Tesla's "We, Robot" Event

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[00:00:55] Hello everyone and welcome to Kilowatt, a podcast about electric vehicles, renewable energy,

[00:01:00] autonomous driving and much, much more. My name is Bodhi and I am your host. And on today's episode,

[00:01:05] we are going to cover Tesla's WeRobot event, which was their mostly cybertaxi or robo-taxi or cybercab event.

[00:01:17] I'm going to be honest with you, tons of issues with this episode, tons of technical issues.

[00:01:23] I don't know what happened, but things that worked for years on my setup have stopped working.

[00:01:32] And it is incredibly frustrating.

[00:01:37] I won't bore you with all the details, but there were hours and hours and hours of troubleshooting,

[00:01:42] all the way up to the point where I got frustrated and was just like, I'm going to go to bed.

[00:01:46] And I'll take care of this in the morning.

[00:01:48] And let me tell you, friends, I dreamt about the WeRobot event.

[00:01:53] I dreamt that I was there and I did not enjoy myself because of the frustration that I experienced before I went to sleep.

[00:02:02] So if I was giving this event a rating based on my dream, I would rate it negative 44, somewhere around there.

[00:02:12] Negative 44, negative 47, something like that.

[00:02:15] Not high, but that is not a good reflection of the actual event.

[00:02:20] It's not far off, but it's not a good reflection of the actual event.

[00:02:23] So let's go ahead and start off with the event here.

[00:02:29] Tesla started late.

[00:02:30] Tesla always starts late.

[00:02:31] This time they had a good reason to start late.

[00:02:34] There was a medical emergency in the crowd.

[00:02:37] Somebody had passed out and they were letting the emergency services folks take care of them, which is good.

[00:02:45] It sounds like everybody was okay.

[00:02:46] Just a minor issue.

[00:02:48] While I was there waiting for the event to start, I did look at some stats and it looked like there was about 108,000 people watching on YouTube and then around 2 million watching on X.

[00:03:04] Now, I will say, I'm pretty sure the people watching on X were also watching on YouTube because when I went to download the video from X, it was a YouTube link.

[00:03:16] So I'm pretty sure that that was not on X's servers.

[00:03:19] That was on YouTube servers.

[00:03:21] So I don't know why YouTube didn't reflect that, but I'm sure there's some business reason.

[00:03:26] But yeah, 2 million people, 2.1 million people watched this event.

[00:03:31] It's an okay number.

[00:03:32] Those aren't kilowatt numbers, but it's okay.

[00:03:34] You know, they'll catch up at some point.

[00:03:37] All right, let's get to the event.

[00:03:38] And I'm mostly just going to play the entire event for you and I'm going to stop and interject where it's appropriate.

[00:03:44] We're going to start off with the disclaimers.

[00:03:47] Statements made in this presentation are forward-looking statements that are subject to risks and uncertainties.

[00:03:53] Actual results may differ materially from those projected.

[00:03:57] More details can be found in the written materials.

[00:04:00] So the event starts off with Franz von Holzhausen, who is the designer at Tesla, designs all the cars, or head of the design team at Tesla.

[00:04:09] He comes out and introduces Elon.

[00:04:12] Doesn't really say much, so we're not going to listen to that portion.

[00:04:17] Once Franz introduces Elon, then it cuts away and it shows Elon walk out of what looks like a hotel.

[00:04:25] And then a cyber cab shows up.

[00:04:28] The doors open, butterfly doors open up.

[00:04:32] Elon gets in and it drives him to the event.

[00:04:36] And there are bicyclists and other vehicles on the road, on the soundstage, basically, is what this is.

[00:04:45] And it drives him to the stage.

[00:04:47] To me, this looked pre-produced.

[00:04:51] Because Elon, everything was dark, but Elon was really well lit.

[00:04:55] It kind of had that Sin City, if you've ever seen that movie.

[00:04:58] Is it Sin City?

[00:04:59] What's it called?

[00:05:01] Yeah, Sin City with Bruce Willis.

[00:05:03] It kind of had that feel, that 2005, like, cartoony, cell shady type feel to me.

[00:05:10] Now, it could have been live.

[00:05:12] That's entirely possible.

[00:05:14] But Elon, when he was sitting in the car, looked way too lit for what was going on around the actual vehicle.

[00:05:22] It was pretty dark.

[00:05:23] But Elon was, again, very well lit.

[00:05:27] So, not saying they faked it.

[00:05:29] I'm just, those are my observations.

[00:05:32] All right, let's get to Elon taking the stage.

[00:05:36] Welcome to the Wii Robot Party.

[00:05:42] We have quite a show for you tonight.

[00:05:45] I think you're going to like it.

[00:05:48] As you can see, I just arrived in the robotaxi, the cybercab.

[00:05:56] And there's 20 more, where that came from.

