We didn’t learn much new from Tesla’s Robotaxi event last night, but one piece of information we were looking forward to was a little information on Optimus, Tesla’s humanoid robot. And we got some, but it’s maybe a little less flattering to Tesla than some might have liked.
After unveiling the Robotaxi/Cybercab and Robovan, Tesla CEO Elon Musk went on to give us a little bit of information on the Optimus humanoid robot that the company has been working on.
Musk mentioned “we started up with someone in a robot suit, and then we’ve progressed dramatically year after year” as several robots walked out in front of the crowd.
He referred to these as “your own personal R2D2 C3-PO,” and that in the long term, these robots would cost less than a car – specifically, ~$20k-$30k. A video also described them as an “autonomous assistant, humanoid friend” which could be used for basically any task you can think of.
Musk said that Optimus would be “the biggest product of any kind, ever” and figured everyone on Earth would want one or two of them, which is language he has used before (nevermind that most of the 8 billion people on Earth do not have the wealth to afford one new car, much less two). He also said that it would result in an “age of abundance” where the cost of everything would drop dramatically.
But beyond all that, Tesla took this event as an opportunity to debut Optimus in front of – and among – a live audience. Musk said:
One of the things we wanted to show tonight was that Optimus is not a canned video, it’s not walled-off. The Optimus robots will walk among you. Please be nice to the Optimus robots. So you’ll be able to walk right up to them… and they’ll serve drinks at the bar, and you’ll directly… I mean it’s a wild experience just to have humanoid robots and they’re there, just in front of you.
Tesla’s event stream continued by showing videos of the party, including some videos of guests interacting with robots. The robots waved, handed out goodie bags, served drinks, posed for photos, walked through the crowd, and even played rock paper scissors (though, again, not as well as this robot with a 100% winrate from 12 years ago).
The robots did all have a Tesla employee “minder” watching them closely, but visibly holding some sort of signaling device in their hand. In the video, you can see one of the employees operating this device.
The official Tesla video (which had no audio, as music was playing over it) also showed a few robots serving drinks, though these were not custom mixed drinks, merely two choices of pre-mixed drinks served from beer taps. The robots seemed to do so successfully enough, though they were somewhat wobbly while serving the drinks (see here), which seemed odd – as if the robots weren’t all that great at balancing themselves, or their motions weren’t properly damped or something.
But then, attendees started posting videos from the event, and something seemed… off.
But the stranger videos were of direct interactions with the Optimus robots that “walked among us” in the crowd.
It turns out the robots each had a voice and could be talked to. So, you could make a drink order, or even just have a conversation with the robots that were walking the crowd.
What Tesla is doing with Optimus is insane. It’s literally the robot from iRobot starring Will Smith. #WeRobotpic.twitter.com/zM9pkkyOCu
In conversation, the robots were impressively realistic in their conversational tone, responding quickly and with natural speech. We’ve seen some interesting developments in this respect from ChatGPT 4o, with natural intonation, but you can still tell that there’s something robotic going on there.
But perhaps they were too impressive, because these conversations certainly seem to have a human on the other side of them.
Each of the robots we’ve seen had a different voice, and a different accent – though mostly California or Texas accents, the two locations where Tesla has significant presence. One even reportedly spoke Spanish, impressing one attendee, though conversational Spanish is also not particularly uncommon in the areas where Tesla operates, so the employee behind the curtain could well just be bilingual.
This video, in particular, of a robot talking about the geography of the Bay Area, is a fun one. Not only does the robot make a very human error when it asks whether the attendee lives in the “Santa Clarita” area near San Jose (it’s Santa Clara – Santa Clarita is in Southern California, not the Bay Area), it also hears a non-standard pronunciation “Los Gatos” and then responds with a more common one.
One tech evangelist in attendance, Robert Scoble, says that he talked to an engineer at the event who told him that Optimus was running on AI while walking through the crowd, but that otherwise there was human remote assistance.
Indeed, most observers seem to think that these was some level of remote operation going on during the event. Even Adam Jonas, Morgan Stanley’s analyst who covers Tesla and is usually very bullish on everything that Tesla announces, said in a note this morning that: “It is our understanding that these robots were not operating entirely autonomously – but relied on tele-ops (human intervention) so it was more a demonstration of degrees of freedom and agility.”
The upshot of all of this is that Tesla, as is often the case, seems to be playing fast and loose with the truth.
While it may have reasonably impressive dexterity, and remote-operated robots could have some real uses (for example, putting remote-operated robots into dangerous situations where human-like limbs and manipulation would nevertheless be useful), Tesla instead decided to obscure the real information about the technology they were showcasing, suggesting that AI-driven robots would walk among the crowd when really they were relying on some amount of remote operation.
