The REAL Reason Tesla is Developing New AI5 Hardware
HTML-код
- Опубликовано: 22 авг 2024
- Elon Musk has given a major update on Tesla's Optimus humanoid robot, which continues to show STUNNING progress. Elon Musk envisions Optimus contributing tens of TRILLIONS of dollars to Tesla's market cap. Tesla has invested billions in infrastructure and technology, deploying initial robots in its factories with plans for mass production. Elon Musk predicts one Optimus per human, and is planning to add thousands of robots into the factor next year, positioning Tesla as a leader in humanoid robotics. Tesla’s "Tech Tree," which integrates AI, Dojo, HW5, AI5, and other hardware advancements, distinguishes it from competitors, aiming to revolutionize industries and contribute substantially to the economy. #Tesla #Optimus #robots
• Hidden Billions: Elon Musk Reveals Tesla's New AI Supercomputer! • Elon Musk Reveals Tesl...
• Tesla is Quietly Building Up a 10 Trillion Dollar Weapon • Tesla is Quietly Build...
Website: themarketisope...
Patreon: / themarketisopen
X: x.com/tmiotesla
Merch:
• Elon Musk Innovation: amzn.to/44SAUsj
• e ln(musk) Integral T-Shirt: amzn.to/3Qrs68m
• Cyberstream: amzn.to/3KqIGBa
• Teespring Shop: tmio.creator-s...
• Redbubble Shop: TMIO.redbubble...
Disclaimer: We are not financial advisers, and nothing on this channel is meant to be financial advice. The ideas expressed on this channel are purely opinions and should not be regarded as objective information. Nothing on this channel is a recommendation to buy or sell securities. Do not assume that facts and numbers in any video are accurate. Always do your own due diligence.
So what do you think Optimus will contribute to Tesla’s market cap? How should investors valuate it today? And is Tesla poised to lead in AI robots with its Tech Tree? Be sure to watch:
• Hidden Billions: Elon Musk Reveals Tesla's New AI Supercomputer! ruclips.net/video/54ozuHOSqys/видео.html
• Tesla is Quietly Building Up a 10 Trillion Dollar Weapon ruclips.net/video/0SuvrbTn6fQ/видео.html
Visit our website: themarketisopen.com for instant stock quotes and 15 years of free financial data
Counting on a chicken to lay a golden egg, and will be the cost of building the chicken..?
The bio-logical re-evolution survival system of Actuality leaves that question at the superposition->pointy end of existence, ..cause-effect q-a suggests that if the supposed problem doesn't have a current solution, is it worth the effort to do it?
This is why we buy and hold in a world of chaos, waiting for the average success?
Every dollar I spend today is $50 I'm not going to have 10 years from now. I've downsized my house. I've paid off my debt. Now I'm working primarily to buy more TSLA stock.I'm currently a "Musk fanboy" meme, and I hope to look back in a few years and see that it was all worth it. But currently, it's 4:30am in my new neighborhood (filled with crime), and I'm headed of to a job I don't have to do right now - all in pursuit of a dream that is being laid out by Elon Musk.
Love your conviction, hope it pays off.
stop drinking the coolaid and diversivy
tesla sold only a total of 5 million cars - they are completely overvalued and overhyped
sells numbers stop to grow and every auto-maker on the planet has nowadays at least 1 ev in it's portfolio
they talk about FSD for 10 years now, but it will never leave beta / they will never take responsability for accidents
420!
few years? i dunno if itll happen that fast.. it might no one knows. Im planning on min of 5 years but planning on 10 years before I think ill be able to start selling stocks to live off of
I hope you can get the heck out of there and live somewhere safe. Other than that... I love your plan!
The killer app for Optimus; vacuuming stairs.
Optimus being developed to be astronauts too.
Yeah, purposely for Mars, it will be the very first intelligent bipedal humanoid to walk on Mars right before actual humans step foot on Mars.
Indeed.
I have been saying that form the first time Tesla unveiled the robot; it is much easier to deploy and scale, as it is not restricted by regulations and it does not do dangerous tasks. It can begin by walking within warehouses. It can be deployed in places, where people can not go. It can die for humans. Applications with zero risks for the company are there. Pure value added. So Tesla can easily learn while earning money. The business case is strong.
