Earlier quoted context omitted.
Yeah Boston Dynamics is way better at locomotion, but their advantage in manipulation is smaller. You also won't see 50 at the same time like Optimus today. Tesla's advantage will be manufacturing. Optimus has improved quickly. Gen 3 should be better. They showed Gen 3 hands today that looked pretty good.
I don't think Tesla have an advantage in manufacturing. China today is what Japan was in the 70s and their processes are so fucking good. You can't win on manufacturing - this is, after all, a nation that is now building Volvo's better than the Swedes did. Tesla fell into the China partnership trap, where the gov subsidises you and you open a "partnership" there, meanwhile they take your IP and knowledge for the bene…
It's hardly new news that Elon is an awkward presenter and it isn't relevant to future performance of Tesla. You have to look at the pace of improvement of what Tesla is doing. Among humanoid companies that started in 2021 or later Tesla is the furthest along and improving much faster than the likes of Boston Dynamics. While they are still far behind, they have the time and the funding to catch up.
The Cybercab demo was an amusement park ride (and Elon explicitly billed it as such), however Tesla's FSD is released to the public and can be directly evaluated. While it is not yet near Waymo it is impressively good as of this month and the rate of improvement is very fast now. It just drove me across town for 20 minutes and I didn't have to touch the steering wheel a single time. It was incapable of that on that specific drive just two months ago. And I have the less powerful older variant of the Autopilot computer.