Tesla Optimus (humanoid robot) is going to be wild (Ep. 765)

Tesla's Optimus humanoid robot could potentially revolutionize the world with its ability to learn and perform countless physical tasks through over-the-air software updates. As AI capabilities continue to skyrocket, the usefulness of the robot will exponentially increase, driving demand for the product and allowing it to take advantage of the rapid improvements in artificial intelligence.
Social
🐦 Twitter / heydave7
🎧 Apple Podcast: podcasts.apple...
🎙️Spotify open.spotify.c...
📸 Instagram / heydave7
Dave Lee on Parenting, / @daveleeonlife7659
NOTE: Please don’t fall for scammers who might impersonate me or others in the comment section. I do NOT give out my number or ask people to contact me.
💁🏻‍♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Should you need such advice, consult a licensed financial or tax advisor. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is long TSLA and other stocks at time of original video publish date.
Check out my archived articles/posts on Tesla and investing: teslamotorsclu...
#Tesla #TSLA #Stocks

[@TheScottShepard]

I got an OTA update by watching Dave Lee

[@harrygroundwater2590]

😂

[@brainbits6065]

😂😂😂😂

[@chrishorner8476]

Can’t wait to see the forums complaining about Tesla being late on getting out a carbonara recipe

[@larsnystrom6698]

If you teach it that, maybe you can get a cent every time an Optimus cook it. That incentative would flood it's recipe repertoire!

[@IamtheDill]

If Optimus would have had wheels, it would have been a bike.

[@corkygoss7403]

Very funny!

[@JW-tc6pt]

British carbonara eh? 😂

[@bloodaid]

I bet there will be a subreddit called r/optimush

[@thisoldjapanesehouse]

I just need Optimus to help cut the grass and pull weeds. That would so be amazing.

[@sudeeptaghosh]

The way 2017 hardware drives a 2 ton car at speed of over 80 , doing your request is a cake walk .. I want robots to sort trash so that more can get recycled and less gets polluted 🙏

[@windowsdown3684]

I just need Optimusette

[@casperhansen826]

I have a robot that cuts the grass with FSD and Scheduling, really not a worthy task for Optimus. But trim bushes and hedges would be great

[@Jolly-Green-Steve]

You are gonna have a dirty robot. I hope they are easy to clean.

[@donovan1333]

A robot with a non humanoid factor would be more efficient for that task

[@rd237o]

As a polio survivor in his 70's, having Optimus to lift me up (from the floor or potty) would be life changing. No telling what else it could do. Can't wait to get mine🙃

[@Atgul-z6o]

Seems like you could put on an Optimus exoskeleton to get you around.

[@farmerfarmerer3847]

yep, could save some of us from the resthome aswell.

[@gptiede]

If you are over 30, think of how much the smart phone has changed society and daily life. Optimus will be orders of magnitude more capable than a smart phone, so it is difficult to imagine how much it and its ilk will change life.

[@mddell24]

How did you calculate the magnitudes? Imagination is not reality.

[@SteveFarmerMusic]

​@@mddell24... Imagination is ABSOLUTELY what drives change and innovation!!

[@ChronicKPOP]

@@SteveFarmerMusic invest then imagine :) good luck

[@ChronicKPOP]

think how long it took for the smart phone to mature, how many decades.. how many iterations and it's no robot... the robot will take 10x longer... think in terms of decades and not years. People are investing based on Hollywood movies.

[@SteveFarmerMusic]

@@ChronicKPOP ... your correlation may be correct... or it may be absolutely incorrect. The real question is, how do you KNOW which is correct, and to what degree?. We can't know that. Only time will truly tell. "Investing" is always toward the future, and determining a personally acceptable thesis toward to reason to be specifically invested into the idea (it's always idea, i.e. "imagination", in the early stages of iteration). Best of "luck" to all! 😄

[@hodders9834]

Can't wait till Optimus can sit there with me and teach me to play musical instruments like a teacher then pour a double whiskey 🤣

[@SkyCuration]

Optimus is the ultimate product.

[@darylfoster7944]

You should try the whiskey before the music lesson

[@erictheblue7256]

I'm only letting Optimus pour me a double if he shares a glass with me.😁

[@shahryaralamgir5222]

❤❤❤​@@SkyCuration

[@Michael-il5wd]

Hi Dave glad to have you back!

[@67buzzo]

I think humans will be hooked on their personal robot like a smart phone is for us now.

[@deltaechomusicnh555]

I don't think so.