How to value it? I have no idea. Value added is there. But the turmoil will be huge. Imagine all Amazon warehouses taking Tesla bots and firing all employees. Within a year. Imagine the pressure on shops, that do not use robots, but still have to pay humans.
small point: Optimus can afford to use much higher resolution cameras than the cars since the number of camera streams is greatly reduced....useful for precision awareness and precision operation
'walks a little like Biden'
That was hilarious.
Both need a diaper change...
IMO Open AI/Microsoft, Google, and Nvidia are potential competitors developing the brains. They will partner with physical robotics startups and provide the "deep pockets" for scale manufacturing. However Tesla is best positioned and has all factors needed to win. And even if any of these others also succeed, the addressable market will be massive.
Taking a political stand in these channels can rapidly lose half your audience.
@@billweberx True - the half you don't want or need....
@@brunosmith6925 Businesses needs both halves or give up half revenue.
Can Optimus vote in elections? Asking for a friend...
Your videos are better than almost everyone else. Note: Optimus folding laundry was tele-operated, that’s nothing like being “automated”.
But it is training so that Optimus can learn to do it on it's own.
Yes by automated I mean it's being told what to do essentially. Whereas autonomous, it can generally figure out what to do on its own.
It’s quite apparent that Optimus will accelerate colonizing the Moon and Mars. It will work like a human but not require food or air, simplifying the whole process.
Moon and Mars dust is like sandpaper.
Even if another company manages to create a significantly better bot it still won't scale anywhere close to what Tesla will be scaling Optimus. It will probably be prohibitively expensive also!
Teslabots will be the first crue of Starship’s voyage to Mars
Do you think that Tesla's Optimus humanoid robot will be able to read, write, reason, think, simulate emotions, feelings, have reflexes, senses, etc.
These will be downloadable features in the future for optimus just like an iphone having an app store to download different apps as the user wants to have.
Yes 😊
Well done, sir.
Optimus will do amazing stuff like ask it to call your mom so it also works like an iphone, downloadable skills by industry - medical skill like phlebotomy, elderly care or do minor surgery or military skills like using a gun or throwing grenade or do surveillance on your property the sky is the limit.
if it's smart enough to work independently
it's smart enough to rebel
8:35 yup.
“It can walk a little like Joe Biden.” 😂😂
Tell me when he makes a pretty OptiMiss. I'm saving up.
“Now it can walk, a little like Joe Biden” 😂
You earned a 👍 when you said “like Joe Biden”!
The main issue for the Tesla robot will be competition from other robot suppliers. It will be more difficult to make a profitable robot than a profitable EV since the competitors in the EV market are legacy auto.
The actual robot (the machine) is only part of the challenge. The behavioural element (probably 90% of the challenge) is compute capacity and the ability to learn from vast amounts of data - (ie: the brain).
Tesla is investing tens of billions into the brain - money that no other robotics company has, or can access.
Very little competition in the robot space atm.
You need the robot, real world interpretation to move (FSD) & a LLM. I think Tesla is far ahead in this regard.
They have the advantage of multiple companies to pull on to achieve this... Tesla, X, XAI. All important.
If they grab 10% of the market, their valuatuon will look like a glitch
Pie-in-the-sky ! Yes, but if he can get them on the production line, with scale, it might make sense ! I guess he has the money enough to try anything !
Speaking as one who is just generally concerned with developments in human culture & the economy I find it very hopeful the Dojo or equivalent & autonomy in every car & a genuinely universal purpose robot in every household & business inevitably paid for by UBI. AGI will be here also by then.
They will never be as usefull as dedicated production line robots or as versatile as humans.
WOW!
FSD Teslas vehicle are just away for a robot to practice in real environments for learning to function in any environment.
A machine on wheels can teach a machine on legs.
And teach the research engineer the next step in evolving the technology.
Robots in 24/7/365 factory production can increase productive hours 5 fold on the same small foot print. 😮😮😮
Not sure how it applies unless you're going to have Optimus drive a car.
@billweberx if they can learn how to teach the cars AI how to self learn and navigate, then a walking robot is just the same self teaching problem.
@@stephenbrickwood1602 False equivalency. Cars are trained by billions of frames of video that are generated by millions of cars on the roads. That video is not useful to bipedal robots. And, we don't have billions of frames of useful video (yet) for robots.
@billweberx a machine moving through the real world, is the point.
Central mainframe connection can help it move in new environments.
Boston robotics have learnt to handle trip hazards and navigate.
I think Tesla vehicles are in a bigger environment that changes rapidly, so yes, it would be useful.
@@stephenbrickwood1602 Not convinced.
