Tesla Optimus Robots

I think the point of the robots was to show off the progress they made in articulation, which has improved quite substantially. The hands in particular are pretty amazing.

BTW I do think the first phase of robots will be robots that are controlled remotely. For example, you can get a housekeeper or warehouse worker that's actually somewhere in Africa working for a tiny wage.

In any case, Tesla has a long history of having shady presentations. For example, in 2013 they had a battery swap event. The idea was that you would go to a station, and within 90 seconds, have the entire battery swapped out. So full charge in 90 seconds. At the time, I knew it was a total scam that would never happen. An Israeli company called Better Place went bankrupt trying to do just that. The economics of battery swapping don't make any sense, even if you assume that nothing ever goes wrong (it does lol).

The biggest scam of the recent Tesla event wasn't that the robots had humans talking remotely. People know LLMs aren't at the level where they can speak like that. That was more of a glimpse into the the future. The biggest scam of the recent Tesla event was the butterfly doors of the cybercab. That simply won't be the final version. Butterfly doors are too expensive. The final product will be look far less sexy.

But in the end, the Tesla presentations don't matter. They have the best engineers in the world and ultimately deliver a product, and so the company will continue to grow.

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