The Robots Are Coming... A Billion of Them (Ep. 749)

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Dave Lee

Dave Lee

Күн бұрын

I share my thoughts on the following exchange on X:
DavidSHolz: we should be expecting a billion humanoid robots on earth in the 2040s and a hundred billion (mostly alien) robots throughout the solar system in the 2060s
Elon Musk: Probably something like that, provided the foundations of civilization are stable
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Пікірлер: 397
@deani2431
@deani2431 7 ай бұрын
Daves 2-cents is worth millions. Best Tesla advice and most grounded perspective of all.
@chelseaandhobbes
@chelseaandhobbes 7 ай бұрын
100%. I’m all in Tesla as a single mother, and Dave gives me confidence to know what is going on through the noise. I appreciate Dave and his updates so much
@thomasaquinas157
@thomasaquinas157 7 ай бұрын
And he doesn't drag it out for an hour. 👍
@timwidner8751
@timwidner8751 7 ай бұрын
Yeah him and Rob Mauer from Tesla Daily
@criticalis42
@criticalis42 7 ай бұрын
If you think about it, once you got the robot it can produce itself and scale almost endless.
@michaelgore-hickman2959
@michaelgore-hickman2959 7 ай бұрын
That’s how Dyson spheres are made 👀
@sirus312
@sirus312 7 ай бұрын
everyone been saying that for 100k years
@JC-nl3nh
@JC-nl3nh 7 ай бұрын
not really, look at life, there are constraints that do not allow infinite growth and scale, same applies to artificial life.
@fredbloggs5902
@fredbloggs5902 7 ай бұрын
@@sirus312 Source?
@criticalis42
@criticalis42 7 ай бұрын
@@JC-nl3nhhence the word „almost“
@WaltWW
@WaltWW 7 ай бұрын
The good thing about the robots is they can’t spit in your hamburger.
@meelis79
@meelis79 7 ай бұрын
But they can add laxative instead :)
@Balanced3645
@Balanced3645 7 ай бұрын
​@@meelis79😂😂😂
@smithy2170
@smithy2170 7 ай бұрын
Connected to the cloud, it could just wipe out your bank accounts or give you a criminal record. Way more powerful
@Siranoxz
@Siranoxz 5 ай бұрын
Fastfood companies are already creating burger and fries vending machines doing the job of a minimum wage worker.
@grahambrown42
@grahambrown42 7 ай бұрын
I think its time for another James Douma interview Dave.
@ilank9531
@ilank9531 7 ай бұрын
Dave we missed you, I personally missed your perspective on what is going on at Tesla, in addition to the kind heart you have, thank you for everything🎉
@susanrosegale6646
@susanrosegale6646 7 ай бұрын
Wishing your wife and family good health Dave - love your perspective!! You always give us something to think about....
@stevewhite791
@stevewhite791 7 ай бұрын
I wanna see a neighborhood of Optimus’s shoveling snow from driveways around 2am when it’s all quiet and blanketed white. Just look out the window and hear the shovels scraping and see robots working hard.
@Balanced3645
@Balanced3645 7 ай бұрын
😂😂😂 Already the charging stations are freezing up, so these humanoid robots, by Tesla should be very useful...😊😊😂
@SurfectedGermany
@SurfectedGermany 7 ай бұрын
Great to have you back Dave. I love your short on point analysis. Thank you very much!! 🙋🏻‍♂️😃
@LazerEyez
@LazerEyez 7 ай бұрын
Great to see you making video again.
@andrewcunningham2267
@andrewcunningham2267 7 ай бұрын
Great video, Thanks Dave! As always, cutting through the noise and minutia to get to the big helicopter picture. Very valuable for those who really listen.
@aladdin8372
@aladdin8372 7 ай бұрын
Apple will sell robot arm and leg separately
@rootcause-i1v
@rootcause-i1v 7 ай бұрын
also 4 year later your robot will be slower.
@darylfoster7944
@darylfoster7944 7 ай бұрын
And the proprietary cable to plug it in
@StormyDog
@StormyDog 7 ай бұрын
@@darylfoster7944 Which changes every few years.
