I'm still waiting. No one is talking about the semi truck factory and Mexico is dragging along way too slow and they have nothing else new for car factories.
@@victorblock3421 I'm waiting too but on the other side, 'bet the ranch' on it 5 yrs ago. Your focus has nothing to do with the focus of this vid and by the time those things are well established, likely you missed half this move.
I know that a lot of Tesla investors wish Elon would dump X and move on....but one day we may hear how vital the AI learning capability from scraping millions of tweets daily led to the success of Optimus robots...
"but one day we may hear how vital the AI learning capability from scraping millions of tweets daily led to the success of Optimus robots" Compared with that the Terminator robots seem friendly and rational....
One thing I’d want to note, he used 45k as the cost of making and training the robot. Tesla makes a car for less than that today so the robot is probably going to be more along the lines of 19-25k to build the robot. Tesla makes all the actuators and parts. Also how long do you really think it will take Tesla to ramp up a production line on a human sized robot when they assemble a model 3 in 45 seconds?
Musk's alarm about population collapse started before his 2021 Optimus bot concept without prototype. In July 2017, he tweeted in response to a New Scientist article on the topic. At 2019's World AI Conference with Jack Ma, he again highlighted this concern, showing his long-standing awareness, separate from his work in robotics.
Just ran across you on Brighter With Herbert. Great analysis. I’m now a subscriber. I’ve been fascinated with Tesla technologies for a while and I’m certain you guys are on track here.
I started investing in Tesla a few years ago but a little under water as my overall basis is 297. I am holding & it could take about 2 more years but then it will go crazy. Dojo, Bots, FSD, Energy. I am no longer young and still working. I will just say I have way past $1 million in. Tesla will produce a flood of cash.
@@galanoth17 It's the only stock I own but I do have a managed mixed of S&P 500 & bond funds but total worth about half the Tesla $$$ amount. I also own real estate that is worth about equal to the Tesla stock and funds combined. I must be crazy but like a challenge but I've been holding it over 2 years from now. Driving me a bit crazy. But manufacturing at that level takes a while. Building factories then ramping up. Unless FSD or bots happen soon, it will take
@@victorblock3421FSD is what I have my doubts about. Robots in manufacturing seems inevitable but self driving is going to be accidental prone and heavily regulated. It will take a long time
@@samehabuerreish8785 I get it. I have little cash relative to assets. Less than 5% and I do have some bonds. I never stated I had any cash, because it's so little. I remember paying 30 or 32 cents for gas when I was 10 and mowing the lawn became one of my chores and walked down the street to fill up my chlorox gallon jug. I'm in my 60's but could live another 30 years. I know what garbage cash is.
They are friends. Each compliment each other. Chris can barely turn on a tv, he needs Dave's tech knowledge and Jordan is the rationale one... But in erratic markets, you need chris to see what caused it.
Chris is arguably the most important, but Dave and Jordan offer a lot of value. I think it works. But i agree, i really want to hear what Chris has to say, he seems like he has a serious intuition about whats going to happen next.
Mining astroids possibly they could always take over with telemetry.. maybe the colonization will begin with Optimus? So many options with robots it's crazy. On mar Optimus could run in R.T.G.
Great show and even better topic 😅 In my DCF Model I get around 10 trillion without FSD and Bot. Energy Cars is nearly enough. My bot model is even higher because of not as conservative assumptions 😉
I’m willing to bet that it goes down exactly like you guys are describing at first with small human supervised tasks.. but we gotta add this in there what they learn, they don’t forget, and they learn faster than the human will go into a great big database in order to train other humanoids of such tasks.. it’s going to be crazy the evolution that’s going to unfold before our eyes in real time.. bullish Tesla.
There are already R2D2 type robots at Asian restaurants that bring your food. Now imagine Tesla bot that asks how many in your party and walk you over to your table. It’s no brainer for restaurant ower to buy $25k Teslabot vs hiring a hostess/waitress. 🤷♂
The humanoid robot is just silly. I do think Tesla is the next GE. Selling energy storage, leasing cars for minutes at a time, house heat pumps, the humanoids are already developed in other countries and Tesla market share will be gobbled up so fast for all of these menial tasks.
