Elon's BIG Tesla Optimus Robot Update | Tesla's REAL WORLD AI Lead

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Elon Musk recently explained why Tesla is UNIQUELY positioned to be a world leader in robotics and why it is nearly impossible for a startup to accomplish what Tesla can. In this video I discuss what Elon revealed.
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Image & Video Clip Sources:
1. Tesla video clips/images used in the video courtesy of Tesla, Inc. (where noted in the video).
Data Sources:
Tesla 2024 Shareholder Meeting: • 2024 Annual Shareholde...
/ drjimfan
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/ tesla_optimus
www.act-news.com/news/teslas-...
NOTE: The content found in this video should NOT be regarded as financial advice. I am not a financial advisor, and this is NOT in any way a recommendation or offer to buy or sell securities. While the information in this video is believed to be accurate at the time of recording, no guarantees are being made about the accuracy of the information presented in the video. As of the recording of this video, I am NOT invested in Tesla stock or securities, nor any other company mentioned in this video.

[@Cleanerwatt]

Go to nordvpn.com/cleanerwatt to get a 2-year plan + 4 months extra with a huge discount. It’s risk free with Nord’s 30 day money-back guarantee!

[@francescoambrosino1765]

Do you think that Tesla's Optimus humanoid robot will be able to read, write, reason, think, simulate emotions, feelings, have reflexes, senses, etc.

[@francescoambrosino1765]

There are just a few months left until the release of CHATGPT 5 and the FOURTH INDUSTRIAL REVOLUTION will take place!!!!!

[@francescoambrosino1765]

You promised to bring more videos on UNIVERSAL BASIC INCOME

[@francescoambrosino1765]

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...

[@francescoambrosino1765]

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.

[@fredhearty1762]

Playing the piano would be a great demo -- READING SHEET MUSIC and playing it on the piano would be next level.

[@travisjazzbo3490]

That would be excellent for marketing and no doubt very, very close to happening.

[@tech5298]

Sonny: “Can you, detective?

[@pedrosura]

I’ll be happy if the robot learns to use both hands for now. Appears to be right handed with a horrible previous accident that rendered the arm useless or maybe the robot had polio

[@anydaynow01]

Optimus and the vision based AI they are perfecting with FSD will position them perfectly for manufacturing. A Gigafactory will essentially be run by a skeleton crew of humans with robotics driving down the cost of production to essentially just materials and a bit of energy for charging, they technically won't even need much climate control or lighting in a factory run by robots. There are plenty of other manufacturers that would jump on using Optimus and vision based AI also.

[@danielforderer968]

thank you john. you always do great videos.

[@user-qg5qb7cg4p]

Robots like Sugar that can be given instructions through dialogue are amazing.

[@tomtom9792]

LOL keep drinking the Koolaid😂

[@FreestyleJameZ]

In addition, I currently own shares in TSLA, APPL, PALANTIR, and NVDA. While I have no problem with these stocks sitting around for a while, I would also want to take advantage of possibilities that could sell for $200,000 or less in the near future.

[@bandboyAntonio]

Consult a financial counselor if you require guidance on short-term investing. In this field, they are far more knowledgeable and skilled.

[@collins.l454]

Many people minimize the importance of advisers until their own feelings get in the way. A few summers ago, following a protracted divorce, I needed a significant push to keep my firm afloat. I looked for licensed advisors and found someone with the highest qualifications. Despite inflation, she has assisted in increasing my reserve from $275k to $850k.

[@FreestyleJameZ]

This is really great. Do you think you could recommend any experts or advisors that I should speak with over the phone? I really need to allocate my portfolio properly.

[@collins.l454]

Yes, there are those that are knowledgeable in their field. I have been with *Leah* *Foster* *Alderman* for the last five years or more, and her returns have been nothing short of extraordinary. I have tried a few others in the past.

[@jimmaag4274]

I was hoping for a Nigerian prince who was helping people with wealth management on a pro-bono basis.

[@clavo3352]

Tremendous expectations, I am impressed. The health care bots will surely be of global importance.

[@georgefeehly2993]

Replacing existing teachers with Teslabots could be accomplished by making them teacher's aides first, so the bot will be able to fact-check the subject being taught, with no bias. (Especially History).

[@user-qh9lu5cl6n]

How can you live with your library arranged by COLOUR?

[@EnriqueAThieleSolivan]

It looks prettier that way. He only knows where ia an specific book.

