Investor's Corner
Tesla isn’t “losing” all of its executives — it just has a ton
Over the past week, you’ve probably heard reports of Tesla “losing” executives, and while the reports are correct, the narrative is wrong. As Musk pushes the Model 3 production ramp forward, he’s also aiming to bring the company to profitability in the second half of the year. Shedding unnecessary positions on the executive level certainly seems to be part of this plan.
But with reports of “executives” leaving Tesla surfacing what feels like, everyday, it seems like the company is spiraling out of control. This is fundamentally incorrect because the media is highlighting any “senior” departure as a major loss and isn’t providing context to Tesla’s broader management structure.
First, reports of “key” people leaving Tesla now range from Vice Presidents, Product Directors, Managers, and Directors. But how are we determining people to be key? Bloomberg’s Dana Hull reported that Bob Rudd and Arch Padmanabhan left the company. Rudd and Padmanabhan’s positions were Senior Director and Director respectively. Padmanabhan had been at Tesla for 5 years, while Rudd joined SolarCity in 2012 at VP of Project Development for Energy Storage & Microgrids.
It’s unclear why Rudd and Padmanabhan have left the company, but it could be part of Musk’s broader company reorganization. On Monday, Musk sent out a memo to employees telling them, “To ensure that Tesla is well prepared for the future, we have been undertaking a thorough reorganization of our company.”
In addition to the company’s overall structure, Musk is aiming to rid a significant number of contract workers at the company. During Tesla’s Q1 2018 earnings call, Musk referred to contractors as “barnacles” stating that, “…we’re going to scrub the barnacles on that front.”
“It’s pretty crazy. We’ve got barnacles on barnacles. So there’s going to be a lot of barnacle removal.”
I could list dozens of executive departures at Tesla that were not previously reported in the past year, all senior to both Rudd and Padmanabhan, but I think it’s more important to provide perspective on the number of executives Tesla actually employs. After an in-depth analysis of LinkedIn data, I have found 23 active Vice Presidents at Tesla. There were far too many Directors and Senior Directors to conduct an accurate analysis.
Since the beginning of 2017, Tesla has lost 9 VPs and 3 other major executives (CAO, CFO, and President). Of the executives that left, their average tenure was 3.9 years — nearly a third less than existing VPs. Comparably, the VPs that are currently employed by Tesla hold an average tenure of 4.8 years.
Of the executives that have left since the start of 2017, only 4 had stayed at the company longer than 3 years, suggesting that their departures could have been related to culture clash (Chris Lattner) or a stepping stone to a C-Suite position at another company (Jon McNeill, Diarmuid O’Connell).
While it isn’t clear how exactly Tesla will be “restructured,” you can be certain that nearly all departures will be “high profile” as investors watch closely.
Full list of executives included in this analysis:
Active (23):
- VP, Legal: Jonathan Chang
- VP, Manufacturing: Gilbert Passin
- VP, Materials Engineering: Charles Kuehmann
- VP, Sales: John Walker
- VP, Communications: Sarah O’Brien
- VP, Gigafactory Operations and EPC: Kevin Kassekert
- VP, Treasurer: Ron Klein
- VP, Automation, Equipment and MES Engineering: Pablo Gonzalez
- VP, Global Supply Chain: Sascha Zahnd
- VP, Worldwide Service and Customer Experience: Karim Bousta
- VP, Technology: Drew Baglino
- VP, Legal: Phil Rothenberg
- VP, Engineering: Steve MacManus
- VP of Engineering: Nick Kalayjian
- VP of Engineering: Dr. Michael Schwekutsch
- VP, Technology and Engineering: Nagesh Saldi
- VP, Asia Pacific: Robin Ren
- VP, US Energy Sales: Bryan Ellis
- VP, Global Recruiting: Cindy Nicola
- VP, Environment, Health, and Wellness: Laurie Shelby
- VP, Worldwide Finance and Operations: Justin McAnear
- VP: Ganesh Srivats
- VP, Production: Peter Hochholdinger
- VP, Gigafactory 1: Jens Peter Clausen
- VP, Trucks and Programs: Jerome Guillen
- VP, Powertrain Hardware Engineering: Jim Dunlay
- VP, Global Supply Management at Tesla Motors: Liam O’Connor
- VP of Vehicle Software, Services, and Diagnostics: David Lau
- VP of Energy Sales and Operations: Cal Lankton
- VP, Product Marketing: Elliott Summers
Executive Departures from 2017-current (8 VPs, 3 other Major Execs) :
- VP, Finance and Corporate Treasurer: Susan Repo
- VP, Investor Relations: Jeff Evanson
- VP, Talent Acquisition & Analytics: Raj Dev
- President, Global Sales, Marketing, Delivery, and Service: Jon McNeill
- VP, Autopilot Hardware Engineering: Jim Keller
- CFO, Jason Wheeler
- CAO, Eric Branderiz
- VP, Autopilot: Chris Lattner
- VP, HR: Arnnon Geshuri
- VP, HR: Mark Lipscomb
- VP, Autopilot Vision David Nister
Disclaimer: This column does not necessarily reflect the opinion of Teslarati and its owners. Christian Prenzler does not have a position in Tesla Inc. or any of its competitors and does not have plans to do so in the next 30 days.
Investor's Corner
Tesla Optimus Gen 3 shows off a cleaner, factory-ready design in new app discovery
Renders hidden inside Tesla’s Android app show Optimus Gen 3’s design before any official reveal.
