The Tesla Robotaxi day came and went. According to many of the analysts, it was a flop. Of course, these tend to be automotive people who look at Tesla as a "car company".
Many were pointing to the fact the event was light on details. That is common with these time of product announcement kickoffs. There was a major piece that got overlooked by the ones I saw comment on the event.
It is for this reason that I started to link what is taking place with Tesla to LEO. That is the basis for this article.
What Leo Can Learn From Tesla Robotaxi Day
The big announcement, from my perspective, was not the Robocab. To me, that wasn't something that I was looking forward to. Don't get me wrong, it is fine. The product is likely to be a major success when it does eventually roll out (2026-2027)/
Some were enamored by the RoboVan. That was impressive but again, not for the reason most think. The model at the event was configured for people. That is not where the value of a van is. I think the potential to move cargo is a bigger opportunity. The company can sell the fan as a party bus or as a mode of transportation for the tunnels the Boring Company is making.
Actually, I think this aligns well with the Tesla Semi.
No time period was given on the release so, for the moment, it is on the back burner.
So what was the major piece of information presented at the event.
It was this: Tesla is a full blown autonomy company.
Two autonomous vehicles were present along with showcasing Optimus, the Tesla robot. There were a number of RoboCabs on hand, giving people rides. We also saw a dozen or so robots, engaging with people in the crowd.
In other words, the leap forward from a few years ago with the Tesla bot was someone in a costume to today was huge.
The We, Robot angle is now on the website. The two autonomous vehicle along with Optimus are featured there.
This was the major announcement>
The Lesson For Leo
Obviously, Tesla is not going to stop making cars. As we can see, this is going to be a part of its future. The company is bringing out models that will result in millions of more vehicles sold each year.
That said, this is not the focus. We clearly see how the vehicles feed into what the company is truly about: artificial intelligence.
Every vehicle that hits the street is another gather of data for the company. This is the basis of the future for any company.
It is the major lesson for Leo.
I stated on a number of occasions that social media, as we know it, is dead. This is from the platform owners perspective. Social media is a tool to gather more data. It is no different than each car Tesla puts out. These are simply pathways.
Leo should be an AI platform. That is where the future is. Anything that is focused upon anything else is missing The general trend.
Simply put, disruption is coming in a major way. Any company that is not heavily involved in AI is going to end up as a footnote in history. It simply cannot compete long term.
At the core of this is data. digital platforms are at the core of this. One of the reasons I am hesitant about the future of OpenAi is the fact they do not have the ongoing data flow like X, YouTube, and the Meta apps.
Tesla boldly proclaimed that it is an autonomy, AI company. Obviously, this was in the works as evidenced by the major addition to the Austin factory. Implementing a 100K GPU cluster puts is a realm where only XAI, Meta, and perhaps Google have gone.
Leo needs to do the same thing. The ability to roll out AI features will likely be faster than anything we ever saw before. We see how rapidly the LLMs are moving. Since that is the basis of LeoAI, much of that can be integrated into Leo. On top of that, AI agents can be built utilizing Leo data along with the synthetic that was created from the use of the AI tools.
The potential, once it is started, is to roll out a couple dozen features each quarter. That is how quickly the industry is moving.
Leo needs to be a part of that.