Tesla Bot Expert BREAKSDOWN NEW Bot Video (What You Missed) | Scott Walter

Tesla Bot Expert BREAKSDOWN NEW Bot Video (What You Missed) | Scott Walter

Introduction

In this section, Herbert introduces the Tesla shareholder meeting and the Tesla bot. He invites Dr. Scott Walter to discuss the new video that was shown at the meeting.

Introducing the Tesla Bot

  • Herbert introduces Dr. Scott Walter, a co-founder of two robotics companies, to discuss the new Tesla bot.
  • They play a clip of the Tesla bot video without commentary.

The Tesla Bot Video

In this section, Dr. Scott Walter provides his reactions to the new Tesla bot video that was shown at the shareholder meeting.

Initial Reactions

  • Dr. Walter is excited about the video and comments on how amazing it is.
  • He notes that there hasn't been any news about Optimus since investor day and suggests they talk about the event overall before discussing Optimus in detail.

Analyzing Elon's Attire

  • Dr. Walter points out that Elon Musk wore a T-shirt with Optimus arms and hand on it during his presentation.
  • He compares this to what Elon wore at previous events and suggests that this may be a hint towards some Optimus news.

Scene-by-scene Analysis of Video

  • They analyze each scene of the video starting with five bots walking in coordinated fashion.
  • They notice someone working on a truck in one scene and comment on seeing two cyber trucks in one image for the first time.
  • They discuss where this scene might be taking place - either in a factory or service area.

Conclusion

In this section, the hosts wrap up their discussion of the Tesla bot video and share their final thoughts.

Final Thoughts

  • The hosts conclude their discussion by expressing excitement about the new Tesla bot and what it could mean for the future.

Flat Feet and Leg Movement

The speaker discusses the flat feet of the robot and how they are still very flat despite being in the second generation. They then move on to discuss a scene where an obstacle is placed in front of the robot's leg, which reacts instantaneously to avoid damaging it.

Flat Feet

  • The feet of the robot are still very flat despite being in the second generation.
  • This is important because it affects how the robot walks and lands on its feet.

Leg Movement

  • An obstacle is placed in front of the robot's leg to test its reaction time.
  • The system reacts instantaneously to avoid damaging itself.
  • This movement is important for walking and avoiding obstacles.

Control System and Egg Test

The speaker talks about how good the control system is at reacting to outside forces that do not comport with what it's expecting. They also mention an egg test that was performed to demonstrate this ability.

Control System

  • The control system may be neural net-based rather than heuristic-based.
  • This means that it learns from experience rather than just following pre-programmed rules.

Egg Test

  • An egg was placed in front of the robot as an unexpected obstacle.
  • The robot reacted quickly and did not break the egg, demonstrating its ability to react to unexpected situations.
  • This ability is important for tasks such as grasping objects with varying properties.

Finesse and Walking Gait

The speaker discusses finesse in relation to walking gait, specifically how important it is for a robot with flat feet. They also talk about how much better the robot looks when walking now compared to before.

Finesse

  • Finesse is important for a robot with flat feet to avoid damaging itself when landing.
  • The control system needs to be able to react quickly and smoothly.

Walking Gait

  • The robot's walking gait has improved significantly compared to before.
  • It looks more confident and erect when walking now.

Second Generation Shoe

The speaker talks about the second generation shoe that was on display at the Peterson Museum, but the robot is still not wearing them. They speculate whether it is aspirational or if they are still working on it.

Second Generation Shoe

  • The second generation shoe was on display at the Peterson Museum.
  • The robot is still not wearing them, and it's unclear why.
  • It may be aspirational or they may still be working on it.

Importance of Compliance in Collaborative Robots

In this section, the speakers discuss the significance of compliance in collaborative robots and how it helps them work alongside humans.

