[nabla9]

Less than 10% of Tesla's value is in existing business. Tesla's revenue hasn't grown in three years

  1. Car company (true)
  2. energy company (eh)
  3. robotaxi (next year since 2018) 
  4. robots ... 

Google, Amazon Robotics/Kiva, Hyundai/Boston Dynamics, even Nvidia are ahead of Tesla in AI+robotics.

[adrr]

Tesla’s product is the stock.

[dmbche]

Goddamn snake is eating itself again

[vvpan]

Meme stock.

[gonzobonzo]

> Google, Amazon Robotics/Kiva, Hyundai/Boston Dynamics, even Nvidia are ahead of Tesla in AI+robotics.

Optimus seems to be much closer to actually being released as a product than Atlas. After over a decade, Boston Dynamics still hasn't shown anyone a live, unscripted demo of Atlas as far as I can tell (Tesla was showing those with multiple Optimus robots a year ago). And they don't appear to have any plans for actually selling it as a product anytime soon.

I'm skeptical of the humanoid robot market in general, but at the moment Tesla and Unitree appear to be the two companies ate the forefront of it.

[FireBeyond]

What? One of Tesla's more recent demos of Optimus literally had a handler with a remote control "driving" it.

[gonzobonzo]

This is a non-sequitur. The Optimus demonstrations so far have been partially controlled (though the degree to which they were appears to be overstated). This doesn't change the fact that they've done public demonstrations with the robots while Boston Dynamics hasn't.

[senordevnyc]

It's not a non-sequitur, because if the "partial control" of the robot is significant enough, it's no longer a robot.

[gonzobonzo]

This isn't true at all? Robots can be controlled externally, either fully or partially. ASIMO didn't stop being a robot because it was under external control for demonstrations (from what I can tell, much more external control than the Tesla robots).

[senordevnyc]

I disagree, but regardless of what you call it, no one is interested in buying a super expensive remote control human analogue from Tesla.