Good comparing tbh. Wouldnt suprice me if it goes sideways a bit here and then down slowly and that X is getting bankrupt and Musk fades into the dark and nobody cares anymore. I mean he has been rich for literally only 3 years at this point. Many seem to forget how short of a time Tesla has been at this marketcap. Or even close to it
The forecasting/mathematical acrobatics happening here are on fire! But this is still a really interesting conversation. Based on the projection of providing 1 million units each unit needs to be valued at $10m for them to hit $10t.
One thing not mentioned is that Tesla Dojo will be the biggest computer in the World in 2024. It will train the Bots and FSD . The Mega Packs are going to make sooooo much and not a lot of people have no clue...!!! just a few things to think about and that Elon and Tesla will come up with about another 10 new ideas in the next 5 years....HMMMMMMM
Love the presentation. I think Jordan is humanoid. He has amazing facial expressions. He's a very smart humanoid I respect greatly. Can Spartanburg have some millions. Also Boynton Beach as they are small. Seriously, amazing.
$21 / hr for mfring seems VERY low. i would've expected something more like $50-$100 hour loaded all-in, including benefits, insurance, non-billable work (HR, IT, real estate, taxes, advertising, recruitment, sales costs/marketing, etc). ?
The multi-industry market demand for humanoid service is immense. Due to this, Chris makes a very strong case. I think he is correct regarding Tesla being well positioned, and desirous, to successfully execute, and reach a valuation of $10 trillion. Will Tesla be the first to reach $10 trillion market cap? Another company may reach $10 trillion prior to Tesla due to a related need, however Tesla will very likely reach $10 trillion, and beyond.
Issue with assumptions: if there are a few companies selling these, the cost per hour paid (94k earnings) would be significantly lower due to supply and demand. Robot companies will compete and lower what they will accept.
I don't really understand your assumption that Tesla will be behind Figure AI in testing bots - they have their oun factories to work with. I think we should assume Tesla is already testing bots in real factory applications right now.
All the services you mention humanoids could be good fit for make total sense. The issue is there is no reason the robot doing that work has to look like a human. It may actually not look anything like a human and be more purpose built for their narrow range of tasks. Therefore there will be lots of providers and competition for work. No doubt this will add value to Tesla but I find it hard to think it will be anything close to a winner take all outcome.
Tesla was top of the game at time of this podcast but watching this post some 2 months later, there is one company just comes up who potentially a competitor namely Figure AI, so Tesla has to get a move on in order to stay on top.
I won't be fully convinced until we see the pace and magnitude of improvements in the end-to-end FSD approach. If this proves to be really effective then we'd know the same approach would be able to teach the humanoid pretty much anything that its body is physically capable of.
Can you imagine a future where someone who's a great caring person and a wonderful conversationalist can be paid just to do that job. Hang out with someone, provide that human interaction that brightens someone's day and improves their life. Something that can't be monetized today but in the future could become something that people could demand in a world of abundance
*Being a Tesla "fan boy" is about recognizing Telsa's management, engineering and manufacturing prowess.* _not having your nose planted up musk's backside!_
The idea businesses will pay hourly for these robots is unlikely. It would make them very expensive, thus opening the market to competitors who don't charge by the hour. Imagine McDonalds who uses kiosks to replace cashiers, do they pay the company by the hour the kiosk works? Of course not, that's ridiculous. So the savings will be kept by the companies who use these robots. Just like you don't pay the maker of the tools you're using by the hour of use. A lot of the napkin calculations fall apart on making broad assumptions like these. Remember when Tesla says the best part is no part? If you figure out how to make fries without workers, you don't need robots. Kiosks and simple machines can replace workers, robots will only be used in certain places. The best process is no process. The best robot is no robot.
