[SR2Z]

There is some value in producing a lot of solid hardware, but nowhere even close to Tesla's absurd valuation.

I think they are perfectly capable of writing software to drive the robot - if Musk doesn't stick his head in like he did with LIDAR/FSD and impose some stupid requirement that handicaps the product.

[jandrese]

But the whole shtick with Optimus is that they aren't writing software. It's supposed to be all LLM training so when you buy your robot you can give it orders like "do the dishes", "clean the gutters", "dig a backyard pool for me", or "build me another Optimus" and you can go off to do whatever while it completes the task.

Elon thinks it would be too expensive to have to write code for every task you might ask one of these to do, they want it to be fully autonomous.

Their engineers aren't behind keyboards typing C++, they're wearing VR headsets and feeding the data to a LLM, although even that is probably too specific for Elon's long term plans. Obviously he doesn't want to have to have people repeat actions hundreds of times before the dumb robots figure it out. Especially for "simple" tasks like serving drinks at press events.

[RyanOD]

I feel like society is decades away from being comfortable with "you can go off to do whatever while it completes the task"...regardless of whether or not the tech is there.

[SR2Z]

You say this like it's a bad idea. These VLA models are going to be even more disruptive than the coding models because otherwise it's prohibitively expensive to set up an industrial robot for most uses.

My main doubts about Tesla's plan are that they will sell enough of these to get benefits of scale or that Musk will force the engineering team to "skip lidar" again and compromise the design.

[techblueberry]

But how would we evaluate "perfectly capable" without evidence, there's just been no evidence they've done anything so far right? Am I missing something? I guess looking closer it was only announced four years ago. But it seems like it's only been smoke and mirrors so far.

[SR2Z]

I think FSD is very impressive, even if it is still pretty unsafe.

Tesla clearly has at least some AI chops, and if Musk can bullshit for long enough, they might have enough time to make these robots more than just props.