holy crap .. Tesla Optimus Robot
FULL TRANSCRIPT
before we hit robotics remember Black
Friday sale is live for the new
trumponomics course go to meet kevin.com
to see what it's all about hey we need
to talk about the Tesla Optimus in the
Black Friday well Thanksgiving Video
that was just released not about the
coupon code over at meetkevin.com for
the trumponomics course but for this if
you haven't seen this yet this is
absolutely remarkable this is a
teleoperated Optimus robot this is not a
person in a suit it is somebody wearing
robotic controls and you can really see
how far the joint movement here of the
Optimus has come and how far Robotics
are going now what's really scary about
this is what this really means for the
future now I'm going to break down a few
things first on reactions from folks who
work at Tesla and a little bit more on
what we observe here but then I want to
talk about what this could mean for the
next recession for employees for people
uh for Venture Capital investing in you
know private robotics which by the way
is exactly why I created roboh hack.
it's just a small Venture Capital fund
and we're going to put probably 20 to
40% into Robotics and the rest into
space exploration quantum computers
nuclear energy things like that so if
you want to be part of this I've got an
allocation secured for a robotic startup
that is just blowing up uh and it is a
company that I think has huge potential
and I'm going to be sending out a video
probably if not Sunday then Monday to
everybody who completes a doc you sign
over here so go to uh uh roboh hack. if
you're an accredited investor read the
PPM and then click one of these buttons
to invest as an entity individual or
couple uh and then we'll text you
probably Monday we'll text you the video
on some more details and we'll get
finalized because this this that round's
going to close soon but first let's talk
about what we've got here so uh what we
have here first is look at these hand
joints now obviously somebody's wearing
this so they're going to be wearing you
know a helmet of some sort and and
gloves to sort of track the movement
here of the robot uh you can notice that
the legs essentially do not move at all
so it's unlikely that the TAA operator
is wearing any kind of uh you know leg
monitors here uh it actually possibly is
also just one arm and the chest uh which
is not unusual for testing purposes so
head one arm chest here and uh you could
really see how
incredibly human like that hand movement
is and that is very incredible the
movement over the hand Bend The Squeeze
they probably tried this like 30 times
to do it and there's a little Optimus
hanging out over here on the door which
is kind of funny the little bot they
sell for 40 bucks the toy on uh the
Tesla website but even the head movement
looks incredible because after you see
this head movement here you kind of see
this little head Bob of like
satisfaction uh which is pretty awesome
so really really cool uh anyway let's
look at some commentary that we have
here from Folks at Tesla including Elon
Musk who says nice work by the Optimus
team here's a post from Milan goak our
new hand/ forearm with uh with double
the number of degrees of freedom now on
in action on the B uh there are 22 uh
degrees of freedom on the hand and three
on the wrist and forearm what which is
pretty important this this forearm to
have the sort of Bend motion here and
then the uh freedom on the wrist to
actually do these sort of grabs uh and
they're at 22 in total on the hand which
that would be sort of the the the joints
that let you grab each finger right
these are all going to be multiple
degrees of freedom here this little
video was made last night in the lab T
operated I'm glad that they disclosed
that here I mean it's obvious that at uh
the robo day you know the the Wii Ro um
robot day it was obvious that this was a
teleoperated uh robot or it should have
been to folks but really what the
remarkable thing here is this is the
more these robots the actuators are
there I mean let's just be clear the
actuators and the mechanics if we could
do this and we can Mass produce this the
mechanics are there now what the
question is is how do you train these
things how do you get the data to do
something over and over again well the
cool thing is you could start these
suckers in a factory and yes this is
probably all 100% teleoperated right now
but the fact of the matter is how much
do you actually have to train a robot to
do the same freaking thing over and over
again load the boxes unload the boxes
take out the trash go up and down the
stairs sweep the floor you know hand out
water bottles whatever you don't
actually have to do that much training
for a robot compared to uh a car which
is dealing with so many uncontrolled
circumstances whereas a robot at first
in a factory is in a controlled
circumstance what you actually have is a
situation where
hey you can train these robots to do a
lot of tasks very very
rapidly uh and at minimal cost because
they're in a controlled environment it's
totally different than a car the car is
in an uncontrolled environment now
obviously is this Optimus going to be in
your home doing whatever you want
anytime soon no of course not but one of
the downsides right now of Robotics is
this idea of okay well how how are you
going to train the robots where are you
going to get the data from you don't
need that much data to open and close
boxes or doors or you know do the same
thing over and over again these
monotonous things in a factory so this
is actually really really huge so anyway
uh this is real time it gives us the
confidence that soon we'll be making all
new Bots with those actuators still some
work to finish by the end of the year in
particular around extended tactical
sensing integration much more surface
coverage than the previous hand how much
can it sense how much can it train
basically verifying controls through
those tendons and shaving some weight
off the forearm weight's really
important when it comes to robotics
that's that's why you'll often see them
tethered by way by the way so like right
here he's tethered mostly because while
they're learning they're going to fall
