Tesla profit soars. And also craters

I have explained this before. They have to design a factory right now to be safe for humans, so any factory that a robot works in, has to be designed for human safety. Also, like I showed you with Agilities humanoid robot. If there are stairs the robot has to be able to navigate those stairs. You could design other forms but the humanoid form is best since the factory is already designed around the humanoid form. You do not want to design a factory for a dog form and then put Humans into it to run it.

Let me ask you this. Can you think of any reason that Agility would be producing humanoid robots? They are getting ready to produce them so why would they do that?

Andy

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Cosmetics and aesthetics come immediately to mind. The exact same reason why they put two “eyes” and a “head” articulated separately from the “torso,” even though there’s no engineering reason for those things at all. A wheeled platform with an upright post with two arm-like appendages attached to it would have the same functionality - but it doesn’t say “future.”

People have been designing and building robots for many years - and while that’s a good job and makes valuable products, it doesn’t have much buzz any more. But if you’re making humanoid robots? Ah, that’s something that really sizzles. If you’re a start-up and you want equity investors and media coverage and big companies like BMW to let you partner with them, a plain old boring robot isn’t going to get you in the door. Or attract retail investors when you’re ready for your IPO. But a humanoid robot that does the same thing, just with a lot more complications? There’s the ticket…

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So Musk and Agility are making humanoid robots for basically appearance. I could see Agility doing that because they do not have a brand but Musk? There isn’t any reason for him to do it. He is in the news every day already. Also there are to many people trying to make humanoid robots. Let’s see what they say.

Agility: Agility Robotics says that its manufacturing facility will be the first to mass-produce [humanoid robots] which could be nimbler and more versatile than their existing industrial counterparts.

https://www.axios.com/2023/12/05/humanoid-robot-factory-agility-bipedal-amazon

China: The Chinese guidelines say industries like healthcare, home services, agriculture, and logistics will likely see a rise in the use of robots in the coming years. The country also wants to put effort into developing humanoids to work in harsh and dangerous conditions and within the manufacturing sector .

China plans to mass produce humanoids by 2025 - The Robot Report.

Musk: Musk said the bipedal gadget is meant to “navigate through a world built for humans.”

I do not think you would have all these diverse groups of people, all working towards humanoid robots, if it was just for appearance.

Andy

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Oh, sure. Musk as much as anyone. The Optimus looks the way it does for cosmetic/aesthetic reasons as well - which is why it hews so closely to the human form in areas where there’s zero engineering reason to do so, like the shape of the head.

The first is for attracting talent. Tesla needs to (finally) solve autonomy. They need AI boffins to do that. But working for a car company isn’t a traditional AI job path, and for the last several years the space has been filled with other firms (OpenAI, DeepMind, Anthropic, Inflection, Mistral, and the like) competing for AI talent. Hence, AI Day - Tesla’s effort to convince AI folks to have their career at Tesla rather than an actual software or AI company. To justify that, you need projects that will excite the engineers - get them eager to play in your sandbox. Doing the final-stage work on an (allegedly) nearly done FSD project that will end the company’s foray into AI work isn’t going to do it. Hence, Dojo and Optimus.

The second is for appeasing investors and building your brand. Tesla’s had to spend billions and billions on AI programs in an effort to make FSD work, including billions on building their own supercomputer (Dojo). It’s not a great look to invest in all that and then toss it once your autonomy problem is solved. Nor do you want investors to start valuing Tesla as “just a car company” - there always has to be a “next big thing” around the corner for Tesla. Not just for the investors, but also to keep Tesla’s brand in the news. If you’re not going to advertise, you have to be doing something more newsworthy than introducing a compact SUV.

And finally, the third audience is Musk himself. He wants the future to look like the future. More specifically, his personal 90’s-era cover of Omni magazine vision of the future. And he gets to pick the aesthetics. That’s why the Cybertruck looks like it does - that was Musk’s aesthetic choice, and he runs the company. And that’s partially why Optimus looks like it does. If Tesla’s going to build AI robots, they’re going to look the way Musk’s vision of the future looks like - not necessarily the way that makes the most sense for them to do their jobs.

Here’s why it matters. From what I can tell, the main argument for using a humanoid form is that it works well with other humans. But if the goal is a factory without humans, then that argument for a human form robot starts falling apart.

You seem wedded to the status quo, specialized robots that do one thing.

Not at all - not in a general sense. But I thought this all started by talking about making assembly lines fully automated. When you’re talking about an assembly line, you’re talking about a series of tasks. One job done many times over. Of course, there’s almost infinite complications in the ordering of jobs and finding places were multiple jobs can be done at the same time. (Trivially - and being done for decades already - assemble car bodies and engines separately, then bring those together. Or install both front and rear glass at the same time, or hood and trunk, or left and right doors.) These all eventually come down to one thing. So you make a robot that does that one thing (more realistically, a limited number of related things in a short sequence). Then you make another robot that does something else. It’s almost a certainty that the best robots for those individual jobs would not be humanoid in any sense. Probably not needing any significant AI, either.

