Tesla teases the hands of its upcoming robot, Optimus
Tesla
Elon Musk teased the Optimus humanoid robot prototype at Tesla’s annual shareholder’s meeting. A new image of the robot was revealed ahead of the official unveiling on September 30th, giving us a better idea of what the humanoid robot may look like.
The image features the hands of the Optimus prototype. The image serves as a promotion for the upcoming AI Day Part II event which aims to recruit AI talent to the company.
At the shareholder meeting, Elon reiterated that he believes that the humanoid robot business will become bigger than Tesla’s automotive business:
“I suspect Optimus is going to be more valuable than the car long-term. It will turn the whole notion of the economy on its head.”
Elon previously mentioned that Optimus could solve the labor shortage and shift the economy to reduce labor costs. Tesla plans to leverage its expertise in power electronics, batteries and AI expertise to build a revolutionary product.
Elon initially claimed that the robot would perform simple and repetitive tasks, including manufacturing operations. Tesla eventually plans to improve the robot over time, enabling it to perform more complex tasks for both commercial and consumer applications.
Earlier this year, Elon announced: “Tesla AI Day Part II” with “many cool updates.”
The second AI Day was initially supposed to be held a year to the day after the first one, but it was pushed back to September 30 to give Tesla more time on the robot, according to Elon.
Elon says that Tesla aims to start production in 2023. This is a very ambitious timeline for such an ambitious project, but Elon has said that Tesla is prioritizing the development of the Optimus humanoid robot in 2022 over other products.
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Tesla purchased SolarCity, a large solar and backup installer, back in 2016 and shortly thereafter began installing its unique Tesla Solar Roof, regular Tesla Solar panels, and Tesla Powerwalls for both commercial and residential customers.
However, as the years have passed, Tesla has lost its interest in the actual installation portion of the business. They’re more than happy to continue producing Solar Roofs and expanding Powerwall production, but for the most part, their in-house rate of installations has slowed drastically.
Since Q2 2020, Tesla has seen a 10% or greater drop per quarter in the number of in-house Solar Roof, Solar, and Powerwall installations every quarter.
Third-Party Certification
Tesla has instead begun to certify third-party installers throughout North America and Europe for Powerwall and solar panels and within the United States for Solar Roof.
Tesla launched the Certified Installer Program in 2020 and said it has approximately 2,000 certified installers in over 14 countries—and those certified installers have set up over 1 million installations. James Bickford, Tesla’s Director of Global Sales, Residential Energy Products, announced the expansion of the Certified Installer Program and its new push on LinkedIn.
The Certified Installer Program provides several things to get third parties ready to install and commission Tesla’s home energy ecosystem, including virtual and in-person training, on-site training, custom installation tools, and the Tesla One Software Platform.
In addition to those supports, Tesla’s Partner Platform offers marketing support resources and a dedicated access system for a personal Account Manager from Tesla.
Tesla One Dashboard
The Tesla One dashboard offers third-party installers a one-stop-shop platform for managing quotes, installations, and repairs in one mobile app.
It is a convenient-looking application that lets third-party installers see what tasks they need to perform for specific installations and also helps them scale particular installations to customer requirements.
While this isn’t a new direction for Tesla overall, we’re seeing a distinct move in the energy business from Tesla as a first-party installer of its products to a more hands-off approach where local electricians and contractors will install Tesla products under its auspices.
We’re interested to see where Tesla continues to go with this, as they’ve seen their Powerwall business expanding in the last few years, while Tesla Solar and Solar Roof have dropped off many people’s radars lately.
Tesla has sent out its first batch of event invites to its “We, Robot” event – the Robotaxi Event. Invitees must confirm their attendance no later than midnight on Sunday, October 6th.
In order for a chance to get an invite – Shareholders had to confirm their shares and participate in a raffle. The selected winners started receiving emails last night.
It seems that space for the event is extremely limited and that tickets will be issued on a first-come first-serve basis. We’re not sure if Tesla intends to add another wave of invites at this point, but we’ll keep an eye out.
Event Details
Event details haven’t been issued just yet, but once invitees confirm their RSVP, they will receive another email with the next steps and exact event details. The tickets remain non-transferable, and unlike other Tesla events, not everyone is receiving a +1. It appears some invites let you add on a guest, while others are just for the invitee. The event is for those aged 21+, and IDs will be checked upon arrival.
In terms of timing, the doors open at 5 PM local, and check-in begins around 5:30 PM. The remarks for the event will begin around 7 PM.
Those who have received invites have confirmed that “RSVP Received” is displayed on the Tesla Investor Relations site after clicking through. It seems that the actual tickets themselves will come as a separate e-mail.
We’re super excited to see what Tesla will reveal – this event is one of their most anticipated, and we expect to see the Robotaxi driving around on Hollywood set stages as part of the demo.
