Why Tesla’s Optimus Will Surprise (Ep. 751)
I discuss the rapid advancement and potential utility of Tesla's Optimus humanoid robot, highlighting its significant progress in hardware and future improvements in AI. I also talk about the robot's ability to learn and adapt to perform various valuable tasks.
Dr Know-it-All video: • Tesla's Optimus $25 TR...
Social
🐦 Twitter / heydave7
🎧 Apple Podcast: podcasts.apple.com/us/podcast...
🎙️Spotify open.spotify.com/show/2iin015...
📸 Instagram / heydave7
Dave Lee on Parenting, / @daveleeonlife7659
NOTE: Please don’t fall for scammers who might impersonate me or others in the comment section. I do NOT give out my number or ask people to contact me.
💁🏻♂️ Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Should you need such advice, consult a licensed financial or tax advisor. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is long TSLA and other stocks at time of original video publish date.
Check out my archived articles/posts on Tesla and investing: teslamotorsclub.com/tmc/threa...
#Tesla #TSLA #Stocks
Пікірлер: 398
good luck dave, wish your wife good luck and health. we need you back more often since Rob is gone.
@jeffl9543
5 ай бұрын
What do you mean, Ron is gone?
@jeffl9543
5 ай бұрын
Sorry, Rob, I meant to?
@pakoloko001
5 ай бұрын
he's not doing the daily reports anymore@@jeffl9543
@jasonsongs7678
5 ай бұрын
Watch Rob from Tesla daily last video. He’s going to stop producing Tesla daily videos and focus on other things. He will once in a while post videos when there are big Tesla news.
Love the frequency Dave. Happy to hear your wife is doing better. Prayers will continue
Over joyed to hear you wife is doing well Dave. I can't imagine the stress this has all put not only on her but your entire family. I wish her, and indirectly you, continued health and recovery. Great report on what the robots might do. I hope they are stong enough to hold on to my dog for a walk, sometimes she likes to pull!
Wow, thanks for the shout-out! I love your thoughts on this too. It's a very inspiring future we're looking at.
@DrKnowitallKnows
5 ай бұрын
Also, best to you, your wife and your family. Vancouver is a great place so enjoy that too!
@Dave_Lee
5 ай бұрын
Thanks!
Glad to hear your wife is recovering and doing well. As always thanks for the detailed insights on Teslas future.
You have certainly been in my thoughts Dave. All the best to you and your family, and pleased to hear things are going well.
Happy to hear your wife's recovery, and thanks for your increased frequency
Really good to see a few more videos from you lately. All my prayers to you, your wife, your family, and all the medical staff. Much love, happiness, well-being, and success!
thanks for sharing the heath update. i know its personal, alot of your subs are concerned for an update but as long as you are comfortable to share. appreciated!
I think Optimus will be great in factories, not in households. And maybe service industry like laundromats, hotels, kitchens. But there will be very complicated environments. Nature (sand, stone, water, bugs) is one. I have been gardening all day and will tell you it'll take until the 2040s before Optimus will move beyond watering plants. I think these robots are great for 'boring, repetative tasks', as Elon said. I of course agree with you and chatGPT in the very long run, but in the first iteration, it will be semi-controlled/low-chaos environments where Optimus will be most useful.
Thanks for that update information on your wife’s health. I was wondering how to ask. So glad to hear of the positive progress. Keep up your strong support, she and we as a community appreciate it. You do a lot of good Dave.
It's lovely to have you posting frequently on a topic you have researched a lot. The Tesla investor community would be especially appreciating the timing with Rob finishing up. Well done on making healthy changes to support your wife to be preventative/resilient towards the return of cancer. Have you been continuing with your AI language teaching software or have you had to put it on the shelf to support your wife?
My understanding is that the video provided by Tesla showed a robot being teleoperated and no software was used. It was like a puppet on a string. The test was to see if the robots range of motion and dexterity was enough to be useful.
Let's support tesla and their innovations for a better world.
@mattnelson1716
5 ай бұрын
lol....bold statement. The innovations are for profit, nothing else.
@douglus
5 ай бұрын
@@mattnelson1716In a capitalist society this is how progress is made. Yes benefits just like the opening of the US supercharger network at no extra cost to the consumer.
@mattnelson1716
5 ай бұрын
@@douglus Has Tesla received any money from the US Government or Taxpayers?
