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Op-ed: Chinese robots are coming for Elon Musk's trillion-dollar Tesla payday

Far_Addition1210 | 2025-11-13 22:02 | 216 views

Comments (39)
Crazy-Cook2035 2025-11-13 22:10

It sure as hell won’t be Russia Their largest robot tech firm failed mieserably two days ago Also Japan is right there with china, but they get zero hype because the companies are a part of huge conglomerates like Fujitsu and Toyota, Hyundai

F705TY 2025-11-13 22:15

Who cares about human shaped robots. Only thing they make sense for is sex. Kitchen Dishwasher is technically a robot.

wenchanger 2025-11-13 22:27

Elon should be happy the Chinese are advancing in this space - he can buy the robots from China, repackage them by slapping on a Tesla badge, then reselling to his fan boys, I doubt they care or will notice

Pdx_pops 2025-11-13 22:40

And you can have sex with it!

TheAnalogKoala 2025-11-13 22:53

You can have sex with anything if you’re creative enough.

Status_Ad_4405 2025-11-13 23:10

Buying a sexbot designed by Elon musk would be like paying for singing lessons from Roseanne Barr

beren12 2025-11-13 23:13

I remember we got a Mitsubishi heavy industries robotic arm for doing remote surgery research back at Drexel 25 years ago

Potential4752 2025-11-13 23:15

If good humanoid robots were feasible they would be amazing. A dishwasher just does dishes, a good humanoid could load the dishwasher, load your washing machine, cook food, etc etc.  Of course they aren’t really feasible, but the dream makes sense.

Stergenman 2025-11-13 23:51

Cone on musk, slap a pair of fake tits on the thing like xpeng. Stock price would go to the moon We all learned from asimo in 2001 humanoid robots are only good for 1 household chore over things like a Frisbee shapted vacuum cleaner or an Amazon warehouse loader

MarketEmotional1955 2025-11-14 00:39

This is so obvious to anyone willing to think honestly about the issue. There are several companies out there focusing on specific robotics use cases. Tesla has nothing to show on that front.

hammerofspammer 2025-11-14 01:24

What happens when they don’t fall apart?

y4udothistome 2025-11-14 01:30

Just a big hiccup in his master plan. Love it. He thinks because he can say it it’s already done. Dupid

KnucklesMcGee 2025-11-14 03:11

Just like the Tesla brand "ventilators" during covid. Why do the engineering when you can buy logoed stickers!

practicaloppossum 2025-11-14 03:13

None of those things require a robot to be humanoid. An oversized Roomba with some sort of grasper could do all those things, and be much easier to design and manufacture. It might look rather like a Dalek, but at least it would be really feasable.

FlipZip69 2025-11-14 03:53

The entire humanoid robot is utter fantasy. Maybe some day far in the future. In fact it is likely. But in our lifetime, no. There is not a single humanoid robot that has performed even simple tasks on any commercially viable scale. It easy to get something to dance. Hell you can even teach it to slowly get you popcorn with enough training and a very predictable environment. They can not even get a robot to wipe dry a counter yet.

YamatoRyu2006 2025-11-14 04:54

Humanoid robots are bound to fail no matter where its made. Its an advanced (useless) technology that has literally no value other than for entertainment purposes and show-offs. In the (real) world, single-purpose robotics is more efficient, error-free, and cheaper to use in industries. Humanoid robots are way overhyped compared to the actual value they can deliver. Well, investors gotta find a new destination to hype up and pump up stock prices after the AI bubble crashes. If humanoid robots were that "useful" and "revolutionary" then Japanese automakers (like Toyota, Honda) would have already introduced them long ago. Their fully automated factories in Japan still employ hundreds of humans. The fact that they are not pouring research money onto it or doesn't show an inclination to it proves that most decent industrialists aren't even bothered about it.

YamatoRyu2006 2025-11-14 04:56

We already have Japanese "onaholes" for that. There's a huge market in Japan and China for that lol. Sex dolls aren't even a new concept.

qubert_lover 2025-11-14 06:04

There’s going to be dozens of robot startups that are all vying to be bought by Tesla so that Elon can eliminate competition and secure his payday.

ionizing_chicanery 2025-11-14 06:23

I don't know how useful humanoid robots will ultimately end up being. But however big that market is it won't be Tesla leading it.

