Tesla First $10T Company Ever

[@BrighterwithHerbert]

I hope this video helped you get brighter about Tesla! My website: www.herbertong.com See the MOST comprehensive resource for the $TSLA Investor Get FREE TESLA Milestone Tables Join this channel or my Patreon to get access to perks and free access to 15+ modules of TSLA investor resources Join this channel: kzbin.info/door/4DBLlq1x0AKmip1QJUcbXgjoin Join my Patreon: www.patreon.com/brighterwithherbert Use my referral link to buy a Tesla product: ts.la/herbert23392 ❤ Thank you for supporting this channel! I really do appreciate your likes, subscribes and comments. Let's get brighter! Herbert

[@zaphodbeeblebrox2817]

Honestly IMO you are leading everyone to disappointment. The AI for a 3D physical world does not exist yet. And for many reasons many people believe a humanoid form is not even practical. You are just ignoring too many problems. The FUD about the car was obvious because the car was working. The uncertainty and doubt about Optimus is very real. I'm a long time Tesla fan but don't want to see people being misled. Maybe you are putting too much faith in Elon because he has been right about so much, except FSD. The factory fork-lift of the future will be driven by AI and have cameras to see all around. It wont have a seat and hand controls waiting for a robot to climb in and drive.

[@eugeniustheodidactus8890]

@@zaphodbeeblebrox2817 There are definitely risks, but In order to appreciate this type of content, one must think as a VC..... getting IN while the herd is too scared. Most of us are *IN* and we are very early in *_Tesla's long game,_* expecting an asymmetric return by 2030. and beyond. Regarding the BOT capabilities.... I'll go with what the experts are saying. You are not an expert. _This is the type of information that in the past, one typically would get at a board meeting or as an insider. Do you honestly think that guys like Ron Baron haven't already heard Tesla's pitch on this stuff... years in advance...., before investing?_

[@chriscamillo3284]

Thanks for inviting me on Herbert. It was fun. I have a feeling we will be having many Tesla Bot discussions in the years to come

[@roxter299roxter7]

As a counter point I would like to hear what Mark Spegle or Jim Chanos have to say about this.

[@path1024]

Pssst... I'm a humanoid. Humanoid robots are called androids. Non-humanoid robots are called droids.

[@eugeniustheodidactus8890]

*Seriously???* *EPIC!* This ONE interview, IMO is one of Herbert's top, if not single most important videos ever.

[@Jay-eb7ik]

Beep boop, I need a bot to create a garden for me. Unlimited food, hahaha. Heheh. Can't wait.

[@darylfoster7944]

@@Jay-eb7ik unlimited food? How big is your garden?

[@chriscamillo3284]

I was thinking the same!

[@ellislee4531]

Herbert, this might be the best video you’ve made. Everyone should listen to Chris on this subject.

[@chriscamillo3284]

Thanks! Love hearing that

[@SuperMentalMicky]

Thanks for letting Chris speak so freely - that's a man with conviction!

[@carld3367]

I think this is how Chris is … glad he gets it

[@michelangelobuonarroti916]

I agree with Chris that one of the biggest risks is Musk doing something crazy.

[@disco4535]

I like how Herbert just kind of stood back and let Chris do his thing, and then asked pertinent questions when needed. Extremely well done!

[@aaktatich]

You make good shows Herbert but this one was exceptional for it's information density. No fluff and repetitive factoids. Chris Camillo is on a level with Jeff Lutz when it comes to "reasons to listen". Keeps up the good work and thanks!

[@chriscamillo3284]

That is super kind. Thank you.

[@JJ-xv3gs]

One of your best interviews! The way Chris explained things was so easy to understand and relate. Learned so much new info.

[@chriscamillo3284]

Makes my weekend hearing that. Thanks

[@Juanvaldez-u5j]

Xerox introduced the Xerox 3100 copier in 1976, it was the latest and greatest of it’s time in the American and European market. It cost around $500 to make, and leased for a 36 month term at $90.00 per month with 2500 copy allowance. Copies over the allowance were billed at 1.5 cents per copy. Nationwide monthly copy volume was around 5,00 per copier. 2,500 copy overage X 1.5 cents = $37.50+ $90.00 lease cost = $127.00 per month for 36 months = $4,572.00 Maintenance cost was around $0.00071 cents per copy for a total of $1,278.00….$4,572.00 - $1,278.00 = $3,294 - $500.00 copier cost = $2,794.00 profit per copier. Xerox sold 8 million in 3 years worldwide of that model. There are approximately 8 billion people on earth that will want an Optimus robot to go with their Smart Phone. Optimus will be a million times more profitable than the Xerox 3100.

