The most impressive part is the technique employed by the Tesla team for accelerating the robot’s dexterity: the robot physically learns from human actions.
Now, let’s step back and analyse Tesla’s master plan here:
(Putting on my business tech strategy goggles)
1. Tesla builds electric cars augmented with software programmability.
2. Tesla provides an electric grid as a service.
3. Tesla builds gigafactories that maximize the automation of car manufacturing. Almost every single part of the pipeline is robotized and optimized for speed of production.
4. Tesla builds Powerwalls (by providing energy storage, it also creates a decentralized power station network).
5. Tesla brings autonomous driving (FSD) to Tesla cars. Essentially, cars are now transportation robots governed by the most advanced AI fleet management system.
6. Tesla builds its own chips (FSD Chip and Dojo Chip)
7. Tesla builds its own supercomputers.
8. Tesla launches Optimus, which aims to replace the human workforce in factories and warehouses.
9. X.ai, which has recently raised $6 billion, X’s supposedly “child” AI company, brings the Grok AI model trained on X/Twitter data. While you may say X data is not the best, X has a algorithm balanced with human judgment (community notes), AND the company regroups the largest set of news publishing companies. Basically, it automates curation and accuracy.
10. A version of the Grok AI model will likely power Optimus’s human-to-robot conversational interface.
11. Tesla cars will be turned into robotaxis, disrupting not only taxi companies but also Uber (the Uber/Tesla partnership may not be a coincidence), and eating into the shares of Lyft and BlaBlaCar.
12. Tesla will enter the general services business, and retail industries to offer multi-purpose usage robots – cleaning services for business offices, grocery stores, filling the workforce shortage in the catering (hotel-restaurant-bar…) industry, etc.
Tesla is not the only one moving in the “Robot Fleet Management” business. Chinese companies like BYD (EV) offer strong competition, and there are several robot startups (like Boston Dynamics and Agility Robotics) racing for the pole position.
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