[@InspireLifeGoals]

Yeah, your VIRTUAL (😂) background looks very nice. Thanks for the content.

[@PaulMcB873]

AI Champion for driving vehicles. This is very different than AI for the internet browser. These are different categories.

[@francescoambrosino1765]

Do you think that Tesla's Optimus humanoid robot will be able to read, write, reason, think, simulate emotions, feelings, have reflexes, senses, etc.

[@budgetaudiophilelife-long5461]

🙋‍♂️THANKS JON ,FOR THE UPDATE ON OPTIMUS ,…IMHHO…YOUR ENTHUSIASM IS WELL WARRANTED,🤗💚💚💚

[@johannesdolch]

TL:DR It's a rehash of investor day about three weeks late.

[@charlesrovira5707]

I am anticipating a *StarShip* landing on the *Moon* with a cargo hold half-filled with *Optimii Prime* and a specially prepared *CyberTruck* ready to start clearing regolith for a wider, more permanent landing area. The next *StarShip* should contain a *MegaPack* and lots of solar panels.

[@incognitotorpedo42]

You might be underestimating what it would take to make a Cybertruck work reliably in a vacuum with large temperature extremes and sharp, abrasive moon dust that gets into everything. Likewise for Optimus. I hope you're right. I'm not holding my breath, but that would be a really cool outcome. (also less crazy than living on Mars)

[@AudiTTQuattro2003]

The lack of understanding about the environment on the moon is perplexing. None of these technologies would service 24 hrs.

[@41istair]

5:27 Merely watching a skilled individual is not sufficient training to accomplish many tasks to a high standard (IE, an outcome where no additional human 're-work' is required to address robotic mistakes). What is also important is to hear and comprehend a competent 'running commentary' from the professional, detailing all the considerations, experience and full situational awareness that person is incorporating into their decision making at every moment.

[@incognitotorpedo42]

Maybe that's the kind of videos they intend to create. I doubt they would tell Optimus to just go find a KZbin video that shows how to do something in a car factory.

[@larsnystrom6698]

Why not let Optimus loose in the Gigafactory, watching the workers there, and finding out which jobs they can do? It all depends on how smart they are. The easy thing is to be like an industrial robot with vision, just repeating exactly what a human did. But we want them to understand what they are doing and why, and improve the way they do it by themselves. Idealy, they would omlu have to be told what to do, and figure it out by themselves. I guess it will take some development until they start giving suggestions about how to improve the factory, though!

[@stueygewy]

I'm curious why John @Cleanerwatt is NOT a Tesla investor... it's not like it would be a conflict of interest as many other KZbinrs/influencers who cover Tesla like Dave Lee, Farzad, StevenMarkRyan, Dillon Loomis (Electrified), Dr. Know it all, etc. ARE $TSLA shareholders... I mean you do NOT not even hold ONE share?!

[@megamind1359]

😂 5:35 KZbin just flooded with videos of people whose whole channel is them performing different tasks to teach your optimist. How to do things. Look at me. Scrubing my floor, watch me clean my toilet😅.

[@Cleanerwatt]

Haha... that is probably true. A whole new niche.

[@davidwilkie9551]

Working on the digital data duplicate processing and categorization of video themes by labelling techniques will continue.., in recognition of Logarithmic Time Communication In-form-ation Actuality, by default.

[@jackylsmith8138]

Merely late, FSD is merely late. It’s 2024 and he said back in 2017 it would be out by the end of the year. It’s over 7 years later and it’s still not out what was promised.

[@MrQuay03]

Hard to predict cutting edge tech, ya? Sometimes, they go right. Most of the times, things take longer

[@JustAThought01]

Creating a miracle in only seven years, not bad. FSD works very well.

[@AudiTTQuattro2003]

​@@MrQuay03...yes, as the people you complained about as "haters" said years ago. Non technical people love Elon, and technology savvy people know he is selling dreams as "fact" when tech development doesn't work that way.

[@InformedKiwi]

GM is a better company for you. From 10.5M vehicles in 2016 to $6M in 2023. But it’s not stopping there at 6M , it’s is just a number on the way down further

[@InformedKiwi]

I love Elons positive can do attitude. He may take longer but he does not have failures . He does what others can’t

[@matthiasgrunwald895]

TSLA STOCK IS UP !

[@bryanchannell7715]

Thanks for another great video 🎉

[@ToolmakerOneNewsletter]

... but don't quote me on "quite", LOL

[@francescoambrosino1765]

You promised to bring more videos on UNIVERSAL BASIC INCOME

[@francescoambrosino1765]

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.