[@ashleigh3021]

Most delusional fantasy i have ever seen. I bet a lot of money they won’t have any commercial success by 2030

[@johnpetrou6]

I love this guy. He gets it! By 2030 Tesla will be HUGE!

[@chriscamillo3284]

Appreciate the love!

[@sparkysho-ze7nm]

Tesla is huge. WAKETFUP WALL STREET

[@jeffmueller9422]

LFG!!!!! 10X by 2030!

[@LanceWhite]

Thanks Herbert and Chris! Chris is spot on, it is hard to believe people are not seeing the world altering place we are at with the unfolding humanoid revolution. I have been a hobby roboticist, electronics and AI enthusiast for over 20 years. We are seeing the convergence of all these areas to a point where a humanoid general purpose robot is now practical. Before this point in time it was just not possible. Tesla is the company poised to take this opportunity and run with it. It hits each of the key areas. Not only does it hit the convergent areas with the proven abilitiy to deploy the humanoid work force at scale, but also to drive ongoing innovation to lead this new field for the foreseable future. I really didn't think humanoids would come in my life time. But here we are. It is hard to comprehend the size this will be. It will also change geo polical dynamics completely.

[@mrleenudler]

People are just not aware and thinking about it. It's fascinating how oblivious we humans can be to stuff that we're not interested in (Don't ask me about football). I used to be of the opinion that humanoids wouldn't come at all, htat we'd rather see only specialized robots. Now I think there'll be both. Looking forward to Asimov's vision!

[@chriscamillo3284]

agree, agree, agree!

[@path1024]

I'm a humanoid. These are androids.

[@mrleenudler]

@@path1024 So, you are human-like while Optimus is man-like? (Andros is greek for man) I fail to see why you find this an important distinction.

[@path1024]

@@mrleenudlerHuman-like and man-like are the same words in the context from which andro came. Yes, I am shaped like a human. Android is a well established word that does not need to go backwards to a clumsy phrase. That is the opposite of progress.

[@marianneleone3792]

Thank you Herbert. And Chris. What a great conversation and information sharing. Strengthened my thesis and conviction in Tesla. Very valuable. Thank you.

[@chriscamillo3284]

Thanks for the kind words. It was a fun interview for me

[@BrighterwithHerbert]

Thank you Marianne!

[@darrell7847]

Great video! Tesla investers can use all the positive news they can get....keep up the wonderful work!

[@xxrngxx5]

Past 3 years have been tough indeed.

[@lessegomorepeace]

Thank you Herbert!!! I needed this show today to reinvigorate my thesis on Tesla. Its hard seeing the stock languish in the very short term. But this is the real vision that makes me so bullish. You are the best Herbert ❤️

[@DiamondMind949]

This is the perfect time to buy. It'll shoot back up after the Q4 23 earnings call results.

[@gohansaru7821]

A friend sold his $TSLA yesterday. He said his advisor says it’s a great stock but just not yet. He expects to get back in later.

[@ken-mb5cp]

@@gohansaru7821 Big mistake. Not financial advice.

[@mrleenudler]

@@DiamondMind949 Not sure about that, but I'll be betting on int even so :P I think we'll see a rebound after Elon's new compensation package is settled.

[@chriscamillo3284]

glad you enjoyed the discussion

[@ScottRawdin]

Thank you Herbert for inviting Chris Camillo. And thank you to Chris for sharing your knowledge and analyses so passionately that it becomes contagious ;o)

[@chriscamillo3284]

My pleasure and thank you for watching/commenting

[@imaro2358]

Great interview. Didn’t think Herbert could remain quiet for so long :)

[@chriscamillo3284]

I didn;t give him much of a chance to speak. My bad

[@shallenberger57]

Thank you so much! I am over 200 shares now and adding more now. I am sending this video link to at least 20 friends who have not gotten into the pool yet. I will ask them to send out to all their friends. Keep up the excellent job of keeping us all informed!

