Friday, May 10, 2024

Tesla: cars or robots?

While TSLA stock price is falling, some argue that Tesla future profits

may come more from robots than from cars. Or maybe robo-cars, CyberCab?

Here is a long elaboration about future with robots doing most of jobs...
Very mixed feeling about this, regardless how "certain" it may look to some people.

Tony Seba just revealed why Elon Musk is no longer interested in EVs - YouTube


RethinkX - Wikipedia

RethinkX is a think tank founded by Tony Seba and James Arbib that focuses on identifying disruptive innovations that could soon impact society.


Tony Seba, Author, Thought Leader and SV Entrepreneur

Tony Seba - YouTube


This time, we are the horses: the disruption of labor by humanoid robots
RethinkX  |  9 May 2024

"In the 15 years between 1907 and 1922, horses went from providing 95% of all private vehicle-miles traveled on American roads to less than 20%. In areas like New York City, which led in the adoption of automobiles, the disruption of transportation was swift and transformative
...
Over the next 15-20 years, humanoid robots will disrupt human labor throughout hundreds of industries across every major sector of the global economy. The disruption of labor will be among the most profound transformations in human history, and therefore simultaneously represents one of the greatest opportunities and greatest challenges our civilization has ever faced.

...
Throughout history, every time technology has enabled a 10x or greater cost reduction relative to the incumbent system, a disruption has always followed."
...
Humanoid robots will enter the market at a cost-capability of under $10/hour for their labor, on a trajectory to under $1/hour before 2035 and under $0.10/hour before 2045."

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