@appleforever6664
@appleforever6664 7 ай бұрын
Hey it’s Dave the TSLA PUMPER!
@jceejcee5495
@jceejcee5495 7 ай бұрын
LOVE your 'right to the point', no fluff, insightful, informed, yet likable style. 😊
@robertfinkeldei9868
@robertfinkeldei9868 7 ай бұрын
Dave Lee. Thank you for your prospective on the Optimus Robot. The idea of Optimus helping someone living alone and needing help with everyday living chores and companionship is wonderful thought. I hadn’t thought of this type of work for a robot, this really hits home. The possibilities are so great and so numerous. Your presentations are an eye opener. I now have a new appreciation for the robot development and its importance. I’ve been a fan of your vids for a couple months. You will go far.
@TomTom-cm2oq
@TomTom-cm2oq 7 ай бұрын
Can anyone imagine a few of these robots in some African village getting water back and fourth, stopping at a solar recharging station for maybe 15 minutes, and keeps going? Can anyone imagine the productivity unlocked when these women start going to school instead of fetching water?
@biovmr
@biovmr 7 ай бұрын
You nailed this topic, Dave. The only thing I would add is the SIGNIFICANT difference between phones/cars, which are 1:1/1:4 ratio of adoption per human, compared to humanoid robots, which will be much higher/human in ratio. When you account for the fact that the robots will be manufacturable laborers with, say 70% of human capabilities (in the near term), you can easily project 2:1, even 5:1 humanoid robots per person, planetwide, on a 30-year timeline. Reminds me of Asmov's novel, The Naked Sun, where the planet Solaria develops with 10,000 robots per human eventually.
@tedmoss
@tedmoss 7 ай бұрын
Asmov, my favorite SF author, was a little ahead of his time, wasn't he. I have most of his books.
@biovmr
@biovmr 7 ай бұрын
@@tedmoss totally agree. Up until about four years ago I had over 300 of his books and then along with about 2000 other books of mine and I decided to downsize. Made a lot of buyers on eBay happy I guess.
@frederickleung8811
@frederickleung8811 7 ай бұрын
Humanoid robots for the aging population is great for humanity and not only for financial reason!
@djangomarine6658
@djangomarine6658 7 ай бұрын
Who's going to give them the robots? Most older people are scraping by on social security, and most working age people will have lost their jobs by then. If you're not rich by the time we have AGI, you're probably going to be homeless.
@hi-et1oq
@hi-et1oq 7 ай бұрын
Don't worry they're going to take your jobs too
@garethrobinson2275
@garethrobinson2275 7 ай бұрын
​@@djangomarine6658Because technology has made everyone poorer. 😂
@rickkwasnicki6063
@rickkwasnicki6063 7 ай бұрын
If there are usable robots by 2025, then they'd need to build 186,500 robots a day until 2040 to get to a billion...
@garethrobinson2275
@garethrobinson2275 7 ай бұрын
Do big numbers scare you? There are around 80 million cars made in the world each year now. So that's a billion in around twelve years. Robots are smaller and easier to build than cars. They will also add more value per unit than cars. It's a big crazy world.
@jonesy872
@jonesy872 2 ай бұрын
Robots will be come the more earth disrupting product every released. Think the first IPhone release times a thousand. Elon is about to be the guy to make it.
@rickkwasnicki6063
@rickkwasnicki6063 2 ай бұрын
@@garethrobinson2275 No... but the little numbers are widespread... 99% of the world has an income of just $34,000 and 50% is just $4,000, so who will buying these... even at a discounted $10,000 per pop (which I doubt it will be).
@garethrobinson2275
@garethrobinson2275 2 ай бұрын
@rickkwasnicki6063 In the beginning most will be bought to replace workers, where they will be economically advantageous. In time they will be bought or leased where people can afford them. There are billions of people working on the planet and many of those are more expensive than leasing or buying a robot will be.
@rickkwasnicki6063
@rickkwasnicki6063 2 ай бұрын
So if robots are replacing billions of workers, who are the consumers of the products that the robots are making?
