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November 12, 2025 5 mins

A general purpose, bi-pedal, autonomous humanoid robot capable of performing unsafe, repetitive or boring tasks. Achieving that end goal requires building the software stacks that enable balance, navigation, perception and interaction with the physical world.

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Episode Transcript

Available transcripts are automatically generated. Complete accuracy is not guaranteed.
(00:00):
I guess the way to think about it is that every human on Earth
is going to want to have their own personal R2D2C3PO, so who
wouldn't? But actually, Optimus will be
even better than them. You know?
Like, you know, R2D2, it's kind of beep at you and it's kind of
hard to figure out what he's talking about.

(00:21):
You know, you can see 3PO to translate, but Optimus is going
to be like everyone's going to want one.
I think within terms of industry, providing products and
services, I think it's probably,I don't know, three to five
robots in industry for every, you know, one that's a personal
robot. I, I think there could be 10s of

(00:43):
billions of, of optimist robots out there.
Now. Obviously it's very important we
pay close attention to safety here because we do, we do want
the the the Star Wars movie, notthe Jim Cameron movie.
I like Jim Cameron's movies, butyou know, you know what I mean.

(01:13):
Yeah. Yeah.
So, so we're going to launch on the the fastest production ramp
of of any product of any large complex manufactured product
ever and starting with building 1,000,000 unit production line

(01:33):
in in Fremont. And that's, that's, that's line
1. And then a 10 million unit per
year production line here. I don't know where we're going
to put the 100 million unit production line, maybe on Mars,
I don't know. But but I think it's it's going

(01:56):
to literally get to 100 million a year, maybe even a billion a
year. And you know, people often talk
about like eliminating poverty, giving everyone amazing medical
care. Well, there's actually only one
way to do that, and that's with the optimist robot.

(02:17):
With, with humanoid robots, you can actually give everyone
amazing medical care. Optimists will be more precise.
Optimists will ultimately be better than the best human
surgeon with a level of precision that that isn't
possible, that that is beyond human.
I think that's, that's a pretty wild concept to say.
OK, if you, you know, there's people always talked about

(02:38):
eliminating poverty, but actually optimists will actually
eliminate poverty. Optimists will actually give
people incredible medical care. I mean, and so you start getting
like sort of some pretty wild sci-fi sort of scenarios and
some of these things I say will always be taken out of context
and using snippets and, you know, sent around.
But whatever. I was only going to say, you

(02:59):
know, like, I think we might maybe able to give people a more if
somebody's committed crime, a more humane form of containment
of future crime, which is if, ifyou, if you say, like you now
get a, you now get a free optimist and it's just going to
follow you around and stop you from doing crime.

(03:20):
But other than that, you get to do anything just it's just going
to stop you from committing crime.
That's, that's really it. You know, I mean, you don't have
to put people in like prisons and stuff.
I think it's pretty wild to think of the, the various of all
the possibilities, But I think it's, it's, it's clearly, it's
clearly the future. You know, my book recommendation
for the maybe the best mostly utopian sci-fi future are the in

(03:44):
banks books, the culture books. So if you're curious, like what
what do I think the future is probably like?
I think it's probably a bit likethat or, you know, as mops to
some degree. But but but I think it's and
Heinlein, but in banks. If you're like saying what what
what is the Elon thing? The future probably will be like

(04:06):
for AI and robots. It's kind of banks in now and,
and, and things do get kind of wild from an economic standpoint
because at a certain point with AI and robotics, you can
actually increase the global economy by a factor of 10 or
maybe 100. There's there's not like an

(04:29):
obvious limit. So like optimist is kind of like
an infinite money glitch, you know, and maybe they won't even
be money in the future or money,but if it might be measured in

(04:49):
terms of wattage, like how much,you know, power can you bring to
bear from an electrical standpoint.
So I guess what I'm saying is hang on to your Tesla stock.
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