If Tesla has lost the advantage in battery tech, that is unfortunate and speaks poorly to Tesla's long term strategy. Reclaiming this lead would be an important strategic goal and I disagree with that not being prioritized.
> Why? Other robotics companies have been doing it for longer. Is Optimus better than Atlas:
Atlas costs about half a million dollars, targeting a price tag of $160,000 once mass produced, and assumes the user will be able to do some maintenance.
Optimus is targeting a price tag of $30,000, but probably costs around $80,000 to produce. It is plastic, it is cheap, it doesn't work.
Atlas is better than Optimus but all measures. The advantage of Optimus so far has been, the mass production-->usage until failure-->improvement cycles that are already underway. Tesla is, as an extremely high cost, slipping on every single banana peel first and this is clearing a path for other companies to learn what doesn't work when you switch from functional over-engineered robot to barely functional robots that can be mass produced.
Telsa isn't alone in this space, but they investing a lot and trying to cut corners. So much of engineering is learning the corners you can cut and the corners that cause a battery fire after 8 weeks of use.