over and to reprint all this 3D printed
cladding is a pain in the butt and it
just doesn't actually help you do
anything so you may as well just tether
it and you keep it plugged in that way
too but anyway interesting challenge
around having some squishiness and
compliance uh and a protective layer on
the fingers and palm without affecting
the Tactical sense uh tactile sensing
much it's pretty cool congratulations to
the heart and for more teams very cool
our new hand is much closer to human
hand capability this is from Julia it's
even faster and has many more degrees of
freedom which allows us to do more tasks
such as catching a ball which was almost
impossible with the previous hand very
exciting low latency teleoperation
engineering is being missed and
misunderstood this is another thing
like this person's so right who's
actually paying attention to the fact
that the latency here is like what a
fraction of of uh you know 10
milliseconds or something like that you
know probably somewhere between zero
like 1 to 10 milliseconds maybe even 1
to five to actually pull off catching uh
this uh um this ball and from what we
can tell wirelessly and the wireless 5G
sort of Wi-Fi ban technology is there to
do that but it's still pretty
impressive uh you could put on a glove
and a pair of glasses virtually jump
into your robot back home go outside
with your kid to play catch in the
future now that seems a little
far-fetched right now yes that could
potentially happen in the future and I
don't think there's any replacement for
sort of the human touch but then again
you know I mean even even the Apple
Vision Pro which I actually have hooked
up in my office I made a little hook for
it well I bought a little hook for it on
Amazon it actually makes you feel like
you're present uh in the spatial footage
and and video and so in the future you
put something like this on a control a
robot hey maybe maybe this person's
right so uh it makes me very very very
very excited about the the future of
what's coming in robotics I do have some
concerns though the good news is you
could insulate yourself of BU building
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recession talk so who doesn't like
talking about recessions well most
people don't robots unfortunately I
think are going to be a big Poopsy dupsy
when it when it comes to recession
because most of the jobs that robots are
going to replace at first are going to
be manufacturing and construction style
delivery jobs right if a vehicle can can
show up and then somebody needs to move
tiles to a job site move roofing tiles
to a job site a lot of this sort of
logistic work moving boxes moving heavy
objects moving things at a factory a lot
of these logistic jobs are going to get
impacted driving for Cliffs Whatever by
Robotics and we're just at the beginning
of this phase because yes while robots
are going to start in controlled
environments soon they're going to be
doing monotonous things everywhere from
sorting and delivering your mail at
mailboxes I mean car yous car drives
itself there and then into those
neighborhood boxes right uh to stocking
shelves on grocery stores uh store
floors or really all department stores
there there are a massive amount of jobs
that are just going to disappear even
frankly to being a register agent in a
retail store you know my first job ever
was Hollister you stand at the register
or even Jama stand at the register it's
like all right you scan the product
people can scan the product themselves
you know and and then even if it was
scanning it doesn't matter they could
make change for you or forget change pay
digitally but you have a robot to talk
to hey I need to do a refund okay well
we know llms can handle that no problem
what was the error with it oh okay yeah
no problem here let me take the product
Yep looks like the product great put it
in the inventory box another the GoBack
box right another robot comes and goes
and sorts it and folds It Whatever uh
and uh and you're basically just doing
your refund with a customer service bot
that can actually deal with you right
away uh and it works
247 so uh when we have a recession again
I think companies are going to double
and triple down on robotics especially
as you know technology permitting mostly
because it's it's a capital expense so
you depreciate it over time you don't
expense it like you do labor and that's
amazing because it's going to make
company earnings look so much better
they're just going to have so much of an
add back in for their free cash flow
that it'll look like they're generating
so much cash flow as they're investing
in these robots Tesla revenues could
freaking Skyrocket and so can other
robotics companies because it's not just
going to be Tesla Google's going to get
into this Apple's going to get into this
Amazon uh you know is already somewhat
into this but you know it's also not
just going to be robots what you got at
symb it's be a lot of humanoids various
different types of robots and whatever
recession we have could end up getting
prolonged if we're measuring it on an
unemployment basis I actually think
unemployment will be so high in the
future because of Robotics that we'll
stop using unemployment as a metric for
recession because we'll have so much
productivity for the people who have
jobs and are spending with robots and
then there'll be a lot of people without
jobs the unemployment rate will be 105%
in the long term uh and and they'll just
be on Ubi Universal basic income which
okay you you know a lot of people like
that thought so that might be an option
I'm not saying it's good I'm just saying
I think that's the history we're going
towards so kind of crazy but anyway if
you want to see how uh Trump might end
up affecting some of these strategies
make sure to go to meet kevin.com check
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for watching we'll see you soon bye why
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congratulations man you have done so
much people love you people look up to
you Kevin PA there financial analyst and
YouTuber meet Kevin always great to get
your take
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