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TEXXR

Chronicles

The story behind the story

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Milan Kovac, Tesla's head of engineering for Optimus, is leaving; source: Ashok Elluswamy, who leads Autopilot teams, will take over the humanoid robot program

Milan Kovac, the head of engineering for Optimus, informed colleagues on Friday that he is departing effective immediately …

Bloomberg Edward Ludlow

Context & Ripple Effects

Tesla is moving Optimus under the executive who already leads its Autopilot teams, linking two AI-heavy engineering efforts more tightly. The transition follows prior turnover in Tesla's technical leadership, including Andrej Karpathy's 2022 departure from the Autopilot organization and a 2023 leadership change at the Dojo compute project.

The change matters because Tesla has also signaled increased AI spending while its Austin robotaxi deployment remains small and uses safety drivers. Leadership continuity across autonomy, compute, and robotics is therefore increasingly material to execution.

First-order effects

  • Ashok Elluswamy assumes responsibility for Optimus immediately, while Milan Kovac's departure removes the program's existing engineering leader.
  • Elluswamy must now oversee both Autopilot teams and the humanoid-robot program, concentrating operational accountability for two major Tesla AI initiatives.

Second-order effects

  • Optimus's near-term technical priorities and staffing will be reset through an Autopilot-led management structure, making continuity of work and decision-making an immediate execution test.
  • The move gives Tesla a clearer internal point of coordination between autonomy and robotics, but also raises the cost of competing demands on Elluswamy's organization as robotaxi work continues.

Third-order effects

  • If Tesla continues to route major AI programs through shared leaders, its advantage will depend less on separate project silos and more on retaining leaders able to manage common software, compute, and deployment constraints.
  • Repeated transitions across Autopilot, Dojo, and Optimus suggest that technical-leadership durability may become a meaningful indicator of whether Tesla can turn AI investment into multiple commercial programs.

The trend: Tesla is consolidating oversight of its AI initiatives as autonomy, robotics, and the underlying compute organization become more interdependent.

Discussion

  • @kolchak @kolchak on bluesky
    Weird.  I was told this was going to be a $10 trillion dollar business soon.  This guy must hate money. www.bloomberg.com/news/article...