But will they put UBI before 2030!? Many pioneers including billionaires, scientists, Nobel Prize winners, engineers, architects, analysts and so on and so forth... almost all agree on the fact that we will have AGI in 2027 and ASI in 2029 and they look and evaluating the exponential technological acceleration curve, I wonder why they have not yet implemented universal basic income to anticipate the trends that will come from it. Just to name one, Elon Musk says that we will have AGI as early as 2025 and ASI in 2029.
Can't implement it until there is tax money to support it. The Taxes will come from the Tech companies that are controlling the AI and robots. None of this happens until people start losing their jobs en mass and the tech companies are making obscene profits specifically from not needing workers.
Optimus will do many (most) errands - including tasks that require it to walk on sidewalks and roadway crossings. Like the car is learning how a car is driven, Optimus will learn how pedestrians must behave. This learning will be accessible by the FSD system, making roads even safer.
We have optimus now who's gonna make megatron? Apple?
Can/Could Optimus drive an old school ICE car/truck? Which is affordable? An FSD car, or an autonomous learning Optimus!?
I always enjoy your videos and analyses. Thanks.
Robots are an amazing and profitable coming business, but they are not "transitioning the world to sustainable energy." In fact thousands or even millions of robots charging will further tax the power grid. Not only charging, but training AI as well. Kind of seems like we are backsliding on the mission.
Tesla already has customers lined up to use its Robots- itself. What other Robot developer has clients lining up to put their bots into use- none of
Customer(s)?
I know only 1 customer..
Sanctuary is teamed with Amazon. Figure is teamed with openAI and BMW. And that’s just two examples.
Is it possible to elect Optimus to fulfill certain public offices? Not Vice President yet, but like DMV, paper pushers that put everyone on hold, and won't answer the phone, you know.
I agree. But no way the first gen Optimus sells for 20k. Elon was sandbagging big time.
8:32 "Now it can walk, a little like Joe Biden" 🤣🤣🤣
Do you think that in 2035 with the advent of AGI (Artificial General Intelligence) and ASI (Super Artificial Intelligence) they will introduce universal basic income!? a subsidy!? there will be free will!? an era of abundance will begin!? the intellectual and motor capabilities of robots have already surpassed the average human and before 2035 there is talk of them surpassing those of any human and then again those of any human combined! regarding both body and mind! answer me please...
Yes.😊
Something big is happening in my bowels and it's just the beginning
Are you getting enough fibre? 😊
Are you pregnant with Optimus baby?
Elon Musk is developing Optimus for factory and other uses but purposely for Mars, it will be the very first intelligent bipedal humanoid to walk on Mars right before actual humans step foot on Mars.
By the time the Starship is ready for Mars, Optimus will be fully mature technologically to be sent to Mars to prep the planet for the arrival of humans!
Cybertruck will be there too with airless tyres.😊
@@malcolmrickarby2313
Certainly, everything Musk companies produces will be there.
*CyberTruck, Tesla Mega Powerwall, Starship, Grok, Starlink, Boring company and the star of the voyage Optimus and friends!
"Walk like Joe Biden ..." LOL
its interests with the Tesla robot companies warehouses and factories will be more productive because Tesla robots will be able to work day and night a robot can carry heavy loads more easily and then the company will be able to recruit more human employees also for be more productive with tesla robots too 👍👍😊😊😊😊😊👍👍👍
Let's see, Optimus takes jobs from people Humans without jobs certainly don't buy many. So, how many Teslas does anyone think a family of Optimi is going to buy?
Has anyone thought about earths rotational polar shift around 2040?
Yes, a number of astronomers at least. But apparently it is something that happens every 70 years and we seem to have survived so far.
I fail to see the benefit of bipedalism.
Seems expensive and unstable compared to other locomotion tech.
Slow.
Even as a Tesla investor who believes that there will be Robotaxis soon I’m not so sure about Optimus. It’s just so slow and awkward.
A human when standing and especially walking is in a constant state of controlled falling. Hundreds of sets of muscles are involved which act in a largely involuntary manner.
If someone was to give Optimus a slight push or if the ground was to give way in some small way it would fall over and not be able to get up.
Until it moves like a human it will never be useful like a human.
That's the target point. And knowing Elon Musk and his drive, he'll keep pushing until he achieves that and pretty soon too I might add.
Boston already have robots you can knock over and they get back up instantly.
Many use cases will not require a huge amount of dexterity initially e.g. factory work.
Optimus is the company maker imo. The rate of improvement is profound.
