alt Hacker NewsThis is a quote from Tesla latest earnings call, at 04 min..
"Because we're really moving into a future that is based on autonomy and so if you're interested in buying a Model S and X, now would be the time to order it, because we expect to wind down S and X production in next quarter and basically stop production of Model S and X next quarter. We'll obviously continue to support the Model S and X programs for as long as people have the vehicles, but we're gonna take the Model S and X production space in our Fremont factory and convert that into an Optimus factory, which will... with the long-term goal of having 1 million units a year of Optimus robots in the current S/X space in Fremont."
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> but we're gonna take the Model S and X production space in our Fremont factory and convert that into an Optimus factory, which will... with the long-term goal of having 1 million units a year of Optimus robots in the current S/X space in Fremont."
I don't know how well that's going to work out for them. I saw these robots (https://www.youtube.com/watch?v=NVX6vq0RSnY) on the Chinese New Year Gala, and they look way more dexterous than any Optimus video I've ever seen.
Wonder what the maintenance picture for Tesla will be like from now on. Crazy expensive parts at the very least I would imagine.
Can someone enlighten me WHO the customer to those million Optimus robots are?
I've been working in robotics for years now, I've talked with ex Optimus developers, FigureAI devs, some Japanese humanoid devs, researchers, talked to people in conferences and no one. Absolutely no one I've met take Optimus seriously. If a lab is considering buying a humanoid they'll go to China. Hell, even MIT professors that have been crucial to the development (Boston dynamics etc) seems to not put too much emphasis on Tesla.
But I've also been to industrial robotics conferences, mostly for customers and user focus and not developers and usually the perception is different in those circles.
So who are the optimistic customers for Optimus?
I think those are just two of the models that aren't pushed particularly hard. As I understand it, Model 3 and Model Y are the major models in recent time?
I think S, X and Cybertruck are just 3% of 2025 deliveries?
I'm not sure what you're trying to tell me.
The whole pivot to Optimus is insane. I can understand the market following Elon down all the other paths he randomly skips down but Optimus... Really?? The only way to explain it is it's not being taken seriously but Elon seems to be taking it very seriously...
> 1 million Optimus robots
Are there that many unemployed actors available?
I bet Chinese robots will be cheaper lol.
This reads to me like someone saying “you can’t dump me, because I am preemptively dumping you.” It is a forced pivot to avoid having to admit failure.