40 steps in emulation mode, which will take only a few steps in AI5 natively. AI5 will easily handle mixed precision. • In terms of nominal raw compute, the AI5 inference chip has 8 times more compute, 9 times more memory, and 5 times more memory bandwidth compared to AI4. Because we’re addressing some core limitations and optimizations at the silicon level, we’re able to realize 40x improvements.

The Humanoid Hub

238,877 views • 11 months ago

Robots from Humanoid passed real factory test at Siemens! 😮‍💨 Humanoid from the UK just completed a successful proof of concept with Siemens, deploying their HMND 01 wheeled humanoid robot in a real working factory. The task was simple but important: pick totes from a storage stack, transport them to a conveyor, and place them at the pickup point for human operators. Repeat until the stack is empty. The robot achieved 60 tote moves per hour, handled two different tote sizes, ran autonomously for more than 30 minutes at a time, stayed operational for over eight hours, and maintained over 90% success rate on pick and place tasks. This matters because it's not a demo video. It's a real deployment in Siemens' Electronics Factory in Erlangen, handling actual production work, measured against real operational metrics. The test ran in two phases. First, Humanoid built a physical twin in-house to test and optimize the system. Then they deployed on-site at Siemens for two weeks, where the robot operated in the real production environment. We can see a wheeled humanoid robot in action! So, now the ultimate question: wheels or legs? 👀 ~~ ♻️ Join the weekly robotics newsletter, and never miss any news →

Robots from Humanoid passed real factory test at Siemens! 😮‍💨 Humanoid from the UK just completed a successful proof of concept with Siemens, deploying their HMND 01 wheeled humanoid robot in a real working factory. The task was simple but important: pick totes from a storage stack, transport them to a conveyor, and place them at the pickup point for human operators. Repeat until the stack is empty. The robot achieved 60 tote moves per hour, handled two different tote sizes, ran autonomously for more than 30 minutes at a time, stayed operational for over eight hours, and maintained over 90% success rate on pick and place tasks. This matters because it's not a demo video. It's a real deployment in Siemens' Electronics Factory in Erlangen, handling actual production work, measured against real operational metrics. The test ran in two phases. First, Humanoid built a physical twin in-house to test and optimize the system. Then they deployed on-site at Siemens for two weeks, where the robot operated in the real production environment. We can see a wheeled humanoid robot in action! So, now the ultimate question: wheels or legs? 👀 ~~ ♻️ Join the weekly robotics newsletter, and never miss any news →

Lukas Ziegler

21,993 views • 6 months ago

$Most robotics teams can make a robot move… very few can make it work every day in the real world! @roboforce_inc was just featured in Jensen Huang’s GTC keynote, not for a demo but for a robot they claim is already working in the field. Their system, TITAN, is built for industrial environments: ✅ 40 kg dual-arm payload ✅ millimeter-level precision ✅ 8 hours runtime ✅ early pilots in energy, logistics, and manufacturing They call it Physical AI: The focus is on getting robots to do the kind of labor that still depends on people: repetitive, risky, and physical. IMO, what stands out isn’t the specs. It’s the claim of 11,000 robot orders❗️ If even a fraction of that turns into real deployments, it would make RoboForce one of the most widely scaled robot platforms in the world!!?? The open question is whether this shift from prototype to production is real or just the next phase of robotics storytelling. It looks very promising to me. It’s also interesting how their founder openly pushes back against the humanoid trend, arguing for wheels over legs in real industrial settings. It’s an unusual perspective in a time when humanoids get most of the attention. If they are right, the next humanoid robotics wave might look less like a human and more like an industrial version. Seen at —- Weekly robotics and AI insights. Subscribe free:$

Most robotics teams can make a robot move… very few can make it work every day in the real world! @roboforce_inc was just featured in Jensen Huang’s GTC keynote, not for a demo but for a robot they claim is already working in the field. Their system, TITAN, is built for industrial environments: ✅ 40 kg dual-arm payload ✅ millimeter-level precision ✅ 8 hours runtime ✅ early pilots in energy, logistics, and manufacturing They call it Physical AI: The focus is on getting robots to do the kind of labor that still depends on people: repetitive, risky, and physical. IMO, what stands out isn’t the specs. It’s the claim of 11,000 robot orders❗️ If even a fraction of that turns into real deployments, it would make RoboForce one of the most widely scaled robot platforms in the world!!?? The open question is whether this shift from prototype to production is real or just the next phase of robotics storytelling. It looks very promising to me. It’s also interesting how their founder openly pushes back against the humanoid trend, arguing for wheels over legs in real industrial settings. It’s an unusual perspective in a time when humanoids get most of the attention. If they are right, the next humanoid robotics wave might look less like a human and more like an industrial version. Seen at —- Weekly robotics and AI insights. Subscribe free:

Ilir Aliu

27,741 views • 9 months ago

🇺🇸 TRUMP & LUTNICK EYE HUMANOID ROBOTICS REVOLUTION IN 2026: “AI THAT WALKS AND WORKS” Trump and Secretary of Commerce Howard Lutnick are now turning their attention to the next seismic shift in tech: humanoid robotics, with a targeted push beginning in 2026. The move is part of a broader strategy to supercharge American AI leadership, but not just in software. The focus is shifting to physical, labor-replacing machines: humanoid robots that can think, move, and work in real-world environments. Think less ChatGPT, more “steel spine and servers flipping burgers, or building cars.” Why does it matter though? The U.S. is now staring down a future where whoever builds the best humanoid labor force wins the next economy, and we know China’s not waiting. Trump and Lutnick’s entrance into this space signals something serious: this isn’t just a Silicon Valley playground anymore. This is becoming a national priority. For a country dealing with a shrinking workforce, soaring labor costs, and foreign competitors pumping billions into robotics. It’s time to start taking humanoid robots more seriously and build them already. 2026 could be the year the Made in America label gets printed by robots. Source: Disclose.tv / Politico / AOL News

