The growth needed to transition to electric vehicles
Elon Musk's new master plan isn't ready yet. Tesla's CEO was asked about the company's five-year plan and his updated master plan at the stakeholder's meeting in August. While he didn't get into specifics, Tesla's head of investor relations reportedly did spill the beans at a Goldman Sachs invite-only tech conference. Martin Viecha gave one of the world's largest investment banks plenty of details on how the company will look and what will be accomplished by 2027-28.
Business Insider quoted the Tesla employee stating, "EV architecture is so different from internal combustion engine, it allows for a third revolution in automotive manufacturing."
Undoubtedly, Tesla has led the way in the electric vehicle space. However, that space is getting more competitive, with longer-established auto manufacturers ramping up electric vehicle production.
The audience of investors wanted to hear how Tesla would compete. Viecha repeated numbers from Tesla's second quarter earnings call. The cost of building the product has dropped by more than half in the last seven years.
He said in 2017, it cost $84,000 to make one of their vehicles, but it is now down to $36,000. Incredibly, those cost savings were not from batteries or supplies but from better vehicle designs and optimizing factories. Viecha said the cost per car manufactured is the most critical metric to monitor. It dictates how many vehicles can be built and just how big Tesla can become. He clarified that the company will continue to find ways to lower production costs.
With the falling cost of production, the interest in a less expensive Tesla continues to rise. While the term, Model 2 (Details on Model 2), was not reported, it's no secret that this has been on the company's radar for some time. Viecha says the company wants to be a high-volume automaker. Therefore, a more affordable option is necessary to broaden the portfolio.
However, the demand for the Model 3 and the Model Y is still so high that a new Model is not needed any time soon. That's an essential point because the head of investor relations said that a cheaper Tesla would be used in the Robotaxi (everything we know about the Robotaxi) production.
Of course, the investors needed some reassurance about Full Self-Driving. Musk has publicly stated that FSD can make the company worth a lot. Viecha said that supervised FSD is underway. He said more than 100,000 people are using FSD in the United States. However, he reiterated the point that the only way the system can improve is by collecting data.
Also, interesting to note that Viecha assigned generation numbers to Tesla products. The first generation is the Model S and Model X. While the second generation is the Model 3 and Model Y. He referred to Robotaxi and presumable the Model 2 as the third generation. However, with the Tesla Semi ready to roll and the Cybertruck coming next year, perhaps he wants to revise the generation breakdown for the next investor meeting.
Elon Musk started Tesla's AI Day 2022 by saying, "I want to set some expectations with respect to our Optimus Robot," just before the doors opened behind him. A robot walked out, waved at the audience, and did a little dance. Admittedly a humble beginning, he explained, "the Robot can actually do a lot more than what we just showed you. We just didn't want it to fall on its face." Musk's vision for the Tesla Robot, "Optimus is going to be incredible in five years, ten years mind-blowing." The CEO said other technologies that have changed the world have plateaued; the Robot is just starting.
Tesla's CEO envisions Optimus eventually being like Commander Data, the android from Star Trek the Next Generation, except it "would be programmed to be less robot-like and more friendly." Undoubtedly there is a long way to go to achieve what Doctor Noonien Soong created in Star Trek TNG. What was demonstrated onstage wasn't at that level, but several videos throughout the presentation highlighted what the Robot is capable of at its very early stage in development. The audience watched the Robot pick up boxes, deliver packages, water plants and work at a station at the Tesla factory in Fremont.
Development over 8 Months
The breakdown of some of the systems of the Tesla Robot
Tesla (Edited by Not a Tesla App)
The first Robot to take the stage at AI Day was not Optimus, but Bumble C, another acknowledgement to The Transformers, as Bumble Bee played a significant role in that franchise. However, Bumble C is far less advanced than Optimus, who did appear later but was on a cart.
Several Tesla engineers took turns on the microphone describing some of the most complex elements of the project that was first announced one year ago. Perhaps the best description of the project was the company moving from building a robot on wheels to a robot on legs. However, that may be oversimplifying. For example, the car has two motors, and the Robot has 28 actuators.
