[sovreign]

I agree, time will tell. At least AI day was promoted more as a recruiting event rather than a showcase or product announcement. Agility Robotics really has a good chunk of the hardware figured out with Digit. Gonna be interesting to see how this plays out (and how quickly).

[TaylorAlexander]

Yep. Tesla has a fast path to success if they can buy Agility Robotics. Then they can slap their AI hardware on Digit, start training navigation in Dojo, rev the Digit design to integrate that AI hardware, and the hardware engineers will be spinning up production in parallel to the AI team training navigation. In one year they could be showing off a Tesla robot walking around the Tesla factory moving boxes (Agility already has this demo).

I also just think Digit plausibly looks like a Tesla product (as opposed to Boston Dynamics Atlas).