Compliance in Collaborative Robots

  • Compliance is significant in collaborative robots as it allows them to resist against external forces while working alongside humans.
  • Industrial robots monitor torque feedback to detect if they are hitting something unexpected and stop immediately. However, they lack compliance that cobots have.
  • Cobots have a sense of compliance that even if they don't stop, their joints are springy enough to resist against external forces. This makes them ideal for working alongside humans.

Optimus Walking Outdoors

In this section, the speakers discuss Optimus' ability to walk outdoors and its mapping capabilities.

Mapping Capabilities

  • Optimus uses Nerfs to create an internal map of its environment and memorize everything.
  • The clip of Optimus walking through the campus shows that it advances at about a foot per second or a little more than half a mile per hour.
  • Tesla bot is now able to walk on its own without being tethered thanks to untethering efforts by the team.

Walking Outdoors

  • Optimus can walk outdoors on uneven surfaces and doesn't need a flat surface.
  • The video shows Optimus walking by bicycles which may be an Easter egg or statement about wheeled vehicles versus bipedal ones.

Creating a 3D Environment

In this section, the speaker explains how multiple 2D images can be used to create a 3D environment.

Using Multiple Images to Create a 3D Environment

  • A single 2D image does not provide much information about an environment.
  • By identifying features that are the same across multiple 2D images and understanding perspective, it is possible to recreate a scene in 3D.

Walking Confidently

In this section, the speaker discusses how the robot is able to walk confidently despite its limited range of motion.

Stability While Walking

  • The head of the robot remains fairly stable while walking.
  • The unlocking of the pelvis helps prevent excessive back-and-forth motion while walking.
  • The orientation of the torso stays fixed as it moves along.

Limitations While Walking

  • There may be some slight bobbing while walking due to limitations in movement.

Environmental Discovery and Memorization

In this section, the speaker explains how Optimus creates a map of its environment through exploration.

Creating a Map of the Environment

  • Optimus creates a map by putting together all of the dots it has discovered in its field of view.
  • The map shown on screen is what Optimus has discovered through walking around.

Robot Teacher and Motion Capture

In this section, the speaker discusses how a Sensei uses motion capture technology to teach gestures and movements to the robot.

Motion Capture Technology

  • The Sensei uses a data glove to capture hand movements.
  • There is no camera system like Kinect being used to track movement.
  • The suit worn by the Sensei may have sensors to track arm movement, but it is not visible on screen.

Equipment Used

  • The Sensei wears a special helmet and backpack while teaching the robot.

Importance of Teaching and Mapping from Human to Bot

In this section, the speaker discusses the importance of teaching and mapping from human to bot. The speaker explains that the mapping can never be perfect because humans are a different size than bots and have some degrees of freedom that bots do not have.

Mapping from Human to Bot

  • The mapping from human to bot can never be exactly perfect.
  • The head has no motion, so it cannot move in certain ways like a human's head can.
  • The bot's pelvis and body may need to twist in order to grab an object due to limitations in its range of motion.

Limitations of Optimus' Head Movement

In this section, the speaker discusses the limitations of Optimus' head movement. They explain why adding an actuator in the neck is not feasible and how they decided to allocate degrees of freedom among other parts of the robot.

Removing Degrees of Freedom from Optimus' Neck

  • Adding an actuator in the neck would cause issues when grabbing objects since it would move independently from the rest of the body.
  • The initial design had two degrees of freedom in the neck, but they were removed later on.
  • Bumblebee took away even more degrees of freedom when it was released.
  • The new version has similar degrees of freedom as the original design but with different allocations among other parts.

Cameras on Optimus' Headgear

  • There are six cameras on Optimus' headgear, including two where ears would be and two in front.
  • The faceplate hides the cameras behind it, but it is assumed that there are at least two eyes for stereo vision.

The Robot's Vision

In this section, the speaker discusses how the robot has a 3D vision and is able to see its target. They also speculate on whether there are mirrors or cameras in front of the robot's eyes.

