Optimus
4 statements across 2 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement Sep 5, 2024 by Andrej Karpathy · across every show →
Everything said about Optimus, oldest first
Sep 5, 2024 bullish
Karpathy: Tesla is fundamentally a robotics-at-scale company, not a carmaker
“Basically everything transfers and I don't think people appreciate it. Cars are robots and Tesla, I don't think is a car company. I think this is misleading. This is a robotics company, robotics at scale company, because I would say at scale is also like a who…”
Sep 5, 2024 neutral
Karpathy: Early Tesla Optimus ran car neural networks and vehicle computers
“In terms of the transfer from cars to humanoids, it was not, not that much work at all. And in fact, like the early versions of Optimus the robot it thought it was a car, like, because it had the exact same computer. It had the exact same cameras. It was reall…”
Sep 5, 2024
Karpathy: Humanoid robots will scale internally first, then B2B, then consumer
“I think B to C should be the right Start point, because I don't think we can have a robot, like, crush grandma, is how I put it, sort of. I think it's like too much legal liability. It's just like, I don't think that's the right approach... So I think the best…”
Dec 19, 2025 bullish
Gil: Tesla and Chinese Companies Will Win the Robotics Race
“It feels to me like Optimus or some form of like Tesla robot will be one of the winners, most likely, right? High probability... The most likely global winners in robotics will be some subset of China plus Tesla plus something else, right?”