And that just leaves a bitter taste in everyone’s mouth – or at least, in the mouths of those whose information comes from somewhere other than the heavily curated twitter algorithm.
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Petter Winberg, Tesla crash safety architect, via LinkedIn
Tesla’s top crash safety architect, who helped the automaker achieve top safety scores for its entire car line-up, announced that he is leaving the automaker after 14 years.
We are talking about Petter Winberg, Tesla’s Principal Engineer for CAE crashing safety for the last decade.
After an extensive career at Volvo and SAAB, both car brands praised for their commitment to safety, Winberg joined Tesla in 2011 to work on the “crash safety development of Model S structure and side occupant restraints.”
At the time, Tesla was still working on the Model S, its first vehicle built entirely from the ground up, considering the original Roadster was based on the Lotus Elise.
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CEO Elon Musk aimed for “Tesla vehicles to be the safest on the planet,” and Winberg took the challenge seriously.
He led the development of the vehicle body and chassis structure for Model 3 and Model Y, as well as the crash structure for Model S and Model X.
All of these vehicles have received top safety crash scores from independent testers worldwide – quickly elevating Tesla’s brand into a leader in passive safety.
Winberg and his team deserve a lot of the credit for this.
The engineer also led the design of crash readiness and the energy-absorbing capacity of Tesla’s latest “gigacasting” and structural battery pack designs, for which he obtained patents. Other automakers have since adopted similar designs.
For those less technical who want to understand how good and respected Winberg is at Tesla, he has been working for Tesla remotely in Sweden for the last five years. That’s impressive in itself, considering how much Musk hates remote work. He previously emailed Tesla management to tell them that only exceptional employees would be eligible for an exemption to work remotely, which he would approve himself.
After 14 years at Tesla, Winberg announced last week that he is leaving (via LinkedIn):
Having developed Model S, S-DM, X, 3, Y, Y-SP as well as future crash architectures, I have decided now is the time to move on. Thank you Tesla, keep crushing it! What an incredible team, I will miss you all.
He didn’t elaborate on his reasons for leaving the automaker or announce another venture.
Electrek’s Take
While Tesla has received much criticism for the dangers of its Autopilot and “Full Self-Driving” systems, I don’t think anyone can question that Tesla vehicles perform extremely well in terms of passive safety.
Independent testing has proven it time and time again.
Tesla has led the way in taking advantage of designing electric vehicles from the ground up. Its skateboard-like powertrain design and lack of engine in the front allow for a giant crumple zone to absorb the energy in case of a crash.
A big thank you to Petter Winberg for his designs and leadership in improving Tesla’s passive safety. He has undoubtedly made the automotive industry safer and saved lives. Congratulations.
As for his departure, it’s certainly a blow for Tesla. As we previously reported, the company has suffered a significant exodus of talent over the last year, with a big part of its leadership leaving during and after a wave of layoffs last year.
Many predict that Tesla could again initiate another wave of layoffs in the coming months as its sales are crumbling worldwide.
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Its first vehicle, the SU7, is a smash hit. It now consistently delivers over 20,000 units a month, it has surpassed the Tesla Model 3, its closest competitor, and has a more than 30-week-long backlog of orders.
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The vehicle achieves more range and is cheaper than Model 3 while having additional features.
Last month, Xiaomi launched a new top-of-the-line version of the SU7: the SU7 Ultra.
The headline is that the $72,800 (529,900 RMB) has a powertrain packing up 1,526 horsepower. That’s absolutely insane. Xiaomi quotes a 0 to 100 km/h (0 to 62 mph) acceleration in just 1.98 seconds.
While the SU7 is meant more as a Model 3 competitor, the SU7 Ultra actually competes with Tesla’s flagship Model S Plaid in terms of performance.
They organized a drag race between the SU7 Ultra and Model S Plaid. Here it is:
As you can see, the SU7 Ultra slipped at the start, which is not surprising considering how much power it outputs, but it still managed to catch up and beat the Model S Plaid.
At over 1,000 horsepower, many, myself included, thought that it was a bit mad to offer a vehicle like the Model S Plaid with such supercar power for a relatively cheap price – RMB 814,900 (approximately $112,000 USD) in China and just $95,000 in the US.
But now, Xiaomi shakes things up even more by offering 1,500 horses for just a little more than $70,000. It’s mad.
Now, I can hear your thoughts: “but it’s just good in a straight line drag race like other EVs.” Think again, the SU7 Ultra prototype claimed the title as the fastest four-door sedan at the famous Nurburgring race track in Germany.
Electrek’s Take
Damn, the Chinese are good. Xiaomi has come hard with the SU7, but the crazy thing is that it’s just one of several Chinese top-of-the-line EVs coming out. Nio has the ET7, BYD has the U7, and there are many more.
