laughing_man 4 days ago

I suspect it's going dormant for a couple years and then he'll say "Hey, this robot thing isn't working out, so we're closing the facility." He doesn't have any desire to stay in California.

  • Animats 4 days ago

    A reasonable guess.

    As far as I can tell, the number of humanoid robots doing anything productive is zero. It's all demos.

    This is far harder than self-driving. As a guy from Waymo once said in a talk, "the output is only two numbers" (speed and steering angle).

    Also, there are at least 18 humanoid robots good enough to have a Youtube video. Tesla is not the leader.

    Remember the "cobot" boom of about five years ago? Easy to train and use industrial robots safe around humans? Anybody?

    I'm not saying this is impossible, but that it's too early for volume production. This will probably take as long as it took to get to real robotaxis.

    • TOMDM 3 days ago

      > Also, there are at least 18 humanoid robots good enough to have a Youtube video.

      Agreed, thing is the robot hardware isn't the hard part anymore, the top ten robots are all sufficient to be transformative if they had good enough AI.

      My bet is on Google/Gemini being the first to market from what I've seen so far.

      Boston dynamics is a leader in getting robots to do useful niche work in well bounded environments, but that's yesterday's news.

      • Animats 2 days ago

        > Boston dynamics is a leader in getting robots to do useful niche work in well bounded environments, but that's yesterday's news.

        BD did most of their locomotion using classical dynamics and control theory until a few years ago. So did Honda, with Asimo. I did some of that in 1994.[1]

        Early thinking revolved around landing on the "zero moment point". There's a landing point which, if hit, maintains speed and balance. To speed up, you aim for slightly beyond that point; to slow down, aim for a nearer point. That was Asimo. You could push that concept to the level of BD's "Big Dog", and later, their smaller dogs. Even pre-calculated flips were possible. But that approach gets you rather clunky motion.

        The next step was to use some machine learning to tweak the control system parameters. That works, but you don't get overall coordination of all the joints. That only started to appear as machine learning systems became powerful enough to take on the whole problem at once.

        Hard problem. Took over three decades to get decent humanoid control. Now everybody is doing it. You can be too early.

        [1] https://www.youtube.com/watch?v=kc5n0iTw-NU

  • heisenbit 3 days ago

    The story needs only to hold up until car production has shut down.

jsight 4 days ago

S and X were a small fraction of Fremont already. The plant can do >500k units per year, but S/X were closer to 20k.

It sounds like this would be giving ~5% of the factory space to Optimus production, which seems reasonable.

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bdangubic 4 days ago

they have a large buyer - all of the silly people investing money in the company

phs318u 4 days ago

[flagged]

  • epicwynn 4 days ago

    We can kill robots without remorse, and they're likely going to be worse than a human agent at most things for a few years. Not a bad timeline for them to waste their time on.

    • poink 4 days ago

      As insane as American politics is "I can blast robots on my property" has exactly the right amount of crank appeal to be possibly the final 90/10 issue

    • moogly 4 days ago

      What if they're private property though? Historically, the state has always valued private property over human lives, so the response could be even more brutal.

    • jayd16 4 days ago

      Except we're the ones that pay for robots, and the cleanup and the settlements.

testing22321 4 days ago

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!

  • adastra22 4 days ago

    Do think factories are still mostly humans on assembly lines?

    • testing22321 4 days ago

      Not mostly, no.

      But I toured an auto assembly plant of a major US OEM recently and there were a ton of humans on the line.

      Unions will be an issue, but all the OEMs are walking dead anyway.

      • adastra22 3 days ago

        Tour Toyota. It’s be lights-out except for all the people there on tours to see the mechanical marvels.

    • oblio 4 days ago

      Factory robots have almost nothing in common with humanoid robots and are probably at least 10000x simpler.