The Tesla votes were successful. Elon’s 2018 CEO compensation package was re-affirmed. Tesla has voted to move from Delaware to Texas.
Tesla’s Optimus robots are currently in action at their Fremont Factory. These robots handle cells and place them in shipping containers.
• Elon Musk anticipates having over a thousand Optimus robots operational at Tesla by next year. Maybe a few thousand.
• The next generation of Optimus robots will boast 22 degrees-of-freedom, significantly enhancing their capabilities.
• Integrating AI and advanced robotics technology is pivotal for advancing Optimus.
• Tesla is committed to high-volume manufacturing to lower costs and make Optimus robots more accessible.
• The long-term goal includes widespread adoption of humanoid robots, potentially outnumbering humans globally.
Elon is predicting there will be more than 10 billion humanoid robots and likely more than 20 billion.
Elon Musk Talks $TSLA Optimus Robots’ Deployment at 2024 Annual Shareholder Meeting!
• Tesla’s Optimus robots are currently in action at their Fremont Factory. These robots handle cells and place them in shipping containers.
• Elon Musk anticipates having over a thousand… pic.twitter.com/JB9m0hLO5k
— Herbert Ong (@herbertong) June 14, 2024
Elon agrees with Ark Invest that there is a $5+ trillion valuation for autonomy (FSD, robotaxi) without Optimus. Optimus will provide 5-10 times the valuation with $25-50 trillion.
The build rate of humnaoid robot will be one billion per year.
The 4680 battery cell is on track to become the most efficient battery.
Megapack 3 will not need a substation. Just plug in high voltage wires and it will work. The demand for electricity for AI will require more rapid buildout and eliminating the substation bottleneck is huge.
Tesla will be introducing a compact car and a small van.
For FSD cameras and compute, Hardware 4 is five times better than Hardware 3. Hardware 5 comes out in 18 months and will 10 times better than Hardware 4.
At some point Tesla will have 100 million cars and the distributed inference compute will be 100 gigawatts of compute.
Brian Wang is a Futurist Thought Leader and a popular Science blogger with 1 million readers per month. His blog Nextbigfuture.com is ranked #1 Science News Blog. It covers many disruptive technology and trends including Space, Robotics, Artificial Intelligence, Medicine, Anti-aging Biotechnology, and Nanotechnology.
Known for identifying cutting edge technologies, he is currently a Co-Founder of a startup and fundraiser for high potential early-stage companies. He is the Head of Research for Allocations for deep technology investments and an Angel Investor at Space Angels.
A frequent speaker at corporations, he has been a TEDx speaker, a Singularity University speaker and guest at numerous interviews for radio and podcasts. He is open to public speaking and advising engagements.
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