[@kasmstamps1897]

I'm late to the party🎉 I'm in the process of reallocating my portfolio from property but that is taking a few months. One settles by the end of April but the other not until July/August😂.

[@DaniellesWatch-du8rr]

Great video. This is what I’ve been saying, to anyone who will listen, for over a year. RE: what your guest was saying about not caring about Tesla’s car business… that’s fine, but it’s because of the expertise and lessons they learned while building out the automotive business that they’re so well positioned as a bot manufacturer.

[@chriscamillo3284]

100% agree with you that the auto business is what has enabled Tesla to be in this position.

[@runningman5871]

A most excellent way to spent an hour! Thanks Herbert for arranging some brilliant guests!

[@chriscamillo3284]

Really appreciate you watching. Enjoy the rest of your weekend

[@davidsmith9115]

Herbert, this was a great and important interview. Thank you pulling this together.

[@chriscamillo3284]

Thanks for the positive feedback

[@dareldavies7348]

I need to up my Tesla holdings. Great video.

[@StratumPress]

Same here.

[@ken-mb5cp]

I think we’re heading down and I’m a Bull. Maybe 160.

[@ELECTROVERSO]

Why? i do think ±200 but why as low as 160 tho?

[@chriscamillo3284]

both of us

[@mrleenudler]

Joined your patreon today. You have surprisingly few patreons and subscribers for providing so much quality content. Happy to support you.

[@SpaceBubbleBeats]

I love seeing new faces and new voices on your show instead of the same old opinions from the same old regulars.

[@chriscamillo3284]

Happy to be that new face this week. Always fund to connect with different creators

[@jeffreylutz1208]

Oustanding interview -- well done Herbert and Chris ! Secret is out!

[@chriscamillo3284]

Let's not let it out too much too quickly. I have share to buy still

[@digitalbladeca]

Great pod! Chris and the Dumb Money Live guys have some unique takes on hidden opportunities in the market

[@BeardedPiano]

Thanks for the content. I appreciate your channel

[@paulharkins4866]

Great interview and great analysis and perspective. Thanks for this fantastic video !!!

[@stevehan8157]

I work in skilled nursing facilities and the quality of care is often compromised by lack of skilled, reliable employees. The costs are outrageously high for suboptimal care too. Humanoid robots working in tandem with human nurses and doctors could take great steps towards improving quality and reducing costs. Perhaps humanoid robots could eliminate the need for memory care units for elderly patients with dementia and enable them to live their last months/years at home with their families.

[@jeffritter2646]

I bought shares weekly, in small amounts, about $50 A week on automatic in 2016-2017. It allowed me to retire early!

[@edwardriffle29]

Best interview of many good ones. Thanks to both Chris and Herbert

[@charlesrovira5707]

1:01:01 The distance between being stared at (condescendingly,) and being looked at (admiringly,) is often a question of a year or two.

[@hillmans69]

Two months later his statement that "it would probably will be several years before we have full autonomy" hasn't aged well. Everybody gets stunned by Tesla's progress!

[@ericrichers1142]

One of my favorite videos so far. Thanks man

[@chriscamillo3284]

Thanks Eric

[@FrankGallagherr]

Tesla is the best car company and no maintenance no gas stations no oil changes no smog check no belts no hoses no spark plugs no air filters

[@jeromecastonguay]

My family will not let me talk about Elon or his company’s since 2016 when I started investing in Tesla and learning more. Tesla culture is so existing

[@jdcarguy1242]

45:45 the o n e thing to consider is the deflationary pressures brought by these technologies. It still amplifies Tesla value, though.

[@darylfoster7944]

Deflation is the natural course of things due to productivity increases, if you remove government induced inflation from the equation.

[@chriscamillo3284]

good point

[@lancethrust9488]

WHEN TESLA REACHED 1 TRILLION MARKET CAP THERE NUMBERS SUGGESTED THERE VALUE WAS A MERE 17 BILLION THEY WERE SO OVERVALUED , BUT THE BOT THING COULD BE INTERESTING

[@jimpurewal2661]

Fabulous guest with the most logical approach and easy to follow model. I plugged his assumptions in and they work. They are very logical and conservative. I can see how this guest made so much money investing as you can hear his intelligence.

