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Tesla AI Day: Key takeaways for investors
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$Tesla (TSLA.US)$ optimus AI is sheer hot air pumping. It sh...

$Tesla(TSLA.US)$ optimus AI is sheer hot air pumping. It should be we HUMANS doin to SLOW n EASY tasks. Now Elon give these tasks to a robots? What about those fast, repetitive, strenuous n dangerous tasks that robot were conceived to handle? seem like many tesla culties hv the intelligence of a toddler.
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  • Violets : ya. they just want to get rid of people.

  • Silverbat : Most importantly, Tesla is building in something into Optimus, which other humanroids do not have them. Will see .

  • TeslaSmurf : Tesla needs workforce they have hard time to find in many locations, plus there is the problem of the workforce stability. If you are a worker with a Tesla experience, you are welcome everywhere at a higher wage (stock options a part) for a (probably) less consuming job. That’s the problem that Tesla has: people working really hard for four-five years then leaving with a great experience and a bunch of valuable stocks, in search of a more relaxing condition. Then they have to find new people and train them which, in many areas, is not easy and becomes a limiting factor to expansion and efficiency. Tesla is NOT firing workers (they need much more) but they will certainly use as much robots as they can in the lower and repetitive jobs. It may be different for other companies to whom Tesla will sell their robot: the price won’t be so high, as we heard… The SOFTWARE to use it as a workforce will be, you can bet on it. Probably you will have to add the equivalent of the FSD price (plus upgrades and special packages for the different abilities) to use it in a factory. Tesla will make a LOT of money with it. 🤑🤑🤑

  • TRIUMPHANT RETURNSOP TeslaSmurf: Obviously u DON'T KNOW SHIT ABOUT INDUSTRIAL AUTOMATION. go see FANUC, KUKA, KEYENCE, OMRON, Sony CMOS. DAIFUKU. no one will buy a slow_mo robot, even kids robot move faster than this optimus. By the time optimus is fast enough, it will step on plenty of patents out there...bloody dreaming innovation happens w/o incremental progression.

  • TeslaSmurf TRIUMPHANT RETURNSOP: Do you have some kind of tech degree or at least a business formation ? I have both and I have been an entrepreneur my whole life. You didn’t understand the difference of what Tesla is doing. A robot is made of two main parts: the hardware and the software. Tesla has put together this PROTOTYPE to test and refine the Ai operative system (derived from the FSD used in their cars). You can bet that the evolved version (with Tesla’s own made actuators) will move around with the necessary fluidity in about one year, to be ready for pre-production (only for Tesla’s limited needs, as on-the-field testing) by mid-end 2024. But this is just the less relevant aspect: Tesla is not going to get lost on a mechanical question, neither it will take a decade to get it done properly. What is really DIFFERENT is the Ai operative system and that means that while the Boston Dinamyc “humanoid” moves only according to a predeterminated and precise instructions for each movement, the Tesla bot recognises the environment where he is and decides the best series of actions needed to perform the assigned task. If you didn’t catch this FUNDAMENTAL innovation it means that you have not understood. If you haven’t understood it means that you have limited your judgement to the images, without reading anything to go deeper, nor you have listened the technical explications and implications. BUT you JUDGE. Good luck with your “system” of evaluation 😂

  • TRIUMPHANT RETURNSOP TeslaSmurf: U just sucker up whatever wet dreams tesla splash on the audience...a very simple case in point is tesla is still using FANUC in their factory...u think its easy making actuators only show u are not an engineering person....ppl buy actuators they tried NOT to make actuators. last wet dream Elon splash out is still no where to be seen...n most forgot about it... Where is cybertruck, where is the semi?

  • THEWIZARD TRIUMPHANT RETURNSOP:

  • TeslaSmurf TRIUMPHANT RETURNSOP: See… you don’t understand: nor production nor economics. I’ll explain it to you as simple as possible:
    Tesla cannot keep up with the orders, in fact they increased the prices by more than 20% just this year, which it’s pure added profit. Tesla just finished the construction of the factory when the Semi and the Cybertruck will be built. According to your ANTI-ECONOMIC logic, they should have cut the production of the massively profitable model Y to make space for a couple of lines for the Cybertruck? I wonder how can you trade with this perverse logic. I live free in SouthAmerica (I’m European but I don’t like long and cold winters) and don’t need to work thanks to Tesla. So I am nothing but GRATEFUL (kind forever). I’n sorry you missing it for not analysing deeply. Anyway is perfectly useless to debate: just wait one or two years until the bot is perfected (BD took 15 years) and put in production. By the way, now that the proper factory is ready, the Cybertruck is near to production and will start delivering about mid/end 2023 with about 1,5 million reservations. Same for the Semi as both of them are subject to the production of the new 4680 batteries (which is another 3-5 years huge advantage in terms of cost and production velocity). ALL the others can just watch. Ford, Gm and others (including many Chines) won’t be able to produce one million EVs before 2026. By that date Tesla will be producing about 5 millions. Write me again in 2026, with the updated numbers.

  • TRIUMPHANT RETURNSOP : No one can produce that fast, even if capital was not an issue, factories need Permits to build, shipping take time, even mining lithium, sliver, cobalt takes time, equipment installation takes time, u just think everything happened instantly like a game of Monopoly. Just a lithium squeeze due to geopolitics can set everything back n eat up margins.

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