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Hey everybody, welcome back to 
the Elon Musk Podcast. 

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This is a show where we discuss 
the critical crossroads, the 

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shape, SpaceX, Tesla X, The 
Boring Company and Neurolink. 

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I'm your host Will Walden. 
Tesla quietly revealed a new 

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generation prototype of its 
Optimus robot, and this one is 

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powered by Crock, the in house 
AI from XAI. 

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Now, the reveal wasn't part of 
some flashy thing that Elon Musk

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did on stage and brought out a 
robot. 

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No, not at all. 
Came from a brief clip tucked 

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inside a recruitment video 
posted on X. 

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The footage shows a redesigned 
robot moving with noticeably 

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improved balance and dexterity, 
assembling parts in what looks 

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like a mock factory setting. 
The timing of this update raises

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a question. 
How close is Tesla to turning 

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Optimus from a lab project into 
a real product that everybody 

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could buy? 
Now let's talk about the video a

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little bit. 
This shows the new Optimus using

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both arms to pick up wires and 
insert them into a board with 

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stable, repeatable motion. 
Never been done with Optimus. 

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The entire motion sequence lasts
just a few seconds, but it 

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demonstrates something 
important. 

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Tesla is moving away from 
choreographed robot stunts. 

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No backflips or anything weird 
like that. 

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And they're not trying to run up
dirty hills. 

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They're just doing things that 
are practical. 

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You know, they're focusing on 
task automation that aligns with

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its manufacturing prowess in the
future. 

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So first and foremost, Optimus 
is going to be a production 

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robot manufacturing 100% going 
into factories. 

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That's exactly what's going to 
happen. 

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Enterprise companies, big 
corporations will be using Tesla

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bots for that first. 
And then once that's proven and 

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once it can achieve those tasks 
repeatedly, Elon and Tesla will 

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of course, optimize Optimist for
us. 

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So it'll be able to do your 
dishes, it'll be able to mow 

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your lawn. 
It'll be able to, I don't know, 

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make your baby burp, Pat, it's 
back and make, I don't know, 

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Optimist is pretty optimistic 
those things. 

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So they confirm, Tesla confirmed
that this version of Optimist 

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runs on Grok. 
It's a huge shift. 

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The original robot operated 
using custom software built in 

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house with limited natural 
language integration. 

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And by switching to Grok, Tesla 
gains access to a language model

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that can parse instructions, 
adjust to variable tasks, and 

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potentially train itself on new 
workflows with fewer hard coded 

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commands. 
Makes the robot very, very 

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useful. 
The use of Croc also hints at a 

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longer term plan to unify 
Tesla's robotics software and AI

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stack. 
This goes into SpaceX as well. 

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These robots will land on Mars. 
If Croc powers Optimus Autopilot

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and the user interface inside 
Tesla's vehicles, then Tesla's 

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future AI models won't just 
answer your questions. 

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They're going to be part of 
physical systems. 

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This is what makes Optimist 
better than other bots out 

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there. 
It's a competitive advantage no 

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other company or robotics lab 
has right now. 

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Tesla's new footage didn't show 
Optimist doing high speed 

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walking or climbing stairs this 
time, but that's not the point 

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of this video. 
The video focuses on fine motor 

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skills that matter most inside a
factory and inside your homes. 

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The robot doesn't need to run. 
It doesn't need to lift things, 

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it needs to connect, hold and 
repeat the actions without 

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missing a beat. 
It can just do the things. 

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If they can do that 
consistently, it could reduce 

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labor costs across Tesla's 
production lines and set a 

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precedent for robotic 
integration in a high volume 

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manufacturing. 
Now think about that for a 

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second. 
They replace everybody on their 

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staff that's doing these 
physical labor tasks, these 

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complex, dexterous tasks, things
that you have to manipulate with

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your fingers, adding insulation,
adding a wiring, things like 

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that that you have to do to a 
car to manufacture it. 

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Those people are going to be 
fired. 

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Elon is actually building the 
replacement for the people in 

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the Tesla factories. 
Sure, there will be some people 

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left, of course, but automation 
is important to auto 

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manufacturing. 
And of course Elon wants to cut 

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costs. 
Why would you pay people when 

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you could just build a robot 
that's going to be able to 

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manufacture something 24/7? 
People have to take lunch 

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breaks. 
People have to go to the 

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bathroom. 
People have to have meetings, 

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you know, and there has to be 
safety meetings in the mornings.

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And everybody has to do human 
things. 

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I mean, you might get a phone 
call in the middle of the day, 

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your kids sick, you got to go 
pick him up from school. 

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That person is gone for the day.
So instead of that person 

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leaving for the day, Elon wants 
to replace it with an optimist 

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robot. 
This is what's happening. 

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This is exactly what's 
happening. 

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And you know as well as I do 
this workforce, once it's gone, 

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the Tesla stock price will shoot
through the atmosphere to the 

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moon, to Mars and beyond. 
It's going to ride a Starship 

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into the heavens. 
And the stock price, get it now.