[@chriscamillo3284]

Thanks. As for my assumptions I am confident we will look back in 6 years and laugh at how much they were off but from all of my humaoid research and conversations with industry insiders they appear to be the most loigical starting point.

[@DavidGrothsculpture]

Herbert and Chris knock it out of the park this time! Also Chrises prediction of a potentially plentiful future for humanity alignes with Tony Seba’s predication of potentiality in The Great Transformation

[@jdskates.69]

I currently own 262 shares. Class of 2023. The goal is 500 shares this year and 700 shares by 2030. Sound good?

[@mattesla]

With ya have 697 goal is 1000 💯

[@jondk]

Passed 600, took me 2,5 years of focused effort. It’s plenty, but I keep going.

[@fractalelf7760]

It’s about value - don’t focus on counts.

[@akira28shima32]

Good job Jonathan!!

[@jdskates.69]

@@jondk awesome 💯

[@wongwilson3559]

best interview in this channel, thanks Herbert

[@luluh1154]

Thanks Herbert. That was enjoyable and well made video ❤❤❤❤

[@bootiemacarthur9182]

Great guest….able to express the future in an understandable way …..the little man appreciates his unique forthright honesty👍!

[@chriscamillo3284]

love that the conversation was helpful for you!

[@janewillis978]

I enjoyed that so much. What a fascinating man and conversation. I feel really excited to be invested in Tesla. Go Bot team.

[@Muzeishen]

Great conversation

[@chriscamillo3284]

Thanks

[@eugeniustheodidactus8890]

Starting now.... as investors.... . "time" will be delineated as either *"BO"* or *"AO"* ..... _before Optimus or after Optimus._

[@chriscamillo3284]

Genius! I am definitely using the BO and AO reference going forward

[@eugeniustheodidactus8890]

@@chriscamillo3284 👍💰😎 Thank you for the interview. This is high level discourse that typically, retail investors never hear.

[@TSLAmillennialDaddy]

Same! Keep on keeping on! Don’t be scared!

[@danschraufnagel5758]

Wonderful video. Just loved this info.

[@chriscamillo3284]

Glad you enjoyed it

[@simontrumble7630]

You did it again!!! Amazing - Thx Im much brighter with Herbert!

[@chriscamillo3284]

Love hearing that

[@danbryda3849]

Extremely informative, excellent work gentlemen. So, essentially that indicates that it shouldn’t be too hard for Tesla to make a 10 trillion market cap by 2030, assuming they produce the 1.5 million robots. That doesn’t even factor in ev’s, robo taxi, autonomous, energy, etc. Imagine a 12-15 trillion market cap by then all in? I was thinkijg of that within a 10 year period, so could be sooner

[@chriscamillo3284]

All realistic

[@DarylOster]

By far, the biggest labor gap is in homes. And this gap is vastly more diverse, and has built-in trainers willing to work for free. Finally, in home use is likely to be more tolerant and or forgiving than commercial users.

[@Juanvaldez-u5j]

Maybe, but the margins neccessary for financing and scaling won't come from homes. Today we can all buy printers and copiers at just about any store. Xerox introduced the first commercial copier in 1959 and you couldn't buy the Xerox 914, you could only lease it. Xerox made money on the lease, the maintenance, and the supplies. The lease was for 36 months, then you either return, renew, or upgrade to the next model. The Xerox 914 cost $576 to make, and rented for $68.00 per month with 1500 copies per month included. Copies over 1500 were billed at 2 cents ea. Hell of a deal, Optimus will be even better.

[@gohansaru7821]

“When is it too early?” Excellent question, Herbert!!

[@chriscamillo3284]

Thats the question I keep asking myself. NOt easy to answer

[@yourlogicalnightmare1014]

Yes, excellent question. The stock is enormously bloated with could be, may be, might be. It's going to take years for Tezz to catch up to being worth what they stock is at. Until then, expect the 50% volatility to continue. I'll buy more when it hits $125 again. It's definitely dropping below $200 before earnings, and following the irrefutable trend, any good news will further crush the stock

[@mrleenudler]

Thanks for this one, it was awesome!