[00:06:03] So, they've been traveling.

[00:06:05] They're all, there's no people in them, as you can see.

[00:06:08] The car's just going by with no people.

[00:06:10] And we have, we have 50 fully autonomous cars here tonight.

[00:06:18] So, you'll see model-wise and the cybercab, all driverless.

[00:06:26] You'll be able to take a ride in the cybercab.

[00:06:29] There's no steering wheel or pedals.

[00:06:31] So, I hope this goes well.

[00:06:35] We'll find out.

[00:06:45] So, you see a lot of sci-fi movies where the future is dark and dismal, where it's not a future you want to be in.

[00:06:55] So, you know, like, I love Blade Runner, but I don't know if we want that future.

[00:07:00] I think we want that duster he's wearing, but not the bleak apocalypse.

[00:07:08] We want to have a fun, exciting future that if you could look in a crystal ball and see the future, you'd be like, yes, I wish I could be there now.

[00:07:18] That's what we want.

[00:07:21] So, when we think about transport today, there's a lot of kind of pain that we take for granted that we think is normal.

[00:07:29] Like having to drive around L.A. in, like, three hours of traffic.

[00:07:35] Like, yeah, people that live in L.A., I mean, you know, try to get from Pasadena to, you know, El Segundo during rush hour.

[00:07:43] It's like you can fly to, you know, another city faster than you can get to Crosstown, L.A.

[00:07:48] So, and you have to drive the whole way.

[00:07:51] Unless you're in a Tesla, of course.

[00:07:53] Tesla already does quite well at this, you know, supervised self-driving.

[00:07:58] So supervised full self-driving is actually working quite well.

[00:08:02] I'm sure there's people in the crowd, if you're using that, yeah?

[00:08:06] Yeah.

[00:08:10] So we'll move from supervised full self-driving to unsupervised full self-driving, where the car, you could fall asleep and wake up at your destination.

[00:08:20] But there's also a challenge for a lot of people that cars cost too much.

[00:08:25] I mean, when you factor in everything that goes into a car and the car insurance and the car payments and the storage of the car, it's very expensive.

[00:08:34] So with, and you said like how often are, what, how many hours a week are cars used?

[00:08:41] Your average passenger car is only used about 10 hours a week out of 168 hours.

[00:08:47] So the vast majority of the time, cars are just doing nothing.

[00:08:51] But if they're autonomous, they could be used, I don't know, five times more, maybe, maybe 10 times more.

[00:09:00] So you could actually, for the same car would have five times as much value, maybe, maybe 10 times as much value.

[00:09:08] It's, it's, there's 168 hours in the week.

[00:09:11] And like I said, only 10 of them are used for driving.

[00:09:14] So, and then, and then a bunch of those hours are looking for a parking spot, which is, you know, can be pretty annoying at times.

[00:09:20] So, so we want, with autonomy, you get, you get your time back.

[00:09:26] This is a very big deal.

[00:09:28] So it's, it's not just a safe, like it'll, it'll save lives, like a lot of lives and prevent injuries.

[00:09:35] I think we'll see autonomous cars become 10 times safer than a human.

[00:09:42] I mean, if you think of times past that where there were, there used to be an elevator operator in every elevator.

[00:09:49] But once in a while they get, you know, they get tired and accidentally show somebody in half, you know.

[00:09:56] So, so now we have automated elevators.

[00:10:00] You just get an elevator and you press a button and you don't even think about it.

[00:10:05] And it just takes you to the floor.

[00:10:06] And if you did see an elevator operator with a big relay switch, you'd be like, that's weird.

[00:10:12] Now that's, that's how cars will be.

[00:10:15] And, and it's not just the lives saved in injuries.

[00:10:18] But if you look at the, think about the cumulative time that people spend in a car and the time they will get back that they can now spend, well, I guess on their phones or, or, or watching a movie or doing work or whatever you want to do.

[00:10:34] Um, you can think of the, the car in the autonomous world as being like just a little lounge.

[00:10:39] You're just sitting in a comfortable little lounge and you can do whatever you want while you're in this comfortable little lounge.

[00:10:46] And when you get out, you will be at your destination.

[00:10:50] Okay.

[00:10:50] So I am here for the world of, uh, falling asleep and waking up at your destination, right?

[00:10:58] I think sleep's incredibly important, not while you're driving, but I'm here for that world.

[00:11:03] I don't know that it's going to happen anytime soon, especially in the timelines that Elon is talking about, but let's talk a little bit about the cyber cab.

[00:11:11] The cyber cab has no steering wheel, no pedals.

[00:11:14] Like Elon said, it looks a little bit like a model three.

[00:11:17] It might be as big as a model Y, but it looks about the size of a model three, maybe smaller mash together with a cyber truck.

