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IF they work (and that is a massive, massive if), every factory on earth will replace every human with them. It’s inevitable, the only question is how many years until it happens: 2, 5, 10, 50? Place your bets!
Do think factories are still mostly humans on assembly lines?
https://www.youtube.com/watch?v=MCBdcNA_FsI
china dark factory
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Electric cars, maybe. Tesla is valued much larger than the rest of the auto industry combined though. Humanoid robots? Ain’t nobody made the business case for that. It is pure vibes.
Are you seriously saying there is no business case for humanoid robots?
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Ford didn’t say it was so they could make a robot butler instead.
The reason was sillier: China forced Ford to sell Mazda to enter the Chinese market, because Mazda entered the Chinese market before Ford and China considered them the same entity subject to the same outside manufacturer limits). Mazda handled the small vehicle chassis design for Ford. So without Mazda, Ford no longer had the knowledge for continued development of their sedans and crossovers based on sedan platforms.
He doesn't have FSD, camera only navigation without sensor fusion with LIDAR will fail, the only thing keeping Tesla where it is is the bullshit dispersal field that surrounds Musk.
Tesla is a meme stock in a similar manner to GME. You cannot bet against them even if they have incredibly unsure future prospectives because there are too many believers who will buy any dips.
There is no such thing as "meme stock." It's literally just how stock market is since forever. But every generation thinks they are so special that they have to coin new terms for the oldest things.
So he milked Tesla for another $2B to subsidize xAI, has dropped the models to 2 (3 and Y), revenue is down, growth is negative, BYD is eating Tesla for lunch, followed by the other CN and KR vehicle companies. He doesn't have FSD, camera only navigation without sensor fusion with LIDAR will fail, the only thing keeping Tesla where it is is the bullshit dispersal field that surrounds Musk.
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My dad found it extremely amusing that Elon said "we just have to solve the 'AI problem' and we'll have robots doing shopping for us", or something like that. I can't remember the exact verbiage, but that was the gist. The word "just" is doing a lot of work there. Going by that logic: We "just" need to figure out cold fusion to have effectively infinite energy. We "just" need to develop warp drives to travel across t…
Interview in Davos. The “right” has the same touch than the “just” here: > MUSK: Yeah. But I think self-driving cars is essentially a solved problem at this point, right? And Tesla’s rolled out a sort of robo-taxi service in a few cities, and will be very, very widespread by the end of this year within the U.S. And then we hope to get supervised full self-driving approval in Europe, hopefully next month. Source: http…
He said that would happen in 2025. And probably earlier, too.
The next shoe to drop will be shifting Model Y production from Fremont to Austin. Fremont will make Model 3s. Austin will make Model Ys and Robotaxis/2s. Cybertruck will be canceled. None of the Tesla plants will be making robots at any scale for many years.
I can't remember when was the last S/X refresh. It's nuts they just let it go stale and shut the factory down.
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Do you expect the demand for Tesla's robotaxis to be high? I don't see it.
Of course it will be high. Transit is a huge market. They would just need a small share of Uber, lyft, regular taxis, public transit.
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Apparently Tesla dropped 4680 battery production for the CT by 99%, so the CT isn't long for this world either. But that's okay! They have the Cybercab that will 100% drive itself For Real This Time, $99/mo Autopilot/FSD subscriptions and robots that will theoretically wash your dishes in an age where most people have an adversarial relationship with anything AI, so.
I'm not disagreeing with your overall take, but Tesla and other EV manufacturers have released the same model of vehicle with different battery technologies at different times. Only saying that dropping 4680 production isn't conclusive proof itself.