Effective-Dig8734 OP t1_iqojm71 wrote on October 1, 2022 at 10:53 PM

Reply to comment by manOnPavementWaving in Why I am optimistic about the Optimus bot by Effective-Dig8734

Tesla most certainly does have an edge in this space at least when it comes to ai navigating the real world

Talkat t1_iqos2n2 wrote on October 1, 2022 at 11:59 PM

They have massive edges:

AI: leaders in the model, their training setup, their data aquisition, and their own hardware
Manufacturing: a world leader in advanced manufacturing with multiple massive factories incljding products like motors, batteries and castings.. all things helpful for robots
Org Structure: this might seem like a small one, but I don't think you should underestimate the structure of musk companies. It enables rapid innovation and can scale.

salaryboy t1_iqpsgco wrote on October 2, 2022 at 5:30 AM

Exactly. There are several dozen companies that could achieve #1 (most major tech companies, soon to include midsize) and a few that can do #2 (mostly car companies). Tesla has both, which may be almost unique outside of perhaps Amazon (their acquired robotics tech is highly advanced, but not nearly to Tesla's scale).

This won't be fast, but if they have the will to do it the tech may be doable in 4-6 years. If it starts to take off, expect to see collabs between Microsoft and Ford or Google, Boston Dynamics, and GM to build similar.

ArgentStonecutter t1_iqp00wx wrote on October 2, 2022 at 1:04 AM

Tesla is notorious for manufacturing quality issues and just generally winging it.

Talkat t1_iqpjjp8 wrote on October 2, 2022 at 3:53 AM

Compare the growth in their manufacturing capacity. From 50k cars to 5m in ten years. That's 100x.

If your growing that fast of course your going to run into issues. But the bigger take away is that they can grow that fast and I can't think of another company with that level of performance