05032-MendicantBias 2025-11-14 06:52

>Targeted Chinese state intervention — massive subsidies for robot adoption, low-cost financing, and mandates that provincial governments integrate automation into their industrial restructuring plans — all stand in the way of Musk’s Optimus winning the robotics race, writes international trade and policy expert Dewardric McNeal. INDUSTRIAL ROBOTS Not humanoid toys It would be like saying that China was coming for Tesla's EV businness. They aren't competing. Tesla stopped innovating nine years ago, BYD and other did it properly and kept increasing efficiency of manufacturing to be the undisputed number one.

bindermichi 2025-11-14 07:14

To write yourself into a competition when you haven‘t even started the training.

vxicepickxv 2025-11-14 09:24

So?

Normal-Selection1537 2025-11-14 10:08

Hyundai is Korean.

Potential4752 2025-11-14 12:09

The hard part about humanoids is the arms/hands and intelligence. A dalek shape doesn’t save you any real effort because the bottleneck is the same.  Also, I will add going up and down the stairs and being able to get itself into the backseat of the car as two big perks.

fastwriter- 2025-11-14 12:32

Even if you buy specialist appliances for all those chores, they would perform better and you would save at least 20.000 Dollars compared to a Humanoid Robot.

Potential4752 2025-11-14 14:30

Right now neither the specialized robot nor the humanoid are possible, so performance isn’t really known for either.  I disagree that specialized robots would be cheaper. A robot that picks up junk around your house is going to use very similar sensors and mechanisms to one that loads your dishwasher or puts the groceries away. Specialized robots would mean buying a dozen different robots with a very similar bill of materials to the general purpose one.  There is an argument to be made that the general purpose humanoid should have swappable hands, but there is no reason to get that in depth when we don’t know if a general purpose robot is even possible.

fastwriter- 2025-11-14 14:38

I‘m sorry, but for putting the Groceries into the fridge or your Plates into the dishwasher, you don’t really need a Robot. Boring stuff like Vacuuming or mowing the lawn are robotized already. Gor Cooking you can use a Thermomix. If you don’t want to iron your clothes manually there are Machines for that as well. And even if you buy all of these Gadgets you will be far south of 30.000 Dollars (if anyone believes that a Humanoid Robot will ever be sold at such a price).

Potential4752 2025-11-14 14:46

And why isn’t the thermomix selling out all over the world when everyone would love a cheap private chef? Because it only does a fraction of the actual cooking work.  The robots you are describing are pathetic compared to a general purpose humanoid. Of course “specialized robots” are cheaper by that definition, you are just buying toys.

BringBackUsenet 2025-11-14 19:36

What space? He has yet to establish any marketshare.

BringBackUsenet 2025-11-14 19:41

True. I would consider them useful if they could at minimum do what an ordinary able-bodied human can do. For the mostpart that would be household chores, shopping and other small errands, and even taking care of the disabled. First AI needs to be mastered!

fastwriter- 2025-11-14 19:45

In Europe, Thermomix is the absolute rage. And yes, you have to put ingredients into it. But do you really think, a Robot will ever be able to cook to your taste? And what will you do the whole day long. Sit in a chair and get even fatter than you Americans already are? And why do you think, you will still have a Job when Humanoid Robots are able to do everything a Human can? Robots+AI = no humans needed anymore. No Job, no Money for your personal Robot. It’s the same Sci-Fi-Scam like Flights to Mars or autonomous Cars.

Mothringer 2025-11-15 00:01

They would also be safe to be near, unlike the humanoid robot.

practicaloppossum 2025-11-15 00:27

Well, I'd argue the hard part about humanoids is the walking. Pretty sure arms and hands have been mostly figured out for non-humanoid robots. And you have a point about going up and down stairs, but I'm far from confident anyone will succeed in making a humanoid robot that can reliably walk upstairs. And I'm sure they'll never reliably walk down stairs. Solution is probably to have two daleks, one for upstairs and one for down.

meltbox 2025-11-15 06:09

Yes but even getting into a car the robot can afford to have a pretty “fat” torso. IE it could be a box basically with legs and hands. The humanoid head is just there to build hype and look familiar, the walking exactly like a human is entirely a desire of futurists who have already preconceived the future. None of its helpful to actual progress. If anything this is likely a misallocation of resources. A term that seems to come up with ever greater frequency lately.

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[deleted] 2025-11-16 03:46

the world is designed for bipedal beings, so if a good robot is made it can easily drop-in for a human

[deleted] 2025-11-16 03:47

and it would also have the same stair problem as a Dalek

KittySwarm 2026-01-02 15:57

Yeah but I'd rather get a handy from a humanoid robot than a roomba.  Although the roomba would have better suction...

KittySwarm 2026-01-02 15:59

Byd defeated Tesla in the realm of EVs and if course they will in humanoid robots.  The PE is Tesla is absurd and doesn't take into account competition and commodization of robots just like what's happened to EVs aka cars.

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