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Elon Musk

πŸ‘€ Speaker
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13959 total appearances
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Appearances Over Time

Podcast Appearances

All-In with Chamath, Jason, Sacks & Friedberg
Elon Musk on DOGE, Optimus, Starlink Smartphones, Evolving with AI, Why the West is Imploding

Well, yeah, everything would take a long time.

All-In with Chamath, Jason, Sacks & Friedberg
Elon Musk on DOGE, Optimus, Starlink Smartphones, Evolving with AI, Why the West is Imploding

We've got time.

All-In with Chamath, Jason, Sacks & Friedberg
Elon Musk on DOGE, Optimus, Starlink Smartphones, Evolving with AI, Why the West is Imploding

We're finalizing the design of Optimus version 3.

All-In with Chamath, Jason, Sacks & Friedberg
Elon Musk on DOGE, Optimus, Starlink Smartphones, Evolving with AI, Why the West is Imploding

And that really is going to be a very remarkable robot.

All-In with Chamath, Jason, Sacks & Friedberg
Elon Musk on DOGE, Optimus, Starlink Smartphones, Evolving with AI, Why the West is Imploding

It will have essentially the manual dexterity of a human, so meaning a very complex hand, an AI mind that can navigate and comprehend reality.

All-In with Chamath, Jason, Sacks & Friedberg
Elon Musk on DOGE, Optimus, Starlink Smartphones, Evolving with AI, Why the West is Imploding

And we made in very high volume.

All-In with Chamath, Jason, Sacks & Friedberg
Elon Musk on DOGE, Optimus, Starlink Smartphones, Evolving with AI, Why the West is Imploding

Those are the three things that are missing.

All-In with Chamath, Jason, Sacks & Friedberg
Elon Musk on DOGE, Optimus, Starlink Smartphones, Evolving with AI, Why the West is Imploding

If you see any other robotics company, they're missing those three things.

All-In with Chamath, Jason, Sacks & Friedberg
Elon Musk on DOGE, Optimus, Starlink Smartphones, Evolving with AI, Why the West is Imploding

Those are the three really hard things.

All-In with Chamath, Jason, Sacks & Friedberg
Elon Musk on DOGE, Optimus, Starlink Smartphones, Evolving with AI, Why the West is Imploding

And I spend actually at this point

All-In with Chamath, Jason, Sacks & Friedberg
Elon Musk on DOGE, Optimus, Starlink Smartphones, Evolving with AI, Why the West is Imploding

It might be more of my mental cycles than anything else, any other single thing on Optimus.

All-In with Chamath, Jason, Sacks & Friedberg
Elon Musk on DOGE, Optimus, Starlink Smartphones, Evolving with AI, Why the West is Imploding

That's solving for real-world AI, all of the electromechanical issues of Optimus, the supply chain and production challenges of it.

All-In with Chamath, Jason, Sacks & Friedberg
Elon Musk on DOGE, Optimus, Starlink Smartphones, Evolving with AI, Why the West is Imploding

Because there is no supply chain that exists for humanoid robots.

All-In with Chamath, Jason, Sacks & Friedberg
Elon Musk on DOGE, Optimus, Starlink Smartphones, Evolving with AI, Why the West is Imploding

So we have to recreate it from scratch, which requires doing a lot of vertical integration.

All-In with Chamath, Jason, Sacks & Friedberg
Elon Musk on DOGE, Optimus, Starlink Smartphones, Evolving with AI, Why the West is Imploding

None of the actuators in Optimus are available from an existing supply chain.

All-In with Chamath, Jason, Sacks & Friedberg
Elon Musk on DOGE, Optimus, Starlink Smartphones, Evolving with AI, Why the West is Imploding

But I think it is accurate to say that if successful, Optimus will be the biggest product ever.

All-In with Chamath, Jason, Sacks & Friedberg
Elon Musk on DOGE, Optimus, Starlink Smartphones, Evolving with AI, Why the West is Imploding

I think that the marginal cost of production, once you hit a million units per year, is probably around the $20,000 range.

All-In with Chamath, Jason, Sacks & Friedberg
Elon Musk on DOGE, Optimus, Starlink Smartphones, Evolving with AI, Why the West is Imploding

It sort of depends on how much you spend on the AI chip in the robot.

All-In with Chamath, Jason, Sacks & Friedberg
Elon Musk on DOGE, Optimus, Starlink Smartphones, Evolving with AI, Why the West is Imploding

And you need to achieve a lot of efficiencies in the actuators.

All-In with Chamath, Jason, Sacks & Friedberg
Elon Musk on DOGE, Optimus, Starlink Smartphones, Evolving with AI, Why the West is Imploding

There are 26 actuators per arm.