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Tesla gave an update on its humanoid robot program, which is known as Tesla Bot or Optimus. New images of prototypes were quite impressive – making the project look less like a sideshow and increasingly like a potentially real product.

When Elon Musk first announced the Tesla Bot, many laughed it off as a sideshow or distraction to Tesla’s more important mission to accelerate the advent of sustainable energy.

The CEO hyped it up by describing how much value it would create by fixing the labor crisis, but like Tesla’s autonomous driving effort, everyone can see the value of humanoid robots – the problem is people have issues seeing Tesla making it a reality.

It didn’t help that the latest demo at Tesla AI Day last year was less than impressive.

At the time, Tesla had a very early prototype that didn’t look like much. It was barely able to walk around and wave at the crowd. That was about it.

The company also had another more refined-looking prototype, but it wasn’t even able to walk in time for the presentation.

Here’s what it looked like:

Tesla claimed to have a great opportunity to develop this humanoid robot because it could leverage a lot of existing hardware developed for its electric vehicles and software from its self-driving technology.

But it wasn’t clear how much effort was put into the project even though Musk claimed it became a top priority at Tesla early last year.

Now at Tesla’s 2023 shareholders meeting today, Musk gave an update on Tesla Bot that included a lot of new footage of multiple prototypes:

The footage included 5 Tesla Optimus prototypes, and they were seen performing simple tasks, walking around the office as well as in other Tesla facilities where Cybertrucks were around.

The prototypes were waking slowly, but they appeared to be stable.

While the tasks that they were performing were not really impressive, Tesla appeared to have made a lot of progress in developing the hands:

Tesla also gave a glimpse at the robots detecting and memorizing their environment.

Musk again claimed that the “Optimus stuff is extremely underrated”. The CEO said that the demand could be as high as 10 to 20 billion units.

He went as far as “confidently predicting” that Optimus will account for “a majority of Tesla’s long-term value”.

Electrke’s Take

I am still skeptical about this project, but I have to give credit where credit is due. This looks like a significant improvement over the last demo, which was just about 8 months ago.

The hands, which are arguably the most difficult part of a humanoid robot, are truly impressive here.

Now I think we are still at least about 3 years from a useful product, but that in itself would be amazing.

Mind you, that timeline is also when I think that Tesla will have a useful self-driving vehicle, which makes sense since Elon says that Tesla is leveraging its AI development for self-driving for Optimus.

While we can argue on the timeline, I wouldn’t bet against Tesla on this. On the hardware side of things, they do have a great advantage in leveraging their current EV hardware.

When you think about it, there’s no major engineering problem that needs to be solved in order to create a humanoid robot. It just needs to be efficiently packaged as well as designed and manufactured in a way that the robot doesn’t cost more than $100,000.

People didn’t think that was possible with electric cars and Tesla did it. I think they can do it for humanoid robots.

The AI side is the more difficult challenge. That’s why I am talking about ~3 years for a useful product. That’s accounting for the fact that Tesla has already made a lot of mistakes in developing AI for self-driving. Those are mistakes that it won’t make for the robot and at one point, it is going to run out of mistakes to make.

Also, a useful product doesn’t mean a robot that can replace a significant percentage of human laborers. It means that at the cost, it will replace some workers. It will likely be a decade before the capacity can extend to a large number of tasks and the cost of acquisition and operation make it a valuable option for deployment at scale.

Similar to what Tesla did with electric vehicles timeline-wise.

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New Tesla Model Y vs Old Model Y – which do you prefer?

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New Tesla Model Y vs Old Model Y - which do you prefer?

Now that the new Tesla Model Y Juniper refresh has been fully unveiled and we know all the details, which one do you prefer: the new one or the old Model Y?

We are curious to get your opinion on the new Model Y design. Opinions appear divided as some see the update with the lightbars as played out, while others appreciate the more aggressive look.

What do you think?

Here are comparison images of the new and old Model Y:

Here are also the updated specs and features, but these are objectively almost entirely positive other than the lack of gear shift stalk, maybe, so the poll is obviously more about the design changes:

Feature Model Y New Model Y
Starting Price After Est. Savings $31,490 Available Now $46,490 Available Starting March
Trims Long Range RWD Long Range AWD Performance AWD Launch Series Long Range AWD
Range 277-337 miles (EPA est.) 303-320 miles (est.)
Seating First row: power recline and heated Second row: manual fold and heated First row: power recline, heated and ventilated Second row: power two-way folding and heated
Displays 15.4″ front-row touchscreen 15.4″ front-row touchscreen 8″ second-row touchscreen
Ride Comfort First-generation suspension First-generation noise reduction hardware Second-generation suspension Second-generation noise reduction hardware
Cameras 7 exterior cameras 8 exterior cameras (includes a new front-facing camera)
Audio Long Range RWD: 7 speakers Long Range AWD: 13 speakers, 1 subwoofer Performance AWD: 13 speakers, 1 subwoofer Launch Series Long Range AWD: 15 speakers, 1 subwoofer
Connectivity First-generation hardware Second-generation hardware
Trunk Power open Hands-free power open on approach
Interior Footwell and door pocket ambient lighting Wooden detailing with black interior Footwell and door pocket ambient lighting Wrap-around ambient lighting Aluminum detailing and premium textiles
Climate Tinted and laminated safety glass Power-actuated first-row air vents Manual second-row air vents Tinted and laminated safety glass with metallic infrared reflective coating Power-actuated first- and second-row air vents

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BYD tops Mercedes, VW in car sales revenue in China despite average prices under $17,000

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BYD tops Mercedes, VW in car sales revenue in China despite average prices under ,000

BYD’s record-breaking year is paying dividends. Despite its vehicles selling for less than $17,000 on average, BYD topped Mercedes-Benz and Volkswagen, ranking first in car sales revenue in China last year. After taking the market by storm in 2024, the world’s largest EV maker aims for even more growth this year.

