I am a robotics engineer. Everyone wanted to mock Tesla for their announcement. And sure, it may well be vaporware. But I do think they have the resources to buy/build something that works, and moreover their Dojo AI system would possibly be well suited for training a humanoid. This is a major piece which other companies do not have. Finally they have the manufacturing capability to spin up a manufacturing line.

However it is weird for them to make the announcement without any hardware to show. It’s kind of like me announcing I’m going to climb Mount Everest. I could, probably, but there is a lot to be done between then and now.

I think Tesla could do it, if they really believe there is enough profit in it to make a massive investment. They could purchase Agility Robotics and be well on their way. So I think it’s possible, but only with significant investment. Time will tell what really happens.