There is not enough raw and recycled metals available for Tesla to hit this market cap. Tesla's tam is infinite. But the raw materials to address that tam are not. And I am a Tesla investor and a bull on autonomy.
robots are taking over the earth, but not tesla's optimus. They are so far behind it's comical. When you browse the robotics subreddits you see hobbyist that make robots on their free time with pocket money and have robots that are further ahead than tesla. And that's taking optimus at face value and trusting the videos tesla presented us on the progress of optimus. But when you dig a bit deeper you find that these videos show actually very mundane tasks for robots and there are a lot of cuts and editing in these videos that begs the question about how genuine they are. Honestly there are a lot of other robots that do better. In the last 3 years i've really started to doubt every word Elon ever said. He is so wrong on many levels particularly his delivery prediction (but also wrong on very basic engineering and programming stuf) so if he says we'll have optimus next year, you know for certain that we don't have optimus before 8 years. Look at the cybertruck that started selling 8 years after he announced we'd have them next year. He claims to be selling 1000 cybertrucks per week now in 2024, but in reality a little less than 4000 were produced since the start of the year. Every single word that man says is a lie. Also it's much easier for a 500 M$ company to 10x than a 1T$ company to 10x. So if you are looking for growth potential, look at companies like Boston Dynamics, UiPath, AeroVironment, Accuray, Stryker. Even iRobot seems like a better play than tesla.
No argument on the basic premises on autonomous driving--however, as it becomes obviously 10X (already arguably is) safer, regulators will be forced to allow it.
Re: We don't need as many people [55:00]: All industrialized nations tend to have less kids when they have industrialized. I guess that could be because you don't need as many people to do the new jobs.
X Comments / tweets is essentially unrealized data that can be another source of Ai training to ensure more human like experience with human interaction of robotics. That is worth multiple billions.
そして、アニミズムを信仰できる日本人は、西洋人と異なり、ドラえもん(Doraemon)にも教育されてきているので、ロボットを受け入れるは準備ができています。さらに、日本人の金融資産は2000 trillion Yen を保有している。この日本円でロボットまたはロボット産業、ロボット企業、ロボット技術を購入し、ロボット社会を実装します。さらに、日本の国土は狭いため、産業集積を高度な水準で強力に推し進めていくために、ロボットを製造するためのロボットを導入します。さらに、月面及び月内部の開発を進め、火星にロボットを毎日ロケットで送付し続けることになります。 さらに、ロボット自身がロケットのように飛んでいくことになります。火星でもロボットが生産され、火星に人間が住めるようにWe will soon have to Terraform Mars.我々はSmartphoneなんか下らない遊び道具を作っている暇はない。人間の手足の代替品をすぐにでも実用化し、販売し収益化し、新しい資源を開拓しないと、この狭い地球上で、宗教戦争以上の下らない殺し合いと、食物の奪い合いと、環境破壊をすることになる。ロボットは単に家事や育児、建設請負人夫、レストランのwaitress、介護従事者、sex mashine として、消費されるために製造されることが目的ではなく、人間の資本になるために、開発を急ぐ必要がある。
As someone who is pretty smart, and have worked allot of jobs over the year because of curiosity ... There is no way in hell humanoids are getting any real work done in the next 20yrs.
Sorry but I don't think the bro in the middle has ever even worked anywhere near any of these jobs before. Automation will continue to happen. But not humanoids.
The amount of hate im seeing in the comments im buying more. i already own 689 shares. im going for 1,000 shares. This is where the money is made being different and not thinking like everybody else
Hey guys. Can you add timestamps to the video for each section. It will help view time tremendously if people can hone in on the parts of the video that interest them.
4:56 Tesla to 10 trillion because of humanoid robots. I think Amazon have the edge because they are develop humanoid robots to make their warehouses more efficient. I think there will be numerous players, and the dark horses are those connected with the military industrial complex.
