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Oct 1, 2022

Tesla’s robot strategy is inextricably tied to its Autopilot strategy, for better or for worse

Posted by in categories: business, Elon Musk, robotics/AI, transportation

Tesla unveiled its first prototype of its Optimus humanoid robot on Friday — an actual robot this time, by the strictest definition, instead of a flesh and blood human clad in a weird suit. The robot performed some basic functions, including walking a little bit and then raising its hands — all for the first time without supports or a crane, according to Tesla CEO Elon Musk.

The company may be taking its first early steps into humanoid robotics, but it has a lot riding on the business. Musk has said that the Optimus bot will eventually be more valuable “than the car business, worth more than FSD (Tesla’s add-on ‘Full Self-Driving” feature, which is not self driving.)

What was apparent at the event Friday night is that Tesla is making the economically wise, but strategically questionable decision to yoke together the destinies of both Optimus and its Autopilot (and by extension, FSD) ambitions.

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