• 2 months ago
In this video, Elon Musk reveals how Tesla has engineered the Optimus Robot, produced for just $10K and set to sell for $20K, highlighting groundbreaking advancements in AI and robotics. With Tesla’s Gen 3 Optimus Robot expected to launch in 2025, Musk shares insights into the future of autonomous technology and how it ties into Tesla’s mission to revolutionize energy and transportation.

Learn how this innovation aligns with Tesla’s broader vision, which includes the 2023 Tesla Model 3, Tesla Cybertruck, Tesla Solar Roof, Tesla Powerwall, and more. With Elon Musk's leadership, Tesla has transformed industries, from electric vehicles like the Tesla Model S and Tesla Roadster to AI advancements that power Tesla's autonomous systems. The video also touches on Tesla’s financial landscape, NASDAQ: TSLA stock, and the company’s impact on energy solutions, from Tesla Solar Panels to Giga Berlin's role in producing future technologies. Dive into the details and explore how Tesla is shaping the future of robotics, autonomy, and sustainable energy.

#Tesla #ElonMusk #OptimusRobot #TeslaModel3 #Cybertruck #TeslaEnergy #TeslaAutonomy #TSLA #Gigafactories

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Transcript
00:00Muffs said it only cost Tesla $10,000 to make an Optimus robot, and he's planning to sell
00:05him to customers for $20,000.
00:07That means for every $100,000 sold, Elon makes a billion bucks.
00:11Pretty wild, because he said he plans to make billions of Optimus, turning Tesla into a
00:16$25 trillion company.
00:18Building a humanoid robot isn't like putting a Model Y on the assembly line.
00:22It's obviously a lot more challenging since it's AI.
00:25But Elon keeps saying Optimus is going to cost half the price of an electric vehicle.
00:30So what makes it so affordable?
00:32Welcome to TeslaCarWorld.
00:41The truth we can't deny is that robots still haven't gained widespread acceptance among
00:45most people.
00:46In our opinion, the main reason for this is the lack of achievements or evidence proving
00:50that they're only truly useful for customers who've got the money to spend.
00:54No one's trying to shell out $20,000 for a robot that functions like a toy that just
00:58moves from one part of your house to the other.
01:01Now, some ballers might be buying it, but the majority of us aren't.
01:05From a certain perspective, we see that Boston Dynamics' Atlas has been highly regarded
01:09for its agility.
01:10It's one of the first robots to convince people as it's demonstrated the ability to do complex
01:15tasks like parker and transporting goods, skills that most robots, including the Optimus,
01:20still can't do.
01:21However, its high price tag, around 150 Gs, equivalent to two Model S cars, makes it pretty
01:28inaccessible.
01:29That's part of the reason it hasn't gotten traction and essentially been shelved despite
01:33being developed over several decades now.
01:35And we're not just talking the Atlas.
01:37It's tough to find any robot priced under $50K, and that's what makes Optimus stand out.
01:42Elon's mentioned at least three times that the price is going to be half of an electric
01:45car, with Tesla making it for just 10 grand.
01:58When talking about a price tag of $20,000 for something in Tesla, it's really unbelievable
02:03and there's no guarantee that Elon can maintain this price when he's always the person who
02:07breaks his promises about timelines and the amount of money that customers have to pay.
02:12For Optimus, we have a basis to believe this price when almost all of the expensive tech
02:17on Optimus is not purchased from suppliers, meaning that Tesla will transfer a lot of
02:22things they do from EVs to their humanoid robots.
02:43Reusing existing manufacturing components allows Tesla to cut their costs in making
02:47Optimus much more quickly than other companies, once again giving Tesla the edge in the race.
02:52Efficiencies gained from making robot cars and automotive manufacturing robots will immediately
02:58translate into the humanoid robot project.
03:01That's exactly what makes Optimus affordable.
03:03From the perspective of a robotics company, Tesla's got the right tools and talent to
03:07assemble the robot's cost effectively.
03:09They've got the engineering expertise, the AI, the hardware, and the software to make
03:13it all happen.
03:14According to Carpathy, who was still at Tesla when Optimus began, Tesla conducted a significant
03:20amount of research into self-driving tech and has become one of the most advanced autonomous
03:24driving systems out there now.
