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Dog. Just in case you were not aware.
Space x have two BosDyn robot dogs that trot around at Boca Chica sometimes. I seen them on NSF vids.
They are were being using as cameras to survey the Landing pad for debris before programmed Starship launch/landing tests.
''I am Mother'' is a good little film if you like sci fi,and the robot is probably based on the look of the Atlas.
Eileen
Like I said Tesla are in cahoots with Boston Dynamics one of their quadruped robots was at a Tesla presentation interacting with Grimes and with TESLA written on the side.
The Atlas robot could probably have managed the Teslabot dance (but it doesn't look very humanoid).
An example.
When Ford CEO Farley on their Call this week talks about making their ICE cars more profitable for future sales, he is crazy.
They may have a Mach E from Mexico, and a Ford Lightning order book, but they will compare to be too expensive soon, only die hard Ford fans will buy.
So YES. Tesla are miles ahead with technological advances in auto engineering after 15 years of EV development.
"this Boston Dynamics Robot gymnast is not an actor""
Assuming Tesla is not buying Boston Dynamics then this only shows how far Tesla are behind in the Robotics field then does it not.
Don't you guys just go on and on about about Teslsa's unassailable lead ?
I hope these functional robots will be able to make and serve a good cup of tea when i get to sit in my Elderly care home. LOL
Watched quite a few vids of the boston dynamics Atlas robot and its quite eerie just how human its getting.
20 years from now and its gonna get really scary.
Billy as I said I don't expect in anytime soon but I think a lot sooner than you anticipate this Boston Dynamics Robot gymnast is not an actor
https://www.youtube.com/watch?v=YdnJI9T-yX
I doubt that this is the best that can be done and Elon is in cahoots with the company
Dog, Yes, eventually AI humanoid looking robots will happen, but it is a long way away. I said don't get bogged down, because Optimus revenue will take years before it increases company EPS, probably next decade, 2030's. Elon says he wants to try something in the factory by the end of year, but my opinion is, it will be a very basic proto. Just think about what we "Human" body does instinctively, estimation, memory, experience for a few. Just lifting a box alters centre of gravity to the body, then turn, CoG changes again, and we remember what should be behind us, and have peripheral vision to spot obstacles. There are many more things to solve. If Optimus is humanoid with only two cameras, it is going to take a lot of development work. Tesla cars have many cameras to see the world around them.
Just saying upward Tesla stock value this year will come from Berlin, Austin, and Nevada, with lots more sales of Model Y and 3 and Energy Megapaks. That is the prospect for 2022. IMHO.
Billy
Elons favourite saying does not really apply here if you consider possible and then probable uses for the robot. We know Elon loves automated systems and that he dropped an enormous clanger in over automating the Model 3 production line eventually coming up with "production hell" and "human workers are often underrated". I also heard Sandy Munro giving his opinion on automated production systems and it was not very complimentary calling the current robots BOBs (Blind One-armed Builders)
Modern construction of very complex engineered objects involves breaking down complex systems to individual small steps that can be accomplished by virtually anyone with minimal training. So Elon builds a robot that can move and find its way around (something like FSD is doing for Tesla cars) it has two ''arms'' and ''hands'' and capable of manipulating tools and parts and can be trained to do simple tasks initially and then as the AI get better more complex tasks. The BOB is no more, no longer blind, no longer one-armed, no longer static bolted to the floor. It requires no time off no meal breaks no holidays no toilet breaks and no payment. Just imagine how efficient and how cost effective such a factory would be.
I don't expect it to happen very quickly but it will happen and I am fairly sure Elon and Tesla will make it happen. Tesla is not building Dojo just for solving FSD it is an AI training computer for Opyimus.
Typo. I meant "Not talk about new products in Call".
Don't get too bogged down discussing Optimus. "prototypes are easy, production is hard". Elons pet saying.
An observation from the Earnings call.
Although Elon said Optimus would be the most important thing Tesla would be working on in 2022. He also said, new products deserve their own Reveal Day and he would talk about them in the Q4 Call.
So what products are the Tesla engineers working on? He said they have a Zillion ideas, and then decide, What will make a difference? achieve mass market? can be scaled? I think this is very interesting and again affirms Tesla is not just an Auto company. Onward and upward. Go Tesla. IMHO.
Eileen
You seem to be an Optium Teslabot sceptic, the actor playing the Teslabot was as Wolfie says theatre; as to the likelihood of it being produced I am pretty sure it will come to pass and sooner than you may think.
Tony Seba in his presentation on disruptive technology gave a really interesting well informed version of why Apple (and google)were able to build the smart phones when the incumbents did not. The concept was due to emerging technologies coming together and being used in a new way.
I think we are at such an inflection point in robotics, AI, batteries and computing power that the Teslabot is a realistic proposition not just pie in the sky. Elon said that this project will be headed by him personally and I would say that if anyone has the brains and resources to do it Elon is that man. That said I do not expect a fully functioning iteration anytime soon but I do expect that a basic prototype capable of standing, walking and with moving joints in shoulders arms and hands in the next couple of years.