[@danielgmur6486]

Since i am looking to get North anyways i think i will give the kickback to you.

[@markeby6985]

Making the impossible merely late is getting very lame when they have 6 projects way behind schedule: semi, roadster, cybertruck, Mexico factory, FSD, and cheaper model. Optimus and robo-taxis are only ones that may beat expectations in the next 2 years. That statement is a badge of honor when only a few years late. 5-10 is a bit much.

[@TeslaElonSpaceXFan]

😍

[@ch94086]

I am highly skeptical of the practicality of humanoid robots. A non bipedal robot in most applications beats a humanoid robot. Look at the videos of the Optimus loading a battery cell carrier. A traditional robot in the background peels a few cells off the assembly line to feed to the Optimus so it can do the same but slower. That traditional robot is faster and cheaper than Optimus, though of course more ugly.

[@AudiTTQuattro2003]

Purpose built "robots" are way better for manufacturing tasks. Humanoid robots are years away from replacing humans is anything but dangerous or inhospitable environments, which Optimus has even been designed for.

[@jak3677]

Traditional robot cheaper than Optimus, hm no , absolutely not!!! Look at the price of a normal modern factory robot

[@preeminence190]

Their just using cars as a vehicle to robotics. Lol.

[@ricardoveras3433]

Everyone attaching a quarter mill of hardware on their self driving cars and only being able to drive in heavily mapped areas. Tesla building FSD to work worldwide on a few hundred watts, with only cheap cameras. Everyone building specified robots for hundreds of thousands of dollars that can only do one task or only builds prototypes for hundreds of thousands or millions of dollars. Tesla building toward billions of articulate humanoid robots to be sold cheaper than a car, and from idea to production in 5 years.

[@larsnystrom6698]

When the humanoid robots are developed enough, we will give industrial robots vision and a brain too.

[@AudiTTQuattro2003]

An yet, for some unknown reason, Tesla can't even get FSD to work in the CyberTruck. Why? How can they sell this tech to others if they can't even apply it to their own current vehicle?

[@ricardoveras3433]

@@AudiTTQuattro2003 they stated very clearly that it wouldn’t be available on cybertruck at the start. Not sure why everyone’s so butt hurt about that. It’s a new vehicle that needs to be calibrated and training verified to work with said calibration. This needed cybertruck production to make sure it would work cross several vehicles. It’s not that they can’t, they just need the time and they have a priority list that they can’t just stop all other operations to make this one thing happen that a few KZbinrs are complaining about, even though they’ve stated several times that hardware 4 will lag hardware 3 training and that cybertruck won’t initially have FSD available

[@Urgelt]

Manufacturing at scale is a big advantage. So is Tesla's elite engineering chops and Elon's willingness to tolerate - nay, encourage - risk-taking. But Tesla's unbeatable advantage is in end-to-end, real-world, vision-based AI and in inference computation. Lots of AI developers can point to massive training compute. Tesla can, too. But inference compute is another matter. Tesla's FSD inference chips feature massive on-board compute with exceptionally-efficient power draw, and they have a product roadmap to 10x compute cycles over their *next-gen* FSD chip, which itself is 4x the current chip (HW4), and HW4 is already far better than anything yet demonstrated by rivals. HW4 makes the inference compute going into Intel's or AMD's next-gen CPUs look weak. And Tesla, with its partners, can mass-produce HW4 and future chips, while rivals are struggling to ramp far less capable chips. Tesla has every base covered. I don't think anyone else does.

[@AudiTTQuattro2003]

...then why do so many top people leave? Many of them start their own companies.

[@Urgelt]

@@AudiTTQuattro2003 is that a serious question? Tesla experience is valuable. Talented Tesla workers can land excellent jobs - or use wealth acquired at Tesla to start their own companies. That is a feature, not a bug, of hiring excellent people. Churn comes with the territory.

[@CarlJohnson-oq1oj]

UAW😢😢😢

[@steveblomefield9513]

China will apply robotic technology to fight in wars. Imagine a teslabot coming for you in a trench. Scary.

[@larsnystrom6698]

You are American, aren't you?

[@AudiTTQuattro2003]

Not yet. One built, and it would be toast.

[@GrantHodgsonWnNZ]

Interesting that Optimus is a WASP, - going by it’s waistline

[@francescoambrosino1765]

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...

