Tesla to Mars #53 — Optimus, v14 & the Bot Economy - A Deep Dive
Description
A deep dive into Optimus and FSD v14: how a unified real-world AI, vertical integration, and actuator/manufacturing advances could turn factory pilots into the first true bot economy.
The crew map near-term use-cases (production cells, logistics, last-mile), weigh “prototype vs. scale,” and outline Q4 catalysts—from v14 capability jumps and a potential Optimus v3 tease to SpaceX cadence and Boring Co’s 3D-transit thesis.
In this episode
🤖 Optimus Roadmap — From Gen-2/2.5 iterations to what a v3 reveal would signal.
🧠 Unified AI — Why FSD v14’s architecture transfers to humanoids (perception → planning → control).
🏭 Prototype vs. Scale — Actuators, materials, and why in-house manufacturing is the real moat.
📦 First Jobs — Factory tasks now; order-picking/last-mile next; households later.
🔒 IP vs. Hype — The case for quiet execution heading into early-November updates.
🚀 Q4 Watchlist — FSD v14 rollout, Robotaxi pilots, SpaceX launch tempo, and Boring Co progress.
United States