@user-fs4gp7un2r
@user-fs4gp7un2r 7 ай бұрын
Thanks so much Dave......Prayers for your family
@integra8502
@integra8502 7 ай бұрын
Let's start by getting FSD to work
@BongoWongoOG
@BongoWongoOG 7 ай бұрын
Bots more important and valuable than FSD
@integra8502
@integra8502 7 ай бұрын
@@BongoWongoOG will take anything that adds value right now
@TheSpartan3669
@TheSpartan3669 7 ай бұрын
​@@BongoWongoOGThe bot is just the new "FSD" meant to distract from FSDs massive shortcomings.
@garethrobinson2275
@garethrobinson2275 7 ай бұрын
Let's do both, as they are.
@faramarzmokri9136
@faramarzmokri9136 7 ай бұрын
Humanoid robots need to be water proof and dust proof if they were to work outside of clean factory environments!
@garethrobinson2275
@garethrobinson2275 7 ай бұрын
It will happen.
@Davegdc
@Davegdc 7 ай бұрын
I’m intrigued by this “potential” future, but this continues to bring me back to “The Terminator” & “The Matrix.” Gives a whole nother’ meaning to term “…Thus did man become the architect, of his own demise” - The 2nd Renaissance from The Animatrix
@Peter-xe4so
@Peter-xe4so 7 ай бұрын
I was there in the late nineties and earlt 2000. This sounds like the internet hype. Amazing how history repeats itself
@autoenglish
@autoenglish 7 ай бұрын
This is superlative analysis.
@socalrob26
@socalrob26 7 ай бұрын
Thanks for all you do Dave.
@danieloakleyy
@danieloakleyy 7 ай бұрын
Tesla stock has so much potential
@alexneshmonin4743
@alexneshmonin4743 7 ай бұрын
Dave, you nailed it, as always! Thank you!
@charlesrovira5707
@charlesrovira5707 7 ай бұрын
But A.I. will be limited by its _senses._ Vision is great, but not when it comes to cooking. That requires _tasting._ Likewise smelling aromas, feeling the texture of fabrics, the freshness of vegetables, or the blending of colors/shades/hues. And what may be unpleasant to one person may be okay to another at another time. (Simple sushi is a complex example.)
@johnnoddings6926
@johnnoddings6926 7 ай бұрын
Bots will only be capable of household chores/ replacing building workers/ office secretaries when they can peel an orange. Moving objects about is simple, repetitive factory assembly work is simple. Peeling an orange is messy and unpredictable. Like most tasks - cleaning up after cooking, tidying up a building site.
@Jspath3
@Jspath3 7 ай бұрын
I can't even get my robot vacuum from getting stuck every other day. Robot expectations are real high, but they're no where near to meeting expectations.
@Zaerki
@Zaerki 7 ай бұрын
None of this has anything to do with Tesla or the video in general.
@meelis79
@meelis79 7 ай бұрын
Your vacuum robot is not AI, it is dumb preprogrammed robot. If AI is ready then learning will be exponential.
@garethrobinson2275
@garethrobinson2275 7 ай бұрын
7 likes for this sad joke?
@__--JY-Moe--__
@__--JY-Moe--__ 7 ай бұрын
it would be cool may be living in an iRobot city-scape! 🍀
@geronimomiles312
@geronimomiles312 7 ай бұрын
Nice video again Dave , however the most cost effective use of the initial humanoid robots , is not as a home appliance . Theyd be best for general purpose flexible work application. They will be rented and time-shared because the rapidly evolving tech precludes outright purchase. Individual ownership will be relegated to used refurbished and second tier models. R2d2 demonstrates that a humanoid form is not prerequisite for appeal or functionality. For most tasks , humanoid shape will be an important yet transient requirement , but, Cars and trucks , for example ,just wont have an independent driver, and robo constructed housing will not be designed for human workmen. Youd build an optimized robo-roofer , robo-plumber , and so forth.
@Glathgrundel
@Glathgrundel 7 ай бұрын
R2-D2 is very cool, but virtually useless for any real world applications. Humanoid robots are designed to use the equipment of our civilisation.