[00:11:24] It actually doesn't look bad.

[00:11:27] The it's got model three styling features in the front and kind of along the sides.

[00:11:33] And then it's got a cyber truck feel to it with the, the backs kind of sloped back.

[00:11:40] There's no windows.

[00:11:41] I'm sure most of you have already seen a picture of this thing, but, uh, there's no rear window.

[00:11:46] I should say there's the passenger window and the driver's side, what would be the driver's side window and, and the windshield.

[00:11:53] But beyond that, there's nothing else in the car.

[00:11:56] It looks like it's only a two seater.

[00:11:58] Like I said, it has butterfly doors, which open like, uh, gold wing doors.

[00:12:02] And then it's got these big, uh, covers on the wheels for aerodynamic purposes, but it looks, you know, similar to a captain America, uh, shield on the wheels without the, you know, the actual emblem of captain America on it.

[00:12:19] All right.

[00:12:20] Uh, and then Elon, once again, Elon said, uh, he talked about, you know, um, elevator operators.

[00:12:27] I would like to know, honestly, and I'm not going to look it up now cause I'm already way behind on this podcast, but how many people have actually been hurt or injured because the elevator operator got sleepy and cut somebody in half or rip their arm off?

[00:12:42] How many people I would imagine it's probably not very many, maybe a few minor injuries here and there, but I don't know that it was a, an epidemic of people just dying because the elevator operator was drunk and not paying attention.

[00:12:57] All right, let's go ahead and move on with the presentation.

[00:13:01] So in fact, we, we, I think the, the cost of autonomous transport will be so low that you can think of it like individualized mass transit.

[00:13:12] Um, the, like the average cost of, of a bus per mile for a city, um, but not the ticket price cause that is subsidized, but the average price is about a dollar a mile.

[00:13:23] Whereas the, the cost of, uh, cyber cab, uh, we, we think probably over time from the operating cost is probably going to be around 20 cents a mile.

[00:13:34] Um, and price, including taxes and everything else probably ends up being 30 or 40 cents a mile.

[00:13:41] So yes, and you will be able to buy one.

[00:13:48] Yes, exactly.

[00:13:51] Uh, and, uh, we, we expect the cost to be below $30,000.

[00:14:00] And I think there'll be an interesting, um, you know, business model where like, let's say somebody is an, uh, you know, Uber or Lyft driver today.

[00:14:09] Uh, they, where they can actually sort of manage a fleet of cars and like a sort of managed, I don't know, 10, 20 cars and just sort of, you know, take care of them.

[00:14:18] Like a, like a shepherd, uh, tends their flock.

[00:14:21] You have a little, your flock of cars and you're the shepherd and you take care of your flock of cars.

[00:14:26] I think that'd be pretty cool.

[00:14:27] Um, and, um, it's, I think it's going to be, it's going to be a glorious future.

[00:14:34] It's going to be really something special.

[00:14:37] So yes, good.

[00:14:39] All excellent questions.

[00:14:41] Um, so we do expect actually to start, uh, fully autonomous, unsupervised FSD, uh, in Texas and California next year.

[00:15:00] And that, that's obviously, that's with the model three and model Y.

[00:15:04] And then we, we, we expect to be in production with the cyber cab, which is really, um, highly optimized for autonomous transport, uh, in probably.

[00:15:17] Well, I tend to be a little optimistic with timeframes.

[00:15:19] Um, but, but, but into, in, in, in 2026.

[00:15:25] So yeah.

[00:15:28] Before 2027, let me put it that way.

[00:15:31] Um, and, uh, we'll make this, this vehicle in very high volume.

[00:15:35] And, um, but well before that you will, you will experience that, uh, a robotic taxi via the model three and model Y program and model S and X too.

[00:15:46] Uh, but, uh, the, the, the model, the three and Y will be, uh, will achieve, uh, unsupervised full stop driving, um, with, with permission in wherever regulators essentially approve it in the U.S.

[00:16:01] And then to, and then to follow in, uh, outside the U.S.

[00:16:04] So, and it's Cybertruck too.

[00:16:05] Yes, of course.

[00:16:06] Sorry.

[00:16:06] I don't want to be, yes, yes.

[00:16:08] All our cars are basically, um, all cars that we make.

[00:16:12] So last night I was texting with Steve and Allison Sheridan about the event.

[00:16:17] And, um, I made a comment that all cars made today would be able to achieve the unsupervised full self-driving.

[00:16:27] That's what I thought Elon said.

[00:16:28] But having listened back to that, that is not what he said is all cars that we make, which we know is not true.

[00:16:34] I maybe assumed that all cars that we make today was what he meant.

[00:16:39] And, but that's not true because hardware two cars, you know, obviously the older cars aren't going to achieve that.

[00:16:45] Hardware three cars more than likely aren't going to be able to achieve that.