[@RaulSubido-vo8ub]

😳😱🥰🎉

[@francescoambrosino1765]

There are just a few months left until the release of CHATGPT 5 and the FOURTH INDUSTRIAL REVOLUTION will take place!!!!!

[@byronchurch]

Great update … a couple of months old though .. and your voice doesn’t sync !

[@Lduke32]

Bryon nobody is interested in your negativity.

[@byronchurch]

@@Lduke32 no negativity , just constructive criticism 🫶

[@aware2action]

Boston Dynamics is far ahead, thanks to our tax dollars!😂

[@jimtoomey9522]

Not really, Boston Dynamics run a specific program for a specific task. Taken outside of the lab they will be lost and not able to generalize to the real world.

[@aware2action]

@@jimtoomey9522 They operate in extreme real world, that is one reason, they are used by the US military. Also translation of AI vision data from a bipedal robot is not same as from the fixed camera vision from a car, it is far more complex. I am sure, when Tesla was training for FSD, BD should have been training their robots. No wonder they could transition to electric powered Atlas in no time. Just like FSD is bread and butter to Tesla, bipedal robots are to BD. Also there are other factors that could prevent Optimus from advancing.

[@larsnystrom6698]

Manufacturing will be a something else than building a prototype. But the real problem has to be to give it a brain. That's not what they are good at! I guess they will find partners for that, though. I guess Boston Dynamics actually is so far behind that they can't be seen in the rear view mirror!

[@aware2action]

@@larsnystrom6698 Yes, prototyping is easy production hard👈

[@CraigFryer]

@@larsnystrom6698 You are aware that Boston Dynamics is now owned by one of the world's largest manufacturing groups, Hyundai. This puts paid to Tesla's scale manufacturing advantage. Boston Dynamics has shown a prototype of their new humanoid robot. Tesla is never going to be able to dominate this market like many suggest. The market and the competition will be huge. There are so many sub sections to servicing this market that Tesla won't be able to address them all. Then of course there will be the competition from China. Of course the humanoid form factor is only one type and there will be many other robot form factors that will be much more efficient and lower cost for a range of common tasks.

[@user-ij5uz5dm5j]

Optimal BS!

[@DeveloperChris]

Can we stop thinking Tesla is ahead of the curve with robotics. They are not the industry leader and are well behind other established and even some of the newer robotics companies. I don't doubt they will make great progress like all things Tesla but they are not the only game in town on robotics and if you base financial plans on this misconception you might have a lot of broken eggs.

[@darylfortney8081]

Who is it again that is better than Tesla in generalized AI and humanoid robots?

[@Endymion.]

We can’t because they are but ok you can change the channel now and wait for your Boston dinámic home worker o wait no one is doing shit ok:)

[@Kepiwhoo]

Tesla may not be ahead of the curve but they have more resources, more engineers, cutting edge software, and a built in use case for the robots. They have also proven themselves at large scale manufacturing. As far as the financials are concerned putting my money into a ETF tracking the market would have been far more profitable in the last 3+ years. Call me a deluded fan boy but I'm still betting on tesla.

[@DeveloperChris]

@@darylfortney8081 start with Boston dynamics. Their robots aren't mimicking a person with controller gloves. Their robots do backflips while Tesla shuffles years ahead of tesla. Take a look at figure AI. Tesla is definately not leading in this field. Except to blinkered sycophants

[@DeveloperChris]

@@Kepiwhoo and one day they may surpass the other companies. Or they may not. My point is they are not the only advanced robotics company and have a lot of catching up to do.

[@Olson2BW]