03:26All the knowledge gained and artifacts created while developing self-driving technology are
03:30getting transferred to the robot.
03:32This is what makes developing a humanoid robot so expensive.
03:35So it's not surprising that Tesla's bot can get priced lower, especially among manufacturers.
03:40Truth being, only Tesla has the best potential for scaling up their production.
03:44Tesla's got large factories, battery production lines, and companies that don't need to get
03:48built from scratch.
03:49Elon also emphasizes the importance of having some of the world's best electrical engineers
03:53in areas like drive systems and electric motors, as well as power electronics for developing
03:58Optimus.
03:59This is why the company can spend just 10 Gs to produce it and bring Optimus to a market
04:03price of $20,000.
04:05Taking a quick look at Tesla Optimus, because besides being just a humanoid robot, most
04:09of us just don't know that much about it.
04:10Now, there are a few types of robots out there right now, including robotic arms that are
04:15used in electric vehicle production and robotic dogs, with each robot designed for specialized
04:20tasks.
04:21Optimus, however, is getting developed to address the growing labor shortage by providing
04:25a potential alternative for manual labor.
04:27In the latest Gen 2 update, Elon mentioned that he envisions these robots having applications
04:32beyond industrial settings, doing household tasks, the boring, repetitive, mundane jobs
04:38that you just don't want to deal with.
04:39Taking all human standards into account, Optimus is arguably the most human-like robot compared
04:45to much of the competition.
04:46It's got a standard height of 5'10", weighs 138 pounds, and features a fully articulated
04:51hand with five fingers, something very few robots achieve.
04:55The heart of Optimus will be a conventional lithium-ion battery pack.
04:59While Tesla electric vehicles typically have battery packs from 60 to 100 kWh, the robot's
05:05battery is going to be much smaller, with Tesla sharing its only around 2.3 kWh.
05:10Optimus' vision system is equipped with a variety of sensors and eight 2D cameras to
05:15see its surroundings, allowing Optimus to identify objects in their real world while
05:19navigating the environment without colliding into other objects.
05:23In addition to deploying thousands of these robots in Tesla's factories, Elon emphasizes
05:28that the goal of developing robots is to serve millions of households, doing things like
05:32cooking, mowing, caring for the elderly, educating kids, and handling any other household chores.
05:37While it's easy to envision scenarios where many people might lose their jobs to these
05:41robots, we often overlook the benefits that manufacturers gain with each robot being deployed
05:46in Tesla's factories.
05:47According to analysis from Deutsche Bank, assuming a manufacturing worker earns $62
05:52grand a year while working 40 hours a week in 2027, Tesla could save almost $32,000 by
05:58replacing them with a robot.
05:59Deutsche models suggest that replacing just 10% of these workers could lead to annual
06:03savings of $141 million.
06:06If the same worker continues with the company and earns close to $73 grand a year by 2030,
06:11Tesla could save $57,000 by putting a robot in their position.
06:15Repeating this process until 20% of the workers are replaced could result in a savings of
06:20nearly $510 million annually, Deutsche Bank noted.
06:23What Tesla accomplished with the robot in just three years is very impressive.
06:28They've shown the robot walking smoothly around the office in a video demo, demonstrating
06:32Optimus maintaining balance while doing squats, sorting blocks by color, and putting 4680
06:37battery cells into trays.
06:39Tesla showcased Optimus picking up eggs without breaking them.
06:42Some footage even shows Optimus' engineering team training the robot to fold clothes and
06:46put basic items on shelves.
06:48All this demonstrates that Tesla's working hard to train Optimus to do tasks in the most
06:53useful way possible, something that most humanoid robots out there today, at least for now,
06:58cannot achieve.
06:59And so the simplest possible version of a humanoid robot that can do even most, perhaps
07:06not all, of what a human can do is actually still very complicated.
07:09It's not simple.
07:11It's very difficult.
07:13We can confidently say that Tesla's come a long way in a short time, making progress
07:17in developing robots in less than three years.
07:20In contrast, Boston Dynamics has spent decades creating their robots with similar capabilities.
07:25After retiring Atlas Gen 1, Boston Dynamics quickly introduced Gen 2, featuring many
07:30impressive changes.
