Comment by adastra22
Comment by adastra22 4 days ago
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.
Comment by adastra22 4 days ago
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.
But this is all based on the idea we need generic robots when we really need specialized ones.
It's like skipping making kitchen blenders and vacuum cleaners and instead building a robot that will be mixing stuff manually or using a broom.
Manufacturing, where 90% of the process is generally automated has countless specialized ones. It would not make sense to put generic ones there, because humans really are doing very specific work in manufacturing.
Ask a plumber what he thinks about reaching places human reach. Nature tested what exactly? Birds and spiders are sub optimal?
1 is the real reason. 2 is really down to things like a big brain and opposable thumbs. Our trunk/legs are evolved for persistence hunting and long distance walking - activities that drive approximately 0% of the economy at this point. If robots didn't have to navigate an environment built for bipeds, other configurations would be far more reliable/efficient.
For instance: a quadruped base can be statically stable in case of power loss - a biped really can't.
“I always wonder why those robots have to be humanoid.“
You are correct to wonder this and almost every use case for a robot will be optimized to a non-human form factor.
Certainly there are tasks - like BJJ training partner - that require a human form factor. Almost everything else, including general, purpose, helper, robot, will be cheaper and more extensible in a non-human form factor.
One of your children remarked that nature has experimented with form factors and humans have won… To which I would point out that the upright, bipedal, form factor arose from the limits of oxygen processing, and heat dissipation… Neither limitation will be encountered in the same way with a robot…
… or perhaps I would point out that nature has, indeed, experimented with form factors and ants won - by a very large margin.
I think the technology is just not there to make the business case for humanoid robots. It’s like the VR. Everyone would like to use VR but the tech is just not good enough. Same with FSD. The robots may be 10-20 years away from actual being good enough. If Elon can trick people for 20 years like he did with FSD then he may have a business case for humanoid robots
Yes, there's no business case for humanoid robots.
There's a business case for robots that are specialized in specific repetitive actions, and we already see this in manufacturing. But general purpose humanoid robots make no sense.
They're incredibly expensive and, from what we've seen, worse across the board compared to humans. It's cheaper to just hire humans.
The human form is actually pretty shit at most things. But, it can do everything. There's just little purpose for that in a business case. You know what you're doing, so you just need robots to do that, not to try to be humans.
Like, okay, you can get a humanoid robot to be a burger flipper. But that makes no sense. You can, instead, have an automated burger cooking machine. Which do exist! I worked in a restaurant with one 10 years ago.
Robots yes. Humanoid ones? Why? So people can be amazed? Purpose built robots are the future. The human form is sub optimal for most enterprise use cases.
There's a huge business case! There's also a major business case for teleportation, which seems about as likely to happen under a Musk-led company.
I have no particular idea whether there's a business case for humanoid robots or not. I would love to have the argument set out well. Perhaps you'd indulge my curiosity.
I don't understand why my question was so controversial. Oftentimes on this website I feel like everyone is tapped into some polarizing news source that I am not, and so when I ask some (to my mind) benign question it's actually a secret tripwire that everyone is super polarized on and so rather than engaging in my question they all just tell me I am a moron. But I am seriously just asking a question here.
My layman's opinion is that I would happily pay a lot of money to have a robot help me around the house: fold my clothes, do the dishes, whatever dumb menial labor. That seems like a business case to me, unless someone is going to tell me I'm the only one in the world who could want that (but I doubt it).
OP said:
> Humanoid robots? Ain’t nobody made the business case for that. It is pure vibes.
I can't make sense of this. Are you really telling me you wouldn't pay any amount of money to do menial housework? If not, why not?
"My layman's opinion is that I would happily pay a lot of money to have a robot help me around the house: fold my clothes, do the dishes, whatever dumb menial labor. That seems like a business case to me, unless someone is going to tell me I'm the only one in the world who could want that (but I doubt it)."
How much is "a lot of money"? Not picking on you, happy to let you want what you want, but people often seem to mention laundry, which mystifies me.
I am an adult male in the US. I do not need to dress for work in any way I would not dress anyway. Basically, I do two loads of laundry a week, one for clothes, one for towels and bedding.
This requires about one hour of actual work per week. More if we counted "waiting for the washing machine" and "waiting for the dryer" as work, but I don't.