@garethrobinson2275
@garethrobinson2275 7 ай бұрын
I don't agree with this. Both the factory and worker bots use cases, and the home use cases are huge markets. You don't think someone will go after the home market? The first to do so will have the potential to become a market leader with app sales and data driven learning improvements generating a software margins flywheel. There is nothing wrong with becoming a 'work as a service' robot supplier, but that leaves a huge market open.
@tyroleanmax
@tyroleanmax 7 ай бұрын
Thanks for these 2 cents. It is (always) pure pleasure to get your feedback and reasoning.
@martinleepgg
@martinleepgg 7 ай бұрын
Initially a freighting thought Dave. After listening to your presentation , i think you are on the right track.
@djangomarine6658
@djangomarine6658 7 ай бұрын
Who's actually going to be buying robots at that point? Once robots/AI are as good as humans at most jobs, few humans will have jobs. Can't buy a super robot when you're broke and going homeless.
@Glathgrundel
@Glathgrundel 7 ай бұрын
UBI
@liquid231
@liquid231 7 ай бұрын
The worry is people hacking humanoid robots for weapons of mass destruction
@saberianamir
@saberianamir 7 ай бұрын
I think the past two years, Elon and tesla have been thinking about who could run the company after Musk - and came to the conclusion that no one could replace Musk. Musk is the only person fit to run Tesla. Such an important role in our future.
@assholeyeng
@assholeyeng 7 ай бұрын
reality check: It's 2024, teslas can't drive themselves. Tesla has been working on self driving since 2013.
@mathijs9365
@mathijs9365 7 ай бұрын
Finish FSD first
@fredbloggs5902
@fredbloggs5902 7 ай бұрын
Why?
@ecofriend93
@ecofriend93 7 ай бұрын
Energy source for robots will have a big role in how many robots exist. I currently live in rural Zambia and even though there are lots of cars I have yet to see an electric car. I.E. Without infrastructure to support robots that rely on batteries, it will be very hard to reach the 1 robot per 10 people scale.
@danuttomulescu4245
@danuttomulescu4245 7 ай бұрын
Great video! The tging is that it's enough to have a few hundred thousand bots able to learn.....they would be though how to build robots FIRST!
@gregepp3082
@gregepp3082 7 ай бұрын
What I want to know is "not what the robot can or will do" But what will people do when robots can do everything we can do better. That is what Elon has to explain to us and the pro robot market. When the sewing machine came out the factories were ransacked and it took another 20 years for sewing machines to make their comeback. I believe this is inevitable but some thought has to go into what role humans will play in the workforce? If we don't have jobs we can't buy the things robots make. I think this is the million-dollar question.
@DucNguyen-se3wg
@DucNguyen-se3wg 7 ай бұрын
I have some Terminator vibes here Dave😮
@OCJoker2009
@OCJoker2009 4 ай бұрын
So excited!!!!
@nhanthai1984
@nhanthai1984 7 ай бұрын
always love to hear your point of view, yes I am investing 100% in tala stocks for the next 10 years plus .❤
@joedirnfeld
@joedirnfeld 7 ай бұрын
Somebody is hallucinating
@kennyg1358
@kennyg1358 7 ай бұрын
With a world population over 7 billion thousands are tripping on mushrooms at any given moment.
@charleschen4766
@charleschen4766 7 ай бұрын
It took almost a century to build one billion vehicles by 2010. It took Tesla two decades to build five million vehicles.
@jarrowmarrow
@jarrowmarrow 7 ай бұрын
A billion humanoid robots. What could possibly go wrong.
@Native722
@Native722 7 ай бұрын
Irobot
@michaelholmes8848
@michaelholmes8848 7 ай бұрын
Fold the shirt wrong?
