Elon Musk's humanoid bot from Tesla is estimated to cost less than $25,000, potentially disrupting the market with its affordability and high value
Questions to inspire discussion
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What is the estimated cost of Tesla's humanoid bot?
—Elon Musk suggests that the cost to build Tesla's humanoid bot will be under $25,000, potentially making it more affordable and disruptive in the market.
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What is the main constraint for the cost of Tesla's humanoid bot?
—The main constraint for the cost of Tesla's humanoid bot is expected to be software capability rather than manufacturing cost, according to Elon Musk.
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What is the potential margin for Tesla's humanoid bot?
—The business model for Tesla's humanoid bot is highly profitable, with a potential margin of $50,000 per year per bot, as discussed by Elon Musk.
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What are the potential working hours for Tesla's humanoid bot?
—Bots can work for 7.5 hours straight, but need breaks for coffee, lunch, and recharging, with the ability to run 24 hours with vertically integrated skills.
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What is the focus of Tesla's hiring related to robots?
—Tesla is hiring for various positions related to the deployment and management of robots in their factories, including technical program manager, project manager, and technical writer.
Key Insights
- 🤖 Elon Musk suggests that the humanoid bot will end up costing less than half of a car, potentially under $25,000 to build.
- 💰 The cost of the humanoid bot may be less than $25k, with the value for the user and buyer being so high that the cost of the body doesn't matter.
- 🧠 The cost of Tesla's humanoid bot is estimated to be under $25k, sparking curiosity and speculation about its potential impact on the market.
- 💰 Elon Musk's humanoid bot could cost less than $25,000, making it much more affordable than other bot makers' offerings.
- 💰 The value of the humanoid bot may outweigh the cost, making the business model strong.
- 💰 The potential value of Tesla's humanoid bot could be four to five times as much as a human worker, even without considering its utility.
- 🔋 Tesla's vertically integrated skills and ability to manufacture at scale in an emerging industry give them a significant advantage over other robotics companies.
- 💰 Elon Musk claims that Tesla's humanoid bot will cost half the price of a car, which is shocking and could disrupt the market.
#Cobots
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Clips
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00:00 🤖 Tesla's humanoid bot will cost under $25,000 and could be sold, not just leased, as it is a crucial part of the overall AI system in electric vehicles.
- Elon Musk suggests that the cost to build Tesla's humanoid bot will be under $25,000, and there is potential for it to be sold rather than just leased.
- The humanoid bot is more important than the robot taxi and is part of the overall AI system in electric vehicles.
- The cost of Tesla's humanoid bot is expected to be under $25,000, with the main constraint being software capability rather than manufacturing cost.
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02:41 🤖 Tesla's humanoid robot will cost under $25k and be lighter and less complex than a car, according to Elon Musk.
- Elon Musk responded to a question about the complexity and mass of humanoid robots, stating that the complexity per unit mass is much higher.
- Humanoid robot will cost less than $25,000 and will be lighter and less complex than a car.
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04:44 🤖 Tesla can build a humanoid robot using the same parts and skills used for building their cars, and engineers will be reassigned to work on Optimus due to the advancement of FSD.
- The cost of installing small and big windows is similar due to the amount of labor required, and with the advancement of FSD, engineers will be reassigned to work on Optimus.
- Tesla has the manufacturing capability to build the humanoid robot using the same parts and skills used for building their cars.
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06:48 🤖 Tesla's humanoid bot could cost under $25,000, with in-house production of raw materials and actuators built for less than $200 each.
- The motor for an electric vehicle is not much bigger than the bot's engine, and plastic pieces and cast aluminum parts will be made in-house or in a giga casting.
- Tesla's focus on in-house production of raw materials gives them more control over the supply chain and reduces the impact of potential shipping or supplier issues.
- The cost of actuators is the most expensive part of a bot, but if they can be built for less than $200 each, the cost of the bot can be brought down to under $25,000.
- Elon Musk's humanoid bot is estimated to cost under $25,000, potentially half the cost of a Tesla car, and could be built with a cost of goods sold under $30,000.
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11:06 🤖 Tesla is developing a humanoid bot with 5G capabilities and different form factors, and is hiring for positions related to robot deployment and management in their factories.
- Tesla is hiring for various positions related to the deployment and management of robots in their factories, including technical program manager, project manager, and technical writer.
- Tesla is working on a humanoid bot with 5G capabilities and different form factors, including bots with wheels and bot animals.
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13:49 🤖 Elon Musk is working on reducing costs for Tesla's humanoid bot, with the potential for a $25,000 price tag and a highly profitable business model.
- Elon Musk is focused on reducing costs for Tesla's humanoid bot, with the potential for a $25,000 price tag being a significant milestone.
- The potential for leasing humanoid bots for $150,000 a year is four to five times what factory workers make, and even without benefits, they are worth more just based on hours worked.
- The business model for Tesla's humanoid bot is highly profitable, with a potential margin of $50,000 per year per bot.
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16:47 🤖 Tesla's humanoid bot costing under $25k can work for 24 hours, self-diagnose, and has vertically integrated skills, giving them a unique advantage in the robotics industry.
- Bots can work for 7.5 hours straight, but need breaks for coffee, lunch, and recharging, with the battery lasting the same as a human's, but with the ability to continue working with short breaks.
- A humanoid bot costing under $25k can be designed to have a replaceable battery, eliminating the need for swapping or plugging in.
- Tesla's humanoid bot can run 24 hours, self-diagnose, and has vertically integrated skills, giving them a unique advantage in the robotics industry.
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19:31 🤖 Humanoid bots are a sustainable and profitable investment for Tesla, and Elon Musk emphasized the importance of showing the math in analysis.
- Elon Musk discussed the cost and complexity of manufacturing a humanoid bot, comparing it to the electric vehicle market.
- The profitability and versatility of humanoid bots in various industries make them a more sustainable and profitable investment compared to traditional cars.
- The speaker emphasizes the importance of showing the math in analysis, unlike many Wall Street analysts who only provide conclusions without showing their work.
- Elon Musk discussed the Tesla humanoid bot and its importance for the company in a conversation with Brian on his YouTube channel.
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Duration: 0:23:17
WatchUrl: https://www.youtube.com/watch?v=9bEdaKglMg0
Publication Date: 2024-03-30T13:49:14Z
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