[@bru512]

Sad, but likely true

[@mddell24]

@@bru512 Never going to be true, even from a basic physics stand. Humans are extremely agile in and out of vehicle/PT/buildings/snow/ice/wind rain hot cold ... Humans are 100+ more energy efficient, Our vision is light years ahead of digital vision... The whole idea a machine can mimic organic life is so disconnected from reality.

[@johannesdolch]

Optimus should be able to perform maintenance on itself

[@malkum61]

Or meet up with other Optimi and repair each other 😊

[@johannesdolch]

@@malkum61 Maybe even Free-for-all group repair sessions.

[@SteveFarmerMusic]

​@@johannesdolch... this is getting more fun by the minute! 😁🤣

[@howtoactuallyinvest]

FSD v14 will have us sleeping in our cars behind the wheel. FSD vOptimus will have us replacing our girlfriends

[@wheelofcheese100]

Optimus will have us replacing our GFs 😂 👍👍👍

[@howtoactuallyinvest]

And boyfriends

[@wheelofcheese100]

@@howtoactuallyinvest 😳 😂

[@darylfoster7944]

@@wheelofcheese100 that will be the end of humanity

[@BaileyJames-zv2ddd]

Without a doubt, this year will be worse than the last. I lost a lot of money last year as a result of bad investment choices that I would not have made if I hadn't been so worried about my portfolio. I kept investing, but I couldn't determine whether to start paying for a house. In the end, I sold my positions, and the house needed more work than I had planned. I'm not sure how long I can keep going like this

[@ms_christinejones]

Everybody has erred at some point. It's wise that you think about financial planning.

[@BaileyJames-zv2ddd]

Please let me know who your adviser is if it's okay; I need some recommendations

[@agentjacob4099]

*Leah* *Foster* *Alderman*

[@agentjacob4099]

Simply glance over her details to learn more.

[@realdeal3262]

Another advisor Scam 😂 👆

[@philipmartin3075]

In about 20-30 years I will need someone to help me walk, clean my house, and cook my food. I'm actually looking forward to Optimus.

[@sazidashraf6306]

We missed you dave. Thanks for coming back

[@Mojo16011973]

Optimus will benefit from solving the hardest AI problem of them all, FSD. One of the most complicated things we learn as humans is to drive. Most other tasks will be easier to achieve.

[@joeschey8836]

We allow teenagers with a few hours training to do this, with no restriction on intelligence level, other than being able to answer some basic rules test.

[@Mojo16011973]

@@joeschey8836 yep, and their insurance is x5 what experienced drivers pay(well in my country anyway)

[@darylfoster7944]

Driving really isn't that difficult. Stay in your lane, except when passing, keep proper distance, don't turn into oncoming traffic, check blind spot before changing lanes. The rules are really simple, it's just that people don't follow the rules.

[@bartvanderheijden7055]

FSD is basically a 2D, non- communicative, limited action model. For a functioning robot you need a 3D model with communication and full manouverability. In short you better start from scratch and only us some modules from FSD.

[@lessegomorepeace]

So glad to have you back Dave. You offer a unique perspective and are a great guy. Wishing you peace and love ❤️

[@a1asdairpage]

I can imagine there being a hardware cost up front, as well as a subscription cost to packages of skills. Such as a household task subscription for $100/mo and then other ones you may not need all the time. I very much doubt (sadly) that it'll be a one-time purchase and done. I think we'll have to subscribe to get the new features.

[@ricoma6037]

Now my wife wants ME to get an OTA udate....😮

[@mrpaul5726]

Totally agree Dave. For example I am going to have my Optimus as my doubles partner and training partner in Table Tennis. In addition my Optimus (Called Dave by the way or maybe Wilson) is also going to ride as my No.2 on my Tandem Bike. I could go on but you get my drift.

[@bartvanderheijden7055]

Yes we get it you are lonely.

[@charleschen4766]

There will be millions of Optimus applications. One way to scale apps development is to open the Optimus store, which allows 3rd party apps development.

[@Uofmdoc]

Dave you are the best.

[@bobdyck8508]

So glad you are back.

[@ericdewitt1865]

Great insight Dave, you are always expanding my way of thinking! Just the first few thoughts of this video got me thinking in new ways of thinking about the robots. They don't need the same info that the cars do to be effective. They can advance quicker and more easily because they don't always need to avoid causing damage in the way that cars do. Conclusion : They will be here quicker than we all thought...

[@noahgrady3628]

He actually talked that whole time…. Amazing

[@mddell24]

I stopped watching - I don't like nonsense.