07:32The original design of Atlas was bulky, but with Atlas Gen 2, it's adopted a more sleek
07:37design, featuring longer limbs, a straighter back, and a distinctive round head with lights.
07:42However, it differs significantly from the Optimus, which maintains a more human shape,
07:46closely resembling a human with features designed to mimic human characteristics.
07:51A notable difference between the two robots lies in the actuation systems.
07:55Atlas Gen 2's transitioned to an electric drive system, moving away from hydraulics,
08:00characteristic of its predecessor.
08:02This change not only reduces noise and maintenance requirements, but also enhances safety.
08:07Compared to Optimus Gen 2, the Atlas Gen 2 appears to have the edge in speed.
08:12Atlas Gen 1 was one of the fastest robots, capable of running, jumping, and doing impressive
08:17flips.
08:18Although specific speed metrics for Gen 2 have not yet been disclosed, its design suggests
08:22it retains the agility of its predecessor, as it can stand up and move quickly towards
08:26the camera.
08:27While Optimus' mobility has recently improved, it's clear that further upgrades are still
08:31needed.
08:31Perhaps Tesla will have better specs for its Gen 3.
08:34In terms of commercialization, Boston Dynamics has announced plans to bring Atlas Gen 2 to
08:39market, starting with partnerships with companies like Hyundai.
08:43This strategic move indicates a clear path towards integrating Atlas into applications,
08:47showcasing its capabilities in industrial environments.
08:51While the price of Atlas' Gen 2 has not yet been disclosed, it's expected to be
08:54pretty high, similar to its predecessor, which was around $150,000.
08:58Another company Tesla needs to watch out for is Figure AI, particularly with Figure AI
09:0402.
09:05The Figure 2 robot demonstrates impressive capabilities, including a human-like hand
09:09with 16 degrees of freedom and a production-ready design.
09:12Recently released, Figure 2 shows smoother movement and better functionality compared
09:16to Figure 1, operating effectively in real-world environments like a BMW factory.
09:22This progress is notable, as Figure AI only got founded in 2022, allowing the company
09:26to quickly leverage modern technologies.
09:29Additionally, Figure AI has partnered with tech giants like OpenAI, Microsoft, and NVIDIA,
09:34giving them crucial advantages in AI development.
09:37This collabo enables Figure AI to produce advanced humanoid robots more quickly than
09:42older companies like Boston Dynamics.
09:44Optimus and Figure AI 02 share several similar specifications and have somewhat comparable
09:50appearances.
09:51Their battery capacities are quite alike.
09:53Optimus has a 2.3 kW and Figure 2 at 2.25 kW.
09:58Figure 2 can go for 5 hours on one charge, Optimus lasts up to 8 hours.
10:02Both Optimus and Figure 2 have multiple cameras and advanced sensors, allowing for exceptional
10:07visual systems.
10:08Thus, the year after next is likely to be the year of the humanoid robot race, and as
10:13of now, Tesla still holds the advantage in pricing.
10:16However, there's no easy path ahead, as Elon candidly stated that creating Optimus
10:20is extremely challenging and there's still a lot of tech that needs to be developed.
10:24Right now, Optimus may struggle to navigate complex terrains, but it eventually will pick
10:28up and be able to move across different types of surfaces and pick up objects.
10:32The robot's speed is a significant limitation in convincing people, as it only reaches 2
10:36miles an hour, which is kind of slow.
10:39But this is just the current spec, the ultimate goal for Optimus is to get a speed of 5 miles
10:43an hour.
10:44Now, that may take several years, Tesla is determined to reach that.
10:47Additionally, Elon acknowledges that Tesla still requires much better technology for
10:51Optimus's components, especially the hands.
10:53According to Elon, the hands could account for nearly half the overall electrical engineering
10:58technology of Optimus.
10:59And that's not hard to understand, as much of a human's intelligence comes from our
11:03ability to use our hands to manipulate objects in the real world safely and effectively.
11:08Since Optimus is designed to emulate humans, creating a human-like pair of hands is
11:12essential.
11:13The motors are located in the forearms, and cables are used to control the fingers.
11:17Before, Tesla engineers attempted to place the motors in Optimus's hands, making the
11:21hands a bit large and bulky, lacking strength and flexibility.