@mattnelson1716
5 ай бұрын
@@douglus And Tesla didn't invent shit, but they did monetize and exploit the innovative ideas of others....that's capitalism
@douglus
5 ай бұрын
@@mattnelson1716 Why yes but to is it even a fraction in comparison to what the Petro companies receive or have received ? EDIT added on to your point, I used the words " extra cost" . You ain't paying more . If your local or federal government are paying for an EV Supercharger be thankful that some of it can go to Tesla. 1 whole cost is cheaper from installing to cost of equipment ( you can see tenders of Tesla costing 30% of competition) 2 . Reliablilty uptime is incredibly high across the network many times more reliable than it's EV competition. 3 Tesla has been installing the Supercharger network for many many years the vast majority is unsubsidized .
Thank you for the progress on your wife. Good luck. Actually, the folding clothes appears that it basically is a real-time duplication of a person standing next to the optimist and performing that task. The signals were picked up from the human movement. then passed to the robot to simply duplicate what the person was doing. It is still quite amazing, but it is not the neural net Initiating the manual movements that I thought it was originally. You can see a couple of the persons movements on the far right of the screen occasionally.
Thanks for another great video Dave, all the best for you and your family 🙏
Spot on Dave, Kind regards and best wishes to you and your family.
Useful insights in a short, concise format - just below 8 minutes. Thanks Dave!
Thanks for the positive news on your wife! Prayers for her and your family......
Don’t forget the battery. That they’ve fitted a functional power source in the bot’s torso is a big achievement. Its run time is probably fairly short but will inevitably increase.
Prayers to health of your wife and u and family from Denmark. Good news
From sorting blocks by NN training to doing household works is enormous leap of faith to technical challenges. That said, in a controled commercial or manufacturing environment, humanoid robot may have more practical future and financial incentives for multiple parties involved ( just not for the to be replaced workers). That could well be a fact of life in next decade.
Good to hear and am happy for you and your family. Thanks for these videos.
Thank you for sharing Dave. Stay strong and we are all here for you. We all seen the movie, whoever builds the robot will become the next biggest company on planet.
I've only recently come across your channel and am glad I did. I appreciate your outlook on things and have subscribed to make sure I hear more from you. Sorry to hear about your wife's cancer, but I'm glad to hear the positive news. Good luck and God bless.
Dave, we’re praying for your family. You’re inspirations to us. If possible, we’d love to hear about the healthier diet when the time comes as we are always learning and seeking to be better.
Dave has a great point about a more easily achieved Optimus usability target than for FSB, but there's one fly in the ointment: Capability growth of Optimus and FSD software is strongly limited by inferential compute, and both projects (along with XAI) draw on the same pool of Tesla NVIDIA and Dojo chips. Tesla has targeted extreme growth in compute so that all three projects can move forward, but compute will still be limited, and FSD development will need dibs on capacity since it must be the first product ready. While billions of dollars can be made by moving Optimus faster, Millions of lives will be saved by making FSD ready sooner... and I don't think Tesla will hesitate to trade those billions to save a few millions.
Loving all your videos recently Dave. A big thanks
God bless your family Dave. You've been doing a remarkable work.We were missing your videos, but first things fist! Take care of yourselves.
great insight as always Dave....BUT... forget the tesla news for one second.. im just happy to hear the progress of your wife, the news that no cancer has spread, and the lifestyle changes.... thats all wonderful news, my friend... hugs to you and your family!
amazing update on the family Dave! wish you nothing but the best.
Hi Dave, great video and we're very happy to see you producing more videos recently. Also we hope that all is going well with your family especially your wife we're always thinking about your family unit. However I did want to mention that I think walking the dog will be a very advanced process that will probably take several years before a robot could walk a dog safely given all of the circumstances that one can encounter on a walk. In our practice we've seen many dogs attacked by other dogs and people get severely injured trying to break up the fight. A large dog could easily pull a grown man over and I suspect it would be the same thing with optimus. Anyway thank you so much for all that you do for the Tesla community!
Something incredible to consider is how quickly the Optimus “fleet” will learn. As soon as one bot masters a task the rest will instantly acquire mastery through an OTA. No need to teach each bot the same skill as we humans do. If a million bots master just one new skill per day your bot will gain 1 million new skills..per day! The skill acquisition growth curve will be staggering.
Hi Dave, As always, thanks for your insights. Love Vancouver! Your family is on my "best vibes list".
Always great to hear from you Dave… Thanks…
Hi Dave, long time listener and follower of your channel for the TESLA coverage. All in on this stock since 2018. I live in metro Vancouver. Please let me know if you would like to meet up. All the best for your wife’s health.