Look at the profound difference with GPT 4o? That's I'll happen with robots I feel.
Optimus shouldn’t be like a human. It can operate 24/7 so, it’s the tortoise that wins the race. Let’s not even get into humans being unreliable and mistake prone. Optimus…. Even at its current state could rival the majority of humans.
@@FloydCotton-hx4jh
You dont get it, sometimes I don't understand why some of you humans don't see the obvious, Optimus can not inherit human falibilities only human agility, and thats what we are talking about.
*OKAY!?*
A bot in a factory would probably spend most of the day in the same spot, maybe shifting no more than a meter in any direction, 24/7 ... so being able to do parkour is unnecessary.
Likewise, they could be connected to mains power at their work station, so even their battery life wouldn't be an issue.
Humaniod robots will be in factories or other controlled environments a decade before they are in our homes doing whatever sci-fi nonsense we imagine that we NEED them to perform.
Kudos for the Joe Biden ref. LOL!
ses intéressent avec le robot tesla les entreprises les entrepôts et les usines seront plus productif car les robots tesla pourront travailler de jour comme de nuit un robot peut porter des charges lourdes plus facilement est puis l'entreprise pourra recruter plus de employé humain aussi pour être plus productif avec les robots tesla aussi 👍👍😊😊😊😊😊👍👍👍
Robcop?
Don't underestimate the power of unions & their pet politicians to shut it down in blue states if mass layoffs happen to replace voters on the assembly line
0:57 no effort to show related graphs ?
I was trying more to help define what a tech tree was at the beginning. The actual graph is later on in the video when I go into it further.
@@TMIOTesla Ah Okay.
There is an awesome graph on x somewhere of the actual "Tesla tech tree". It would be great if you could use that one....
Cant post links here unfortunately.
this is dumb on so many levels. FSD will never be leave beta / supervised mode and most people don't care to buy it anyhow. 6k $ to babysit a program that is blocking fluidity in traffic on every 3rd intersection.
It is something to toy with for rich people.
On Optimus: If you need automation for a production line, then you don't use a humanoid roboter but simply one arm with the needed tool
Tesla can't even build proper cars without quality issue, why should they be able to build something more complex?
Sales numbers for Tesla are plateauing and this is a desperate attempt from Musk to reinvent the company.
Why do these Robots ALL 'walk weird,' like Joe Biden ???
Or why does Joe Biden walk weird... like a robot...
The only thing “big” At Tesla is Elon’s ego
You made a mistake in your Biden comment . The robot does not walk like Joe Biden. It walks in a halting, faltering, unsteady way. This manner of motion is not unique to a Democratic presidential candidate but is common to the elderly. Surely, you were not attempting to insult and offend all elderly persons. If your statement was political and you are a Maga supporter, please let your audience know so that half of your audience and subscribers can leave this political format. As I said, quite sincerely you owe your audience and apology..
Randy, if a person makes an opinion and your feelings have been hurt then I suggest you shouldn't read the comments or buy yourself a tin hat so your feelings are not hurt. Democrats don't seem to compute humour😂
Randy the narrator of this video likes the Robot to Joe Biden..
Optimus will require tons of power just to balance. It's not going to be produced for 6 years plus. Hopefully Tesla will get a government contract.
Almost 18 minutes of regurgitating months old news.
You alienated half your audience with the Joe Biden remark, though you're not the first. Everyone has been saying that already.
Which half?
@@TMIOTesla I think you know.
lies and more lies
The rate of advancement? A decade later, still no Tesla Roadster. Tesla robots are a joke. How about providing affordable housing and healthcare? "Oh no, we can't do that."
It sounds like you're talking more about the government than Tesla.
@@TMIOTesla The government is owned by corporations. The government and corporations are two wings of the same vulture. Technology is being used to steal and enslave people, not liberate them.
You are super selective on your list of 'failures'. Model Y, best selling car in the World, you forgot that one. A company is not judged on it's failures but on it's success. What about Optimus specifically is a joke? Your other points are nothing to do with Tesla at all and rightly so.
NOBODY cares about the roadster.
DummyDavid , write your government about housing and healthcare. By the way Elon has made a small home that is boxed up and sent to an area of your choice. Also he has Neuralink which will help people with severed spinal cords or brain damage walk again or communicate with other people…..This is WHY most people with a Brain LOVE ELON ..!!!
My new SOSSTSE Technologies is the answer to solve Tesla's problem.🎉🎉🎉