[00:16:50] Um, so yeah, that's, that's not, not entirely true on Elon's part there.

[00:16:57] Uh, so the, the car is going to cost somewhere around $30,000.

[00:17:02] He said less than $30,000.

[00:17:04] How much less?

[00:17:05] I'm not really sure.

[00:17:06] My question is, does that include full self-driving?

[00:17:08] Because it should, because this is what you're selling.

[00:17:10] You're selling this car as a way for people to make money, right?

[00:17:16] Uh, you want to have this whole, uh, stable of vehicles that you manage.

[00:17:23] It should come with full self-driving.

[00:17:25] Now I would not be surprised if it doesn't come with full self-driving.

[00:17:29] If I'm being honest with you, uh, would be, I would not be surprised if you had to pay for that, um,

[00:17:35] on top of paying for the car.

[00:17:37] So I, I don't know if you, okay, let's, let's assume that it's just $30,000, right?

[00:17:44] For the vehicle.

[00:17:46] Um, and I, I would willing to guess that the initial version will come with pedals in a steering

[00:17:52] wheel.

[00:17:52] I, I would be very surprised if the initial version of this car is pedal and steering wheel

[00:17:59] less.

[00:18:00] Um, I think it's going to come with that, uh, at the bare minimum, but let's say he said

[00:18:06] that the operating costs would be around 20 cents a mile.

[00:18:09] Then you as an operator can charge 40 cents a mile.

[00:18:15] That leaves you 20 cents a mile of profit, right?

[00:18:19] And then these are average numbers.

[00:18:23] Uh, if the car traveled a thousand miles a day, that's only $200 for the day.

[00:18:37] Um, I don't, I don't know what an Uber driver or Lyft driver makes in the, in their normal

[00:18:42] shift.

[00:18:43] I know that they have a, uh, a finite amount of time that they can operate before the app

[00:18:50] boots them out because they don't want people driving on the road who are tired, which totally

[00:18:54] makes sense.

[00:18:55] But if it's a 200 miles or $200 a day, um, you know, that's $6,000 a month.

[00:19:03] That's not too shabby, right?

[00:19:06] But that's provided that it drives a thousand miles a day to get that.

[00:19:12] I do not know.

[00:19:14] Again, if you, if you are an Uber driver or a Lyft driver, send me an email and let me

[00:19:19] know if this seems right to you, um, it seems like it'd be hard to make $200 a day.

[00:19:27] Now, if it's a hundred dollars a day and, um, you know, 30 days in a month, then that's

[00:19:33] $3,000.

[00:19:35] That's pretty good, right?

[00:19:36] $3,000 a month.

[00:19:37] All you're doing is, you know, making sure the car is charged and clean and sending it

[00:19:42] back out into the road, uh, into the world.

[00:19:45] Um, there then becomes the question of who pays for damage, who pays for, um, you know,

[00:19:52] if the car gets damaged, who's going to pay for that?

[00:19:55] If the car, and when, and when I say damage, I mean damaged by people who are in the vehicle

[00:20:00] who maybe don't respect other people's property.

[00:20:04] Um, and then you have the whole thing of what happens when it gets into an accident and then

[00:20:10] who, who, who covers the insurance on that?

[00:20:13] Is that Tesla because it's connected to the Tesla network or is that on the person who

[00:20:19] is actually operating the vehicle?

[00:20:22] Uh, so yeah, uh, $3,000 a month is, isn't nothing for sure.

[00:20:27] Um, and if you have a couple of these, uh, vehicles rolling around and each one of them is making

[00:20:32] $3,000 a month, that's, that's pretty good money for sure.

[00:20:36] I just wonder, I just wonder if somebody throws up in your car, who's, who's taking care of that

[00:20:42] cleanup bill?

[00:20:43] If you know, somebody is not respectful of your vehicle and tears up your seats, who covers that

[00:20:50] cost?

[00:20:51] If the car gets into an accident and the car is at fault, who, who covers that cost?

[00:20:57] There's a lot of questions here.

[00:20:59] And if you are somebody operating one of these vehicles, right?

[00:21:05] As an independent operator, uh, your insurance is going to be quite high.

[00:21:09] Uh, so I would imagine that Tesla would have to, on some level with their insurance product

[00:21:15] or something, um, absorb those costs because it's Tesla's car.

[00:21:21] It is Tesla's software and it's Tesla's robo taxi network.

[00:21:25] Um, and you're not making as a, as an operator, you're not making tens of thousands of dollars

[00:21:32] a month per vehicle.

[00:21:33] You know, you're making probably in the mid thousands, um, a month of the vehicle.

[00:21:40] Now it could be wrong.

[00:21:42] You know, Phoenix is a pretty busy area.

