The biggest element I think people are underestimating is Tesla's level of vertical integration in 2022. Boston Dynamics has no large scale production facilitie

The biggest element I think people are underestimating is Tesla's level of vertical integration in 2022. Boston Dynamics has no large scale production facilities to speak of. They have not invested millions in ML hardware/software/training architecture. They have not developed their own electric actuators designed to be produced cheaply and at scale (in factories they already own). They are not sourcing their own lithium for batteries. etc. etc. A big reason Tesla is entering this space is because a huge amount of the things needed to make a functional android that can work in a factory they are/were already doing. There are so many synergies it would be stupid for them not to try something like this. And this is a decent amount of progress for less than a year, to the point where I'd be surprised if this didn't cause some BD people to swap teams. And BD being "ahead" isn't the dig people seem to think it is. BD being ahead just means there is a benchmark Tesla knows they can get to with current technology and (probably) surpass. Saying BD is ahead is like saying Lockheed Martin/Boeing were ahead of SpaceX in 2009 – trivially true but woefully shortsighted.