Robots Eat Cars

(telemetry.endeff.com)

36 points | by JMill 2 days ago

6 comments

  • SrslyJosh 1 hour ago
    > The Fremont factory lines that built those cars are converting to manufacture Optimus humanoid robots: one million units per year at $20,000 each, with public sales beginning in 2027.

    Sure, why not? Seems just as likely as Tesla having 1 million robotaxis on the road by the end of 2026. =)

    • actionfromafar 1 hour ago
      I heard it will be 100 billion robotaxis on the road by the end of 2026!
  • Terr_ 1 hour ago
    > Steer-by-wire

    Thinking back to case-studies around the Therac-25 [0], I would like to pre-emptively highlight the differences between:

    1. Technique X is unsafe.

    2. Technique X is unsafe because too much can go wrong even with the best intentions.

    3. Technique X is unsafe without strong QA and interlocking safety measures, and there's too much economic pressure for the manufacturer to cut corners.

    [0] https://en.wikipedia.org/wiki/Therac-25

    • AnthonyMouse 1 minute ago
      The obvious problem with steer-by-wire is that in the traditional design, it's not uncommon to lose power assist but not the mechanical connection to the wheels, so you can still steer the car. To completely lose steering control you'd need significant mechanical damage.

      If the whole thing goes through the computer then there are lots of new ways to fail. Steering wheel position sensor goes bad on the highway? Computer gets bad data. Control wires get disconnected or damaged? No data. Completely unrelated wires get shorted and fry the computer? No steering. Anything pops the wrong fuse? No power, no computer or steering motors.

      Some of those can be mitigated with redundancy but you're still vulnerable to common causes. You have three position sensors and someone dumps their beverage down the steering column, are there any left and do you have any good way to determine which one(s)? The vehicle took some minor damage allowing water to get somewhere it's not intended to, any way to guarantee you're not about to lose both sides of a redundant electrical system the next time it goes through a puddle infused with conductive road salt?

    • cyberax 1 hour ago
      Moreover, Technique X does not actually provide any significant value.

      The whole steer-by-wire in CT happened because Musk wanted a yoke as the control system. And a yoke requires progressive steering which is impractical without steer-by-wire.

      • rconti 36 minutes ago
        steer-by-wire makes safety nannies way easier, eg, the ones that jerk the wheel out of your hands when they decide you're too close to a line on the road.
      • rootusrootus 1 hour ago
        > does not actually provide any significant value

        If that were true, it would not explain why other manufacturers are headed the same direction. The CT is not the only steer-by-wire vehicle.

        • michaelt 56 minutes ago
          Vehicles include low-utility features for market positioning all the time.

          Do buyers need a motorised hood ornament? A tiny vase built into the dashboard? A built-in champagne chiller? Gull wing doors? A spoiler and a 300-horsepower engine?

          If it boosts sales by giving the vehicle a distinctive character, though, there's a place in the market for that tiny vase.

      • wat10000 13 minutes ago
        Other models got the yoke but not the steer by wire.
  • abcde666777 1 hour ago
    One million robots to be manufactured in a year - one million robots which will likely be obsolete within five years (if that, I wouldn't be surprised if they're dead on arrival).

    I don't know the figures for Earth's resources and their sustainability, so this may be a naive take, but I'm always left with the impression that these organisations want to speedrun the depletion of the planet.

    • lmz 1 hour ago
      More customers for the related Space exploration company.
      • paulryanrogers 57 minutes ago
        Assuming they don't starve to death before insert-space-company can get them to the next Goldilocks planet.
        • c0balt 5 minutes ago
          The next step is just selling tickets to that flight in advance as a preorder. One could call it roadster preorders because of the difficult road ahead
  • otikik 1 hour ago
    Cars that nobody buys replaced by robots that nobody buys
    • delichon 16 minutes ago
      The best selling car in the world in 2025 was the Tesla Model Y, with a little over 1 million sold. ~350k have been sold in 2026 as of April.
    • rootusrootus 1 hour ago
      Who is this "nobody" that bought more than half a million Teslas last year?
      • MK_Dev 1 hour ago
        Who bought half a million Model S and Model X?
  • dangus 58 minutes ago
    This article is written with a little bit of a journalist’s misunderstanding of a topic.

    They seem to have done research but have strung together unrelated subjects due to their lack of expertise in the subjects.

    As a result it reads more like a summary or recap of vaguely related stories.

    For example, Tesla’s pivot to robots has nothing to do with their advanced nature of their wiring harnesses, but it’s spoken in the same breath as if to imply that a Tesla Cybertruck (which is a Model Y with paneling literally glued on top) is more similar to a humanoid robot than a Mustang Mach-E.

    In reality, what has happened is that the Model S and X have been discontinued and they’re the only products the Fremont, CA plant produces. Tesla has literally nothing else they can make in that plant. They either make Optimus robots or shut the plant down.

    Optimus robot production is a face saving move. Tesla barely needs a fraction of that factory to build robots…it’s a much lower-volume and physically smaller product.

    I should note that none of that has anything to do with Tesla being great at robotics and seeing it as a better business than automobiles. It has everything to do with competitors catching up and Tesla having insufficient development capability to iterate on those vehicles.

    Who in the buyer demographic for a Model S wouldn’t take a Porsche Taycan, AUD A6 Sportback, or Lucid Air over that vehicle?

    Who in the buyer demographic for the Model X won’t take a Kia EV9, Lucid Gravity, or Volvo EX-90?

    Maybe if you aren’t paying attention to the car industry you’ll disagree with me but the problem here is the Model S and X are positively ancient with about zero dollars spent on keeping them updated and they’ve become completely irrelevant to the market as a result.