Tesla is floating ambitious plans to deploy thousands of humanoid robots within its factories, expanding eventually to millions around the world, according to job postings.
Tesla founder Elon Musk speaks at the Offshore Northern Seas fair on sustainable energy in Stavanger, Norway, on Aug. 29, 2022.Tesla Chief Executive Elon Musk blamed overreliance on factory robots for sending the electric carmaker to “production hell” four years ago, saying humans were better at certain jobs.
Tesla faces skepticism that it can show technological advances that would justify the expense of “general purpose” robots in factories, homes and elsewhere, according to robotics experts, investors and analysts interviewed by Reuters.Humanoid robots have been in development for decades by Honda Motor Co and Hyundai Motor‘s Boston Dynamics unit. Like self-driving cars, the robots have trouble with unpredictable situations.
At an “Autonomy” event in 2019, Musk promised 1 million robotaxis by 2020 but has yet to deliver such a car. “If he just gets the robot to walk around, or he gets the robots to dance, that’s already been done. That’s not that impressive,” she said. But he said Tesla can leverage its expertise in AI and key components to develop and produce smart, yet less expensive, humanoid robots at scale.
“Certainly, an important measure of success is do they make money from it,” he told Reuters, referring to Tesla’s humanoid robot efforts.Analysts see more pageant than product. “It’s all part of distracting people and giving them the next shiny object to chase after,” Guidehouse Insights analyst Sam Abuelsamid said.
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