I Can't Stay Quiet on Tesla's Optimus Anymore w/ Ark Invest's Brett Winton скачать в хорошем качестве

I Can't Stay Quiet on Tesla's Optimus Anymore w/ Ark Invest's Brett Winton

Special Guest: Brett Winton is the Director of Research at ARK Invest X Profile:   / wintonark   ARK YouTube: ‪@ARKInvest2015‬ Want help scaling your business with YouTube? Book a call with David Carbutt here -https://calendly.com/ikostiy03/hans Buying a new Tesla? Save $$$ & support the channel by using my referral code: https://ts.la/hans71453 If you'd like to support the channel, you can find me on Patreon here:   / hanscnelson   CHANNEL LINKS: Hans' X profile -   / hanscnelson   Hans' YouTube channel -    / @hanscnelson   Hans' Patreon -   / hanscnelson   The Monumental Challenge of Humanoid Robots: Breaking Down Tesla's Optimus Headwinds In this episode, we dive deep into the monumental challenge of developing general humanoid robots, featuring a discussion with Brett Winton, the Director of Research at ARK Invest. We explore the complexities of the Optimus project, the potential market value, and the technical difficulties compared to robotaxis. We examine why the humanoid robot problem is exponentially harder, the effort required to make Optimus commercially viable, and realistic timelines for revenue generation. Additionally, we discuss the potential impact on Tesla shareholders, AI compute needs, and how Tesla might utilize its advancements in AI and robotics. Tune in to understand the future of humanoid robots and the immense challenges Tesla faces in making this vision a reality. 00:00 Optimus Development PAIN 01:29 Understanding the Optimus Problem 07:35 Many Layers of Optimus Software Complexity 13:51 Dancing Demos Don't Count... 16:51 World Simulators 18:51 Monetization of Optimus vs. Robotaxi 23:24 Mechanical Challenges vs. Software Challenges 29:21 Economic Viability and Future Prospects 31:08 Elon's Spiky Leadership Is VITAL 35:07 The Humanoid Hype Cycle 38:10 Humanoid Robots for Mars, but not for Tesla? 40:54 Investor's View on Massive Optimus CAPEX 45:28 Compute: Training, Inference, In-house & NVIDIA 49:45 The Danger of Specialized AI Hardware 52:54 Don't be Salty 56:00 Robot Dog Sitters & Farewells #Tesla #elon #musk #elonmusk #teslaengineering #teslaenergy #teslaai #teslafsd #fsd #fsdbeta #autonomousvehicles #autonomy #neuralnetworks #machinelearning #engineering #deepmind Tesla, Tesla Stock, Elon, Musk, Elon Musk, Tesla Engineering, Tesla AI, Tesla Energy, Tesla Manufacturing, Tesla Stock Videos, Tesla Dojo, AI, AGI, LLM, LLMs, Technology, Software, Computing, machine learnings, AI models, Engineering, Tesla Bot, Bot, Optimus, Optimus Gen 2, Tesla Optimus