{"id":82819,"date":"2025-06-06T20:59:53","date_gmt":"2025-06-07T00:59:53","guid":{"rendered":"https:\/\/autosector.com\/?p=82819"},"modified":"2025-06-06T20:59:53","modified_gmt":"2025-06-07T00:59:53","slug":"tesla-head-optimus-humanoid-robot-leaves-trillion-product","status":"publish","type":"post","link":"http:\/\/autosector.com\/?p=82819","title":{"rendered":"Tesla&#8217;s head of Optimus humanoid robot leaves the &#8216;$25 trillion&#8217; product behind"},"content":{"rendered":"<figure class=\"img-border featured-image\">\n\t<img fetchpriority=\"high\" width=\"1600\" height=\"792\" src=\"https:\/\/electrek.co\/wp-content\/uploads\/sites\/3\/2024\/07\/Tesla-Optimus-robot-4680-battery-cell.jpg?quality=82&amp;strip=all&amp;w=1600\" class=\"skip-lazy wp-post-image\" alt=\"Tesla Optimus robot 4680 battery cell\" srcset=\"https:\/\/i0.wp.com\/electrek.co\/wp-content\/uploads\/sites\/3\/2024\/07\/Tesla-Optimus-robot-4680-battery-cell.jpg?w=320&amp;quality=82&amp;strip=all&amp;ssl=1 320w, https:\/\/i0.wp.com\/electrek.co\/wp-content\/uploads\/sites\/3\/2024\/07\/Tesla-Optimus-robot-4680-battery-cell.jpg?w=640&amp;quality=82&amp;strip=all&amp;ssl=1 640w, https:\/\/i0.wp.com\/electrek.co\/wp-content\/uploads\/sites\/3\/2024\/07\/Tesla-Optimus-robot-4680-battery-cell.jpg?w=1024&amp;quality=82&amp;strip=all&amp;ssl=1 1024w, https:\/\/i0.wp.com\/electrek.co\/wp-content\/uploads\/sites\/3\/2024\/07\/Tesla-Optimus-robot-4680-battery-cell.jpg?w=1500&amp;quality=82&amp;strip=all&amp;ssl=1 1500w\" decoding=\"async\" fetchpriority=\"high\"\/><\/figure>\n<p>Tesla\u2019s head of Optimus humanoid robot, Milan Kovac, announced that he is leaving the automaker after 9 years.<\/p>\n<p>It leaves just as CEO Elon Musk claimed that the humanoid robot is going to make Tesla a\u201d$25 trillion company.\u201d<\/p>\n<p><span id=\"more-419428\"\/><\/p>\n<p><em>Electrek<\/em> first <a href=\"https:\/\/electrek.co\/2016\/04\/15\/tesla-hud-autopilot-skully\/\">reported on Tesla hiring Kovac back in 2016<\/a> to work on the early Autopilot program. At the time, we noted that the young engineer had an interesting background in machine learning.<\/p>\n<p>He quickly rose through the ranks and ended up leading Autopilot software engineering from 2019 to 2022.<\/p>\n<p>\t<span class=\"outbrain-ad-label\">Advertisement &#8211; scroll for more content<\/span><\/p>\n<p>In 2022, he started working on Tesla\u2019s Optimus humanoid robot program.<\/p>\n<p>Late last year, he was <a href=\"https:\/\/electrek.co\/2024\/10\/17\/tesla-leadership-shake-up-elon-musk-elevates-chief-of-staff-who-was-hot-water\/\">promoted to <\/a><span><a href=\"https:\/\/electrek.co\/2024\/10\/17\/tesla-leadership-shake-up-elon-musk-elevates-chief-of-staff-who-was-hot-water\/\" target=\"_blank\" rel=\"noopener\">Vice President in charge of the complete Optimus program<\/a>, as CEO Elon Musk began to tou<\/span>t the program as critical to Tesla\u2019s future.<\/p>\n<p>Musk claimed that Optimus could generate $10 trillion in revenue per year and make Tesla a $25 trillion company. These claims are largely unsubstantiated as the humanoid robot market is still in its infancy.<\/p>\n<p>Most market research firms currently estimate the size of the humanoid robot market to be in the low single-digit billions of dollars, with growth projections through 2032 ranging from $15 billion to $80 billion.<\/p>\n<p>That would represent impressive growth, but nowhere near what Musk is touting to investors.<\/p>\n<p>Today, Kovac announced that he is leaving Tesla for personal reasons:<\/p>\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\" readability=\"11\">\n<p>This week, I\u2019ve had to make the most difficult decision of my life and will be moving out of my position. I\u2019ve been far away from home for too long, and will need to spend more time with family abroad. I want to make it clear that this is the only reason, and has absolutely nothing to do with anything else. My support for Elon Musk and the team is ironclad \u2013 Tesla team forever.<\/p>\n<\/blockquote>\n<p>Kovac has been regarded as one of the top new technical executives at Tesla, which has seen a significant talent exodus of top engineers.<\/p>\n<p>The company has made progress with the Optimus program over the last year. Still, many have been skeptical, as <a href=\"https:\/\/electrek.co\/2024\/10\/11\/it-sure-seems-like-the-optimus-robots-at-teslas-event-were-under-human-control\/\" target=\"_blank\" rel=\"noreferrer noopener\">Tesla has been less than forthcoming about using teleoperation in previous demonstrations<\/a>.