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Get the stock now. 
Because once these people are 

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replaced, Oh my Lord, they're 
going to save so much money. 

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And with that, investors are 
going to go wild. 

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So this is this is important. 
The timing of this update also 

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lines up with Musk's recent 
statements about optimist 

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reaching commercial readiness in
2025. 

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He's talked about this before. 
They've already done internal 

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testing of optimistic 
gigafactories. 

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You haven't said which ones 
they've done or what task is 

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actually doing, but it's working
on it. 

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Tesla employees have repeatedly 
been using the robot and 

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simulated environments to 
evaluate how it performs under 

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factory conditions. 
So think about this. 

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I was in this situation before 
where you replace yourself with 

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somebody that you train, you 
train them on the skill that you

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know, and you're the only person
that knows that skill in that 

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job. 
And they brought somebody in and

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under the the guys that you will
be training them to help you. 

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What you're actually doing is 
training somebody who gets paid 

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less than you to replace you. 
This happened to be and it was 

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hilarious. 
I already had another job lined 

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up. 
I didn't like that job. 

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So I was out anyway. 
So what I did was train somebody

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to replace me, not knowing that 
they were going to replace me. 

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I thought I still had, you know,
maybe like, I, I could have 

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stayed there for as long as I 
wanted to, as long as I didn't 

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replace this person. 
But I cost the money. 

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I cost the company too much 
money, apparently. 

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And that's exactly what they're 
doing with these robots. 

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These people. 
The employees have been using 

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the robot and simulated 
environments to evaluate how it 

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performs under factory 
conditions. 

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In a factory. 
If you're training a robot to do

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jobs that humans do, those human
jobs are going to be gone in a 

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few years. 
I give it five years. 

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Every humans going to be gone 
from a Tesla factory, Every 

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single person using Grok, you 
know, they have vision language 

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models, they can interpret voice
commands, but also images and 

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schematics. 
Now it changes how a robot 

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understands tasks. 
Instead of needing line by line 

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instructions, you could just 
read it. 

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Optimist reads these things. 
They read a wiring diagram or 

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watch a human do a task and they
remember. 

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They learn. 
Then they can try to replicate 

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it. 
This changes the ceiling of what

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general purpose robotics can 
accomplish, especially when 

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paired with Tesla's vertically 
integrated design. 

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Everything is made by Tesla. 
So optimist, you know it was. 

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People were skeptic because Elon
was overhyping it over promising

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timelines, and the bot was a 
person in a spandex suit in the 

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first presentation. 
Remember that? 

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That was pretty funny. 
Everyone was like, hey, that's a

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guy. 
But two years later, the company

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is showing a robot that can do 
real work with his hands. 

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Hands are the hardest part of a 
robot. 

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Think about how many bones you 
have in your hands, what you do 

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with your hands. 
It's very complex. 

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Same with your feet. 
Your feet have so many bones in 

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them. 
Very complex. 

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Now, a robot doesn't really have
to move a lot usually. 

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And if there's a a way for the 
robot to maneuver itself better 

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than a human does, then that's 
even better for Elon and Tesla 

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because the robot will be moving
faster and in better positions 

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than a human does. 
Humans get confused. 

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You know, there's five people in
front of you. 

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What do you do when you go 
around them or you ask them, 

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hey, excuse me, can I come 
through, please? 

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And then the, you know, they 
might spread out, but a Tesla 

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bot, they'll have patterns that 
they can use all through the day

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so nobody gets stuck. 
There's no stoppage, no 

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slowdowns. 
And the use of Grok acts as a 

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public test bed for XA is models
now. 

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Training a robot on Grok creates
a feedback loop that can refine 

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Grok. 
So the machine is learning 

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people. 
Tesla has already merged XAI&X 

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Corp into the same parent 
company. 

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Bending the same AI powering 
tweets could now power robots to

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build cars. 
Crazy data to model to machine. 

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This is insane system level AI 
integration that Musk has talked

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about for years now. 
Tesla hasn't actually said when 

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the next optimist prototype will
be shown. 

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Again, this is just a one off 
and it's not even a thing that 

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Tesla did or if it even plans a 
public demonstration for this. 

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But the company is a pattern of 
free using the short controlled 

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releases to test responses and 
also they use it to recruit 

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people. 
If you see a cool project that 

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you want to work on, of course 
you're going to apply to that 

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thing. 
You know, I've applied to so 

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many jobs that I wanted to be 
part of this crazy team that's 

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going on, you know, this crazy 
project because I want to build 

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something that's interesting to 
me. 

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And if you're a robotics person 
or you're an AI person and you 

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see Grok and Optimist working 
together a full AI suite inside 

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of a robot body, which is also 
connected to the cloud. 

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Oh my God, I think this is 
Terminator. 

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I think Elon is building 
Terminator right now. 