Tesla might not make Elon's guesstimates on when something will happen. However, compared to EVERY SINGLE PERSON THAT IS NEGATIVE about Elon Musk, they've LITERALLY accomplished NOTHING. So the next time someone is negative about Elon, look at how many fingers are pointing back at themselves and think about how those people haven't accomplished anything worth noting. Meanwhile Elon has close to a dozen companies doing REAL engineering work and accomplishing things that five or ten years ago these same people were saying were IMPOSSIBLE for Elon's companies to accomplish. Am I a total Elon fan? No! Because I'm not an idiot. But at the same time ... 1) What other person or company has gotten rockets to the International Space Station AND BACK. So far you have to go back to the the United States and the Space Shuttles, Russia and now Elon Musk and SpaceX. ULA FINALLY got a rocket up to the ISS but they haven't been able to get it or their astronauts back yet as of 6/27/2024. 2) What other person has taken a fledging car company and turned it into a very profitable car company which is selling the #1 car in the world. In the last 100 plus years only ONE car company has done that and that is Tesla with the Model Y. 3) What person has created a company that is the number 1 satellite company in the world? Well in the last 20 years that is SpaceX. 4) What person has created a tunneling company that has the fastest tunneling system in the world and is tunneling 10s of miles under a city. Right now there is only one which is Elon Musk and The Boring Company. 5) What person has a HUGELY successful energy business. Oh, that would be Elon Musk and Tesla. 6) What company has a great AI team? Well one of those is Tesla. 7) What company has an automotive self driving platform that they design the hardware and software that works (supervised but with you rarely having to take control of the wheel) in every city and town in the United States. There is only one that can claim that and that is Tesla. 8) What company went from nothing to a humanoid robot that can walk on its own around offices and do some simple chores in less than four years. Other companies took over a decade to do the same thing and Tesla is won't be selling just hundreds or thousands of robots but millions of robots before 2040 if not sooner. Next year they expect to have THOUSANDS of robots in Tesla factories. They might be doing simple things but you run before you walk. Tesla expects that their robots and energy systems are going to be the largest profit areas for Tesla in less than 10 years. And Tesla is already very profitable with their cars. There are many other examples. That's just some of them and none of the negative people have done 1% of what he has.

[@AudiTTQuattro2003]

Elon is more con man than an engineer or scientist. He sells these grand ideas that thousands of other people work on, who are scientists and engineers. Sometimes, it does push the boundaries of tech, but sometimes it is just bs in order to stroke Elon's ego.

[@Gr0gansm1th]

LMAO, do you just parrot everything Elon says?!

[@singed8853]

It’s whacky. The man is literally the CEO of the company he is hyping and he has been sanctioned for fraud by the SEC for stock manipulation. But yet he has parrots and sheep.

[@grahambrown42]

If it's true. why not?

[@Lduke32]

Jon gives a fresh perspective because he elegantly ties Elon’s quotes together into a complete narrative.

[@Wi2Low]

It's called "news" from the "source". It's for people who enjoy more rather than less.

[@MotoGuzziMoto]

Building a neat robot and driving it's motion with a training neural net is very clever stuff, but it is far from a "useful assistant" that can handle new and varied tasks with real-time intelligence. Elon's oversell of Optimus is much like his oversell of going to Mars, but at least with the Mars mission the engineers managed to actually get it off the launch pad. With Optimus, we have not seen anything that suggests a level of AI that can be useful without massive NN learning regimes for every action. It likely took months and many staff hooked to replication systems to "train" the motions required to place a battery into the crate. This is not the AI required to meet the vision being sold as "just around the corner, next year working in factories". Yes one day robots will do everything being touted, but not Optimus, not even close. Hopefully the regulators will get onto it and stop this Theranos grade bullshit.

[@jimmaag4274]

HAHAHAHAHAHAHAHAHAHA, you must love sniffing your own farts

[@larsnystrom6698]

It doesn't need much intelligence to do useful repetitive work. Optimus can probably do most of the work in a GF. How easily it learns new tasks is yet unknown. It wouldn't surprise me if that's a tedious thing in the beginning. This AGI thing is unsolved yet, and might need a decade to become real, or close to real. The robot body is an easily solvable thing. We know that can be done. And that Tesla will be able to manufacture them at scale. The brain though, will need some evolving, and that's unchartered territory. It will be interesting to follow that revolution!

[@AudiTTQuattro2003]

​@@larsnystrom6698...we already have purpose built "robots" for doing repetitive work. Elon is selling a dream in order to pump the stock.

[@user-wk6mb7mw3g]

How many lies can you stuff in one video?

[@TogetherinParis]

Tesla can't do it. Motors and gears are not the way forward. Elon should emulate the human body, use "unrolled" motors, every strand of a muscle is a motor, and then arrange skill acquisition as shared capacitance switching.

[@davidsc4680]

Yeah, come on, run and tell Elon that you know better before he starts developing something more serious

[@nmeau]

Great - go and do it, I genuinely look forward to the outcome. Elon did it, you can do it.

[@bbk3078]

Hydraulics?

[@Dr_PhilK]

Why you saying tesla can't,if you were right, tesla would have hired you already, if you don't know just keep it for yourself and just watch...

[@DaBooster]

We look forward to your product release soon.

[@ToolmakerOneNewsletter]

Every time you put an Elon quite on the screen, the value of this video declines.