Elon Musk Just Killed The App Store?! | Jeff Lutz

Humanoid Robot Development

🤖 Q: How is Tesla's approach to humanoid robots different from other manufacturers?
A: Tesla is more aware of the end-state and hurdles in mass production, giving them an advantage despite apparent delays in releasing their humanoid robots.

🏭 Q: What challenges does the supply chain pose for humanoid robot production?
A: Humanoid robots will require a localized supply chain with some global suppliers, increasing production difficulty compared to smartphones' global supply chains.

🔄 Q: What does Tesla's Optimus program reset indicate?
A: The reset suggests Tesla is actively addressing challenges in humanoid robot development, which is a positive sign for future progress.

Innovation and Public Acceptance

🎮 Q: How do games contribute to technological advancement in robotics?
A: Games provide a competitive environment for companies to test and refine their robotic products, fostering innovation and technological improvement.

🇨🇳 Q: What strategy is China using to promote humanoid robots?
A: China is focusing on normalizing the presence of humanoid robots in society to make them more acceptable and familiar to the public.

Product Lifecycle and Future Tech

⏳ Q: What is the expected lifespan of Tesla's humanoid robots?
A: Tesla's humanoid robots are expected to have a useful life of at least 1 year with a warranty of at least 2 years, surpassing smartphone lifespans.

📱 Q: What capabilities does Tesla's Starlink factory have for smartphone production?
A: The Starlink factory can build smartphones with AI edge compute, high-bandwidth memory, and local inference capabilities.

🧠 Q: What is Elon Musk's vision for future smartphones?
A: Musk envisions smartphones as AI edge nodes without traditional operating systems or apps, focusing on AI compute and connectivity.

Energy and AI Infrastructure

⚡ Q: Why is energy becoming crucial in the AI boom?
A: Energy is becoming the most significant bottleneck in the AI boom, with companies addressing this challenge poised for success.

🔋 Q: How is Tesla positioned in the energy-AI nexus?
A: Tesla is well-positioned to capitalize on the increasing energy demands of AI infrastructure due to its energy production and storage capabilities.

Tesla's Technological Edge

🚗 Q: How might Tesla's automotive experience benefit its smartphone development?
A: Tesla's experience with high-performance computing in cars could translate to advanced AI capabilities in potential smartphone offerings.

🌐 Q: What advantage does Tesla have in AI development for consumer devices?
A: Tesla's integrated approach to hardware and software development could give it an edge in creating AI-centric consumer devices like smartphones.

AI and Technology Advancements

🚀 Tesla's proposed AI phone will eliminate the need for apps and operating systems, performing clientside AI computations directly on the device.

🤖 The World Humanoid Robot Games in China served as a gathering intelligence operation for the country to assess and demonstrate superiority in humanoid robot capabilities.

🧠 The AI brain is the key component of humanoid robots, requiring advanced systems for quick training, reinforcement learning, and rapid adaptation to changing situations.

Manufacturing and Supply Chain

🏭 Tesla's delayed timeline for mass-producing humanoid robots is viewed as a positive sign, indicating a focus on addressing end-state challenges and production hurdles.

⚙️ The useful life of humanoid robots, potentially lasting only 6 months to 1 year, presents a significant challenge to unit economics and production strategies.

🌐 Mass production of humanoid robots will necessitate localized supply chains rather than global ones to meet production demands effectively.

Future of Smartphones and AI

📱 Elon Musk envisions future smartphones as edge nodes with AI compute and connectivity, rendering pixels directly without traditional operating systems or apps.

🔋 Tesla's Starlink factory in the US possesses the engineering capability to manufacture smartphones, including molding resin and populating printed circuit boards.

Energy and AI Infrastructure

⚡ Tesla's mega pack and EOS's long-duration batteries are complementary for powering AI data centers, with Tesla having 80 GW hours of capacity.

🔬 Elon Musk aims for Grok to provide users with superhuman imagination powers, starting with features like instant photo to video conversion.

Industry Trends and Competition

📊 The smartphone industry has experienced stagnation in development, with minimal visible differences between 5-year-old models and projected 2025 models.

🏁 The AI phone market represents a battle between LLM creators and smartphone manufacturers, focusing on compute power, training capabilities, and user experience innovation.