[00:21:45] But when I first started this podcast in order to buy equipment, I did a little bit of lift

[00:21:50] driving and it was not, it was not super lucrative.

[00:21:54] Like it was enough to buy the equipment for sure.

[00:21:56] But at least when I did it in 2016, uh, it was pretty difficult to make a lot of money.

[00:22:03] And I live in Phoenix, one of the biggest cities in the United States.

[00:22:08] I can't imagine what it would look like, uh, if you live somewhere in a rural area and

[00:22:13] you're trying to squeeze out a living with one of these cars.

[00:22:17] So I'm, I'm sure there are people who are going to make way more than $3,000 per car.

[00:22:23] But I think that's, I think that's going to be harder than what Elon is making it sound.

[00:22:30] That's all.

[00:22:30] That's all I'm going to say about that.

[00:22:32] Let's go ahead and move on.

[00:22:33] In the next clip, Elon is going to talk about how autonomous, uh, unsupervised full self-driving

[00:22:39] is going to be safer than humans, which is something he says all the time.

[00:22:44] You're going to hear the crowd reacting because on stage, the video that they're showing are

[00:22:50] video clips of, um, people doing silly things.

[00:22:55] Like in one instance, there's a car driving the wrong way on the road.

[00:22:59] And another, there's just a guy just randomly walking across the road, not caring about anybody

[00:23:05] who happens to be driving.

[00:23:06] He's just, he's, there's no crosswalk in sight and he is walking and not stopping.

[00:23:11] He's not even concerned that the vehicles are even around him.

[00:23:15] And then you have, um, another one where it shows somebody in a wheelchair going backwards

[00:23:21] and their, they have, their leg is kicking them backwards.

[00:23:24] Um, it's just a random spot in the road.

[00:23:28] So that's what you're, that's what you're hearing when people are reacting to what Elon is saying.

[00:23:35] One of the reasons why the computer can be so much better than a person is that we have

[00:23:42] millions of cars that are training, uh, in, on driving.

[00:23:46] So it's like, it's like living millions of lives simultaneously and seeing very unusual

[00:23:52] situations that a person in their entire lifetime would not see.

[00:23:56] But hopefully, um, yeah, exactly.

[00:24:05] So it's, so with, with that amount of training data, it's obviously going to be much better

[00:24:10] than what a human could be.

[00:24:12] Um, cause you can't live a million lives.

[00:24:14] Um, and it's also, it can see in all directions simultaneously and it doesn't get tired or, or

[00:24:20] text or any of those things.

[00:24:21] So, uh, it will naturally be like, like I said, uh, 10, 20, 30 times safer than a human just,

[00:24:29] um, for all those reasons.

[00:24:32] Um, and, and, and I want to emphasize that the solution that we have is, is AI and vision.

[00:24:38] So there's no, um, expensive equipment needed.

[00:24:42] So the, the model three and model Y and SNX that we make today will be capable of full

[00:24:50] autonomy unsupervised.

[00:24:51] Ah, he did say it.

[00:24:53] All right.

[00:24:54] I thought I was going crazy.

[00:24:55] Uh, good, good, good, good.

[00:24:58] I was right.

[00:24:59] Let's move on.

[00:25:00] Um, and, and that means that our cost of producing the vehicle is, is low.

[00:25:07] Um, now we, we are going to actually over spec the computer for the cyber cab.

[00:25:12] Uh, so our, our AI five computer, um, will be somewhat over spec.

[00:25:18] And, uh, because I think there's actually also an opportunity sort of like an Amazon web

[00:25:22] services where if the car is driving 50 for 50 hours a week, there's still over a hundred

[00:25:27] hours left.

[00:25:28] And it, it, there's a potential there to have a massive amount of distributed inference

[00:25:34] compute, where if you've got like say a fleet of a hundred million vehicles and a kilowatt

[00:25:39] of efficient inference compute, you have a hundred gigawatts of, of compute, which is

[00:25:45] really quite substantial.

[00:25:47] Um, and, uh, if it's there, you might as well use it.

[00:25:51] So, um, yeah, so that's, that I think will make sense.

[00:25:57] So, all right.

[00:25:59] So our autonomous future is, is here.

[00:26:01] Um, as I said, we've got 50 Teslas driving autonomously.

[00:26:04] Um, we're trying to give you a sense of what, what cities will be like in the future.

[00:26:08] And, uh, when you, when you get in, you'll see like, it's really quite a wild experience

[00:26:14] to just be in a car with no steering wheel, no pedals, no controls.

[00:26:19] And it feels great.

[00:26:22] Um, so, and we've, you know, we've had enough vehicles here, so everyone should be able to,

[00:26:26] to try it out and, uh, experience the set that we've built here.

[00:26:31] Um, it's very big set.

[00:26:32] So it's like really, we've, we've used, uh, I don't know, 20, 30 acres or something like

[00:26:37] that.