11:25So Tesla decided to put the motors in the forearms, mimicking human functionality, and
11:29that's been a lot more effective.
11:30Now, it's still too early for us to assert the role of Tesla Optimus.
11:34You might think it's kind of underwhelming right now, but it's important to understand
11:37that this tech's still in development.
11:38Why criticize something that's not yet even finished?
11:41It's not even on the market right now.
11:43Tesla will continue improving, and we believe it'll be capable of performing like most
11:46humans within the next 5 to 15 years.
11:48And after that, we truly think it'll be worthwhile for the price we pay.
11:52Many have assumed that creating something like this is simple, but as we've mentioned,
11:56making a robot is anything but easy.
11:58Just the hands alone present a challenge, not to mention the new tech innovations that
12:02even haven't been invented yet.
12:04In terms of cost, these robots come in various versions.
12:07You've got Gen 1, Gen 2, and Gen 3.
12:09Gen 1 will be used in Tesla's factories, Gen 2 sold to customers, and Gen 3 is going
12:13to be a more premium version that can do a wider range of roles.
12:17As Elon stated on X, Tesla will genuinely have useful humanoid robots in low production
12:22for Tesla internal use next year, and hopefully high production for outside companies by
12:262026.
12:27Meaning Tesla is eventually going to commercialize their robots for big companies that are facing
12:31labor shortages, like Amazon, FedEx, and Walmart.
12:34We think there are a ton of factories that are going to spend thousands of dollars each
12:37year on Optimus to take over tasks currently done by humans.
12:41So that kind of sets the price range for these things, probably about half the cost of a
12:44car.
12:45Tens of thousands of dollars for each customizable version, the price is likely to drop as Tesla
12:50ramps up production to tens of millions of robots.
12:52Obviously, going from thousands to millions of robots is not going to happen overnight.
12:57Elon mentioned that Tesla wants to offer both rental and purchase options for the Optimus,
13:01while the rental service will launch sooner.
13:04There's been a long-standing version of the humanoid robots in homes, however, we're
13:08still quite a ways off from making that a reality.
13:11There are plenty of reasons for that, including safety ones, like the potential for robots
13:14to harm humans if misused, as well as the economic factors.
13:18Like any groundbreaking technology, humanoid robots come with their own set of challenges
13:22and ethical considerations.
13:24The potential replacement of human workers raises concerns about job security and unemployment.
13:29Striking a balance between human employment and automation will be crucial to ensure a
13:33smooth transition.
13:35Ethical considerations become especially important when robots are used in sensitive environments
13:40for personal companionship.
13:41As these robots get more advanced and capable, questions arise about privacy.
13:46Consent and ethical responsibility will all inevitably arise.
13:50The initial use cases are likely to be in industrial settings where human labor is exhausting,
13:54expensive, and hard to come by.
13:56These are the environments where robots can get fine-tuned and optimized while still performing
14:01productive work, generating revenue or cutting costs.
14:03Again, this is an era where Tesla's got the advantage over its competitors.
14:07The company has big factories where it can deploy Optimus without needing to sign complicated
14:12agreements with outside partners.
14:14Elon has laid out a bold vision for the Optimus robot, expecting it to change the way we live
14:19and work.
14:20The combination of advanced technology and low production costs allow Tesla to operate
14:24these robots at an affordable price along with enticing promotional programs.
14:28If successful, Optimus could be more than just a consumer product.
14:31It could become a companion that enhances the quality of life and frees people up from
14:36boring, mundane, and downright dangerous tasks.
14:39Despite the many doubts and challenges, the progress Tesla has made with Optimus in such
14:44a short amount of time has put them at the forefront of the humanoid robot field.
14:49The combination of advanced technology and production capabilities helps Optimus become
14:53an integral part of daily life for people in the future.
14:57So, we want to ask you, the viewer, and by the way, thanks for watching.
15:00What do you think is the most important aspect of developing a humanoid robot like Optimus?
15:05Is it the utilities, the mobility, the AI, or the ability to interact with us humans?
15:11Hey, thank you so much for checking out this video.
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15:32With that, we so appreciate your support and hope to see you back here in the next video.
15:37Again, thanks for watching.
15:38Take care, stay safe, and God bless.
15:41Bye.
18:11Bye.
18:41Bye.

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