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Back to episode — Episode 3060 CWSA 01/02/26

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ing to have a business that's worth a trillion dollars. According to someone on X named Ming, I love it when I take random people I don't know about on X and act like they have a special insight. Maybe he does. Yeah, maybe Ming knows everything. Or maybe Ming is making it up because I don't know who he is. But he says that the mass production audit for Tesla's Optimus version three, that would be…

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ry device. At the same time, you probably can't make the robots without China. So is China Tesla's friend or is it just another way China can get some control over the United States?

But more to the point, they want to be ready to make 50 to 100,000 units, that would be robots, in Q1 2026. So remember how I keep asking how in the world will robots be generally intelligent and act like a butler if we haven't seen it yet? And I always mock the videos that show some robot doing exactly one thing. So today there's a video I saw about some Chinese-made robot that could play tennis, but they don't really show it trying to make every kind of shot. So it probably can't even do tennis unless it's a ground stroke that's kind of close to its forehand. So once again, every time somebody tries to trick us into thinking that robots are ready, they'll show a demonstration of a robot doing exactly one thing.

Now obviously if you could get a robot to play tennis that would be pretty impressive, but it wouldn't be the same intelligence that would make it a butler. So here's my question. What does Elon know about AI, the AI that would go into his robots, that we don't know? Does he have this? Does he have this bastard? Because why would you even gear up for making that many robots this soon, firs

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t quarter, unless you solved the general intelligence problem? And how in the world would we not know that he has solved it? Or is it optimism? Does he feel that he's close enough that if you give it three more months that you'll be able to do whatever you want to do? I don't know. I'm genuinely curious because Elon's not going to waste a bunch of money on a robot that doesn't work. So he must thi…

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