How the Robot Sees

  • The robot has a camera in its ears that gives it 3D vision.
  • It sees things differently than humans do.
  • The robot can form everything together and knows what its target is.

Mirrors or Cameras?

  • The speaker wonders if there are mirrors or cameras in front of the robot's eyes to allow it to look down.
  • They compare it to their dentist who wears something in front of their eyes to look down.

Training Through Example

In this section, the speaker talks about how they are training the robot through example and demonstrating different operations. They also discuss how until now, the robot had been hard-coded to perform certain grasping operations.

Learning by Example

  • Operations are being trained through example.
  • Demonstrating a particular activity allows the bot to learn it.
  • Until now, Optimus had been hard-coded to do certain grasping operations.

End-to-end Learned Successful Grasp

  • Optimus performed its first end-to-end learned successful grasp today.
  • This was learned from human demonstration with no task-specific programming done.
  • This means they could now scale quickly too many tasks.

Significance of Learned Grasping

In this section, the speaker explains why learning by example is significant for robotics. They discuss how previously, everything was hard-coded and programmed point-by-point. Now, with Sensai programming, robots can be taught through examples.

Hard-Coded Programming vs Sensai Programming

  • Previously, everything was hard-coded and programmed point-by-point.
  • Sensai programming allows robots to be taught through examples.
  • The robot has learned enough that they don't have to give detailed instructions on movement and clenching forces.

Excitement Behind Learned Grasping

  • The excitement behind the learned grasp is that everything was previously hard-coded.
  • They had a bunch of silver chains with subroutines to close or open fingers, which were put together in the right order for tasks.
  • Now, the robot has learned how to do it without detailed instructions.

End-to-End Explanation

In this section, the speaker explains what end-to-end means and how it relates to full self-driving.

End-to-End Success

  • Julian mentions Optimus' first end-to-end success.
  • End-to-end refers to a successful grasp accomplished by coordinating all the movements of the actuators through joint angles.
  • Full self-driving uses images to steer the car with only one wheel and pedal application.

Joint Angles

  • Joint angles are the movements that all the actuators have to do to accomplish a particular task.
  • Optimus has 44 servos that need coordination for a specific motion.
  • The robot figures out how to complete tasks based on image recognition and touch field feedback.

Tethered Head

  • The head of Optimus is tethered, meaning there is nothing inside except something to load and carry the robot.
  • There are no actuators in the neck because it would make loading more difficult.
  • The payload of the robot goes through a connection point in the center, making it less intrusive.

Serial Number

  • A serial number appears on a bar across Optimus' pelvis in one of the images.

The Robots in the Background

In this section, the speaker talks about a robot that is hanging in the background and how there are probably more robots off to the right.

Multiple Robots

  • There is another robot hanging in the background.
  • There are probably more robots off to the right.

Complex Tasks Begin

In this section, the speaker mentions that more complex tasks are beginning.

More Complex Tasks

  • More complex tasks are beginning.

The Bots Are Coming

In this section, the speaker talks about how robots are coming and points out an image with multiple Cybertrucks.

Multiple Cybertrucks

  • There are five Optimus robots in one image.
  • Three Cybertrucks can be seen in one image.
  • The speaker wonders if there is an Easter egg hidden somewhere.

Imagining Possibilities

In this section, the speaker imagines possibilities of having multiple Cybertrucks and speculates on how many there might be.

Speculating on Number of Cybertrucks

  • There could be 15 Cybertrucks based on what is seen so far.

Virtual Model Actuator Disconnected

In this section, the speaker discusses a virtual model actuator being disconnected from a wrist joint and its importance for motion tracking.

Importance of Virtual Model Actuator

  • The actuator is disconnected from the wrist joint in a virtual model.
  • It is important to ensure that closed loop kinematics stay attached when modeling something like this.
  • The ability to take input from VR and motion tracking and duplicate the motion is important.