Thanks Dave, your insight is so valuable! I missed your video’s from the past, looking forward to your future content. I would also be interested in what you are doing to prevent cancer from reoccurring!
fantastic news about your wife Dave!!! All the best to you and your family!
I think Optimus is on the edge of usefulness now, as a telepresence platform, i.e. controlled remotely by a human using waldos. For example, it might be able to handle hazardous materials in a nuclear power plant or chemical plant. If it can sit in a chair and type, it could be used for remote office work, while being able to physically interact with co-workers (attend meetings, etc.) when necessary. Just add the capability to project an image of the user/controller's face onto the robot's face. It could disrupt expensive business travel, by allowing people to "travel" by porting into an Optimus at the other location instead of having to fly there. Once it is capable of staying balanced on rough and uneven terrain and getting back on its feet if it falls, it could be used for construction or exploration on the Moon.
Welcome to Vancouver! Sorry for all the rain 🌧️
May you and your family live long and prosper! ❤
Nice to hear your Wife is doing well Dave! And thank you for what you do and your valuable insights.
Tesla has the pieces for to make their robots amazing. They have AI, Dojo, batteries, etc. I believe Tesla management is willing to take risks and push in areas other do want to invest resources into, but if they get it done will truly bring humanoid robotics to a new level. What I believe many need to think about is how 95% of development can happen fast, but it is the last 5% that can be a huge challenge and might take years to get done. Boston Dynamics had robots doing stunts years ago and seem to be not a whole lot further along. Dave is 100% correct about having robots that learn like you would teach a human is huge. Corporations able to buy robots and not have to hire a dozen software engineers to make them function at their company or factory is a big plus. There is no doubt in my mind corporations are going to be the first clients and will likely have no issue with the high monthly subscription or lease prices. Maybe by 2030 we will see the first consumer robots versus robots for corporations and I mean the advance humanoid types that could be a housekeeper or elder care assistant. I would love it if Tesla showed off their next gen production line with the Tesla compact with any human positions on that factory line being staffed by Teslabots of somekind. Due to speed, I believe the first humanoid staffed vehicle production line cannot have a mix of humans and robots. The nice part is even if it is a slower line for some reason, the fact it could run 22 hours a day may make that line the lowest cost to produce vehicles.
Dave, Great to hear some of this fantastic news about your family. Stay vigilant with the surveillance for cancer. That will be the key going forward, along with all the lifestyle and dietary changes. Many blessings and prayers for you all.
All the best for you and your family Dave!! ❤
Thanks for the update about your wife. So great to hear positive news! We love you!
I think the robot is going to be used in commercial applications first since the created value and pot. sales price is probably much higher than in a private assistant setting. Walking a dog is probably one of the much later use cases. One interesting usecase could be in fashion stores where workers put the tried ok clothes back on shelves. Its an always accuring problem.
Thank you Dave for what you do and God Bless you, your wife and your whole family!
So happy to hear that your wife is doing well. Welcome to Vancouver!
I live in Vancouver….would love to meet you in person. As a tesla investor I find your videos high value. Sending armfuls of hugs to you and your wife. ❤️
1:31 The walking is a brain issue, not a body issue. They haven’t leaned to walk using end to end neural net training, they just use human generated code to walk. That is a challenge and one that I think needs to be met before it can function in real world environments under real life conditions.
Best of lucks to you and your family . Tesla is unstoppable right now despite of having many FUD , we need to support Tesla for the better World .
Love your enthusiasm and your video. Best wishes to your wife's recovery!
Dave, thanks for the update on your wife, and glad to hear she’s doing well. Sometimes it takes a major illness to heal from and kick ourselves into gear towards healthy living. In that way, it could turn out to be a blessing in disguise. Wishing you and your family all the best!
Welcome to Vancouver! I’ve been living here for the past 2 years
You bring up a great point. It would be great to see Tesla leverage Optimus like they have FSD. I think at the right price point, people would feel compelled to purchase these. It would be like a real-life Tamagatchi (90's kids toy that you fed to keep alive), except rather than you take care of it, it could start to take care of you as the training improves. I think if we see a sub $25-30K Tesla bot, they will have strong sales as people purchase to be on the bleeding edge of technology and in theory have a machine that could complete house-hold tasks. Like you said, it doesn't need to be perfect, it just needs to be able to improve over time. Glad to hear your wife is doing better, and hope she continues to stay cancer free.
Great news Dave, best of luck and love to your family.