BYD ranked first in car sales revenue in China in 2024

BYD capped off an impressive run in 2024, selling over 500,000 vehicles for its third straight month in December. The year-end sales push bumped BYD’s total passenger car sales to over 4.25 million passenger vehicles last year, up 41% from about 3 million in 2023.

After topping Volkswagen to become China’s largest car maker in 2023, BYD became the country’s largest auto group in October 2024, surpassing SAIC. SAIC has joint ventures with Volkswagen and GM.

Not only is BYD selling more cars than its overseas rivals, it’s also making more on vehicle sales. According to China’s Sina Finance (via CarNewsChina), BYD ranked first among automakers in China in car sales revenue last year.

BYD sold 3.49 million vehicles in China, generating 420.7 billion yuan, or around $58 billion. Mercedes-Benz was second, with 710,000 cars sold for 307.9 billion ($42.5 billion) in revenue.

BYD-first-sales-revenue
BYD Dolphin (left) and Atto 3 (right) Source: BYD

Volkswagen placed third with 2.1 million vehicles sold in 2024 and 303.2 billion yuan ($41.9 billion) in sales revenue.

The most interesting part is that BYD’s average selling price (ASP) per vehicle was just $16,700 (121,000 yuan), compared to Mercedes-Benz’s $59,500 (430,000 yuan) and Volkswagen’s $19,700 (143,000 yuan).

Ranking Automaker Average Vehicle Selling Price
(*USD)
Vehicle Sales Revenue
(*USD)
1 BYD $16,700 $58.1 billion
2 Mercedes-Benz $59,500 $42.5 billion
3 Volkswagen $19,700 $41.9 billion
4 Toyota $23,300 $36.7 billion
5 BMW $46,900 $32.7 billion
6 Tesla $33,800 $22.3 billion
7 Aito $55,500 $21.4 billion
8 Li Auto $42,000 $21.1 billion
9 Honda $20,800 $17.8 billion
10 Geely $12,700 $13.2 billion
Top ten automakers by car sales revenue in China for 2024 (Source: CarNewsChina/ Sina Finance)

BYD beat out Mercedes-Benz, Volkswagen, Toyota, BMW, and Tesla even with a significantly lower average selling price.

Electrek’s Take

After BYD stopped making fully gas-powered vehicles in 2022, the company has become a force in the auto market. With over 1.76 million EVs sold in 2024, BYD ranked second, slightly behind Tesla, which delivered over 1.78 million vehicles.

Despite this, BYD was the “world’s top EV maker,” beating out Tesla with about 4,500 electric cars produced in 2024.

With China becoming saturated with domestic rivals, BYD is aggressively expanding overseas to drive growth in 2025. Last year, it sold more EVs in Japan than Toyota, and it was BYD’s first full sales year in the country.

BYD was Singapore’s best-selling car brand last year, the first Chinese automaker to achieve this feat. With plans to rapidly expand in Europe, Central and South America, and other key regions, BYD is poised to see even more growth in 2025.

Although it’s best known for low-cost electric cars, like the Seagull, which starts at under $10,000 in China, BYD is quickly expanding its lineup with new pickup trucks, smart SUVs, off-road models, and electric supercars rolling out.

Earlier this month, it launched the world’s largest car carrier, which will ship up to 9,200 vehicles overseas as BYD prepares for another big year in 2025.

Source: CarNewsChina, Sina Finance

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How Washington is turning emissions taxes into cheaper electric bicycles

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How Washington is turning emissions taxes into cheaper electric bicycles

Electric bicycle incentive programs have grown considerably over the last few years, and Washington State is one of the most recent to lay the groundwork for yet another program designed to reduce the cost of this alternative transportation for lower-income commuters. But the state is also going about it in a unique way, by using funding raised from its emissions taxes.

That’s right, a new $5 million budget earmarked for electric bicycle rebates in the state is being funded by the state’s emissions taxes as part of the Climate Commitment Act, which received a groundswell of support among voters in the state.

The rebates will range from $300 for those making more than 80% of the area median income to up to $1,200 for lower-income residents.

Applications will take place via a still-in-development online portal system, and the rebates will be honored at the register, meaning riders won’t have to fork over the entire amount and then wait for a reimbursement check or tax rebate.

Unlike other e-bike incentive programs we’ve seen, such as the infamous California state program that was beset with issues from the start, the Washington State e-bike incentives won’t be provided on a first-come, first-served basis. Instead, lucky state residents will be randomly selected from the pool of entrants in a lottery-style drawing. However, many of the other details of the program are still being hashed out ahead of final implementation.

E-bike incentive programs like this one have been gaining traction nationwide as policymakers recognize the role electric bicycles can play in expanding transportation access. These programs often specifically target lower-income individuals who may not have the upfront cash to invest in an e-bike, despite the long-term savings they offer.

For many people, car ownership is an expensive burden, with costs for gas, insurance, and maintenance quickly adding up. E-bikes provide a cost-effective alternative, allowing people to commute to work, run errands, and access essential services without the financial strain of owning a car.

Beyond affordability, these programs also help address transportation equity and environmental concerns. Many lower-income neighborhoods have limited public transit options, making daily travel difficult for those without a car.

E-bikes can bridge that gap, providing a reliable and efficient mode of transportation that extends the reach of bus and train networks. Shifting more trips from cars to e-bikes reduces traffic congestion and carbon emissions, contributing to cleaner air and more livable cities.

via: Seattle Bike Blog

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