Calculating Servo Offsets

In this section, the speaker talks about calculating servo offsets for tasks.

Calculating Servo Offsets

  • Sometimes people cheat in simulations by only putting in desired angles without considering servo offsets.
  • Calculating servo offsets is necessary to accomplish tasks accurately.

Heuristics vs Neural Nets

In this section, the speaker discusses the use of heuristics and neural nets in robotics.

Heuristic vs Neural Net

  • The speaker suggests that there are some tasks that should be done heuristically, while others may require a neural net.
  • There will still be places where a neural net cannot replace human intuition.

Robot Learning and Feedback

In this section, the speaker talks about how robots learn from each other and their environment.

Robot Learning and Feedback

  • When one robot learns something new, all other robots can benefit from that knowledge.
  • Tesla predicts having 500 bots by the end of the year to exponentially grow their knowledge of the world.
  • Robots will feed back information to each other to improve their ability to move and identify objects.

Designing Bots for Mass Production

In this section, the speaker discusses designing bots for mass production.

Designing Bots for Mass Production

  • It is important not to prematurely create too many bots if there are design flaws.
  • Enough bots should be created to test out any issues with design before mass production begins.
  • The design of these bots is not difficult to mass produce.

Elon Musk on Tesla's Bot Video

In this section, Elon Musk talks about Tesla's bot video and its potential impact on the company.

Elon Musk on Tesla's Bot Video

  • The bot segment is extremely underrated according to Elon Musk.
  • He believes it can be worth 10 billion units in long-term value for Tesla.
  • Optimus was emphasized as an important part of Tesla's future plans.
  • FSD is an advantage for Tesla in designing and producing the bots.

Controlling Your Own Destiny

In this section, the speaker discusses controlling your own destiny when it comes to designing and producing components.

Controlling Your Own Destiny

  • Designing components in-house allows for greater control over production and optimization.
  • Being reliant on others for component production can be a disadvantage.
  • FSD technology can be leveraged for other applications.

Generalized Real World AI

Elon Musk discusses the development of Full Self-Driving (FSD) and its potential for transferability to other applications. He emphasizes the need for Artificial General Intelligence (AGI) in FSD, which would enable human-like decision-making capabilities.

FSD and AGI

  • FSD is a generalized understanding of real-world AI that can be transferred to various applications.
  • AGI is necessary for FSD to have human-like decision-making capabilities.
  • The goal is not just safe driving but also anticipating what other drivers are doing.

Synergies between Companies

  • Tesla's manufacturing expertise includes automation, which can be applied to other industries.
  • There are synergies between Tesla, SpaceX, and Twitter that can lead to new innovations.
  • FSD requires an understanding of actors in the environment beyond simple labeling.

Moonshot Mentality

  • The moonshot mentality involves developing technologies that are currently too expensive or impractical.
  • Tesla's approach involves taking on challenges that others won't tackle, such as building a lithium refining mine in the US.

Tesla's Full Self-Driving (FSD) and the Future of AI

Elon Musk discusses the current state of Tesla's Full Self-Driving (FSD) technology, its potential to anticipate and understand how the whole world will react, and how empathy is key to getting FSD widely accepted. He also talks about the value of Tesla bottom and predicts that a majority of long-term value will be Optimus.

FSD Technology

  • Elon Musk describes how FSD technology has progressed to become more human-like in anticipating other cars' movements.
  • However, FSD still needs improvement in reading the minds of other cars when cyclists are present on the road.
  • Empathy is key to getting FSD widely accepted as it can anticipate and understand how the whole world will react.

Value of Tesla Bottom

  • Elon Musk predicts that a majority of long-term value for Tesla will be Optimus, which could have a demand in excess of 20 billion units if people want more than one humanoid robot per person.
  • The progress made by bots shows that it is not CGI but real progress being made towards AI.

