[lambdaone]

If the humanoid robots are no better than the cars, it's unlikely. Unitree and Boston Dynamics are pretty much there in terms of solving the hardware problem, and the rest is software and the hardware manufacturing learning curve.

The Chinese are massively out-manufacturing Tesla in the electric car market - would you bet on Tesla somehow being better than the Chinese at manufacturing?

The rest as I said is software; given Tesla's consistent lack of success in "Full Self-Driving", would you bet on them outengineering the rest of the world in the software aspect of robotics?

[njarboe]

Tesla's biggest factory is in China.

[herbturbo]

Tesla is good at building big factories. The Cybertruck (total sales ~46k) factory was designed to build 250k units a year and later 125k. Meanwhile BYD outsells Tesla in China and globally.