Overview

• Tesla halted Optimus parts procurement in June for an estimated two months while engineers revise core hardware and software designs.
• Milan Kovac departed as head of the humanoid program in late June and Ashok Elluswamy, former senior vice president of Full Self-Driving, has assumed leadership.
• Elon Musk’s goal of producing 5,000 to 10,000 Optimus units in 2025 has been deferred as Tesla recalibrates its production roadmap.
• Existing prototypes—built from parts for about 1,000 robots—operate at less than half the efficiency of human workers and currently move batteries in Tesla’s workshops.
• Tesla plans to unveil a next-generation Optimus model at its upcoming shareholder meeting to showcase performance improvements and reset expectations.