Future of AI

  • Elon Musk believes that just like GPT chatbots, there will be a moment when people realize Robo taxis are inevitable with further iterations even if they are human supervised driving or supervised as FSD.

Chat GPT and Optimus: Elon Musk's Vision for the Future

In this section, Scott discusses Elon Musk's vision for the future of AI and robotics, specifically focusing on Chat GPT and Optimus.

Chat GPT Capabilities

  • Chat GPT is an AI model that excels in text-based communication.
  • It serves as an interface between humans and machines, allowing information to be exchanged seamlessly.
  • When combined with other technologies like cameras, it can learn more about the world around it.

Optimus: The Future of Robotics

  • Optimus is a robot that will have its own agency and ability to interact with the world without human intervention.
  • Elon Musk believes that it will revolutionize the way we live our lives by making tasks easier and more efficient.
  • He predicts that there will be a one-to-one ratio of robots to people in the future due to their versatility and usefulness.

Implications of Optimus

  • The widespread use of robots like Optimus could lead to a decline in global population growth.
  • It could also lead to scenarios where children are always accompanied by a tutor or caregiver who is actually a robot.
  • The use of multiple phones per person may become obsolete as robots like Optimus become more prevalent.

Conclusion

  • Scott emphasizes the importance of Elon Musk's vision for AI and robotics, particularly with regards to Optimus.
  • He encourages viewers to check out his interview on Tesla bot for further insights into this exciting technology.
Video description

Robotics Expert Breaksdown Tesla Bot Video from Tesla's Shareholder Meeting Dr. Scott Walter reveals what many missed Scott is an Aerospace Engineer with a Ph.D. in Mechanical Engineering and has co-founded two robotics companies Follow Scott on Twitter: @GoingBallistic5 Follow Scott on YouTube: https://www.youtube.com/@goingballisticmotion5455 ❤️ Thank you to my YouTube Members! Your support means a lot! ❤️ Pls like, subscribe and comment. It's a simple way to support the channel. 🔹 MagBak Wireless Charger : Get 15% off code: HERBERTONG15 https://tinyurl.com/4wrk4945 🔹 MagBak Wheel Protector (THIS IS AWESOME!) : Get 15% off code: HERBERTONG15 https://tinyurl.com/3mz8bhc4 Let's get brighter! Follow me on Twitter: @herbertong Need a Product Consultant? As founder of 3 startups and product expert, I consult with companies helping them: 1) Develop new product innovation using a scientific approach or 2) Determine the most ideal go-to-market strategies. ❤️ PLS CONSIDER SUPPORTING THE CHANNEL? 🔹 Become a YouTube Channel Member: https://www.youtube.com/channel/UC4DBLlq1x0AKmip1QJUcbXg/join Member-only perk: Most Important Graphs and Tables for EV and Tesla 🔹 MagBak Wireless Charger : Get 15% off use code: HERBERTONG15 https://tinyurl.com/4wrk4945 🔹 MagBak Wheel Protector (THIS IS AWESOME!) : Get 15% off use code: HERBERTONG15 https://tinyurl.com/3mz8bhc4 🔹 Amazon Affiliate link for the US: https://amzn.to/3TyWbkL I get a small commission for anything you buy from Amazon in the next few hours at no cost to you. 🔹Reserve a CyberLandr: https://cyberlandr.com/order?affid=brighter Tech First Camper for CyberTruck 🔹Open a brokerage account at Interactive Brokers: https://ibkr.com/referral/herbert377 Disclaimer: All content on this channel is for discussion and illustrative purposes only and should not be construed as professional financial advice or recommendation to buy or sell any securities. Should you need such advice, consult a licensed financial or tax advisor. All views expressed are personal opinion as of date of recording and are subject to change without responsibility to update views. No guarantee is given regarding the accuracy of information on this channel. Neither host or guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered. Author is long TSLA and other stocks at time of original video publish date. #Tesla #TSLA #stock #ElonMusk #investing #teslabot #technology