Tesla’s Humanoid Robot program, Optimus, is reportedly in the middle of the departure of the Senior Vice President in Charge, Milan Kovac.
Production has been delayed due to a new redesign as the robot has not yet proved useful in Tesla’s factories.
Elon Musk has previously set a target for Tesla to produce 5,000 to 10,000 Optimus Humanoid robots this year.
The target has allegedly been delayed as sources within the Chinese supply chain report Tesla informed suppliers of a 2-month stop on orders.
AI Invest reported the news firstand the information later confirmed the report:
Two supplier sources said Tesla has not explicitly stated that it will reduce robotic parts orders, but will wait until Optimus Design adjustments are completed before it ends a new mass production plan and resumes purchases. The adjustments can take two months. Musk recently said on social media that the new version of Optimus has seen significant improvements over the second generation of Optimus, which was revealed in 2023 and now includes voice interaction driven by Grok.
The news came after we were told that Milan Kovac, the leader of the Optimus program left Tesla last month, only months after he was promoted to senior vice president of Musk.
The new reports confirm that Ashok Elluswamy, who was raised to Senior Vice President, who was responsible for self -driving at the same time as Kovac, is taking over responsibility.
AI Invest reported some concerns from Tesla about Optimus that reportedly stumbled down to Chinese suppliers:
According to Teslas feedback to suppliers, Optimus is still facing hardware challenges, including overheating in some common engines, low load capacity in agile hands, short life for transmission components and limited battery life. Tesla is currently evaluating samples from several glorious hand suppliers and testing at least three different technical approaches. On the software side, Tesla may be able to use more synthetic data to train the robot model, which improves Optimus’s autonomous operating functions and success rate in the performance of complex tasks.
According to the report, Tesla had secured parts to build over 1,000 Optimus robots earlier this year and built a great deal, but they are currently used only “to move batteries in Tesla’s battery workshops, with efficiency less than half of human workers.”
Redesign is expected to delay the plans by at least two months and be able to push many of Tesla’s goals.
However, Tesla is expected to move on with PRGroam, and it will probably reveal the new generation of Optimus robots at his shareholders who meet this year.
Electek Tag
As I have said before, I am actually quite hyped for humanoid robots, but I do not think they will be almost as big as Musk claims, and I simply do not see that Tesla has a significant advantage over the competition, which is significant.
Companies that Unitree already sells robots, Figure has made impressive progress and postered from Tesla, then there is Boston Dynamics and dozens more.
Kovac leaving, like Tesla, has to raise production to 50,000 units next time and make this a “multi -carions dollars” product is a red flag. The engineer would certainly have received sweet stock option packages when he was increased to SVP and would probably have created a fortune if he would have been able to deliver Musk’s goal.
But I think the real product of Tesla is now the stock – which is why they are reportedly planning to reveal the next generation of the robot at the shareholder meeting and make it make another shady demostration, as it did with the ‘We, Robot’ event, where the robots were remotely controlled by humans.
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