These vehicles are all impressive in their own rights.
It’s easy to understand why American automakers are so scared and lobbied the US government for 100% tariffs on them.
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HOUSTON — The officials leading President Donald Trump’s energy agenda made clear to oil, gas and mining executives this week that they have an ally in Washington who intends to make it as easy as possible for them to drill in federal lands and waters.
Interior Secretary Doug Burgum told executives gathered for the world’s largest energy conference that the Trump administration does not view climate change as an existential threat. Energy Secretary Chris Wright said rising global temperatures are simply a byproduct of developing the country’s national resources to support economic growth and national security.
Burgum leads Trump’s recently established National Energy Dominance Council and Wright serves as his deputy on the interagency body tasked with boosting production. Burgum was effusive in his praise of the oil and gas industry during remarks delivered at CERAWeek by S&P Global conference.
“I’m going to share two words that I do not think that you have heard from a federal official in the Biden administration during the last four years. And those two words are thank you,” said Burgum, who previously served as governor of North Dakota, a state that produces 1.2 million barrels of oil per day.
Burgum leaned on his experience as software company executive to lay out his view of the interior department’s role. The department under his leadership views the companies developing resources on federal lands as “customers” who are contributing revenue to the nation’s “balance sheet,” Burgum said.
“If someone was sending me revenue, they weren’t the enemy. They were the customer,” Burgum said. The administration loves anyone who wants to harvest timber, mine for critical minerals, graze cattle, or produce oil and gas on federals, the interior secretary said.
Royalties sent from lease agreements on federal land will help the U.S. pay down its national debt and balance the budget, Burgum said. “You’re the customer,” the interior secretary told the executives.
The value of nation’s abundant natural resources far outweighs its $36 trillion in debt, Burgum said. If financial markets understood the value of America’s natural resources, the 10-year long-term interest rate would come down, Burgum claimed.
“The interest rates right now are one of the biggest expenses we have as a country,” Burgum said. “So one of the things that we have to do is unleash America’s balance sheet, and President Trump is helping us do that,” he said.
Burgum slammed the Biden administration’s focus on climate change as an “ideology.” He said the Trump administration views Iran acquiring a nuclear weapon and China winning the artificial intelligence race as the two existential threats facing the U.S. rather than global warming. Wright said Biden had a “myopic” and “quasi religious” belief in reducing emissions that hurt consumers.
Burgum and Wright dismissed policies that support a transition from fossil fuels to renewable energy, arguing that wind and solar won’t be able to meet rising energy demand in the coming years from artificial intelligence and re-industrialization.
“There is simply no physical way that wind, solar and batteries could replace the myriad uses of natural gas. I haven’t even mentioned oil or coal yet,” Wright said at the conference. Wright previously served as CEO of oilfield services company Liberty Energy and a board member at nuclear startup Oklo.
Oil execs see allies in Washington
Oil executives are enthusiastic about the change of administrations in Washington, returning the praise they received from Trump’s energy team during the week.
ConocoPhillips CEO Ryan Lance said Wright and Burgum “understand the business,” describing them as the best energy team the U.S. has seen in decades. TotalEnergies CEO Patrick Pouyanné said he was “impressed by the quality of our counterparts.” Chevron CEO Mike Wirth said the industry is “seeing some reality come back to the conversation.”
“For years, my message has been, we need a balanced conversation about affordability, reliability and the environment, and focusing only on climate leads us to ignore the first two,” Wright said.
The executives all referred to the Gulf of Mexico as the Gulf of America, following Trump’s executive order to rename the body of water. The president issued an order on his first day to repeal Biden’s ban on offshore drilling in 625 million acres of U.S. coastal waters.
BP CEO Murray Auchincloss briefly slipped before correcting himself when discussing how generative AI is helping with exploration: “We started doing this in the Gulf of Mexico, uh America, and we spread that to other nations as well.”
But Trump’s calls to “drill, baby, drill” are running up against market reality. The CEOs of Chevron and Conoco said U.S. oil production will likely plateau in the coming years after hitting new records under the Biden administration.
“Chasing growth for growth’s sake has not proven to be particularly successful for our industry,” Wirth said. “At some point, you’ve grown enough that you should start to move towards a plateau, and you should generate more free cash flow, rather than just more barrels.”
Lance sees U.S. oil production plateauing later this decade and then slowly declining.
“Maybe it’s time to go back to exploring the Gulf of America,” Pouyanné said. “The new administration is opening the Gulf. It has been slowed down after the Macondo drama,” he said, referring the Deepwater Horizon oil spill, the largest in the history of marine drilling operations.
U.S. oil producers are scheduled to meet with Trump next week, industry lobby group American Petroleum Institute said in statement.