[@chriscamillo3284]

Appreciate the comment

[@Mrbfgray]

Good guest Herbert.

[@MyPapagio]

Great show Herbert.

[@cicirunner]

Not a big fan of Chris but this video he turned me. His research on the subject has my mind spinning.

[@chriscamillo3284]

Appreciate the honesty. I'm not for eveyone

[@89bazoly]

Chris was a great guest

[@chriscamillo3284]

Thanks for that

[@gareth5000]

My lad has 3000 shares. I started nagging him to buy in 2016. I'm glad he listened to me👍

[@Jay-eb7ik]

wow, I wish I had a friend like you. I've only started with 180 shares. Hope to get 1k within 2 years.

[@Jay-eb7ik]

wow, I wish I had a friend like you. I've only started with 180 shares. Hope to get 1k within 2 years.

[@akira28shima32]

Good job!!! Invest wins and the humanity wins!!

[@daninthemoon2616]

Imagine being able to order custom robot skins in 30 years. Astroboy, Ultraman, tin man. 😊

[@daninthemoon2616]

Re housekeeping, can see these used in hotels to service rooms, do laundry. That's many thousand units right there.

[@jstoltz6803]

Particularly interesting is how many job needs are unmet currently globally. Then add jobs like hazmat and elder care where using bots would be a blessing to humanity. 👍👍

[@chriscamillo3284]

Its endless

[@anotheryoutubechannel4809]

Remember when APPL seemed expensive in March 2015 at $28 a share?! 🤣 Thatbis Tesla now!

[@chriscamillo3284]

Seems like it

[@darrenbates997]

Another great interview

[@ericliu2628]

Have another session to deep dive into his numbers! Great chat!

[@Steven83725]

Finally someone who is not a Tesla cult for a non-biased interview!

[@michaeltenzer4635]

That’s his angle. Can’t believe every comment on here… no one sees the wolf in sheep’s clothes

[@michaelcampbell781]

Wow 😮 great video! I have not taken the Optimus Bot seriously as an investor and have only been focused on FSD, however after watching this video, I am blown away by the bot opportunity. $$$ and might not worry about Robotaxi uncertain regulatory future with bots coming so quickly!

[@jeffML3926]

Tesla's stock being valued for 'humanoids' any year soon is a lot like the emerging stocks hype in the pandemic...Might come years later, but didn't end well in the short to medium term. It's still an EV company (with headwinds) as far as the market is concerned. Wait for a couple weak quarters, will likely keep declining this year. Patience is key if you're looking at this as an investment.

[@TropicalCoder]

Enjoyed the discussion. Obviously your guest has thought deeply about this. Only one comment I would make is that he predicts a new "Age of Abundance". This will never happen if the griefers at the WEF have their way. Their strategy depends on creating scarcity, and the control that gives them over people.

[@PaulHigginbothamSr]

What showed me more than any other view, addendum, video of the capabilities of humanoid movement adaptations is the robot kicking a spinning football through the goal posts. The action entails kicking the football to spin, then boosting the spin while kicking the spinning football away two steps then looking up to check the placement of the kick then kicking the spinning football through the goalposts around 40 yards. Just simply awesome. Unbelievable really and smacks of ai video alteration which I hope isn't the case.

[@smileystevie9662]

Thanks for a great interview with Chris who is so knowledgeable about humanoid and its huge potentials.

[@ivangeorgiev4664]

Thank you for the video! I share the same opinion that Tesla bots will be much bigger than FSD and robo taxi. I use this price drop to load more shares

[@chriscamillo3284]

i'm feeling the pressure to do the same

[@gowanduff7501]

Great ideas here. It is all coming together nicely. AI, R&D, Manufacturing expertise, and a well signalled demographic shift showing shortage of workers in China, and many other countries. Tesla has the expertise to cover all these basis.

[@gohansaru7821]

Herbert: Have Chris on again if you don’t already have him scheduled.

