Meta vs Tesla: New Robotics Rivalry as Zuckerberg and Musk Compete in AI-Driven Humanoid Robots

September 28, 2025
Meta vs Tesla: New Robotics Rivalry as Zuckerberg and Musk Compete in AI-Driven Humanoid Robots
  • Meta and Tesla are now competing to dominate the humanoid robot market, marking a shift from their traditional internet rivalry to a focus on advanced robotics driven by AI breakthroughs.

  • Mark Zuckerberg recently showcased AI glasses with built-in cameras, which are seen as a step towards sophisticated robotics and could rival Elon Musk's ambitions with Tesla's humanoid robot, Optimus.

  • This emerging rivalry between Zuckerberg and Musk adds a new dimension to their ongoing tech competition, now extending into the realm of robotics.

  • Meta is developing AI glasses and Project Aria to collect data for AI and robotics, with projections suggesting that 20 million glasses could be in use within two years, potentially training humanoid avatars.

  • Meta's AI glasses are capable of recording what users see and hear, aiming to train robots by capturing real-world environments and tasks.

  • Meta's wearable devices, including Project Aria, are designed to gather data to improve AI and robotics, with company officials noting that the cameras and microphones make these devices similar to robots in understanding the world.

  • Meta has recruited prominent AI and robotics experts, including former leaders from General Motors and MIT, to accelerate its development efforts and invest heavily in AI talent.

  • While Meta's robotics initiatives are still in early stages, the company is focusing on AI and extended reality devices, with recent hires and investments aimed at creating advanced AI for robots.

  • Tesla is working on teaching its humanoid robot, Optimus, to learn from third-person videos of humans, aiming to transfer learning directly from videos to robots.

  • Tesla leverages its fleet of over eight million self-driving cars to gather video data, which is used to train Optimus to mimic human behaviors and perform tasks.

  • Tesla's strategy involves teaching robots to learn tasks directly from internet videos of humans, enabling them to imitate actions through visual data.

  • Mark Zuckerberg emphasizes the importance of rapid AI development, willing to invest hundreds of billions of dollars to stay ahead in the race for superintelligence and robotics innovation.

  • Zuckerberg has stressed that speed in AI development is crucial, warning that slow progress could cause Meta to fall behind in what he considers the most transformative technology in history.

Summary based on 4 sources


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