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Cyberdyne Systems I yeah, it's 
it's all coming to fruition. 

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You know, we, we think it's 
going to be the end of humanity 

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with these robots. 
But in all actuality, this 

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utopian world that they promise 
us isn't actually going to be a 

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utopian world. 
People will be losing their 

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jobs. 
And I'm an optimist. 

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I'm just also a realist. 
I want these things to happen. 

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I want the Optimist robot to be 
part of everybody's life. 

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I could use a robot. 
I mean, my kid talks to Alexa to

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brush his teeth, right? 
And he asks Alexa to play a 

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song, and then he brushes his 
teeth along with a song. 

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And then he'll say, thank you, 
Alexa, stop, please. 

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And then Alexa will stop. 
And then he might ask Alexa a 

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question, which to me is really 
intriguing, right? 

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He might ask Alexa, you know, 
something that you know 

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something about wherever or 
whatever, like a monkey that he 

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saw on his mom's phone or 
something might ask a question 

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about them. 
Or he might just start talking 

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to it. 
And I'm like, buddy, you know, 

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that's not a real thing, right? 
So he knows that it's not a real

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person, but it's an interesting 
thing, right? 

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I used to play with toys that 
would talk and it's similar to 

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that when I I had a little robot
when I was a kid and it would 

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say certain phrases. 
Then I talk back to it because 

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you know, that's what you do 
when you're a little kid. 

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You just find ways to express 
yourself. 

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And when he's talking to Alexa, 
this is exactly the kind of 

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project that Optimus is. 
Optimus is a robot that's using 

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language to build robots that 
use the same language to build 

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more robots and then to build 
things and to do things around 

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your house. 
What if, and I know we already 

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have robot lawn mowers, but what
if we had a robot groundskeeper?

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They could trim the hedges, They
could, you know, they could 

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sweep, they could mop, they 
could mow your lawn. 

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Of course, they could fix bricks
that are broken and you're in 

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your fire pit or something like 
that. 

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You know what if it's something 
like that where they just 

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optimize your life, Optimus 
optimizes your life. 

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And of course you're not going 
to buy it outright. 

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You're going to have to rent it 
because why would you not have a

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subscription for an Optimus 
robot unless you buy the robot 

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and then you have subscription 
for the AI, for the use of the 

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robot. 
You buy the hardware and then 

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you have a subscription for the 
robot, which is going to be 

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wild. 
But you know, yeah, upgrade 

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packages sort of like Tesla, you
know, you can upgrade your 

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upgrade your package for a car. 
So it'll be similar, similar to 

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that for Grok. 
Like you could have Grok and 

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Optimus. 
You can have an Optimus robot 

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that does things in the house. 
Then you upgrade your package to

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the whole house where it fixes 
things and handyman kind of 

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stuff. 
You know, maybe if your sink 

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breaks, you could be, hey 
Optimist, you know, sink is 

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broken. 
Can you see what's wrong with 

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it? 
Try to fix it. 

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Send your robot in there before 
you hire a plumber, before you 

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hire, before you even call a 
plumber. 

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Optimist could go in there and 
take a look. 

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So not only is Optimist going 
to, and I've tried to be bleak, 

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I'm just trying to say things 
that are going to happen. 

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What happens, though, when 
Optimist does eventually take 

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over those kind of jobs, a 
skilled labor jobs, that's going

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to be wild. 
It's going to be interesting in 

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the next 20 years what's going 
to happen with robotics, because

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we're at a point now with AI and
robotics. 

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If we can get to AGI and these 
robots can think for themselves 

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and just do things that need to 
be done around the house, maybe 

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everybody's going to be, you 
know, you have a task force of 

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five people to build an addition
to your house and why do you 

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need a, you know, why do you 
need a Carpenter anymore? 

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You don't, if optimist can swing
a hammer, you know, it's going 

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to be wild. 
It's going to be wild. 

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I can't wait for it, but also 
I'm, I'm, I'm skeptical, but 

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also optimistic about it. 
It's going to be interesting. 

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Hey, thank you so much for 
listening today. 

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I really do appreciate your 
support. 

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00:16:12,520 --> 00:16:15,360
If you could take a second and 
hit the subscribe or the follow 

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00:16:15,360 --> 00:16:17,560
button on whatever podcast 
platform that you're listening 

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00:16:17,560 --> 00:16:20,200
on right now, I greatly 
appreciate it. 

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00:16:20,200 --> 00:16:22,880
It helps out the show 
tremendously and you'll never 

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00:16:22,880 --> 00:16:25,840
miss an episode. 
And each episode is about 10 

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00:16:25,840 --> 00:16:28,440
minutes or less to get you 
caught up quickly. 

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And please, if you want to 
support the show even more, go 

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00:16:31,600 --> 00:16:37,280
to patreon.com/stagezero and 
please take care of yourselves 

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and each other and I'll see you 
tomorrow.