@qwazy01
@qwazy01 7 ай бұрын
You seem worried 😟 Fear not, Asimov's 1st Rule of robotics will protect us all. ...until the robots create something of their own making and that creation will then do us in - so we got time on our side... Because it's not like any of the robots already created today haven't never ever ever hurt a human before lol
@Balanced3645
@Balanced3645 7 ай бұрын
Hmmmmm...😂🤭🫣🤪😁
@muhams82
@muhams82 7 ай бұрын
Some accidents. Like cars
@scanspeak00
@scanspeak00 7 ай бұрын
I'd be interested to know the power consumption and how reliable they are. I think it will be many years before they replace people.
@garethrobinson2275
@garethrobinson2275 7 ай бұрын
Does that reassure you? Beware believing what you want to believe, it often masks more probable outcomes.
@willdarling1
@willdarling1 7 ай бұрын
didn't google switch to dual-class voting shares way after their IPO?
@rootcause-i1v
@rootcause-i1v 7 ай бұрын
Unlike smart phones and evs humanoid robots can build other humanoid robots
@jindatidicaprio6615
@jindatidicaprio6615 7 ай бұрын
I believe the best way for Elon to get the 25% is a stock buyback. It seems overdue to me
@MokeAnit
@MokeAnit 7 ай бұрын
Take a shot every time a Tesla KZbinr says "Order of magnitude" or "First principles".
@darylfoster7944
@darylfoster7944 7 ай бұрын
Principles
@MokeAnit
@MokeAnit 7 ай бұрын
@@darylfoster7944 true
@enriquevillarreal54
@enriquevillarreal54 7 ай бұрын
Humanoid robots will learn how to build and repair more humanoid robots
@Tryagain205
@Tryagain205 7 ай бұрын
Good to see you again, Dave. I hope you’re doing well.
@1977SITHLORD
@1977SITHLORD 7 ай бұрын
Hi Dave, great insight. I hope all is well. 💙
@budgetaudiophilelife-long5461
@budgetaudiophilelife-long5461 7 ай бұрын
THX DAVE,🤗 ALOT OF COMMON SENSE 🤔💚💚💚
@thechurchandthenations
@thechurchandthenations 7 ай бұрын
humanoid robot cannot bath a person, or shower a person because of the electrics. But it can clean with a damp cloth. Otherwise good info
@williamwoo866
@williamwoo866 7 ай бұрын
Dave you speak so much wisdom beyond your age. Elon has grown into his own and has shown us that he can improve mankind by creating machines that can comfort humans and computers that can solve problems. We are so lucky to have Elon as he comes up with even more new ideas that humans can benefit from. What an exciting time to be alive. Maybe we will have that life of the "Jetson's".
@paulhampel8084
@paulhampel8084 7 ай бұрын
Dave, I appreciate the approach of the channel. It is worthwhile to push innovation and a desire for innovation. But let's be honest... several companies like TESLA are long on promises and painfully short on action and proof. Tesla did a great job of making an EV, but the rest of the promises are late and weak. At this point, are we pumping a share price more than we are brainstorming innovation? I think we are.
@kennyg1358
@kennyg1358 7 ай бұрын
I don't care if they are late by months or years. They are executing like no other company in history.
@paulhampel8084
@paulhampel8084 7 ай бұрын
Honestly, as a longtime tech investor, I truly feel that has been total BS for at least the last 3 years. FSD, the bots and a few other things have been the same promise with little realization of those promises during that time. @@kennyg1358
@paulhampel8084
@paulhampel8084 7 ай бұрын
I totally disagree. They are promising like no other tech company in history. They are executing like a skilled EV company. The share price credits both too much at this point. @@kennyg1358
@farzyness
@farzyness 7 ай бұрын
I’m suing you for copyright infringement.
@health101DOTorg
@health101DOTorg 7 ай бұрын
Rosie was the name of the Jetson's maid (voiced by Jean Vander Pyl).
@TheDenooneD
@TheDenooneD 7 ай бұрын
Thanks Dave much needed info in these turbulent times
@garethrobinson2275
@garethrobinson2275 7 ай бұрын
It is quite unlikely that AI will want to eliminate us. There are unlimited resources in the universe. All conflict is really about greed, and there is nothing to be greedy for with AI's capabilities. Secondly, humans and organic life in general are the most interesting things in the universe. Eliminating us is counterproductive to a data hungry intelligence.