[00:26:37] It's really big.

[00:26:38] So it's, it goes on the rides long.

[00:26:41] Um, and we, we, we set it up, we set it up to feel like a, like a ride, like a park ride.

[00:26:46] So it'll be, it'll be cool.

[00:26:47] Uh, and you'll get to experience it tonight.

[00:26:49] So I, I want full self-driving vehicles.

[00:26:53] I want vehicles that will be safer than a human.

[00:26:59] However, just because you're taking in all this data does not mean that you're able to

[00:27:04] sort through that in a meaningful way and create a vehicle that's faster or, uh, safer

[00:27:10] than a human.

[00:27:11] Now, I do think that Tesla is on the right track to do that for sure.

[00:27:15] But you know, this is a beat, a drum that Elon's been beating for the last eight years or so.

[00:27:22] Uh, so you'll have to excuse my skepticism.

[00:27:25] Um, he said that he's going, they're going to not him specifically, they're going to like

[00:27:31] over spec AI five, which is what used to be called hardware, their computer.

[00:27:36] They're going to over spec their computer for, uh, cyber cab, but you know, AI four cars,

[00:27:44] equipped cars, cars with hardware for AI four will be able to achieve a fully autonomous,

[00:27:51] uh, full self-driving.

[00:27:53] And the cyber cab hardware or AI five computers, when everything's at rest, right?

[00:28:02] And when the car is not doing anything, there'll be all of this, uh, compute power laying around.

[00:28:08] And Elon wants to use that in a Amazon web services type way.

[00:28:15] Um, I just, this, I have a problem with this, uh, because if you buy a car and, uh, you know,

[00:28:24] Tesla's using your internet, how are you going to pay me?

[00:28:28] How are you going to pay us?

[00:28:30] Because it's our vehicle that we bought.

[00:28:33] I don't, I don't think that Tesla's just going to do this kind of thing without compensating

[00:28:40] you or giving you a way to opt out or opt in.

[00:28:44] She should be opt in, not opt out.

[00:28:46] But, um, yeah, I don't like, I don't love this whole thing that's going on in, in technology

[00:28:55] is that when you buy something, you don't fully own it because, you know, you, there are certain

[00:29:02] things that you can do with it.

[00:29:03] And there are certain things that you can't do with it when you pay for something.

[00:29:08] I don't, I don't like where that is going in technology.

[00:29:12] And, um, I think other people don't like it as well.

[00:29:15] So let's go ahead and, and move on and talk about inductive charging.

[00:29:19] Something we're also doing is, uh, and it's really high time we did this is, uh, inductive

[00:29:24] charging.

[00:29:27] So the robot taxi has no plug.

[00:29:31] It just, uh, goes over the inductive charger and charges.

[00:29:35] So yeah, it's kind of how it should be.

[00:29:43] Thanks guys.

[00:29:44] I love you too.

[00:29:46] Um, so one of the things that like is really interesting is, is how will this affect this,

[00:29:54] the cities that we live in?

[00:29:56] And when, when you drive around a city or when the car drives you around a city, you'll see

[00:30:00] this like, there's a lot of parking lots.

[00:30:02] There's, there's parking lots everywhere, parking garages.

[00:30:06] Uh, there are, and, and so what would happen if you have an autonomous world is that you

[00:30:10] can now turn parking lots into parks.

[00:30:14] And, uh, so from, you do a taking, we're taking the ing lot out of parking lot.

[00:30:20] Um, welcome.

[00:30:24] Um, so there's a lot of opportunities to create, uh, green space in the cities that we live in.

[00:30:36] Um, now what you're hearing people react to is the people mover that Tesla is going to

[00:30:42] build.

[00:30:43] Now this is a, a windowless, um, looks kind of like a subway car that's on wheels.

[00:30:53] You know, it fits about 20 people.

[00:30:55] Elon's going to talk about it, but it's basically this very interesting looking, um, mini bus.

[00:31:03] Like it's, it's, it, again, it looks like a, it looks like a, a small subway car.

[00:31:11] Um, but from blade runner or some other futuristic, uh, movie.

[00:31:18] So Elon's going to talk about it.

[00:31:19] So let's, let's hear him talk about it.

[00:31:21] And if you've seen pictures of this thing, by the way, hopefully you'll understand why it's

[00:31:27] hard to describe because it's very unique.

[00:31:30] What, what, what, what happens if you need a vehicle that, uh, is bigger than a model Y?

[00:31:42] The, the Roboven.

[00:31:44] The Roboven is, uh, this is, we're going to make this and it's going to look like that.

[00:31:51] Now can you imagine going down the streets and you see this coming towards you?

[00:31:56] That'd be sick.

[00:32:03] So this, this can carry up to 20 people and it can also, uh, transport goods.

