Great to see you on Substack, Animesh. I have been following your work, and your perspective here will be interesting. Your comparison with AV is spot on, though I am less optimistic. Tesla has been marketing full autonomy for its drivers and charging them an arm and a leg for years. While they could get away with this 5 years ago, the EV market now is competitive and the edge cases make Tesla FSD still unusable for anyone outside the Bay Area (regulatory restrictions also do not help). I don't see this changing anytime soon. With this track record, my expectation for the Robot - with a market date of 2027 - is modest. Not for their stock prices, though. And in the end that may be the whole point. Still, open sourcing the "brains" of this humanoid may lead to far more progress in the community than a product 5 years away.
Thank you for writing this. You hit it when u asked "what's going to be different this time?" Everyone still hunting for that answer.
Great to see you on Substack, Animesh. I have been following your work, and your perspective here will be interesting. Your comparison with AV is spot on, though I am less optimistic. Tesla has been marketing full autonomy for its drivers and charging them an arm and a leg for years. While they could get away with this 5 years ago, the EV market now is competitive and the edge cases make Tesla FSD still unusable for anyone outside the Bay Area (regulatory restrictions also do not help). I don't see this changing anytime soon. With this track record, my expectation for the Robot - with a market date of 2027 - is modest. Not for their stock prices, though. And in the end that may be the whole point. Still, open sourcing the "brains" of this humanoid may lead to far more progress in the community than a product 5 years away.