Nice to hear your wife is doing well, also nice to hear your efforts to prevent recurrence. Once of prevention is worth a pound of cure.
Class of 2023 here. Currently holding 263 shares and continue to buy until I hit 500-700 shares within the next 2 years. My average cost is $227, so would love to average down.
Continually surprised that no one talks about powering Optimus. The battery requirements to keep it balanced and upright has to be substantial with constant micro adjustments and the form factor isn’t a skateboard with a low center of gravity so the mass matters.
glad to hear some positive news about your wife! Wish you both great health for 2024 and beyond!
Dojo maturity is a good measure of the success conditions of Optimus bot.
Welcome to Vancouver and enjoy your stay. Lots of tesla in Vancouver
I'm actually watching these shorter videos. Keep them coming, I really value your opinion. It's just hard to watch for an hour or more. Not that the information isn't relevant, it's just to much into the weeds, sometimes. I guess, after seeing the comments, your family is going thru some stressful times. I feel for you and your family, we all have our obstacles. Some harder than others. I wish you and your family wellness. Good luck.
Our best wished for the health of your family. Thanks for doing the great work that you do. You are an inspiration for us.
When fsd launched many experimented with it but now it's gotten better no one really uses it anymore except people who make videos with it. The only way they gonna get people to trust fsd full time is if they make cars that are only fsd and can't drive normally.
All the best for your wife, Dave - and thanks for all your info! Jakob, Denmark
Sending positivity to you and your family Dave.
Happy to hear your wife is recovering well, sure you will go through it. Thanks for sharing your thoughts and thinking outside the box.
Dave - so good to hear the update on your wife! Congratulations to your family. Glad to see you’re posting again.
Love the frequency on Tesla, and glad that your wife is doing well!! 😊
Glad to hear your wife is doing well Dave!!
Hi Dave, good to hear your wife is recovering. Welcome to Vancouver!
God bless you and your family. You are far more than a source of information for us.
Hi Dave, this is my first time commenting on your channel. Thanks for all your videos; they have helped in my understanding of the current and future business model and value proposition of Tesla. Glad to learn that your wife is recovering as well. God bless you and your family. Wish you a great 2024 ahead too!
Thank you Dave. Tons of great information in this video. So glad things are going well with your wife's illness.
Can't wait to hear about "Tesla Bot Recalls!" But seriously, best wishes to you and your wife, Dave. Take care.
Glad to hear your wife is doing better. Thanks for the news on all fronts. We appreciate you, Dave
Best wishes to Dave and your wife -we’re keeping your family in our thoughts ! From May ( singapore )
Dave, you should have addressed the use of Optimus in the factory rather than in the home.
It is so good to hear the update on your wife' Dave. Your family is in my prayers. It's super interesting to hear your perspective on Optimus. You point on this products progress is NOT a life and death outcome is a really good point. When I think back to the first cpocket cell phones I remember all the potential we imagined and - here we are and then some. I feel your excitement and now I am there too> I get it, and wow....this will be interesting to watch unfold over the next 10-20 years. Very cool.
Prayers for your wife and you God bless you both
Thank you for your channel 😊
Diet and Exercise! You're doing a good job! Feel good today and tomorrow. Love your video and inspired perspective.
With our aging population the potential for elder care is a huge benefit to society in general. My parents and in-laws are in their 80s and I wish Optimus was ready now.
Bless her to have a full recovery. To better health and life ahead.
Hi Dave, great to hear the good news about your wife. Will keep praying for your family. Also Thanks for your KZread video!
Thanks Dave! Be well 🙏
Thanks you for your insights and thoughts, also great news about your wife’s health. Keep up the great work!
Glad that she is well now. Hope she continues to to do well 😊
All the best for your wife’s health Dave. Speaking of natural diets look up some of the foods they eat in Okinawa
Great to hear your wife is doing better Dave, fantastic news
Thank you for the update on your wife. Improved nutrition, exercise, and sleep will go a long way for you all
Consider what could be accomplished if a Tesla Bot were deployed as the driver for non Tesla vehicles and devices? What an awesome way to leverage FSD and the Tesla Bot!
Wish your wife and your family great health and fortune, Dave. Good to see you
Love you Dave ❤
Nice to have you back good luck to you and you're family love and peace
Thank you Dave. I hope your wife is doing well. All the best from Matt in China.
Incrível aguardando os próximos
I think once they reach Gen 4 they’ll start mass producing them to sell at about 50k a year. And then years later a 100 million of them per year.