How much would I pay to remove this hour a week of (really easy) work from my life? Almost nothing. I would not, for example, pay someone $50 to come to my house and do it for me. It's not a problem and doesn't need a solution.
So how much would you really pay for a robot that did your laundry, washed your dishes, and did other "dumb menial labor"?
> My layman's opinion is that I would happily pay a lot of money to have a robot help me around the house: fold my clothes, do the dishes, whatever dumb menial labor. That seems like a business case to me, unless someone is going to tell me I'm the only one in the world who could want that (but I doubt it).
The day that:
- displaced workforce issue is solved
- they cost less than 20k everything included, base model
- do all the processing locally in their HW
- are smaller and lighter than a human being (but can reach higher places)
- last 10 years at least
I will definitely buy one. I don't think I'm going to see this in my lifetime though (I'm in my 40's).
> Are you really telling me you wouldn't pay any amount of money to do menial housework? If not, why not?
Do you own a Roomba? I don't. It's a huge liability and doesn't do the cleaning I want out of it, even at a sub-$1000 price point. The humanoid robot is clunkier, more of a liability, and will still refuse to do certain tasks.
> Are you really telling me you wouldn't pay any amount of money to do menial housework? If not, why not?
This is called having a live-in maid or a cleaning service. Even in the first-world, where there isn't a disfranchised rural population to provide cheap labor to the middle class (e.g. Philippines, most of LATAM 20 years ago) the service will be cheaper than the price of a vaporware bot [0]. Now, you might say the droid is cheaper if you want a live-in maid in HCOL area, but have in mind that this thing barely can fold clothes and fill a dishwasher (an actual domestic bot). Also it sometimes is actually a dude controlling it remotely.
We would need bots of the level of that awful I Robot movie with Will Smith.
No, I wouldn’t.
For one, I don’t spend a lot of time doing housework. Just organize your life better.
Beyond that, the cost would not be small. Based on current designs, operating costs would be thousands of dollars per month. I would not pay that.
It would require a cloud controlled robot with cameras in my home. Why in the world would I want that.
Finally, I already have dishwashers and laundry machines.
> My layman's opinion is that I would happily pay a lot of money to have a robot help me around the house: fold my clothes, do the dishes, whatever dumb menial labor.
Then why don't you hire a helper for that? You just said you'd pay a lot of money, so money doesn't seem to be an issue. What is then?
You would pay "a lot of money"?
Like, more than the cost of your house? For something that can't do those things right and has to be supervised? To a company that can't deliver product on time?
The business case for humanoid robots is simple... for lack of a better term, they're robot slaves. Companies or governments can buy them once, pay relatively minimal maintenance fees, and have an army of workers that don't need a salary, never take breaks, never complain, never unionize, and do things faster and more accurately than most humans ever will. Any company that can move to robots, will move to robots.
Imagine the profits companies will have when they can eliminate, or drastically reduce, their single largest expense... payroll. Not only the base pay, but 401K match, insurance, payroll taxes, etc. Poof... gone.
But why are they in humanoid form? Wheels are more efficient than legs, they have no need for a face. It sure does sound like vibes
The part that often gets left unsaid or glossed over is what the transition period looks like. At most we get some Underpants Gnomes claim about unlimited abundance without actually engaging with the substance of what happens if this technology gets built and deployed. What do you imagine the political and economic impact will be if a huge portion of the population is left without jobs and the political reality hasn't caught up to the speed with which the technology gets deployed?
Oh no, but Elon Musk tells us that out of the kindness of his heart we're going to have unlimited abundance. The same man responsible for taking away aid from thousands of the poorest people in the world through DOGE's interruption of PEPFAR and USAID.
With a single sentence from him, he could start saving thousands of lives without impacting his wealth in the slightest. He could do that right now.
No, I’m saying they haven’t made the case. Or at least the case that is being presented and sold to investors is complete BS.
For example, I work in deep tech and pay attention to the manufacturing industry. The idea that humanoid robots will replace, streamline and revolutionize manufacturing is a joke in that community. They’ve already long since replaced the humans with CNC machines, industrial (non-humanoid) robots, and 3d printing.
The humanoid robotics craze is a lot like the crypto craze. Pure vibes and motivated reasoning. Like crypto, there is actual value there, but way out of proportion to the hype.
I mean, forget the manufacturing industry. I'd happily pay a lot of money just to have one help me with menial tasks around the house. I mean, I'd probably pay thousands for a bot that could just do the laundry. Are you saying that such a market doesn't exist?