• 00:00 🤖 Elon Musk envisions a future without traditional apps, focusing on AI and humanoid robots, as China showcases its tech prowess through the first humanoid robot games.
  • Elon Musk hints at a future without apps or operating systems, instead focusing on client-side AI compute, while also discussing advancements in humanoid robots and the impact of AI on energy demands.
  • The world held its first humanoid robot games, where China's Unitary H1 robot won a gold medal, and while current robot capabilities are limited, they are expected to improve and potentially surpass the Olympics in the future.
  • The speaker believes the livestream appears to be an intelligence gathering operation and a showcase of advanced bots, likely intended to generate viral clips rather than engage a large audience for an extended period.
  • China aims to showcase its technological superiority and gather intelligence through the participation of bots from various countries, while the future of humanoid robots hinges on integrating AI capabilities for reliable manufacturing.
• 04:30 🤖 Elon Musk discusses the future of new technologies, including humanoid bots and smart glasses, and their need for societal normalization and consumer acceptance to overcome reliability issues.
  • New technologies, like early smartphones, face reliability issues such as power consumption and current drain problems that improve over time as the technology evolves.
  • New technology transfers, like humanoid bots, will require significant engineering advancements to solve reliability issues, such as range of motion and liquid ingress protection.
  • Elon Musk notes that robots, like a recent gold medal-winning bot that set a world record, will evolve rapidly and require consumer acceptance, which China is preparing for by showcasing them nationwide.
  • Societal normalization is crucial for the acceptance of smart glasses and humanoid bots, which face challenges due to their invasive technology and varying international approaches.
• 08:43 🤖 Elon Musk's experience in mass production with Tesla sets them apart in developing humanoid robots, which will likely require localized supply chains and only a few vendors will achieve mass production.
  • Tesla has gained valuable experience in mass production, allowing them to understand reliability, supply chain, and redundancy requirements, distinguishing them from other bot manufacturers.
  • Bots currently have reliability issues, requiring significant work to ensure a useful life of at least 1-2 years, similar to smartphones and other products.
  • Tesla's delay in robot production doesn't necessarily mean others are ahead, as they may be more aware of the hurdles and challenges in mass production.
  • Only a small fraction of humanoid robot vendors, around 10%, will likely achieve mass production and sustainable business plans, while the others will struggle with challenges in AI development, manufacturing, and scalability.
  • Humanoid robots will likely require a more localized supply chain, with regional suppliers, rather than a global one, due to the complexity and difficulty of establishing a global supply chain.
  • The speaker questions the readiness of a product, suspecting it might be a prototype rather than a finalized, mass-manufactured product.
• 15:43 🤖 Elon Musk suggests future phones may become AI "edge nodes", rendering pixels directly without traditional OS or apps.
  • The speaker seems to be agreeing with someone while acknowledging a point about charging a lot of money.
  • Elon Musk re-focused on the Optimus program, likely after realizing that despite impressive prototypes and engineering work, the project's scalability and timeline were uncertain.
  • Elon Musk suggests that future phones may become "edge nodes" for AI, rendering pixels directly without a traditional operating system or apps.
  • Elon Musk's idea is that with sufficient client-side AI compute on a device, the need for traditional operating systems and apps will diminish, potentially revolutionizing the smartphone industry.
• 19:59 🤖 Elon Musk plans to revolutionize smartphones by focusing on AI edge computing, merging devices into a single entity, and making apps obsolete.
  • Elon Musk's idea is to simplify smartphones by stripping out unnecessary features and focusing on AI edge computing, allowing users to interact with a device using voice commands and reducing the need for multiple apps.
  • Elon Musk is considering a future where various devices, including cars and robots, can access the same AI compute and operating system, effectively merging into a single, ubiquitous entity.
  • Users can request custom apps for specific tasks, such as displaying boarding passes or tracking stocks, which can be generated on the fly.
• 22:59 🚀 Elon Musk's vision for the future includes AI-powered devices that could render traditional apps obsolete, leveraging his companies' capabilities to innovate in consumer electronics.
  • LLM apps like ChatGPT will explode in capability, making other apps obsolete as users shift their attention and spending to these all-powerful apps.
  • The future of consumer electronics may involve a shift towards AI-powered devices, such as an affordable "slab of glass" with compute capabilities, that can perform tasks through voice commands, potentially reducing the need for apps on smartphones.
  • Elon Musk's companies, particularly Tesla and SpaceX, have the capability to build a smartphone, given their existing manufacturing infrastructure and engineering expertise.
  • Elon Musk's team is capable of making bold product decisions, such as mass-producing Starlink technology.
• 26:52 💻 Elon Musk envisions a future without an App Store, focusing on energy storage and AI, with Tesla and EOS competing in the market.
  • Elon Musk envisions a highly intelligent edge device that requires only compute and connectivity, without the need for an operating system or apps.
  • As AI data centers face an energy bottleneck, key players like Tesla, EOS, and uranium suppliers for nuclear generation may benefit from the increasing demand for power solutions.
  • Elon Musk's energy storage ventures, including Tesla's megapack, are poised for massive growth, with Tesla already having a significant manufacturing capacity of nearly 80 GWh.
  • Elon Musk's company is ramping up production, planning to double output over the next three quarters with a new manufacturing facility and team.
  • Elon Musk didn't abolish the App Store, but Tesla and EOS are competing in the energy storage market, where they can be complementary, with Tesla currently having more capacity and EOS scaling up.
• 31:43 📺 Elon Musk makes no mention of abolishing App Store, instead Tesla's manufacturing growth gets boost with new executive hire.
  • Tesla has hired a seasoned executive from Jabil, a top contract manufacturer, to lead their manufacturing efforts, indicating a significant step towards scaling and growth.
  • Jeff Lutz promotes his website, herbertong.com, as a comprehensive resource for Tesla investors.

WatchUrl: https://www.youtube.com/watch?v=VmQHGzsa0ho