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GIGANTIC: Humanoid Robots $100 Trillion+ (deep dive)
The convergence of AI and humanoid robotics is predicted to have a profoundly transformative impact on the global economy, with the potential to create a market worth over $100 trillion and exponentially scale industries, labor, and economic growth Questions to inspire discussion Robotics and AI Impact 🤖 Q: How can humanoid robots impact the global economy? A: Humanoid robots like Optimus can replace 2 human workers making $25/hour with a net present value of $200,000, acting as a money printer for businesses, especially in predictable controlled environments like warehouses, logistics, and manufacturing lines. 🌐 Q: What is the potential...
Tesla/Samsung $16.5 Billion AI Deal Comes Out of Nowhere
Tesla has struck a $16.5 billion deal with Samsung to produce AI chips for autonomous vehicles, a move that could significantly boost Tesla's capabilities in robotaxis, Cyber Cab, and Optimus robots Questions to inspire discussion Tesla's AI Chip Strategy 🖥️ Q: How is Tesla diversifying its AI chip production? A: Tesla is creating friendly competition between Samsung and TSMC, with Samsung producing the AI6 chip in its Texas fab plant, while TSMC currently makes the AI5 chip. 🚗 Q: What does the Samsung deal indicate about Tesla's production plans? A: The $16.5 billion deal spanning 2025-2033 signals Tesla's confidence...
Tesla’s Path to $10 Trillion
Tesla plans to revolutionize manufacturing and achieve unprecedented growth by producing 100 million humanoid robots by 2035, leveraging advancements in AI and robotics to significantly enhance efficiency and profitability Questions to inspire discussion Production and Scaling 🏭 Q: What are Tesla's production targets for Optimus bots? A: Tesla aims to ramp up Optimus bot production to 10,000 per month in 2024, 100,000 per month in 2025, and 1 million per month in 2026, with aggressive growth targets of 1000% (10x) year-over-year. 🚀 Q: How quickly could Tesla scale Optimus production compared to its auto production? A: Tesla's Optimus bot production...
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