A robot shaped like a human—white with a black head and torso—has been popping up on video feeds. Perhaps you’ve seen it dance or pass popcorn, put trash in a bin, vacuum, or press the button of a microwave. Or maybe you’ve watched it fall backward while handing out water bottles or struggle to iron a shirt.
This would be Tesla’s Optimus, an AI-powered humanoid robot that Elon Musk, the company’s CEO, believes will be “not just Tesla’s biggest product ever, but probably the biggest product ever,” headed to work on factory floors and, later, in our homes. Eventually it “will have human and then superhuman dexterity,” he told shareholders in July. Optimus robots could automate almost all human labor—from hauling sheet metal to folding laundry—for as little as $20,000 each, Musk argues. Speaking at the World Economic Forum’s annual meeting in Davos, Switzerland, in January, he predicted they could be on sale to the public by the end of 2027.
Musk is not alone in his evangelism. Marc Andreessen, cofounder and general partner of the Silicon Valley venture capital firm Andreessen Horowitz, has said that robotics could become the “biggest industry in the history of the planet.” In January, Jensen Huang, CEO of Nvidia, said that humanoid robots would match human-level ability this year. According to Morgan Stanley, the number of robots that “resemble and act like humans” is likely to reach nearly 1 billion by 2050, creating a market worth over $5 trillion.
Such proclamations are in large part fueled by the idea that the same AI advances behind tools like OpenAI’s ChatGPT and Anthropic’s Claude will enable a new generation of robots to imitate human movement the way chatbots imitate human language. But many robotics researchers are skeptical, arguing that such assumptions minimize the challenges of using an intelligence built on language and images to master the infinite variability of the physical world. “None of those companies [building humanoid robots]—absolutely none of them—has any idea how to make those robots smart enough to be useful,” Yann LeCun, often referred to as one of the godfathers of AI, said at another event during the January Davos conference.
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