[00:32:08] So you can configure it for goods transport within a city, uh, or transport of up to 20

[00:32:14] people at a time.

[00:32:16] So this is going to, the Roboven is what's going to solve for high density.

[00:32:22] So if you, if you want to take a sports team somewhere or, um, you're looking to, to really

[00:32:28] get, uh, the cost of travel down to, I don't know, five, 10 cents a mile, then you can use

[00:32:35] the Roboven.

[00:32:36] Some people call it the Roboven, but, uh, so yeah.

[00:32:42] Um, you know, one of the things that we want to do, and we've seen this with the Cybertruck

[00:32:46] is we want to change the, the look of the roads.

[00:32:50] The future should look like the future.

[00:32:53] All right.

[00:32:54] I need to make a quick correction.

[00:32:56] The Roboven does have windows.

[00:32:58] It has two strips on either side on the roof for windows.

[00:33:02] And then the doors are also windows.

[00:33:03] It did not look like there were windows in the vehicle, but when I got a better look at

[00:33:07] it, watching it again, it does have some windows in it, but it's cool concept.

[00:33:12] Um, not everybody wants what Elon's selling for the future.

[00:33:18] So, you know, this is, this is Elon's vision of the future.

[00:33:22] And I'm sure some of the designers there as well.

[00:33:25] All right.

[00:33:25] Next up, uh, which is the last part of this is the autonomous, excuse me,

[00:33:32] optimist robot, uh, talk.

[00:33:33] So let's go ahead and listen to that.

[00:33:36] Everything we've developed for our cars, the batteries, power electronics, uh,

[00:33:41] the advanced motors, gearboxes, the software, the, uh, the AI inference computer.

[00:33:48] It all actually applies to a humanoid robot.

[00:33:52] It's the same techniques.

[00:33:54] It's just a robot with arms and legs instead of a robot with, with wheels.

[00:34:00] And, uh, we've made a lot of progress with the optimist.

[00:34:07] And, uh, as you can see, we, we started it with someone, um, in a robot suit, uh, sort

[00:34:13] of that, and then we've progressed from dramatically year after year.

[00:34:18] So if you extrapolate this, you're really going to have something spectacular, something that

[00:34:25] anyone could own.

[00:34:27] Um, so you can have your own personal R2-D2 C3PO.

[00:34:36] And I think at scale, the, you know, this would cost something like, I don't know, $20,000,

[00:34:42] $30,000, probably less, less than a car is my prediction long-term.

[00:34:47] Now, you know, take us a minute to get to the long-term, but, um, but fundamentally at

[00:34:53] scale, the optimist robot, you should be able to buy an optimist robot for, I think, probably

[00:35:00] $20,000 to $30,000 long-term.

[00:35:02] So, and, and, and what can it do?

[00:35:04] It can, it'll be able to do anything you want.

[00:35:06] So it can, um, be a teacher, babysit your kids.

[00:35:10] It can walk your dog, mow your lawn, get the groceries, just be your friend, serve drinks,

[00:35:17] um, whatever you can think of, it will do.

[00:35:22] And yeah, it's going to be awesome.

[00:35:24] And I, I think this will be the biggest product ever of any kind.

[00:35:31] Yeah.

[00:35:35] Because I think everyone of the 8 billion people of earth, I think everyone's going to want

[00:35:41] their optimist buddy.

[00:35:43] And there's going to be some, maybe two, uh, and then there'll be, they'll be producing

[00:35:48] products and services.

[00:35:50] I, I predict to actually provided we address risks of digital super intelligence, uh, 80% will,

[00:35:58] 80% probably, probably of good, a good outcome.

[00:36:01] Um, look on the bright side.

[00:36:03] Um, the cup is 80% full.

[00:36:06] Um, the, uh, the cost of products and services will decline dramatically.

[00:36:13] And basically anyone will be able to have any products and services they, they want.

[00:36:19] It will be an age of abundance.

[00:36:22] The likes of which people have not, almost no one has envisioned.

[00:36:26] It'll be something special.

[00:36:29] So.

[00:36:31] And one of the things we wanted to show tonight was, uh, that optimist is not a canned video.

[00:36:40] It's not walled off.

[00:36:43] The optimist robots will walk among you.

[00:36:49] Please, please be nice to the optimist robots.

[00:36:54] So you'll be able to walk right up to them and, um, they'll serve drinks at the bar and,

[00:37:06] uh, you'll directly, I mean, that's just, it's, it's a wild experience just to have human

[00:37:17] So, yeah, with that, um, let's party.

[00:37:30] I love you guys too.

[00:37:31] If you look at that gazebo over there, let's get the party started.

[00:37:39] Okay.

[00:37:39] So in the gazebo was a bunch of robots that were dancing to what is love by Hadaway.

