SAN FRANCISCO--Tesla Chief Executive Elon Musk blamed overreliance on factory robots for sending the electric carmaker to "production hell" four years ago, saying humans were better at certain jobs. My, how times have changed.
Musk's Texas company now is floating ambitious plans to deploy thousands of humanoid robots, known as Tesla Bot or Optimus, within its factories, expanding eventually to millions around the world, according to job postings. Buzz is building within the company as Tesla is having more internal meetings on robots, a person familiar with the matter said.
Longer term, Musk said at a TED Talk robots could be used in homes, making dinner, mowing the lawn and caring for the elderly people, and even becoming a "buddy" or a "catgirl" sex partner. The robot business eventually may be worth more than Tesla's car revenue, according to Musk, who is now touting a vision for the company that goes well beyond making self-driving electric vehicles.
At its "AI Day" on Sept. 30, Tesla will unveil a prototype from its project Optimus, an allusion to the powerful and benevolent leader of the Autobots in the Transformers series. Production could start next year, Musk said.
Tesla faces skepticism that it can show technological advances that would justify the expense of "general purpose" robots in factories, homes and elsewhere, according to robotics experts, investors and analysts interviewed by Reuters. Tesla already employs hundreds of robots designed for specific jobs for production of its cars.
Humanoid robots have been in development for decades by Honda Motor Co and Hyundai Motor Co's Boston Dynamics unit. Like self-driving cars, the robots have trouble with unpredictable situations.
"Self-driving cars weren't really proved to be as easy as anyone thought. And it's the same way with humanoid robots to some extent," the lead of NASA's Dexterous Robotics Team, Shaun Azimi, told Reuters. "If something unexpected happens, being flexible and robust to those kinds of changes is very difficult."
At an "Autonomy" event in 2019, Musk promised 1 million robotaxis by 2020 but has yet to deliver such a car. Musk's robots may be able to demonstrate basic capabilities at the event, but it would be hard for them to impress public expectations of robots that are as capable as humans, experts say.
To succeed, Tesla will need to show robots doing multiple, unscripted actions, said Nancy Cooke, a professor in human systems engineering at Arizona State University. Such proof could provide a boost to Tesla stock, which is down 25% from its 2021 peak.
"If he just gets the robot to walk around, or he gets the robots to dance, that's already been done. That's not that impressive," she said.
Tesla did not respond to Reuters' request for comments, but Musk in the past proved skeptics wrong, jump-starting the electric car market and building a rocket company, SpaceX, although some product launches were behind schedule.
Initially, Optimus will perform boring or dangerous jobs, including moving parts around its factories, according to Musk. Musk acknowledged that humanoid robots do not have enough intelligence to navigate the real world without being explicitly instructed. But he said Tesla can leverage its expertise in AI and key components to develop and produce smart, yet less expensive, humanoid robots at scale.
He tweeted on Monday that its Autopilot team is also working on its Optimus robot, when asked about fixes of what it calls Full Self-Driving beta - a test version of its new automated driving software.