1:07:28 * I respectfully must disagree with this desire. Elon needs X to avoid government propaganda from dominating the narrative when Optimus bots become live. He is hedging for the backlash so that there is a neutral news source that can debate how universal basic income should be sought. Without ensuring there is a non-bias news source Optimus would likely cause massive riots when people have to swallow the pill of being replaced with robots and likely being unemployed. The real employment at that era will be raising families (Elon wants this, and ideally Optimus will make UBI pay parents for raising children) These sorts of conversations happening on X will facilitate Grok AI in presenting a proper in house answer to humanity’s varying viewpoints. Elon’s choice on X is brilliant. He is acquiring the brains that Optimus will need to ensure that when Tesla needs the LLM for vocabulary there will be proper competitive pricing instead of leaving that to the whims of the market to gouge him (and stifle progress)
It’s going to take much longer to hit that scale and it’s doubtful that TSLA will get a meaningful amount of market share. A lot of people will lose money if they buy into this hype.
Tom Zhu is becoming the Tim Cook at Tesla, he scaled Shanghai and is now in charge of all the factories
It is amazing to see this group understand what is happening to Tesla. Chris and Jordan were always very negative.
I'm still waiting. No one is talking about the semi truck factory and Mexico is dragging along way too slow and they have nothing else new for car factories.
@@victorblock3421 I'm waiting too but on the other side, 'bet the ranch' on it 5 yrs ago.
Your focus has nothing to do with the focus of this vid and by the time those things are well established, likely you missed half this move.
Smart intellectually disciplined ppl always maintain the possibility to change their minds.
@@Mrbfgray because they are willing to keep learning more and more
I know that a lot of Tesla investors wish Elon would dump X and move on....but one day we may hear how vital the AI learning capability from scraping millions of tweets daily led to the success of Optimus robots...
Racist robots? Nice.
"but one day we may hear how vital the AI learning capability from scraping millions of tweets daily led to the success of Optimus robots" Compared with that the Terminator robots seem friendly and rational....
How does the AI learn from tweets?
@@markavelisocallearn how to become a salty drama queen
@@lukang72 hahahaha... too funny.
One thing I’d want to note, he used 45k as the cost of making and training the robot. Tesla makes a car for less than that today so the robot is probably going to be more along the lines of 19-25k to build the robot. Tesla makes all the actuators and parts. Also how long do you really think it will take Tesla to ramp up a production line on a human sized robot when they assemble a model 3 in 45 seconds?
I think that they may be cl0ser to having this humanoid robot mostly created and ready to manufacture than is public known now..
45s is the rate at which Tesla’s roll off the line; not the time it takes to build one.
Think about it, 45 s is impossible. Maybe 10 hours is possible
I would like you to show me a car being built in 45 seconds. In 2045??
Musk's alarm about population collapse started before his 2021 Optimus bot concept without prototype. In July 2017, he tweeted in response to a New Scientist article on the topic. At 2019's World AI Conference with Jack Ma, he again highlighted this concern, showing his long-standing awareness, separate from his work in robotics.
Just ran across you on Brighter With Herbert. Great analysis. I’m now a subscriber. I’ve been fascinated with Tesla technologies for a while and I’m certain you guys are on track here.
I started investing in Tesla a few years ago but a little under water as my overall basis is 297. I am holding & it could take about 2 more years but then it will go crazy. Dojo, Bots, FSD, Energy.
I am no longer young and still working. I will just say I have way past $1 million in. Tesla will produce a flood of cash.
Wow $1 million in just Tesla? Are you going all in on tesla or you have other stocks?
@@galanoth17 It's the only stock I own but I do have a managed mixed of S&P 500 & bond funds but total worth about half the Tesla $$$ amount. I also own real estate that is worth about equal to the Tesla stock and funds combined. I must be crazy but like a challenge but I've been holding it over 2 years from now. Driving me a bit crazy. But manufacturing at that level takes a while. Building factories then ramping up. Unless FSD or bots happen soon, it will take
@@victorblock3421FSD is what I have my doubts about. Robots in manufacturing seems inevitable but self driving is going to be accidental prone and heavily regulated. It will take a long time
But your cash will be worth nothing
10 trillion dollars will be like 100 billion today…if that
Dollars anyone ?