A robot vacuum costs thousands of dollars (will about a thousand) and they don't work very. There is no way that you are going to get a machine that is orders of magnitude more complex down to that price point any time soon.
A business case is not just a matter of a willing buyer. It is a buyer and a vendor who can agree on a price that works for both. You may have agreed but the physics of the matter mean that there is nobody to take the other side.
Humanoid robots are a lot of sizzle-- they promise all sorts of flexibility, at the cost of hugely higher cost/complexity/unreliability.
If you can scope your problem to some degree, you can probably make some purpose-built automation that won't look like a human, but will do the job competently and cheaply.
I see the demos with the robots carrying boxes and think "okay, why not just use a conveyer belt?"
The market for that exist but the execution to get that product is beyond hard. Compare full self driving after all these years where are we? It’s still not a real thing. It’s still just a limited experiment. The cars have only speed and steering angle to manage. What do you think about “full self driving robots”? There is a business case for them but in the near term you cannot make one good enough for the tasks you want. Safety is a big issue on top of making the robot useful. You don’t want it hurt anyone.
Tesla is valued at more than the auto industry because they are doing more than the entire auto industry.
Honda is going to come out with a new Civic next year. It's going to look like the old Civic.
Tesla is trying to create self driving taxis to make the rest of the auto industry obsolete.
If you think that can happen, they should be worth more than the rest of the industry.
> Tesla is trying to create self driving taxis to make the rest of the auto industry obsolete.
This is a pretty baffling take. Most people in the world operate their own cars, and even if taxis were free, a large portion of them would continue to operate their own cars because it's convenient.
Taxis also don't replace a good chunk of the new vehicle market. People driving fleet trucks aren't going to work out of taxis. The top selling vehicles in the USA are pickup trucks, and it isn't even close.
Lastly, even if they succeed, competition will catch up and the market will be saturated.
In 20 years, people will still be buying the humble Civic. While the next 20 years at Tesla will probably be a string of market failures and wacky promises of personal space craft or some shit.
> Lastly, even if they succeed, competition will catch up and the market will be saturated.
Waymo is already in the lead, and OEMs will be beating down Waymo's door to license a simplified Driver stack if L3 autonomy becomes a sales-driver (ha!)
Edit: Waymo already has strategic partnerships with Toyota and the Hyundai group, so OEMs are already further along this path than I thought
Well, check Hyundai as well. They do more than cars as well including robots(Boston Dynamics). Tesla is not doing anything special. It was the only EV someone could use but it’s no longer the case. Now it tries to go the robots way but it’s not the same as the EV was. There are tones of humanoid robot companies, some more advanced than whatever Tesla is cooking
We're missing a part of the case though: why do you need to be a car-maker to be the vanguard for self-driving taxis?
The best case scenario for a self-driving company would be to target software and sensor solution packages that they can sell or license to other manufacturers. Such a vendor can focus on the self-driving problem and not have to bother with things like "we found a surprisingly big market niche for a 11-passenger minibus, but no platform for it" or "to sell it in the EU we need the headlights to be 5cm lower". I'd expect the margins are also a hell of a lot higher if they don't have to include two tonnes of steel with each auto-driver license they sell.
Maybe they build a small number of test mules, or just chop-shop a few off-the-shelf cars as a R&D fleet, but they hardly need to be a seven-figures-per-year manufacturer to be supplying those needs.
That's even assuming they come out green in the competition to deliver robotaxis. Right now the leading player in the US market is a company who is neither Tesla nor a legacy vehicle manufacturer. It's an adtech who started gluing the contents of a Radio Shack onto the worst cars you could possibly think of (Chrysler Pacificas and Jaguar i-Paces? Really?) and turned it into something that's an everyday thing in several major cities.
Tesla FSD story reminds me of the fracas that was early OS/2. IBM sold people 286 hardware on the promise of it running OS/2, so they had to waste a lot of effort building a 286-capable OS/2 that was clunky and almost immediately obsolete. No matter how talented Tesla's R&D team are, they're walled in by design choices made on existing vehicles (i. e. relying on cameras instead of lidar). I wonder if they'd be better off being ran as an arm's length startup to address the problem more generically, and then they can sell it to other firms if it turns out that the best solution won't work on existing Tesla hardware.
Are you seriously saying there is no business case for humanoid robots?