- but I think the thing um most notable is if you look at the difference between the last time we showed Optimus and and this was a video that was taken basically yesterday and the Optimus team was up all night uh making this video. the Optimus team has done an incredible job.
- the motors the controllers the electronics and everything you see in the Optimus robot is a tesla-designed system
- we actually tried to find um Drive actuators and and whatnot that that were off the shelf we we found that there weren’t any um in order to make um and and an effective uh humanoid robot you actually have to design the motors and gearboxes and the electronics from scratch because it’s a very different application from anything else that exists
- so we took our world-class motor and Power Electronics team and uh and said okay we need to design several um uh actuators that are that don’t exist in the world um and they did so Optimus is is working quite well
- and then for full self-driving as for self-driving gets closer and closer to generalized real world AI that same software is transferable to a humanoid robot just like um you know we you know humans can obviously walk around with their arms and legs but but we can drive a car fly a plane uh steer a boat uh ride a horse
- if you have a generalized understanding or if you have generalized real world AI which is what we are developing for full self-driving it can be transferred to basically anything
- So Optimus will use the same FSE computer as as the car
- The Optimist stuff is is um I think somewhat somewhat extremely underrated because they people just cannot comprehend the consequences
- now obviously we need to make sure that we don’t have a Terminator scenario that’s very important uh it’s all fun and games until Terminator shows up
- but uh if you say like if you have had a generalized um humanoid robot uh what would be the effective ratio of humanoid robots to humans because I think basically everyone would want one and and maybe people would want more than one which means the actual demand for for something like Optimus if it really works um virtual world is uh I don’t know I mean 10 billion units it’s it’s some crazy number um it might be 20 billion units If the ratio is say two to one on people you know humanoid robots versus people it might actually be it’s not it’s some very big number is what I’m saying um and a number of vastly in excess of the number of cars
- so my prediction is that Tesla’s long-term value will be a majority of long-term value will be Optimus and that prediction I’m very confident of