[@chriscamillo3284]

i'm sure we will be doing this again in the not to distant future as the humanoid space is changing quickly. Going to be an exciting year

[@dr-k1667]

The next five years is going to be really pivotal and exciting in the Tesla space as well as the wider humanoid robotic space. Even if the stock gets half the evaluation in that time it will be higher than my back of the napkin math I had for the company before Optimus or the Cybertruck were revealed. I expected Energy, SAS and the vehicle line up (which would grow) to be how we got there but Optimus is a HUGE OPPORTUNITY that will out shine Apple alone IMHO.

[@williamcatt5570]

$16.88/ hour seems low if you consider inflation. I could see 20-25/hour easy. Great show!

[@cw5335]

What a great video 👍

[@chriscamillo3284]

thanks. glad you enjoyed it

[@rudyromo]

$10T Market Is about 8-10% of the global labor market. Go Optimus, Go!!!!👌👌❤❤👌👌

[@chriscamillo3284]

The $10 trillion number i reference in the video would be tesla's Optimus valuation in 2030, not the humaoid labor market. My hypothesis is for only 1.5M Tesla Bots by 2030

[@billw.5964]

While Tesla is prototyping Optimus in their own factories in the mean time (Pre 2027?), COGS will be dropping in automotive, energy (Megapacks) and Robotics.

[@chriscamillo3284]

yes, the ability to pilit internaly at Tesla factories is another huge advantage over competitors

[@dennispolack4370]

With NVIDIA entering the market as a supplier of "Brains" to Humanoid Bot manufacturers the whole market evolve much quicker than previously expected. This is a real game changer.

[@ken-mb5cp]

Yeah the TAM for the Bot is rediculous. Who needs auto margins?

[@chriscamillo3284]

The true TAM for the bot is too large to even discuss. It would seem ridiculous to say it out loud

[@jordinvesting]

Should have 1 million views, great interview as usual, and great vision from a new by other reasons tesla fan boy

[@vmfan96]

Chris is a goat. Awesome interview. I am now even more hyped about TSLA. Buy this dip and negative rhetoric while you can.

[@OuterSpaceDogs]

Whats your thoughts of Hyundai being at $40 a share and has a vehicle business and robotic business?

[@chriscamillo3284]

Hyundai is one to watch in this space but I see Tesla accelerating quicker over next 3 years

[@leononymous2562]

What a fantastic video! Thanks the both of you! I totally agree that humanoid robots are the chance of the century and when you really dive into it it just becomes mindboggling. PS: Chris, maybe next time you want to show the numbers you are talking about, makes it easier to follow.

[@GustafB]

45:07 was a gold nugget!

[@ove1knobody495]

Tesla has proven to be a leading technical and manufacturing innovator, investors can wake up or sleep, buy expensive or cheap? 😊

[@rgeraldalexander4278]

Optimus and FSD are icing on my TSLA investment. I'm more excited about the energy, and insurance aspects of Tesla at this point in time.

[@yourlogicalnightmare1014]

Hard to get excited about anything Tezzy does beyond basic car manufacturing. None of their theorized catalysts have yet to reach fruition after many years of hopium and copium

[@chriscamillo3284]

For me, Optimus is the Cake for TSLA and everything else is the icing

[@dashari5806]

Fantastic. Thank you Herb. Thank you, Thank you, Thank you!

[@grahamCracker]

How much "range" does the Tesla Bot have?

[@gjermundnorumbugge7373]

does not really matter. They will find a solution. In theory the bots could have infinite "range" if they can be plugged in in some way whilst operating. Which is certainly possible

[@Mrkevino77]

Hmmm good question but I guess they could plug in for most cases

[@grahamCracker]

@@gjermundnorumbugge7373 A significant limitation. Wouldn't you agree?

[@darylfoster7944]

@@gjermundnorumbugge7373 they could just stand on an induction pad while not in operation

[@gohansaru7821]

Train one robot, you’ve trained them all. Humans must all be trained (and paid) individually.

[@chriscamillo3284]

yup

[@eschlede]

China has made this a top state goal to be #1 and that needs to be taken seriously. Do not underestimate their ability.