<\/p>\n<figure class=\"wp-block-embed alignwide is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\">\n<p>\n<iframe id=\"post-youtube-video-1\" title=\"Optimus Navigating Around | Tesla\" width=\"500\" height=\"281\" data-src=\"https:\/\/www.youtube.com\/embed\/DrNcXgoFv20?feature=oembed&amp;rel=0&amp;enablejsapi=1\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen=\"\">[embedded content]<\/iframe>\n<\/p>\n<\/figure>\n<p>Kovac is not the only Optimus engineer to leave Tesla recently.<\/p>\n<p>Figure, another company developing humanoid robots, has recently poached Zackary Bernholtz, a 7-year veteran at Tesla and most recently a Staff Technical Program Manager.<\/p>\n<h2 class=\"wp-block-heading\" id=\"h-electrek-s-take\">Electrek\u2019s Take<\/h2>\n<p>This is a significant loss for Tesla. Kovac was one of Musk\u2019s top technical guys and literally the head of the program he claimed would bring Tesla to the next level \u2013 although I think most people have been understandably skeptical about these claims.<\/p>\n<p>I\u2019ve been bullish on humanoid robots, and I could see Tesla being a player in the field, but it\u2019s nowhere near the opportunity that Musk is claiming, and there\u2019s also plenty of competition with no clear evidence that Tesla has any significant lead, if any.<\/p>\n<p>In China, <a href=\"https:\/\/electrek.co\/2025\/05\/13\/tesla-shares-video-optimus-robot-catching-up-competition\/\" target=\"_blank\" rel=\"noreferrer noopener\">Unitree has been making impressive progress<\/a>, and it is already selling a humanoid robot.<\/p>\n<p>In the US, Figure has also been making a lot of progress lately:<\/p>\n<figure class=\"wp-block-embed alignwide is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\">\n<p>\n<iframe id=\"post-youtube-video-2\" title=\"Figure Robot Sorting Out Packages Like A Human\" width=\"500\" height=\"281\" data-src=\"https:\/\/www.youtube.com\/embed\/pTqOfZDOgUM?feature=oembed&amp;rel=0&amp;enablejsapi=1\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen=\"\">[embedded content]<\/iframe>\n<\/p>\n<\/figure>\n<p>I think it\u2019s a smart space to invest in for manufacturing companies like Tesla, but there\u2019s going to be a lot of competition.<\/p>\n<p>It\u2019s too early to say who will come out on top.<\/p>\n<p>As for Kovac leaving, I\u2019m sure his personal reason is correct. However, we often see people claim that and then they quickly turn up at another company.<\/p>\n<p>If he believed that his product would soon become a multi-trillion-dollar opportunity, I doubt he would be leaving, but you never know. 9 years at Tesla is some hard work and it\u2019s impressive for anyone. Congrats.<\/p>\n<div class=\"ad-disclaimer-container\" readability=\"6.3518518518519\">\n<p class=\"disclaimer-affiliate\"><em>FTC: We use income earning auto affiliate links.<\/em> <a href=\"https:\/\/electrek.co\/about\/#affiliate\">More.<\/a><\/p>\n<p><!-- post ad --><\/div>\n","protected":false},"excerpt":{"rendered":"<p>Tesla\u2019s head of Optimus humanoid robot, Milan Kovac, announced that he is leaving the automaker after 9 years. It leaves just as CEO Elon Musk claimed that the humanoid robot is going to make Tesla a\u201d$25 trillion company.\u201d Electrek first reported on Tesla hiring Kovac back in 2016 to work on the early Autopilot program. [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":8313,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"categories":[4],"tags":[],"class_list":["post-82819","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-e-cars"],"_links":{"self":[{"href":"http:\/\/autosector.com\/index.php?rest_route=\/wp\/v2\/posts\/82819","targetHints":{"allow":["GET"]}}],"collection":[{"href":"http:\/\/autosector.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"http:\/\/autosector.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"http:\/\/autosector.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"http:\/\/autosector.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=82819"}],"version-history":[{"count":0,"href":"http:\/\/autosector.com\/index.php?rest_route=\/wp\/v2\/posts\/82819\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"http:\/\/autosector.com\/index.php?rest_route=\/wp\/v2\/media\/8313"}],"wp:attachment":[{"href":"http:\/\/autosector.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=82819"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"http:\/\/autosector.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=82819"},{"taxonomy":"post_tag","embeddable":true,"href":"http:\/\/autosector.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=82819"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}