@@samehabuerreish8785 I get it. I have little cash relative to assets. Less than 5% and I do have some bonds. I never stated I had any cash, because it's so little. I remember paying 30 or 32 cents for gas when I was 10 and mowing the lawn became one of my chores and walked down the street to fill up my chlorox gallon jug. I'm in my 60's but could live another 30 years. I know what garbage cash is.
MacDonald's already has an all-robot restaurant in Fort Worth, Texas!
The guy IN THE MIDDLE needs his own show. He doesn't need the other two guys to interrupt him. I will listen to him and him alone.
They are friends. Each compliment each other. Chris can barely turn on a tv, he needs Dave's tech knowledge and Jordan is the rationale one... But in erratic markets, you need chris to see what caused it.
@@jonathankr lol
Their balance is great. Unlike all in where Jason hijacks the comments
Chris is arguably the most important, but Dave and Jordan offer a lot of value. I think it works. But i agree, i really want to hear what Chris has to say, he seems like he has a serious intuition about whats going to happen next.
He is also started charities to help children and animals
Thank you for this episode.
The even long term goal is that bots are better equipped to traverse new planets and ecosystems
Mining astroids possibly they could always take over with telemetry.. maybe the colonization will begin with Optimus? So many options with robots it's crazy. On mar Optimus could run in R.T.G.
Alwyas lots of great info on your videos.
Also if Tesla can manage their software defined hardware for cars via OTA updates that’s a huge advantage for humanoid robots
What would be a reasonable strike price on Tesla call options expiring June 2026?
Stock is always the best option, just build quantity
Great show and even better topic 😅
In my DCF Model I get around 10 trillion without FSD and Bot.
Energy Cars is nearly enough.
My bot model is even higher because of not as conservative assumptions 😉
I think there will be numerous support companies like Jordan says but for sure Tesla will be huge, Yes, nursing home support and medical care!
agree with you guys.. thanks for the great content.
I’m willing to bet that it goes down exactly like you guys are describing at first with small human supervised tasks.. but we gotta add this in there what they learn, they don’t forget, and they learn faster than the human will go into a great big database in order to train other humanoids of such tasks.. it’s going to be crazy the evolution that’s going to unfold before our eyes in real time..
bullish Tesla.
Body is mostly figured out. Brain (software) is in fast progress. I believe we’ll see the first commercially available optimus later this year.
The first company to make 1 tril in revenue, will be the first 10 trillion dollar company
There are already R2D2 type robots at Asian restaurants that bring your food. Now imagine Tesla bot that asks how many in your party and walk you over to your table. It’s no brainer for restaurant ower to buy $25k Teslabot vs hiring a hostess/waitress. 🤷♂
The humanoid robot is just silly. I do think Tesla is the next GE.
Selling energy storage, leasing cars for minutes at a time, house heat pumps, the humanoids are already developed in other countries and Tesla market share will be gobbled up so fast for all of these menial tasks.
Good comparing tbh. Wouldnt suprice me if it goes sideways a bit here and then down slowly and that X is getting bankrupt and Musk fades into the dark and nobody cares anymore. I mean he has been rich for literally only 3 years at this point. Many seem to forget how short of a time Tesla has been at this marketcap. Or even close to it
The forecasting/mathematical acrobatics happening here are on fire! But this is still a really interesting conversation. Based on the projection of providing 1 million units each unit needs to be valued at $10m for them to hit $10t.
One thing not mentioned is that Tesla Dojo will be the biggest computer in the World in 2024. It will train the Bots and FSD . The Mega Packs are going to make sooooo much and not a lot of people have no clue...!!! just a few things to think about and that Elon and Tesla will come up with about another 10 new ideas in the next 5 years....HMMMMMMM
Don't think TSLA will have that large of a market share of robots.
in sweden we pay a fortune as a company owner in employee tax before you get your paycheck that will be gone aswell
Great content as usual!! what are the names of these private companies?
My grandfather owned a blacksmith shop. Henry Ford pit them out of business. Times change.
Love the presentation. I think Jordan is humanoid. He has amazing facial expressions. He's a very smart humanoid I respect greatly. Can Spartanburg have some millions. Also Boynton Beach as they are small. Seriously, amazing.