[@matthewrivera5528]

I think this could be a game changer for people who need assistance around the home due to physical limitations or in other fields where there is short staffing due to the lack of an interested workforce. Home health care could be helpful for physically demanding duties. Nurses working side by side with these bots. Patients being able to get a nurse while simpler tasks are handled by the bots. There is so much potential.

[@Hippiemountain]

we'll all have VR goggles to train our bots.

[@ISuperTed]

I’m really only interested in what this will mean for Tesla stock in the long term. I’d imagine Teslabot will be a business product for quite a long time - deployed by Tesla itself initially and then available to other businesses. There’s a big market here and I doubt Tesla will need/want to go to a consumer version for a while yet. Yes, it may mean eventually we can have ‘buddies’ etc. but I don’t see this as the primary sales channel, it will be way easier to sell it to businesses first.

[@ArthurLA]

I'm extremely confident the business model that makes the most sense that I believe Tesla will implement will be one where a good amount of generalized tasks will be included with an Optimus purchase/lease - things like cleaning, lifting, moving things around, walking the dog, carrying on a conversation, etc. The general everyday user will likely not need the more specialized skills. I think those specialized skills will be individual packages paid for separately based on who needs what. For example, say there was a specialized gardening skill. People who want the bot to do gardening will pay for that skill separately, get an OTA update, and tell Optimus to do gardening. Matrix style!! This is the best way for Tesla to keep the initial costs low for high-utility generalized solutions for the vast majority of consumers while at the same time allowing an infinitely scaling set of skills and revenue. P.S. All bots will have names and will learn the voices of everyone in the household!

[@renaat100]

Think of an app store for Optimus functionalities like cooking, gardening, cleaning,...

[@renaat100]

Possibly 3rd party AI companies can also build specific Optimus functionalities and sell them in the Tesla app store.

[@craigruchman7007]

I forgot to consider OTA for Optimus… when a robot somewhere learns a new task all the rest will potentially learn it as well via the OTA update, a mind blowing concept when there are thousands then millions of bots.

[@shereefmohammed3877]

Hey do you think Optimus will have an app store. People could build apps for skills and make money. Robot owners could download the app nd pay and get additional functionalities

[@MarkTribe-c8e]

Curious about android robot battery/energy use and expenditure. How often do they need to be recharged?

[@genjamin]

not to be rude but isn't what you're saying extremely obvious to your audience? there will likely be an app store to download certain skills to your bot, not just OTAs.

[@gentrydc1]

This seems the logical way to do it. Anyone will be able to teach An Optimus new skills and can then be submitted to the App Store for others to purchase. Scary stuff. But I can't see how this won't be inevitable

[@genjamin]

@@gentrydc1 yeah I hadn’t considered it being concerning but I suppose you’re right, there are many safety issues to consider.

[@colinkeizer7353]

How much should we expect to be able to cram into one Optimus? Foundation skills plus First-Aid plus gardening, harvesting, preserving, preparing and serving food. Add on kindergarten through high school teaching, sports training and coaching, referee. Sewing and darning and replacing buttons, maybe repairing zippers, also. I could go on and on and on, but you get the idea. I definitely agree with those who suggest just in time updates with specific skills sets. Does that also imply deleting unused skills to make space available for different skills? Will it be possible to purchase memory expansion?

[@djcardwell]

Not NEARLY as insane as the cyber truck when that comes out

[@scottjacobsen2889]

You made me think of things I haven’t thought of before. Thank you.

[@mrretired2715]

I dont believe in AI until a robot can tie a shoelace.

[@denisharding5606]

Good point. Elon said that he will show Optimus threading a needle, which to me is a similar level of difficulty.

[@mrretired2715]

@@denisharding5606 unsure as threading a needle is straight. Tieing a shoelace involves high level of co-ordination and dexterity and complex feeling and skill. But a human kid can do it. AI cant? Then its not that intelligent. Its just good at learning thats all and then relaying

[@alohapigeons9440]

I thought Elon said OTA updates would be dangerous and it wouldn’t happen with Optimus.

[@AMeierhoefer]

Dave, I have been wondering if a Optimus Robot who si talked to track the content in a warehouse could be tempted to lie about the findings or manipulated in some way?

[@kevinmerrell9952]

Eventually a given hardware setup will top out in what can do. There are only so many weights in the model. Over time, the robots will need more storage and compute (therefore more battery) to offer more complicated or finessed skills.

[@GUIGU32]

It’s going to be literally “The Matrix” …. … “operator show me kung-fu”

[@peanutaxis]

I estimate that the ETA of a domestically capable robot would be about 2040.

