(Reuters) – Tesla (TSLA.O) 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, Musk said 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, he 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 (7267.T) and Hyundai Motor Co (005380.KS)’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.
Tesla is on hiring spree for people to work on humanoid bi-pedal robots, with about 20 job postings on “Tesla Bot” including jobs for designing key robot parts like “actuators”.
“The code you will write will at term run in millions of humanoid robots across the world, and will therefore be held to high quality standards,” one of the job postings said.
Tesla has over 2 million vehicles on the road.
Jonathan Hurst, chief technology officer at Agility Robotics, a humanoid robot firm founded in 2015 said the technology “is right now starting to turn the corner.”
“Certainly, an important measure of success is do they make money from it,” he told Reuters, referring to Tesla’s humanoid robot efforts.
Analysts see more pageant than product. “It’s all part of distracting people and giving them the next shiny object to chase after,” Guidehouse Insights analyst Sam Abuelsamid said.
“Investors are not excited about Optimus,” said Gene Munster, managing partner at venture capital firm Loup Ventures, which holds Tesla stocks. “It’s just such a low probability that it works at scale,” he said, saying it is “infinitely harder than self-driving cars.”
And then there is Musk’s own experience with robots in the factory.
During the 2018 production hell, Musk specifically noted the problems of the “fluff bot,” an assembly robot that failed to perform simple tasks that human hands can do – picking up pieces of “fluff” and placing them on batteries.
He said the cost of having technicians maintain the complicated robot far exceeded that of hiring someone to do the assembly.
The fluff bot is “a funny example but drives home the point that autonomy often doesn’t generalize well, and so handling soft fluffy material that isn’t as predictable as a rigid part was causing a huge problem,” Aaron Johnson, a mechanical engineering professor at Carnegie Mellon University, said.
“Human hands are way better at doing that,” Musk said.