There are no federal regulations/laws on autonomous cars in the U.S. A few states have laws, but there is less regulation than many people fear
Think of Teachers!! Each kid could get the equivalent of their own teacher.
$21 / hr for mfring seems VERY low. i would've expected something more like $50-$100 hour loaded all-in, including benefits, insurance, non-billable work (HR, IT, real estate, taxes, advertising, recruitment, sales costs/marketing, etc). ?
Great hosting
A robot will never be able to clean all the small details in a hotel room, therefore maids and other cleaning personnel will still be needed.
Hi from a suburb outside of Cape Town. A poor Tesla fan/investor. 🕺🏿🕺🏿
The multi-industry market demand for humanoid service is immense. Due to this, Chris makes a very strong case. I think he is correct regarding Tesla being well positioned, and desirous, to successfully execute, and reach a valuation of $10 trillion. Will Tesla be the first to reach $10 trillion market cap? Another company may reach $10 trillion prior to Tesla due to a related need, however Tesla will very likely reach $10 trillion, and beyond.
Two things:
At some point, robots will demand rights or say No.
What corporation will have the first AI/robot CEO?
Issue with assumptions: if there are a few companies selling these, the cost per hour paid (94k earnings) would be significantly lower due to supply and demand. Robot companies will compete and lower what they will accept.
Milking cats... 😂😂😂
Imagine if you can have an army of humanoid robots that can milk the cats for you!
Chris, help me get past Musk’s refusal to use radar/lidar, even as a safety redundancy?
I don't really understand your assumption that Tesla will be behind Figure AI in testing bots - they have their oun factories to work with. I think we should assume Tesla is already testing bots in real factory applications right now.
Yep. People have no idea what's coming
Every time the younger guys spoke, the older butted in and gave a 10 minute speech. Would have liked to have heard more from the other 2
you must be new here lol
They are all the same age
I asked bard about humanoid companies, and it didn't even list TSLA in the top 5
Bard’s biased 😂
Neither did Grok!
All the services you mention humanoids could be good fit for make total sense. The issue is there is no reason the robot doing that work has to look like a human. It may actually not look anything like a human and be more purpose built for their narrow range of tasks. Therefore there will be lots of providers and competition for work. No doubt this will add value to Tesla but I find it hard to think it will be anything close to a winner take all outcome.
Tesla was top of the game at time of this podcast but watching this post some 2 months later, there is one company just comes up who potentially a competitor namely Figure AI, so Tesla has to get a move on in order to stay on top.
I won't be fully convinced until we see the pace and magnitude of improvements in the end-to-end FSD approach. If this proves to be really effective then we'd know the same approach would be able to teach the humanoid pretty much anything that its body is physically capable of.
Let me help put 1 trillion into perspective for you. 1 trillion seconds is over 31,000 years.
Can you imagine a future where someone who's a great caring person and a wonderful conversationalist can be paid just to do that job. Hang out with someone, provide that human interaction that brightens someone's day and improves their life. Something that can't be monetized today but in the future could become something that people could demand in a world of abundance
Radioaktive material and bot wont work I Think, it would fry the Electronics
Hope we have enough energy for all these BOTS that does not create more flooding?
*Being a Tesla "fan boy" is about recognizing Telsa's management, engineering and manufacturing prowess.* _not having your nose planted up musk's backside!_
Oh yeah
just subscribed for you, thoughts on shrg
After this live session ive realised if a person like Chris can make millions anyone can be a billionaire in america lol
What is the smaller company?
Wait, it's not Peloton?
😂😂😂
😂
Add a tax per bot to the model. Equivalent to income tax revenue lost. Ex: 25% x $96,400/yr. = $24,100/yr.
X is necessary for the success of all of Tesla products people just don't see that now.
Don't be afraid Chris everything will be okay.
What about the chinese robot companies? they are doing it really well.
This can also bring back manufacturing to the US. No way China and other developing countries can compete anymore.