Where I could see a more generalized - approaching humanoid - robot with a rudimentary AI, is automating a low volume, semi-custom shop. Particularly where you need to quickly switch from producing one product to another. Kind of a general assembly line where the item being assembled changes frequently. Today, we’re assembling toasters. Tomorrow it’s blenders. Next week we’ve got a run of toys and a couple different pneumatic tools coming up. Ahead of time, you train a single robot to do all the individual tasks necessary, then they share that training with the other robots.

–Peter

To attract talent all He needs to do is call someone and say come work with me. Musk can get all the talent he wants. No need for a robot he has Tesla, SpaceX and now the neuralink. Who wouldn’t want to work for him.

Your right FSD also how did I forget that. There is another project that he has that is just begging for people to work with him.

Musk is just going to build something that is better than everyone else because that is how he walks. He could build a robot on wheels if that is what he needed but he decided to make a humanoid, because that is what he needed. How do I know that. Because we have Optimus, it’s been built.

Andy

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Someone who wants to be in the cutting edge of AI, if Tesla isn’t doing an AI project. Which is why Tesla needed to have more than FSD on the to-do list.

Sure - but that doesn’t mean he’s right, any more than they were right about the Solar Roof. Or that they’d be able to have robotaxis in the Tesla Network in 2019. Or that there’s a way to massively increase tunneling efficiency. Sure, it’s a cool idea to build a general-purpose android worker - but that doesn’t mean the tech is ready for that to be a real thing. He can tell his engineers to go out and make a humanoid robot to do a job in his factory that isn’t currently already being done by a robot, just by watching the human currently doing that job…but that doesn’t mean that it’s going to happen.

If the argument is that these robots have to be shaped like humans in order to be able to work in human environments, it should be possible to explain away the literally millions of robots that are already working in human environments without being shaped like humans. I don’t think “because Elon decided that is what he needed” is a persuasive argument. It should be possible to actually offer the reason why you can’t have non-human shaped robots working in human environments when that’s already happening in literally millions of places.

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Nope, you are thinking too narrowly.

First, we have had specialty robots for a long time now. Yet most of our factories are NOT completely automated. We still need lots of human workers. That suggests that while specialty robots are important, they aren’t nearly sufficient. Musk himself found this out when trying to build the Model 3. You still need humans. To replace those humans, you need robots with human capabilities, ergo humanoid robots.

Second, humanoid bots can learn tasks from watching human behavior. While robots of any shape can potentially learn in this way, the more similar a robot is to humans, the easier the learning. It is difficult for a robot with pincers for hands to learn how to make a snowball watching humans.

How many car assembly lines do you know of that are fully automated? If the answer is none, then how do you replace the needed human workers? One obvious answer is through humanoid robots.

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Kinda off topic for the thread, but “The Founder” starring Michael Keaton as Roy Kroc is a great movie.

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Why is that an obvious answer? After all, every single other human worker that’s ever been replaced by a robot was replaced by a non-humanoid shaped robot.

This argument only works if the reason automation hasn’t happened yet is because of the shape of the machine…but I suspect there’s not a whole lot of assembly line jobs where that’s the case. Consider, for example, the meat processing industry - a notoriously labor-intensive manufacturing process that has resisted automation. But the reason that it’s resisted automation isn’t because we lack robots with the form factor of a human - it’s because:

The manufacturing sector, including automotive plants, has relied on robotics for several years, but putting a bolt in a car is very different than working with meat, since no two animals are the same.

One of the challenges is replicating the human eye and touch. So far, robotic butchers aren’t able to make precise cuts and can also struggle to accurately tell the difference between skin, fat, bone and meat in chicken and turkey facilities.

If you solve the “brain” and “eye” and “cutting” problems, then you can use robots in meat processing - regardless of whether they have legs or torsos or hips or what have you. There’s no need for robotic meat processors to look anything at all like humans.

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Elon Musk opens up on how Asperger’s has impacted his life

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Apropos of this topic, a Delaware court has voided Musk’s 2018 compensation package and ordered rescission of the contract:

…which will certainly make it far more difficult for Tesla’s board to give Musk what he says he needs in order to keep the AI and robotics programs at the company.

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Perhaps Elon can start a GoFundMe campaign.

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They will get my money ‘when the future gets here and starts paying a dividend’; not a moment sooner!

JimA

I already told you that, yet you refuse to listen. In fact we have had this discussion before and I have told you many times before. Just because you can’t remember does not mean it isn’t valid.

Andy

LOL really, tell me how many robots we have right now working in a meat processing plant that have a human form factor. You are just making stuff up now to suit your narrative.

Andy

Great job Tamhas, I hadn’t seen that before. Thank you.

Andy

  1. We remember.
  2. It isn’t valid because it isn’t valid.

None. We also don’t have them in non-human form factor, because the job is too hard and robots aren’t good with spongy, stringy, squishy things. Making the robots even more complex isn’t going to change that.

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Labor is much more expensive in a gig factory. Telsa in the early numbers would save $25 b over five or ten years. The numbers are a bit vague to me. The heart of it is expensive labor that can be replaced first. Later some less expensive labor can be replaced if productivity can rise. MCD can not feed more people in your suburban shop just because it could make 10k burgers per hour.

In harder conditions in factories productivity soars because conditions can be met at higher production rates. The human body can not take as much punishment.

The robot instead of just an arm is like the internet instead of just a PC.

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Well now I know you are mistaken…again.

Exactly thank you for proving my point…again.

Andy