[00:37:46] Uh, maybe it don't hurt me.

[00:37:48] Yeah, that song.

[00:37:49] Um, and it looked weird.

[00:37:52] They're just, they just, they just move in a way that isn't natural.

[00:37:58] Um, but it, you know, it's funny.

[00:38:00] I get it.

[00:38:01] Uh, I don't have a lot to say on optimist because Elon didn't say anything new.

[00:38:06] As a matter of fact, Elon didn't say anything new really in this whole presentation.

[00:38:10] You know, the inductive charger, we knew they were working on the, uh, ribo, viven, whatever

[00:38:18] robot van, robo van, ribo van.

[00:38:22] Ribo van is a, uh, you know, we didn't know what it was going to look like, but we knew

[00:38:27] it was coming.

[00:38:28] We didn't know what cyber cab was going to look like, but we knew it was coming.

[00:38:31] And, uh, none of this stuff was like, oh my gosh, like blow my mind.

[00:38:37] Uh, it was more of, Hey, we're still working on this.

[00:38:40] Here's a, uh, an update of where we're at and we're not very far.

[00:38:44] Um, it seems like, but, uh, I would have liked to have gone and been able to experience riding

[00:38:50] in one of those vehicles.

[00:38:51] I would have liked to take a model three or model Y as well as a model or as well as

[00:38:57] the cyber cab.

[00:38:57] By the way, uh, if you were curious as to why Elon said that they were going to be using model

[00:39:03] threes and model Y's for the, for the testing.

[00:39:06] Uh, that's because, uh, way back when they made a decision and I don't know if they stuck

[00:39:11] to this or not, but they'd made a decision that when you lease a model three or model

[00:39:16] Y, once your lease is complete, you don't have, or won't have the option to buy it out

[00:39:22] because Tesla was going to collect those vehicles and use them for, uh, the robo taxi service.

[00:39:29] So that sounds like they're still doing that.

[00:39:34] Um, Elon mentioned that some of these, uh, robots are going to be bartenders after the

[00:39:40] event.

[00:39:41] There was lots of video, you know, around the, um, event showing off the, the, uh, uh,

[00:39:49] Optimus robots and they were like taking selfies with people and stuff.

[00:39:53] And one was serving drinks and I didn't see the, the Optimus robot actually serve a drink

[00:40:02] at any point in time.

[00:40:03] There was a bunch of, it looked like maybe it was beer in the tap could have been soda or

[00:40:08] tea, but it looks like maybe there was a beer in the tap.

[00:40:10] I did not see, I saw it pick up a cup a couple of times, but I did not see it actually fill

[00:40:15] a cup up.

[00:40:16] Um, there was another one that they had these little bags of goodies, like candies and stuff

[00:40:20] like that.

[00:40:21] There was another one that was picking up the bags of goodies and then handing it to

[00:40:24] people.

[00:40:25] And it was doing that.

[00:40:26] Um, but it was not like, uh, I think somebody came up and asked for two drinks and put two

[00:40:33] fingers up in the air and, uh, the robot or the, uh, Optimus robot gave it a peace sign.

[00:40:39] So, you know, we're not, we're not exactly where, uh, Elon is saying we are in terms of,

[00:40:47] uh, these things being able to do simple tasks, but it's cool.

[00:40:50] Like I'm not poo-pooing what they're doing.

[00:40:55] Um, I'm just putting maybe a little bit more realistic spin on what Elon is, is saying.

[00:41:01] Like, I do agree that someday these things will, will take place.

[00:41:05] I not even sure this is going to happen in my lifetime.

[00:41:09] So, um, I would like, as I age, you know, I'm almost 50, just a couple more weeks and

[00:41:16] I'll be 50 as I age.

[00:41:18] Um, I'm like, man, I would really like somebody else to break the leaves of my heart.

[00:41:25] You know, I've got kids and they do it too.

[00:41:28] Um, but you know, there's, there are certain things that you do as a dad around the house

[00:41:33] that are not as fun to do anymore.

[00:41:36] Uh, you know, I, I would much rather have an autonomous robot that I could treat really

[00:41:40] well because I don't want them to come after me in my sleep, but I'd much rather have an

[00:41:45] autonomous robot that I could, uh, send out and rake up the leaves and I could do other

[00:41:50] things like play video games or something.

[00:41:52] But anyway, that is it for me today.

[00:41:55] I hope you all enjoyed this episode.

[00:41:58] Send me an email if you didn't, or if you did, it's bode, B-O-D-I-E at 918digital.com.

[00:42:04] You can also find me on X at 918digital.

[00:42:07] And, uh, we're actually getting an episode out on Friday.

[00:42:11] Shocking.

[00:42:12] All right, everybody.

[00:42:13] Thanks so much for listening.

[00:42:14] I will talk to you on Tuesday.