Part 2/13:
Philbert begins by emphasizing a central theme: Tesla is evolving towards a unified AI architecture that spans both vehicle autonomy via FSD and humanoid robotics through Optimus. Despite their different applications, these systems share core technological components, and Tesla aims to leverage this commonality to accelerate development, improve efficiency, and expand capabilities.
Elon Musk's recent statements underscore this vision, suggesting that Optimus could account for approximately 80% of Tesla's future value. The convergence of AI models for FSD and Optimus is seen not just as a technical alignment but as a strategic move to enable seamless, scalable improvements across Tesla’s product ecosystem.