"ffs Dog, Elon hired an actor to pretend to be a Robot. It was a truly ridiculous spectacle, but please don't tell me you fell for it."
It's called theatre
Eileen - For all your deramping you've been wrong at almost every step so far.
Tesla is rapidly growing into it's valuation. PE's gone from over 1000 to 90 in eighteen months, where might it be next year?
Tesla is the apple of EVs, an aspirational product and so far ahead of it's competition who are still trying to produce ICE vehicles to fund their EV ambitions.
The FSD and energy businesses haven't really kicked off yet either. Major rollout of charging stations and connectors on a global scale.
To quote the company itself:
"2021 was a breakthrough year for Tesla. There should no longer be doubt about the viability and profitability of electric vehicles. With our deliveries up 87% in 2021, we achieved the highest quarterly operating margin among all volume OEMs, based on the latest available data, demonstrating that EVs can be more profitable than combustion engine vehicles."
Dog "what do you think it will be worth when it is making.... Optimum Teslabot."
You mean like "... 1 million robotaxis by 2020 ? ".
ffs Dog, Elon hired an actor to pretend to be a Robot. It was a truly ridiculous spectacle, but please don't tell me you fell for it.
Some of the things you say are perfectly well researched but you still seem to be susceptible to falling for the biggest whoppers of all.
Chump
Tesla has just had a wonderful year with a blow out final quarter, the current share price weakness has far more to do with market conditions and to some extent world events than any problem with Tesla. The whole technology sector has been suffering most much worse than Tesla particularly tech. companies not yet making a profit.
Of course Elon was able to his exercise his options at a lower price that is how Tesla compensation works they also have a staff employee compensation system so everyone who works foe Tesla can benefit at a lower price.
I would be interested to know how you are thinking that the FED raising interest rates will affect Tesla?
My view is that Tesla is a very strong highly profitable company growing rapidly and growing profits and profit margins and deliveries every quarter with huge demand and a company with almost no debt and a substantial cash pile and just about to open two massive new even more efficient and lower cost production factories. Whats not to like. OK things can and I am sure will go wrong and there will be bumps in the road so there will be short term problems which I am absolutely certain shorters will play for all they can get, and which I will if I have cash available treat as buying opportunities. I have already done very well in this share and I do not think it will disappoint over the medium to long term.
Bare in mind that the electrification of transport has only just begun and Tesla is about a trillion dollar company now making about a million vehicles a year with battery and chip constraints what do you think it will be worth when it is making 20 million vehicles a year, not to mention autonomous vehicles, mega-watt battery storage systems, AI systems as a service and Optimum Teslabot.
Elon has more shares now because he was able to acquire them at a cheaper price. The real price drops will come when the FED makes actual interest rate adjustments this year. For now I can see the usual conviction-less rallies with little justification.
Chief, Could it be that perhaps Tesla has now, finally, transitioned from "buy the dip" to "Sell the Rally"
What do you think ?
( Thoughts from fanbois welcome too... )
All the shares Elon sold came back to him in options. He had to sell to pay his tax bill due on exercising those options. He’s got more shares now than when he started selling.
The FED does want a recession. They will be attempting to slow down/reduce the inflation rise in America by rate increases without dramatic economic slowdown.
This FED spooked the US market Wed/Thurs and then Elons comments about the humanoid robot shocked Fund managers & others. There has been a general sell off of all Tech stocks, not just Tesla. However, i agree Tesla is best placed because they have demand for current cars. Eventually Robbie robot will be a significant product but years away.
By the end of 2022, Tesla will have significantly increased deliveries to between 1.5M and 1.8M with Austin and Berlin factories, and with exist Gigi ramping(Shanghai and Freemont were constrained in 2021), then revenues and EPS should double up. Just as both Zach and Elon said, they expect to easily increase Tesla performance higher than the 50% YoY growth target during in 2022. IMHO.
Chump
''Elon exited at the top of the mountain and now he is calling for a recession''
Elon is still by far the largest shareholder in Tesla. He sold off some of his shares to finance a lot of share options which were due to expire in fact he now has more Tesla shares than he had when he started the process and the top of the mountain was quite a bit higher $1229 or thereabouts. Is he calling for a recession? My take is that he believes one is inevitable like a large number of economists. There have always been booms and busts when/ if we get the recession as an un-leveraged investor I shall sit tight and wait for things to sort themselves out because I am pretty sure Tesla will ride out a recession better than most enterprises.
I would have thought you would be celebrating bears tend to do well in recessions. Just a reminder bears shorting Tesla historically have not done well.
Elon exited at the top of the mountain and now he is calling for a recession. Times are looking dark.
LOL, funny.
But this is actually an opportunity at this level.
Door handle.