Overall Design and Battery Life
Tesla's brightest demonstrated how the production has come to life over the past eight months. It seems this group of computer masterminds had to become anatomist experts as Tesla took hints from the human body to create a humanoid robot. That is an essential factor in creating Optimus. Everything people interact with is made usable by a human, with two legs, two arms, ten fingers etc. If the Robot differed from what the world is already designed for, everything would have to change. However, recreating the human body and its countless movements would take far too long, so Tesla has stripped it down to less than 30 core movements, not including the hand.
Like the human torso contains the heart, the Robot's chest holds the battery. It's projected that a single charge would provide enough for a full day's work with a 2.3-kilowatt-hour battery. All the battery electronics are integrated into a single printed circuit board within the pack. That technology keeps charge management and power distribution all in one place. Tesla used lessons learned from vehicle and energy production to create the battery allowing for streamlined manufacturing and simple and effective cooling methods.
Tesla showed what the Robot sees, and it looked very familiar. That's because the neural networks are pulling directly from Autopilot. Training data had to be collected to show indoor settings and other products not used with the car. Engineers have trained neural networks to identify high-frequency features and key points within the Robot's camera streams, such as a charging station. Tesla has also been using the Autopilot simulator but has integrated it for use with the Robot programming.
Tesla shows off what the Optimus robot sees
Tesla (Edited by Not a Tesla App)
The torso also contains the centralized computer that Tesla says will do everything a human brain does, such as processing vision data, making split-second decisions based on multi-sensory inputs and supporting communications. In addition, the Robot is equipped with wireless connectivity and audio support. Yes, the Robot is going to have conversations, "we really want to have fun, be utilitarian and also be a friend and hang out with you," said Musk.
Motors Mimic Joints
The 28 actuators throughout the Robot's frame are placed where many joints are in the human body. Just one of those actuators was shown lifting a half-tonne nine-foot concert grand piano. There have been thousands of test models run to show how each motor works with the other and how to effectively operate the most relevant actuators for a task. Even the act of walking takes several calculations that the Robot must make in real-time, not only to perform but also appear natural. The robots will be programmed with a locomotion code; the desired path goes to the locomotion planner, which uses trajectories to state estimations, very similar to the human vestibular system.
Human hands can move 300 degrees per second and have tens of thousands of tactile sensors. Hands can manipulate anything in our daily lives, from bulky, heavy items to something delicate. Now Tesla is recreating that with Optimus. Six actuators and 11 degrees of freedom are incorporated into the robot hand. It has an in-hand controller that drives the fingers and receives sensory feedback. The fingers have metallic tendons to allow for flexibility and strength. The hands are being created to allow for a precision grip of small parts and tools.
Responsible Robot Safety
Musk wanted to start AI day with the epic opening scene from Terminator when a robot crushed a skull. He has heard the fears and people warning, "don't go down the terminator path," but the CEO said safety is a top priority. There are safeguards in place, including designs for a localized control ROM that would not be connected to the internet that can turn the Robot off. He sees this as a stop button or remote control.
Musk said the development of Optimus may broaden Tesla's mission statement to include "making the future awesome." He believes the potential is not recognized by most, and it "really boggles the mind." Musk said, "this means a future of abundance. There is no poverty. You can have whatever you want in terms of products and services. It really is a fundamental transformation of civilization as we know it." All of this at a price predicted to be less than $20,000 USD.
TeslaFi is a service that logs your drives and charging sessions so that you can later refer back to them. We highly recommend checking them out if you use your car for business trips and would like to keep track of reimbursements, if you like to see how much you spend on charging or if you just love statistics. View their about us page and see everything they have to offer!
DIMO is building a web3, user-owned network dedicated to supporting the next generation of mobility infrastructure. As a user, you can start today by accessing the best connected vehicle experience via the DIMO Mobile App. It works for nearly any vehicle and across any OEM; users are in control of their data and their DIMO wallet is a conduit to other apps and services, saving time and money. Learn more