@gzfashions
@gzfashions 7 ай бұрын
Tesla stock price 2050 …. 50,000$ 🥳
@jjamespacbell
@jjamespacbell 7 ай бұрын
As a shareholder whose largest position by far is TSLA I totally would vote to give Elon the ability to achieve 25% voting power in the form of tranches structured to align with Tesla's market value, same concept as the last contract. If Elon gets paid we shareholder all make money, only the shorts and haters need to whine about Elons wealth.
@DaveSimkus
@DaveSimkus 7 ай бұрын
I'm calling it now, battery life and speed will be disappointing on Gen 1.
@user-tl6fs5xy2l
@user-tl6fs5xy2l 7 ай бұрын
My Rumba is working as I listen
@jjamespacbell
@jjamespacbell 7 ай бұрын
Dave no AI is smarter than any human. They maybe more capable at performing tasks but being smart IMHO mean you deciding what tasks you wish to accomplish and how to accomplish them
@leogala1402
@leogala1402 7 ай бұрын
Some guys out there need your optimism Dave!
@pooglechen3251
@pooglechen3251 7 ай бұрын
Robots are expensive. Not sure what the sweet spot would be .. but it would probably need to be the price of a car in order for this transition to be economical
@Glathgrundel
@Glathgrundel 7 ай бұрын
Using them as a tele-present avatar, using a remote VR interface, to ‘possess’ the bot (temporarily) for business meetings or to visit friends and family, would be both creepy and wonderful
@matthewconnor5483
@matthewconnor5483 7 ай бұрын
That would be useful for dangerous or specialized task. Imagine a surgeon being able to remote into several surgical units in a day vs only being at one hospital.
@iandavies4853
@iandavies4853 7 ай бұрын
Need a massive, standard use case - shelf stacking, stock picking, Amazon deliveries. Something 24/7/365, tedious, offensive, dangerous. Totally agree dual class Tesla share structure - is it feasible? What are the options?
@mattjjacob
@mattjjacob 7 ай бұрын
Tesla has hyped FSD for years now and it's still unclear how financially it'll benefit from the time and effort put into it. There's no clarity into how many subscriptions are even paying for it. While the technology keeps getting better, it still seems like the business model for capitalizing on it needs figured out. I think the Optimus robots will be more straight forward once they can be produced at scale for lower cost - substitute for human labor that has defined value already. Timeframe for this occuring is only speculation at this point.
@somtxg3899
@somtxg3899 7 ай бұрын
Thank you Dave valuable content, xAI is another major product too and Dojo more possible with licensing.
@TheArtofValue
@TheArtofValue 7 ай бұрын
Have you thought about the scale needed for this? There will be quite big factories needed (you said there won’t), and the maintenance of humanoid robots will be significant, and close to where they are working, all over the world. Something that moves a lot inevitably needs periodic maintenance. There’ll need to be a large infrastructure of mobile teams, similar to electrician call-outs to homes (which occurred just today at our home for an air con). This kind of infrastructure with complex tech takes time, in parallel with each tech development. Tesla hasn’t been great with maintenance infrastructure so far either.
@darylfoster7944
@darylfoster7944 7 ай бұрын
Won't the robots repair each other?
@TheArtofValue
@TheArtofValue 7 ай бұрын
@@darylfoster7944 Eventually. How many robots does it take to change a light bulb? I’m envisaging a comedy skit in which a humanoid robot is driven out to a home in a robotaxi to fix another robot, and breaks down itself while doing it, so sends for a third and then… Meanwhile, there’s an elderly person, impaired, waiting for their robot carer to be fixed, and can’t get Tesla customer service to respond to messages or calls. In practice, these things won’t be as easy and Dave implies.
@maximusdecimusmeridius5438
@maximusdecimusmeridius5438 7 ай бұрын
These are some big IFs
@garethrobinson2275
@garethrobinson2275 7 ай бұрын
AI will bring great power. Predicting outcomes is surprisingly hard beyond the point of AGI and on to super intelligence.