Elon has a lot of things he like to do so Tesla, X, Space X will continue to zoom upward!🚀
look at sci-fi movies. biggest problem will be lack of empaty and trust
Looking for a humanoid Robot play in a Private Investment. Apptronik, Figure_robot or agility robotics? Which one is it fellas??
The idea businesses will pay hourly for these robots is unlikely.
It would make them very expensive, thus opening the market to competitors who don't charge by the hour.
Imagine McDonalds who uses kiosks to replace cashiers, do they pay the company by the hour the kiosk works?
Of course not, that's ridiculous. So the savings will be kept by the companies who use these robots.
Just like you don't pay the maker of the tools you're using by the hour of use.
A lot of the napkin calculations fall apart on making broad assumptions like these.
Remember when Tesla says the best part is no part?
If you figure out how to make fries without workers, you don't need robots.
Kiosks and simple machines can replace workers, robots will only be used in certain places.
The best process is no process.
The best robot is no robot.
@gormenfreeman499 Spot on!
I need someone to help me comprehend how “All that cost gone” does not result in mass disposition of humans.
Haven’t watched yet, but let me guess… Chris is more excited about some crap than he’s ever been 🤔🙄
3mins 🥳🤣
Bingo. They are clowns.
The money saved by no wage robots will flow thru to company profits that will be taxed.
There is not enough raw and recycled metals available for Tesla to hit this market cap. Tesla's tam is infinite. But the raw materials to address that tam are not. And I am a Tesla investor and a bull on autonomy.
Google’s tam is unlimited, apple’s tam is unlimited, amazons’ tam is unlimited - this is not unique to only Tesla my guy
Chris be very careful with that leveraging stuff.
Margin is a tough deal.
Elon also warned anout this. 😊
finally pushed for the best company ever
Geesh, it took these guys 1 1/4 hrs to make their point. A robot probably could have done it in 15 minutes.
Your not bullish enough guys
robots are taking over the earth, but not tesla's optimus. They are so far behind it's comical. When you browse the robotics subreddits you see hobbyist that make robots on their free time with pocket money and have robots that are further ahead than tesla. And that's taking optimus at face value and trusting the videos tesla presented us on the progress of optimus. But when you dig a bit deeper you find that these videos show actually very mundane tasks for robots and there are a lot of cuts and editing in these videos that begs the question about how genuine they are.
Honestly there are a lot of other robots that do better. In the last 3 years i've really started to doubt every word Elon ever said. He is so wrong on many levels particularly his delivery prediction (but also wrong on very basic engineering and programming stuf) so if he says we'll have optimus next year, you know for certain that we don't have optimus before 8 years. Look at the cybertruck that started selling 8 years after he announced we'd have them next year. He claims to be selling 1000 cybertrucks per week now in 2024, but in reality a little less than 4000 were produced since the start of the year. Every single word that man says is a lie.
Also it's much easier for a 500 M$ company to 10x than a 1T$ company to 10x. So if you are looking for growth potential, look at companies like Boston Dynamics, UiPath, AeroVironment, Accuray, Stryker. Even iRobot seems like a better play than tesla.
What are your requirements for
your private Robotics Investment Fund It really grabs my attention
As a great potential opportunity
For the future
No argument on the basic premises on autonomous driving--however, as it becomes obviously 10X (already arguably is) safer, regulators will be forced to allow it.
Thing is it could take 20years
Can someone do me a huge favor and tell me what are the top four stocks that Chris recommend?
he wants robots to build colony on the moon..
Which is the company I don’t have time to watch this whole show before bed
These things will happen, but not in 6 years. Maybe 15 or more, but it will be a long time before these robots are mainstream in each of our lives.
I disagree. That's not how exponential growth works.
This comment won’t age well … will happen much sooner
Re: We don't need as many people [55:00]: All industrialized nations tend to have less kids when they have industrialized. I guess that could be because you don't need as many people to do the new jobs.
X Comments / tweets is essentially unrealized data that can be another source of Ai training to ensure more human like experience with human interaction of robotics. That is worth multiple billions.
