I don’t even think that’s rational, but it may be what’s propping them up.
Last earnings call Musk said Optimus wasn’t doing “meaningful work” at Tesla and as far as I’m aware they haven’t done meaningful work anywhere. I think they’re behind the curve there. Figure AI recently finished an apparently successful feasibility trial of their humanoid robots with BMW and Boston Dynamics has a deal with Hyundai for their Atlas humanoid robots.
I’m not even convinced humanoid robots are going to pan out in general. They only really make sense in a scenario where you’re back porting robotics to factories built for humans. That has value but feels temporary; factories designed to be robotic feel like the future, and there’s no need for them to do the job the same way a human would.
this is something that also never made sense to me - it felt like star wars got it right - for repairs and remedial tasks a trash can (rs-d2) or all the little service droids are more appropriate, but c3p0 or other nurse and protocol droids makes sense to look more humanistic since they serve functions to facilitate human activitiy - but there is no way those functions are numerous enough to be priofitable.
> Boston Dynamics has a deal with Hyundai for their Atlas humanoid robots
Slightly depressing that we're back to replacing the big industrial robots rather than new markets.
>I’m not even convinced humanoid robots are going to pan out in general.
I want one personally, so it can rake the leaves, mow the lawn, tend the garden, do the laundry and dishes, replace the roof, etc., when I'm old. But they should also be used to pick up litter along the highway, paint over graffiti, etc..