Similar to living organisms, and unlike traditional AI, which operate in abstract digital environments, embodied AI enables robots to learn by doing.

It seems very plausible to me that the next step function change in AI is if you can connect perception, cognition, and action through direct physical interaction with the world.

But more than anything, what stands out to me is the optimism in improving life for humans as articulated by their guiding principles.

  1. Car company (x)
  2. energy company ..
  3. robo taxis (by 2019) 
  4. robots
  5. manufacturing company

Rest is hype.

ps. Google, Amazon Robotics, Hyundai/Boston Dynamics, even Nvidia are ahead of Tesla in robotics research.

As an example, in 2024 he projected a 30% increase in auto sales for 2025. Back in reality, sales thus far this year have declined by double digits.