Tesla started out as a car company and it has grown into a series of related fields most notably energy and AI. Stuart Kauffman, my favorite Complexity scientist, describes this kind of diversification or evolution as “The Adjacent Possible.” When Musk bailed out Solar City I though it was just nepotism and I wrote several negative pieces about it. I had previously written that Solar City’s business model was flawed and the buyout seemed to prove my point. Fast forward a decade or so and energy has become Tesla’s second largest segment. Maybe Musk is a better visionary than The Captain.
During last year’s AI Day Musk announced the Tesla Robot which came to be known as Optimus, another case of The Adjacent Possible – extending self driving AI which needs to understand the world around the car to GAI – General AI, which needs to understand much more of the human environment. As promised, Tesla will be showing a prototype of Optimus on September 30 during the upcoming AI Day.
Interesting as that might be for a SciFi fan my real interest is as a shareholder.
Optimus is supposed to weigh some 125 pounds. Its price has been bandied about at somewhere between five and ten thousand dollars.
An average Tesla weights a little over 4,000 pounds and is priced at around $46,000.
Why is this important? Gross Margin! Not only is Optimus more affordable, it should have a gross margin closer to a computer than to a car.
**Product Weight Price Price** **per lb** Average 4,336 46,000 10.61 Median 4,416 46,000 10.42 Optimus 125 5,000 40.00 Optimus 125 10 000 80.00
Elon Musk REVEALS Tesla Bot (full presentation)
The Adjacent Possible
How much does a Tesla weigh? Comparing each model
The first-generation Roadster weighs in at 2,723 lbs.
The dual-motor Long Range trim, weighs 4,561 lbs.
The tri-motor Plaid Model S will weigh in at 4,766 lbs.
The Model X Long Range weighs 5,185 lbs.
The Plaid Model X and its three motors will weigh 5,390 lbs.
The single motor Model 3 Standard Range Plus … at 3,582 lbs.
The other two dual-motor Model 3 trims, … weigh in at 4,065 lbs
The Tesla Model Y … weighs 4,416 lbs.