Saturday, June 7, 2025

Tesla’s head of Optimus humanoid robotic leaves the ‘$25 trillion’ product behind

Tesla’s head of Optimus humanoid robotic, Milan Kovac, introduced that he’s leaving the automaker after 9 years.

It leaves simply as CEO Elon Musk claimed that the humanoid robotic goes to make Tesla a”$25 trillion firm.”

Elecrektrek first reported on Tesla hiring Kovac again in 2016 to work on the early Autopilot program. On the time, we famous that the younger engineer had an attention-grabbing background in machine studying.

He shortly rose by means of the ranks and ended up main Autopilot software program engineering from 2019 to 2022.

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In 2022, he began engaged on Tesla’s Optimus humanoid robotic program.

Late final 12 months, he was promoted to Vice President answerable for the entire Optimus programas CEO Elon Musk started to tout this system as crucial to Tesla’s future.

Musk claimed that Optimus may generate $10 trillion in income per 12 months and make Tesla a $25 trillion firm. These claims are largely unsubstantiated because the humanoid robotic market continues to be in its infancy.

Most market analysis corporations presently estimate the dimensions of the humanoid robotic market to be within the low single-digit billions of {dollars}, with development projections by means of 2032 starting from $15 billion to $80 billion.

That will characterize spectacular development, however nowhere close to what Musk is touting to traders.

Right this moment, Kovac introduced that he’s leaving Tesla for private causes:

This week, I’ve needed to take advantage of tough choice of my life and might be shifting out of my place. I’ve been far-off from house for too lengthy, and might want to spend extra time with household overseas. I wish to make it clear that that is the one purpose, and has completely nothing to do with anything. My help for Elon Musk and the crew is ironclad – Tesla crew ceaselessly.

Kovac has been thought to be one of many high new technical executives at Tesla, which has seen a major expertise exodus of high engineers.

The corporate has made progress with the Optimus program over the past 12 months. Nonetheless, many have been skeptical, as Tesla has been lower than forthcoming about utilizing teleoperation in earlier demonstrations.

Kovac is just not the one Optimus engineer to go away Tesla lately.

Determine, one other firm creating humanoid robots, has lately poached Zackary Bernholtz, a 7-year veteran at Tesla and most lately a Workers Technical Program Supervisor.

Electrek’s Take

This can be a vital loss for Tesla. Kovac was one in all Musk’s high technical guys and actually the top of this system he claimed would convey Tesla to the following degree – though I believe most individuals have been understandably skeptical about these claims.

I’ve been bullish on humanoid robots, and I may see Tesla being a participant within the discipline, nevertheless it’s nowhere close to the chance that Musk is claiming, and there’s additionally loads of competitors with no clear proof that Tesla has any vital lead, if any.

In China, Unitree has been making spectacular progressand it’s already promoting a humanoid robotic.

Within the US, Determine has additionally been making a variety of progress these days:

I believe it’s a sensible house to put money into for manufacturing corporations like Tesla, however there’s going to be a variety of competitors.

It’s too early to say who will come out on high.

As for Kovac leaving, I’m positive his private purpose is appropriate. Nevertheless, we regularly see folks declare that after which they shortly flip up at one other firm.

If he believed that his product would quickly change into a multi-trillion-dollar alternative, I doubt he can be leaving, however you by no means know. 9 years at Tesla is a few laborious work and it’s spectacular for anybody. Congrats.

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