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● Tesla’s Optimus: Human Replacement?!

Tesla Optimus’s AI Revolution: The Economic Transformation Brought About by Humanoid Robots

1. Tesla Optimus’s Latest Technology Demonstration and Evolution Process

The video of the Optimus robot released on Tesla’s official channel a few days ago is truly amazing. It’s no longer just a prototype that walks, but it also demonstrates real-life tasks such as dancing to music, tidying up trash, cleaning, closing curtains, and operating a vacuum cleaner.
All of these movements are powered by a single neural network-based artificial intelligence.
The key is that it naturally performs actions that are difficult even for ordinary people throughout the video.
It even demonstrates the ability to learn on its own by referring to YouTube and How-To videos.
The Tesla AI ecosystem, enhanced by the Dojo supercomputer and the FSD (Full Self-Driving) network, is the foundation of its overall technological prowess.

2. Evolution by Generation and Future Plans

2021 1st Generation Optimus: Barely able to walk, just an experimental prototype.
2023 2nd Generation: Frame reinforcement & application of artificial neural networks, enabling more natural movements.
3rd Generation Plan: 22 degrees of freedom hand, FSD visual recognition, and even real-time behavior prediction are expected to advance.
The precision and complexity of future tasks will continue to increase, and it will begin to overcome the limitations of simple repetitive tasks.

3. Industrial and Economic Ripple Effects of AI Robots

The innovation point is learning efficiency: It can be put into practical use in a short period of time through simulation & reinforcement learning.
The potential for replacing repetitive and dangerous tasks in factories, warehouses, and homes is very high.
Based on the US minimum wage job, replacing it with a $20,000 Optimus can recover the investment cost in about 5 months.
24/7 operation, zero welfare costs, and significant changes in productivity and cost structure are expected.
Mass production is planned for thousands of units in 2025, 100,000 units in 2026, and more than 1 million units in 2027.
Korean manufacturing has a high possibility of application due to its strong automation infrastructure, but there will be strong resistance due to strong labor union culture, human-centered values, and systems.

4. Changes in the Employment Environment and Labor Market, and Challenges

The impact is expected to start with simple repetitive tasks – robots are beginning to target areas that existing AI has not penetrated.
The possibility of structural changes in millions of simple jobs in the US and Korea is very high.
Retraining of workers and changes in social and economic systems are inevitable.
Maintenance/programming costs, unexpected failures, and regulatory and labor union resistance can act as variables.

5. Tesla’s Market Value Revaluation Scenario

Tesla’s current market capitalization is based on the growth of electric vehicles and energy.
Just as Nvidia’s market capitalization soared with AI chips, Tesla also has room to be reevaluated with AI robots.
The key competitive advantage is synergy through the FSD network + robot + autonomous driving linked platform.
If successfully commercialized, Tesla’s $20,000 mass production roadmap can be realized, potentially completely reorganizing the future corporate landscape.

6. Questions and Preparations Remaining for Us in the Future

The most important question has changed to when robots will be commercialized on a large scale.
Market expectations are focused on who will be the first to get on this trend and lead the AI+automation era.
Tesla CEO Elon Musk expressed his will in an interview with Bloomberg to “lead the revolution directly to the end.”
The actual innovation trajectory can be faster than the transformation of the smartphone era.
Impact on labor productivity, economic system, and stock market is inevitable, and it is proceeding at a speed beyond prediction.

< Summary >
Tesla unveiled a powerful demonstration video of its humanoid robot Optimus, proving the possibility of simple tasks, cleaning, and factory work. With its own infrastructure such as FSD and Dojo AI and next-generation neural network technology, it has the potential to reorganize not only simple labor but also the structure of life.
If mass production and commercialization begin after 2025, a major transformation of the employment environment and a sharp rise in corporate productivity are expected in the US and Korea. Employment restructuring, regulatory resistance, and cost and maintenance risks are future variables.
Tesla is a leader in the AI automation revolution and is expected to be strongly re-evaluated as a key company that will change the future economic landscape.

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*YouTube Source: [오늘의 테슬라 뉴스]

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