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February 28, 2025 28 mins

At Tesla's AI day a few years ago Elon Musk unveiled Optimus, Tesla's humanoid robot program. This has quickly become an even more exciting long-term bull thesis than even the Cyercab, as Elon says it will make Tesla the world's most valuable company by far. In this Bros, Brews and Big Ideas I sit down with Aidan to analyze Tesla's Optimus, and the much hyped Figure Robot, which has created a splash on social media and is let by Bret Adcock. Figure claims to be bringing robots into the home later this year or next, while Tesla plans to have 1,000+ robots walking around its factory this year. Who is ahead in this race? Is Figure to be taken seriously at all? Let me know what you think in the comments below.

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