🇺🇸 TRUMP & LUTNICK EYE HUMANOID ROBOTICS REVOLUTION IN 2026: “AI THAT WALKS AND WORKS” Trump and Secretary of Commerce Howard Lutnick are now turning their attention to the next seismic shift in tech: humanoid robotics, with a targeted push beginning in 2026. The move is part of a broader strategy to supercharge American AI leadership, but not just in software. The focus is shifting to physical, labor-replacing machines: humanoid robots that can think, move, and work in real-world environments. Think less ChatGPT, more “steel spine and servers flipping burgers, or building cars.” Why does it matter though? The U.S. is now staring down a future where whoever builds the best humanoid labor force wins the next economy, and we know China’s not waiting. Trump and Lutnick’s entrance into this space signals something serious: this isn’t just a Silicon Valley playground anymore. This is becoming a national priority. For a country dealing with a shrinking workforce, soaring labor costs, and foreign competitors pumping billions into robotics. It’s time to start taking humanoid robots more seriously and build them already. 2026 could be the year the Made in America label gets printed by robots. Source: Disclose.tv / Politico / AOL News

Mario Nawfal

64,898 views • 8 months ago

ELON MUSK: "Optimus will be the biggest product ever, but it is a very complex problem to solve. It's one of the hardest things to solve, to make an autonomous humanoid robot that can do tasks that, if you simply ask it to do something or show it a video, it can do the task without any programming. No one's ever achieved this, and there are many challenges in the design of the robot to achieve sufficient dexterity and to be very reliable and have long wear and tear, meaning it needs to be out in the field and not break down. Otherwise, you've got sort of a 70 kilogram robot that just flopped over and you've got to carry it out like a body, you know, it doesn't have wheels. And we don't want Optimus to go haywire. So it's a lot of work to scale, to get the design right and to scale production. This is going to be the hardest product to scale manufacturing that we've ever made at Tesla because everything on the robot is new. And the difficulty of scaling the production ramp is proportionate to the newness of the parts in the robot. With Optimus, there is no supply chain. So we've had to build up a supply chain in its entirety or in-house the production. The Optimus production line that we're building out in Fremont in place of what used to be the Model S & X production, it looks incredible. It's quite stunning to see."

ELON MUSK: "Optimus will be the biggest product ever, but it is a very complex problem to solve. It's one of the hardest things to solve, to make an autonomous humanoid robot that can do tasks that, if you simply ask it to do something or show it a video, it can do the task without any programming. No one's ever achieved this, and there are many challenges in the design of the robot to achieve sufficient dexterity and to be very reliable and have long wear and tear, meaning it needs to be out in the field and not break down. Otherwise, you've got sort of a 70 kilogram robot that just flopped over and you've got to carry it out like a body, you know, it doesn't have wheels. And we don't want Optimus to go haywire. So it's a lot of work to scale, to get the design right and to scale production. This is going to be the hardest product to scale manufacturing that we've ever made at Tesla because everything on the robot is new. And the difficulty of scaling the production ramp is proportionate to the newness of the parts in the robot. With Optimus, there is no supply chain. So we've had to build up a supply chain in its entirety or in-house the production. The Optimus production line that we're building out in Fremont in place of what used to be the Model S & X production, it looks incredible. It's quite stunning to see."

DogeDesigner

307,849 views • 1 month ago

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.

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.

Simon Kalouche

34,671 views • 6 months ago

Elon Musk: In less than 10 years, work won’t be something you have to do… it’ll be something you choose to do. He says the future of AI and robotics is heading toward a world where working becomes optional — just like growing your own vegetables. You can do it, but you don’t have to. Some people will still work because they enjoy it, not because they need to survive. That flips everything we know about jobs, money, and purpose. Imagine waking up and deciding to work purely because you want to, not because you’re forced to. That’s the kind of shift he’s talking about. And it doesn’t stop there — Musk believes Tesla’s Optimus robots could eventually perform highly skilled tasks like surgery, delivering medical care that’s better than what the best humans can provide today. A future where everyone, anywhere in the world, gets access to elite-level healthcare. Optional work. Superhuman doctors. AI running the backbone of society.

Elon Musk: In less than 10 years, work won’t be something you have to do… it’ll be something you choose to do. He says the future of AI and robotics is heading toward a world where working becomes optional — just like growing your own vegetables. You can do it, but you don’t have to. Some people will still work because they enjoy it, not because they need to survive. That flips everything we know about jobs, money, and purpose. Imagine waking up and deciding to work purely because you want to, not because you’re forced to. That’s the kind of shift he’s talking about. And it doesn’t stop there — Musk believes Tesla’s Optimus robots could eventually perform highly skilled tasks like surgery, delivering medical care that’s better than what the best humans can provide today. A future where everyone, anywhere in the world, gets access to elite-level healthcare. Optional work. Superhuman doctors. AI running the backbone of society.

Ian Miles Cheong

23,981 views • 4 months ago