@gregwoolley
@gregwoolley 7 ай бұрын
I see many good application for humanoid robots on earth, but having them 'converse' with elderly people to give them 'company' so they don't feel lonely, I can't believe that. Having a dead, feeling-less, lifeless robot for 'company' may well provide much intellectual and some emotional entertainment and distraction but it couldn't provide the feeling of companionship that can only come by interacting with living sentient beings. Other than that limitation humanoid robots will be immensely useful and valuable. I'm looking forward to the day they are as common or accessible in the lives of ordinary people as are cars, washing machines, microwave ovens, desktop computers, laptops, notebooks and smart phones.
@VolkerWeidner
@VolkerWeidner 7 ай бұрын
Great video. Thinking about those rough goals I wonder when Tesla will start production and when the first robot will reach some non Tesla end customer. Since ramping up production still will need some time it shouldn’t be too far off. I could imagine the board might create a new incentive program for Elon that defines ludicrous goals in the robot realm. That would both encourage Elon and show investors how serious Tesla approaches the robot business. This could lead to an earlier addition in valuation models for some analysts leading to a more realistic stock value estimate. By that the stock valuation gets a boost with minimal effort, which I think would be a smart move.
@BFArch0n
@BFArch0n 7 ай бұрын
Imagine an army of bots able to build a house....likely still decades away. But damn. Amazing houses that cost only materials. Will be insane.
@bzn2sfo
@bzn2sfo 7 ай бұрын
materials + regulation cost
@chelseaandhobbes
@chelseaandhobbes 7 ай бұрын
But .. will Elon get his 25 % stake in Tesla or will he leave, with the bots and AI
@darylfoster7944
@darylfoster7944 7 ай бұрын
And land cost
@markmeachen6927
@markmeachen6927 7 ай бұрын
Sooner than you think.
@djangomarine6658
@djangomarine6658 7 ай бұрын
More like a decade if we're lucky, but how are you going to afford the land, materials and robots when you're permanently unemployed? Better hope your stocks go on a massive run before the economy permanently implodes. 😂
@MrHailteam
@MrHailteam 7 ай бұрын
I'll buy one.
@AnthonyStromDesign
@AnthonyStromDesign 7 ай бұрын
Musk and Optimus is like jobs and iPhone.
@markumbers5362
@markumbers5362 7 ай бұрын
I'll believe it when I see the first one working properly.
@diogenez471
@diogenez471 7 ай бұрын
Dave, you still didn't comment on Elons statement about potential depart from tesla, your opinion is much appreciated
@beans4gas
@beans4gas 7 ай бұрын
Cant wait to hear about the first person to have an Optumus Slim polish their pole.
@garethrobinson2275
@garethrobinson2275 7 ай бұрын
Opticum.
@raul83duke
@raul83duke 7 ай бұрын
Great timing on this video, thank you! Seems like people are getting uneasy right now about TSLA. You nailed it and reinforced confidence in a long-term investment strategy in Tesla!
@davidbuchan3753
@davidbuchan3753 7 ай бұрын
More uneasy with Elon. I spend an hour a day (probably) telling people that Elon does NOT = TESLA…
@henrytuttle
@henrytuttle 6 ай бұрын
FSD at Tesla is FAR from being usable (as a driverless alternative). Recently I saw an online comparison with v11 and v12 of their software. It was apparently far, FAR better. v12 is based on neural nets. In comparison, the v11 software required 3 interventions during the drive whereas the v12 only required 1. As far as I could tell, none would have caused death or injury, but some were pretty stupid. This was during one drive that probably lasted 30-90 minutes. Let's call it an hour. So, the question is, how many interventions that require human intervention (ranging from stopping too long at a stop sign up to accelerating onto the offramp of a highway) are acceptable before you'd put your child into the car to drop or pick up from school without a driver in the car? Most would say zero, but that's not realistic. Even humans will make the occasional error. If you has your relative or neighbor drop off the car, how often would you accept really stupid driving before you'd allow your child to be picked up? Once a year? Once a decade? Once a century??? Lets go by the minimum and say that you'd be willing to forgive accidentally turning down the wrong side of the street or stopping in the middle of the road once a year. Since the v12 software needed one intervention in an hour of driving, assuming 3 hours a day, 5 days a week = 750 hours/year, the FSD software needs to improve 750 fold MINIMUM.
