Hyundai and Boston Dynamics May Have Just Stolen the Robot Factory Narrative Away from Tesla
Gizmodo••general
Key Points:
- Hyundai, through its ownership of Boston Dynamics, showcased advanced robotics at CES, challenging the investor confidence in Elon Musk's Tesla and its Optimus robot ambitions.
- Hyundai sells significantly more cars annually (around 7 million) compared to Tesla's 1.8 million, highlighting its established manufacturing scale versus Tesla's narrative-driven valuation.
- Boston Dynamics, a leader in robotics for over 30 years, is developing the Atlas robot into a durable, water-resistant product with plans for a factory producing 30,000 units annually, signaling Hyundai's serious investment in practical robotics.
- Tesla's Optimus robot project faces skepticism due to past hype and delays, with Musk pushing back deployment timelines despite ambitious claims of its transformative potential and his trillion
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