[@steve.k4735]

China makes cars now very well as does Tesla, the market will for at least a decade be big enough for many players in the same field, geo political tension will cause China robots troubles outside of China however, would for instance a German company be willing to trust a Chinese company to supply its robotics? What would happen to support and supplies if China invades Taiwan? .. could it trust a Chinese company to not steal internal ideas?

[@yourlogicalnightmare1014]

Chinese professors/researchers are regularly arrested by the FBI in the U.S. for spying 🕵️‍♂️ China will steal everything they can get access to

[@chriscamillo3284]

Agree China is a threat here but I see a massive demand/supple imbalance through 2035

[@daveoatway6126]

Health care could be the biggest use.

[@darylfoster7944]

Sex

[@chriscamillo3284]

Agree. Could ultimately be the #1 use. Some predict demand for as many as 269M new "care" workers by 2024 globally

[@BibliaTau]

elon is frustraded with how workers here in the US act last covid-19 pandemic, he sees this opportunity to develop robot to replace workers who don't want to go to work base on requirements of the company, instead they just go to work when they want too..Robots will replace most indoor labor jobs and most companies bulk workers are indoor so a lot of opportunity for robotic industries to play with

[@gohansaru7821]

I would love to see an expert like Scott Walter walk thru a real factory and say “That’s an Optimus job, That’s an Optimus job, That’s not, That is…”

[@chriscamillo3284]

that would be awesome. Scary how many jobs would be optimus jobs

[@SurfectedGermany]

Chris is awesome lots of amazing information!! Must watch for Tesla investors!! 🙏🏼🙏🏼🙏🏼👏🏽🙋🏻‍♂️😁

[@stephencrook6998]

Kind of joking but not... I'm looking forward to the bot wrap businesses that will pop-up eventually. The urge to customize a nearby humanoid helper will create many businesses. First for fleets, then for personal use bots

[@darylfoster7944]

Bot outfits. The nurse, the teacher, the dominatrix.

[@chriscamillo3284]

I was seriously thinking about Botwraps this week. Its going to be a legit business at some point

[@roxter299roxter7]

As a counterpoint I would like to hear what Mark B. Spegle or Jim Chanos have to say about this.

[@charlesrovira5707]

@23:23 *SpaceX* _and_ *Tesla* will probably be sending _shiploads_ of *Optimus SubPrimes* to *Mars* to setup its *_Martian_*_ colony,_ after tele-robotically training them on the *Moon.* They don't even need air, water or H.R. salaries, time off, vacations, or bereavement vacation. They just need a facility to repair the erosion caused by *Lunar* and *Martian* regolith.

[@chriscamillo3284]

That's actually going to be a big part of the humanoid business some day

[@gav00]

...great timing for me to help me strengthen my all in conviction to remain in tsla, as my wife has banned me talking or listening to anything tsla around her but worse, she's regretting giving her support to me to invest so much in tsla now that price has dropped, giving us big notional losses rather than gains from all the recent catalysts I had gone on about to her.. the macros on wars, rates, piracy couldn't be predicted by me to offset all gains and now the predictable Elon related issues and RRP drops are pushing tsla lower, I was starting to regret going all in already.

[@montypalmer4556]

We're dealing with supply and demand here. High demand will drive supply far beyond what we are hearing on this video.

[@WeAreQuestionDutch]

Exactly, there is no reason why demand wouldn't be tried to be met by tesla and/or any competitors. Yes, fast scaling can and will possible be needed, but we have seen in the past that in couple of months lots can be done on that part. Tesla seems to want the optimus (helping) making other optimus, they can for instance continuing add 20% of production towards assembly line instead of sales to improve productivity.

[@chriscamillo3284]

I don't disagree but wanted to share a reasoanable and highly achievable base case scenario

[@ssing7113]

Demand. A robot competing against a millennial that doesn’t want to work. Takes far too many vape breaks. Shows up late because he was watching too much pron. won’t work the call in weekend shift because he’s high Yeah… there isn’t a demand problem. There’s a problem when millennials are out of work and have no money for weed and video games

[@m89hu]

Imagine sending the robots to Mars to build the habitats by the time the humans arrive. An Optimus driving a Cybertruck on Mars packing in 24 hour shifts 😂 Great video, thanks for the calculations ! He also predicted the plunge. Time to buy shares 😂