[@larsnystrom6698]

For a while, our favorite human job will be Optimus teacher!

[@iDarekZ]

Dave I have the idea. What if Optimus will be able to drive a ICE car? All aktualne ICE cars will be FSD cars or ICE robotaxis?

[@Atgul-z6o]

As complex as weed pulling is, I’m skeptical that a robot could manage this task. There is a balance between pressure, hand/surface area grip to force, feeling the root release with the correct rate/force to eliminate breaking off the stem and leaving the root etc.

[@IamtheDill]

They should make a 100ft tall Optimus.

[@corylohanlon]

I'm skeptical of how capable optimus could be at a thing like farming. That work takes a ton of energy, it's obviously introducing all kinds of contamination and dirt, it requires extreme dexterity and probably a high sense of touch, not just vision, as you're doing things within the soil that you can't even see... I'm optimistic but that sounds like a use case that's way down the road

[@OCMike]

Will my Optimus qualify as a passenger so I can use the HOV lanes? :)

[@jaythomas3224]

Forget AI the main hurdle for humanoid robots is bi ped walking. The ones we see walking are on flat surfaces. Even stairs they take there times. Humans without thinking lean forward up a hill on a side to side stride. Down the hill you lean back. Rocky, muddy terrain your brain is constantly balancing you while you feel you occasionally adjust and balance on uneven terrain a robot will have to be able to pivot and regain its balance let's say loose soil as it can be difficult sometimes for humans. We can have a machine falling over on humans

[@thefutureisplaid3346]

I thought Elon said he would NOT allow OTA software updates because of the potential of it going rouge and creating a terminator type situation? I think it’s a prudent decision to not allow Optimus to have OTA software updates.

[@optimusprime8289]

Dave, can you do a napkin math about the Tesla bot ? And thx for all the great insights you gave to us!

[@larsnystrom6698]

Home cooking and cleaning would make me want it!

[@tonyhaley7946]

You will be able to train the robot your self through vision

[@corkygoss7403]

Thanks Dave. You helped me learn. Old-style.

[@oasistobe]

If you think carefully about the fine motor skills that are required to fix a toilet or weed a garden, you will realize humanoid robots will not be doing these tasks anytime soon. Also dirt and water don’t mix well with most machines.

[@sat7755]

Thanks Dave for the exceptional run down on Bots infinite possibilities. Definitely OTA with learning power to boot, it will become an extremely useful tool for all seasons and for all purposes and no meaningful competition in sight, but they will eventually show up, but by the time they come around to build anything close I am sure Elon beautiful mind will make them obsolete, with some other marvelous diabolic invention better change to angelic, as Elon is definitely at the right side of God considering how much he will be able to achieve that benefits men kind.

[@jaylewis9876]

If it downloads a recipe request per owner they will expand the repertoire exponentially until all of them know how to cook every version of every meal.

[@ruthpate788]

😊Thanks for giving us the information and advancements that this Optimus can accomplish!🤔 But I do have a concern about where my private family information will finally wind up at. 🙄 I mean like China they use AI to closely monitor their people. I wouldn't want that to happen here!🇺🇸❤

[@sunjun222]

No more shoveling snow. Wow

[@Jolly-Green-Steve]

Watch an OTA update in 2027 be hacked by Skynet A.I. and Optimus goes into full murder mode and tries to keep stabbing you with a knife. Owners better keep an aluminum baseball bat near by.

[@RobertSpitzer]

Tesla is so far behind the competition, even with all the faked videos they've made of the Tesla-bot.

[@rmkep]

That is some fanciful speculation Dave ...

[@andrewgotlost]

The potential for abuse of such an appliance is wild. Imagine if China gave every home a helper bot. Helper bot listens. Helper bot reports. Govt. presses some buttons. Helper bot escorts you out of your mortal form.

[@paulpaul7777]

In future, everyone need at least 1 humanoid robot from Tesla

[@larsnystrom6698]

We need at least two Optimus. One at home, the other(s) to lease out for getting an income.

[@perjohanohlsson]

The robot will also need to learn where my fridge is and what beer I prefer. I guess that is local knowledge that should not be distributed.

[@737smartin]

But the knowledge that cold beer is in the refrigerator, and refrigerators are usually found in the kitchen, which is usually near the living room, which is near the front entry door IS “universal knowledge” that MAY let your robot successfully bring you the beer you desire as soon as you bring it home.

[@perjohanohlsson]

@@737smartin, So it is a gray area in between with general knowledge and local knowledge. It will be very interesting to follow the development.