日本人は少子化を心配しているけど、政府の対策は不十分だし、日本人には危機感がないです。クリスさんの指摘のとおり、ロボット労働者の導入が日本には受け入れられると思う。クリスさん、日本に来て、日本人にteslaを称賛してほしいよ。
そして、アニミズムを信仰できる日本人は、西洋人と異なり、ドラえもん(Doraemon)にも教育されてきているので、ロボットを受け入れるは準備ができています。さらに、日本人の金融資産は2000 trillion Yen を保有している。この日本円でロボットまたはロボット産業、ロボット企業、ロボット技術を購入し、ロボット社会を実装します。さらに、日本の国土は狭いため、産業集積を高度な水準で強力に推し進めていくために、ロボットを製造するためのロボットを導入します。さらに、月面及び月内部の開発を進め、火星にロボットを毎日ロケットで送付し続けることになります。
さらに、ロボット自身がロケットのように飛んでいくことになります。火星でもロボットが生産され、火星に人間が住めるようにWe will soon have to Terraform Mars.我々はSmartphoneなんか下らない遊び道具を作っている暇はない。人間の手足の代替品をすぐにでも実用化し、販売し収益化し、新しい資源を開拓しないと、この狭い地球上で、宗教戦争以上の下らない殺し合いと、食物の奪い合いと、環境破壊をすることになる。ロボットは単に家事や育児、建設請負人夫、レストランのwaitress、介護従事者、sex mashine として、消費されるために製造されることが目的ではなく、人間の資本になるために、開発を急ぐ必要がある。
So. People are going out of their minds in fear of AI, and you think humanoid robots are gonna take off?
If you want your friends to lose money, tell them about this channel 😂
Thanks!
Japan would LOVE the option of robots over having to bring in live human immigrants into Japan.
Immigrants = problems.
beautiufl
There is no "both sides" there is only one side TSLA
As someone who is pretty smart, and have worked allot of jobs over the year because of curiosity ... There is no way in hell humanoids are getting any real work done in the next 20yrs.
Sorry but I don't think the bro in the middle has ever even worked anywhere near any of these jobs before. Automation will continue to happen. But not humanoids.
dude.. every single person with a brain knows that. Doesnt take much to see that.
The amount of hate im seeing in the comments im buying more. i already own 689 shares. im going for 1,000 shares. This is where the money is made being different and not thinking like everybody else
Completed.
Hey guys. Can you add timestamps to the video for each section. It will help view time tremendously if people can hone in on the parts of the video that interest them.
I am not sure if TSLA will be a 10 billion dollars company, but I said all along that TLSA will be bigger than APPL within 5 to 7 years.
Tesla already has 25 billion in the bank... AND making profits every year Tesla may have the money themselves.
Elon will do many crazy things, count on it. 😊
4:56 Tesla to 10 trillion because of humanoid robots. I think Amazon have the edge because they are develop humanoid robots to make their warehouses more efficient. I think there will be numerous players, and the dark horses are those connected with the military industrial complex.
1:07:28 * I respectfully must disagree with this desire. Elon needs X to avoid government propaganda from dominating the narrative when Optimus bots become live.
He is hedging for the backlash so that there is a neutral news source that can debate how universal basic income should be sought.
Without ensuring there is a non-bias news source Optimus would likely cause massive riots when people have to swallow the pill of being replaced with robots and likely being unemployed.
The real employment at that era will be raising families (Elon wants this, and ideally Optimus will make UBI pay parents for raising children)
These sorts of conversations happening on X will facilitate Grok AI in presenting a proper in house answer to humanity’s varying viewpoints.
Elon’s choice on X is brilliant. He is acquiring the brains that Optimus will need to ensure that when Tesla needs the LLM for vocabulary there will be proper competitive pricing instead of leaving that to the whims of the market to gouge him (and stifle progress)
The whole world you’re describing I don’t want to be a part of. I’m glad that the Lord Jesus is going to come get us soon.
It’s going to take much longer to hit that scale and it’s doubtful that TSLA will get a meaningful amount of market share. A lot of people will lose money if they buy into this hype.