SAN FRANCISCO — Tesla unveiled a prototype of its humanoid robot Friday, dubbed Optimus, launching a bet on artificial intelligence that aims to reshape the future of physical work.
“This is literally the first time the robot was operated without [a tether] was onstage tonight,” Tesla CEO Elon Musk said, as Tesla showed videos of it picking up objects and watering plants.
The robot was skeletally clad, with wiring and hardware visible, and lumbered onstage as it waved hello. A subsequent generation of the cyborg was also shown, supported by three people onstage.
“We didn’t want it to fall on its face,” Musk said.
Musk said he wants the robot to be manufactured at scale, sold for less than $20,000, and encompass core physical capabilities, such as the ability to move all fingers independently, and opposable thumbs with degrees of freedom so it can operate tools.
“This means a future of abundance,” he said. “A future where there is no poverty. Where people … You can have whatever you want in terms of products and services.”
“It really is a fundamental transformation of civilization as we know it,” he said.
Investors and financial analysts have expressed skepticism that Tesla will ultimately be able to build the robot, advising instead to focus on projects closer to Tesla’s core business of electric cars.
The demo Friday demonstrates how Musk wants to solve one of the toughest problems in robotics and artificial intelligence: how to make a machine that can replace a human.
For years, companies including Amazon and Google have worked to create robots that are able to move and — in a feat that is deceptively challenging — pick up or work on items with mechanized claws or hands.
That Holy Grail of tech, which would allow companies to replace human workers with inexhaustible robots, hasn’t been achieved.
Tesla fans, online influencers and investors began pouring into the presentation Friday— where they arrived in Palo Alto, Calif. to a piece of obvious symbolism: a model of a gigantic fork in the middle of a road, according to photos posted on social media.
Last year at the same event, Musk announced the robot. He said the cyborg would be uncombative, standing roughly 5-foot-8: “It’s intended to be friendly, of course.” It would be designed to help with repetitive, menial tasks — and usher in a future where physical work would be a choice.
Critically, Musk said, a person could “run away from it and most likely overpower it.”
Tesla AI Day pushed to Sept 30, as we may have an Optimus prototype working by then
— Elon Musk (@elonmusk) June 3, 2022
The Tesla bot is part of the company’s long-term effort to introduce a new era of automation, in which computer algorithms engage in humanlike decision-making and advance their knowledge independent of human input.
As the country grapples with worker shortages that have left a huge percentage of manufacturing jobs unfilled, companies are dreaming up new ways to automate work previously performed by humans. The efforts have faced criticism from organized labor but have also garnered acceptance when they can improve worker safety and open up new opportunities.
A company cracking the code on humanoid robots would certainly be a groundbreaking — if controversial — advancement in the effort.
If it materializes, Optimus could initially disrupt manufacturing jobs that make up roughly 10 percent of U.S. labor, or $500 billion in yearly wages, Gene Munster, managing partner of Loup Ventures, wrote in an analysis.
“The global market for physical labor is many times larger than U.S. manufacturing labor,” he added.
Still, Musk is notorious for overpromising, particularly on his timelines. In 2019 Tesla unveiled its Cybertruck pickup, a truck with “unbreakable” windows, but the windows broke onstage during a demonstration.
The truck still has not been delivered. On Thursday, Musk tweeted that it would be “waterproof enough to serve briefly as a boat.”
Cybertruck will be waterproof enough to serve briefly as a boat, so it can cross rivers, lakes & even seas that aren’t too choppy
— Elon Musk (@elonmusk) September 29, 2022
Tesla has said the robot runs on the automaker’s Full Self-Driving computer, which helps power its driver-assistance system. Full Self-Driving offers a set of features that enables the car to maneuver without a driver’s input and is in beta testing in 160,000 vehicles on public roads. Tesla still says drivers must pay attention at all times.
Musk has said he fears artificial intelligence could one day outsmart humans and endanger us, citing AI as the biggest threat to civilization. But he said that by building the Tesla robot, the company could ensure it would be safe.
“We’re just obviously making the pieces that are needed for a useful humanoid robot, so I guess we probably should make it,” he said last year. “And if we don’t, someone else would. … I guess we should make it and make sure it’s safe.”
Around that time, in response to an account purporting to be Optimus, Musk offered some friendly advice.
He tweeted: “pls be nice to the humans.”
The company said the robot could help with repetitive tasks such as working on cars or making trips to the store.
When it unveiled the concept last year, Tesla sent a human dressed as the cyborg onstage to perform robotic gestures followed by more complex dance moves — perhaps simulating the range of motion of an eventual Tesla Bot.
Still, some expressed doubt that Tesla could build a functional — and capable — robot anytime soon. Tesla’s demo didn’t show its technical capabilities so much as its ambition for the robot.
“This will be a key event for Musk to prove there is a strategic path on the Optimus front,” Dan Ives, an analyst for Wedbush Securities, wrote in a note aimed at investors ahead of the event.
Musk, for his part, has tried to cool any major excitement about AI Day, tweeting Thursday that it will be “highly technical.”
Tesla’s event Friday was also likely to provide updates on milestones to other projects, such as Full Self-Driving, but the splashy invitation features robot hands in a heart shape, a sure nod to the cyborg.
Tesla’s AI Day, Battery Day and similar events are typically aimed at recruiting and drumming up fervor for its latest products. Still, Musk said, the presentation could prove alluring for those in the AI/robotics field.
Tesla executives expressed hope they could launch the robot within a period of months or years, changing the economy in the process. Like some other Tesla products before it, it did not have a specific product rollout timeline.