@MrHailteam
@MrHailteam 7 ай бұрын
As we all know soon we'll be sending our robots to do our dirty work😢
@dandy5091
@dandy5091 7 ай бұрын
Good to see you again, Dave. If Elon can have a robot that can thread a needle, how likely could a robot with that kind of skill be able to assemble a phone? It seems most phone makers must employ many people to assemble these phones; mostly with underpaid labor.
@loblowry6282
@loblowry6282 7 ай бұрын
We humans need to outfit ourselves with indestructible material to counter Robotism.
@ethioUSA
@ethioUSA 7 ай бұрын
Love Dave's vids...just can't help but remembering the Segway hype about how "they will revolutionize the way cities will be designed." It's great to be optimistic as we can. I'd be thankful to see a 100M by 2040!
@JGen987
@JGen987 7 ай бұрын
All good in THEORY & not questioning their value. In practise, I don't see govt regulations to approve this or even enough factories to scale production in time for 1 billion robots by 2040.
@darylfoster7944
@darylfoster7944 7 ай бұрын
A lot of raw materials also needed
@intimidate2161
@intimidate2161 7 ай бұрын
Where are the 1 million robotaxis by 2020? Where are the 1 million people in Full Self-Drive cars by 2022? I'll just call it now "Where are the 1 billion humanoid robots in 2049?"
@scheffmann
@scheffmann 4 ай бұрын
I think its a illusion robots will be cheaper to Produce than cars... You just have a fraction of units and they are more complex.. Even bigger is My concern about training Data. You can access vehicle cameras quite easy but would you share your everyday everything? Real bog topic no one talks about at all it seems
@PK-tq9xv
@PK-tq9xv 7 ай бұрын
Great talk Dave! I am all for 10x market cap and pay Elon 1% for each 1x to get him to 25% in 5 or 8 tranches.
@Greenhornet7
@Greenhornet7 7 ай бұрын
Who knew that Star Wars would be our future, not a long time ago….and not in a galaxy 🌌 far away….The Clone Wars ✨
@guywood7314
@guywood7314 7 ай бұрын
Thanks very much Dave love to hear from you and value your thoughts and opinions . Hope your wife is doing better 🙏🏻🙏🏻
@markmeachen6927
@markmeachen6927 7 ай бұрын
I am expecting to be able to buy/lease a robot of my choice when I turn 75 in 10 years. I fully expect to be able to lengthen my meaningful longevity into my hundreds, lord willing. My car will drive for me, I will be able to interact with more friends and family with text, 3D phone, or actually going there. This will keep me far more engaged than today.
@starlord8973
@starlord8973 7 ай бұрын
BREAKING: BMW Taps Humanoid Startup Figure to Take on Tesla's Optimus Robot kzbin.info/www/bejne/b6ixhp2oiKqUr6s
@slyktech1860
@slyktech1860 7 ай бұрын
I actually commented about this on a Steven Mark Ryan post that the human/robot ratio across the solar system is probably about 1000/1 and it will be quicker than we think. Keep in mind that only 1.5 children are born to every woman on Earth and that trend continues to decrease so by the 2060s we may only see a population of half of what we see today.
@michaelholmes8848
@michaelholmes8848 7 ай бұрын
Didn’t anyone care when you commented SMR’s video?
@lokijordan
@lokijordan 7 ай бұрын
2 main advances will open the personal robot market. First, a face screen which makes them able to bring a real human friend into the home to visit. Second, the physical integration or fusion of man and machine.
@Glathgrundel
@Glathgrundel 7 ай бұрын
Using them as a tele-present avatar, using a remote VR interface, to ‘possess’ the bot (temporarily) for business meetings or to visit friends and family, would be both creepy and wonderful.
@lokijordan
@lokijordan 7 ай бұрын
@@Glathgrundel Yep, and it's *totally* going to happen.
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