[@737smartin]

@@perjohanohlsson Certainly, having more general intelligence can help you negotiate new problems adequately. Likewise, an idiot with specialized training may be able to execute a specific task better than a genius--especially the first time or two.

[@JollyBeef]

I can’t help but feel the optimism on Optima is overhyped and will take substantially longer to produce a functional productive robot.

[@annafilban2859]

Cartwheel?

[@importon]

At this point we can't assume tesla with execute well

[@gregsutton2400]

be interesting to see how optimus works with humans. Optimus, we are going to fold this sheet, I will hold this end, you do the same as I am at the other end.

[@dannnnnnn91]

The stock pumper Dave

[@themoff332]

Wraps for the tesla bot! C3PO anyone!?

[@angelalvarenga566]

ohhhh el pueblo lo 😀quiere 100 años más

[@bfrysuns]

As we race.towards the cliff man we are dummies

[@billbell3737]

I can see thousands of apps you can buy. You can lease a basic cooking app then add on a 3rd party Chinese or Mexican cooking app. I could see literally millions of 3rd party apps that could be leased. Tesla could take a 30% cut similar to the Apple app store. I could see trillions/year in revenue.

[@paullo8268]

there will be app store for anyone uploading their skill and selling them. ".....I know Kung Fu...." 👊🥋

[@DanIngham]

Martial arts download complete - Matrix style

[@billtruttschel]

It will be like The Matrix. It will be able to download the capacity to fly a helicopter.

[@TeslaEVolution]

Dave so you don't think the Tesla bot will be doing anything then ; ) LOL. A tad biased, but heres the THING TIMELINE.....WHEN do you think things will happen?

[@PahelBrunis]

this is the worst thing we're doing to ourselves EVER.

[@flattire707]

Optimus will download apps just like your phone. Apps such as cooking, gardening. Why not EMT or electrician or plumber or nanny. I am sure I could keep it busy around the house full time. It is not that far away.

[@clantran5445]

Go Elon to the moon, we need you to rule this world

[@쥐리리-d8f]

Mine will be named Sonny 😏

[@ChronicKPOP]

no less than 25 years.... sorry folks, for now it's a gimmicky toy - not to be taken seriously anytime soon. AI yes.. but mechanical takes an extreme amount of time to mature. Never ever ever count on these to make money. If you doubt it, look to Boston Dynamics.

[@sempleinvest906]

eergh.. privacy issues, think people get comfy having this online hooked up cameras walking around thier home?

[@batchint]

we haven’t seen a year old doing the two year old in… 😂

[@baggetta]

OAUs is just The Matrix is coming to real life.

[@talktorobi]

I'd rather they have built-in obsolescence so that people come back to buy the new shiny one, more money printing!!

[@jopinlim8740]

what if Optimus wake up one day and don't wanna do what is told and decided to throw you off the window?

[@flyshacker]

You push the off button

[@justinliu1570]

Hopefully no execute order 66

[@eshuang7222]

Any company other than Tesla will charge for every software update for perpetual recurrent revenue...

[@CyberTankMan]

👍

[@nunobartolo2908]

Won’t work because non physical ai will displace so much knowledge workers that they will offer to do the physical jobs for such low costs that physical robots and maintenance won’t be appealing

[@sirus312]

Optimus is going to be a joke. We’ve been hearing this for 50-100 years. We’d be foolish to think now is the time

[@TomTom-cm2oq]

I beg you to stop saying “anyways” like a California schoolgirl. It’s anyway. Anyways means nothing.

[@zyrrhos]

Anyways is a nonstandard form of anyway. It's part of our vernacular. It's not just California.

[@patrickjreid]

I just can't justify bringing a spy for Elon into my home.

[@jlee8615]

If it can clean cat litter boxes, feed my cats, pick up all cat hair from the stairways, organize my closet, clean and organize the fridge, take out garbage, cook dinner, make my bed, do laundry fold and put them away, style my hair in the morning, and maybe go to work for me… I’d be willing to buy one. Heck, I wont evn need a husband.

[@Gabriel.-pc5uc]

It has long fingers too.

[@helmutshotthesheriff1942]

❤

[@mikafiltenborg7572]

🤖🤖= 💰💰💰💰💰💰💰💰💰💰💰💰💰💰💰💰💰💰💰💰💰💰💰💰💰

[@bartvanderheijden7055]

What was the usefulness of this video? I would say zero.

[@1_minute_stealer]

Too many IFs

[@Angeleye500]

Kama Sutra ota😂