Tesla may have accidentally given a first look at its newest Optimus Gen 3 humanoid robot when photos were found in the Tesla smartphone app.
Design files tucked inside a recent Android version of the Tesla app appear to show the third generation humanoid robot next to the older Gen 2.5 prototype. The assets were extracted from the app package by Tesla community member @wholemars, who posted the renders on X late Tuesday night before deleting them. The Tesla Newswire reshared the side by side comparison on Wednesday, and the images have circulated widely since.

Tesla Optimus Gen 2.5 vs Gen 3 comparison via @WholeMars on X
The files are labeled “gen3” and were built as models for Tesla app’s own interface, as validated directly by Grok to be official.
The comparison shows a robot that looks built for a factory line rather than a lab bench. Gen 2.5’s exposed mechanical linkages and gold plating on the knees and shins are gone. In their place, Gen 3 uses matte black fairings on the lower legs, paired with a more contoured champagne gold body. Flexible covers now seal the joint where the torso meets the upper thighs, keeping bearings and moving parts sealed from debris and unnecessary contact.
The body panels fit more tightly, and the hands, which Tesla has said carry 22 degrees of freedom, look far more refined than those on earlier units.
This most recent leak fills a gap Tesla has left open for most of the year. Elon Musk said on March 31 that Optimus 3 was walking around but needed “some finishing touches” before it could be shown, a delay Teslarati covered when Tesla missed its first quarter reveal target. Musk later said Tesla would hold the design back until closer to production, partly to keep competitors from copying it. No reveal date has been announced.
The app itself has been preparing for Optimus for months. In July, code in the Tesla app pointed to a dedicated robot phone key, a consent screen for collecting video and spatial data while Optimus works inside a home, and an alert system for low battery and mechanical faults. Finished 3D models of Gen 3 suggest the interface owners will eventually use is moving past placeholder code toward something Tesla intends to ship.
Manufacturing is moving in parallel. Tesla tore out the original Model S and Model X lines at Fremont this summer to make room for Optimus production, with a planned capacity of one million robots a year. At Giga Texas, the steel frame of a dedicated Optimus factory is nearing completion ahead of a targeted 2027 start, with Musk pointing to an eventual output of 10 million units annually.
Elon Musk
X changed how everyone gets paid, and this lawsuit shows why
X sued a Bitcoin account network over fake payouts as its creator pay model shifts
Elon Musk’s X has taken a Bitcoin-focused engagement ring to court, and the case doubles as a receipt for how differently the platform pays creators today. The company filed suit in the High Court of England and Wales against Vivek Kumar Sen and Zamyang Sherpa, alleging the pair ran six accounts, including @Vivek4real_, @Bitcoin_Teddy and @TrendingBitcoin, as one coordinated operation to fake the kind of engagement that used to translate directly into money.
According to the filing, first reported by Gizmodo, the accounts posted near identical “BREAKING” crypto headlines seconds apart, in one case 11 seconds, then had three more handles like, reply to and repost the material to manufacture what X called “a false appearance of genuine, human communication and interaction.” X says the scheme pulled in at least £207,384, about $278,000, and pegs its own investigation and remediation costs at another £75,000. The accounts were suspended August 18. X general counsel James Burnham announced the case on X last weekend, writing that the company “will act forcefully to protect our platform and the earnings of genuine creators.” Musk’s own reaction, posted shortly after, was three words: “Don’t mess with 𝕏.”
Don’t mess with 𝕏 https://t.co/HSmd5hL6aQ
— Elon Musk (@elonmusk) September 21, 2026
The timing lines up with a a recent update to how X pays its creators. The program these accounts allegedly gamed, Creator Revenue Sharing, launched in mid 2023 and paid out based on how much a post got engaged with. Originality was never part of the formula, which is exactly how the platform ended up flooded with recycled clips, copy pasted “BREAKING” posts and replies engineered purely to farm reactions from paying subscribers.
X tried patching the model more than once, including an April cut to aggregator payouts and a March regional weighting change that Musk personally paused hours after it was announced. X retired Creator Revenue Sharing for good on September 7 and opened its replacement, Original Content Rewards, the next day.
Today, we’re launching Original Content Rewards.
The reality is that Revenue Sharing had reached a point where its incentives were misaligned. Creators should be focused on bringing net new content to the platform instead of maximizing payouts. We could have kept adding more… pic.twitter.com/VJIxqlPrjm
— Allegra Jacchia (@allegrajacchia) August 7, 2026
The new math is stricter. Payouts now come only from qualified impressions, meaning unique Home Timeline views from Premium subscribers where at least half the post is visible, and replies no longer count toward eligibility at all. Copied posts, reuploaded media and reposts without meaningful changes are explicitly excluded. Allegra Jacchia, senior product manager for Creators at SpaceXAI, which now runs X’s product and AI work following xAI’s acquisition of the platform, put it bluntly, saying the goal is to reward creators who bring original ideas and perspective, “not those who have become best at gaming the system.”
Read that way, the lawsuit isn’t really about six crypto accounts. It’s X putting a dollar figure on what the old incentive structure cost, then suing to collect it right as the new one goes live. For live updates on how the case and the new rewards program shake out, follow @Teslarati on X.
Elon Musk
Why automakers keep turning down Elon Musk’s Tesla Full Self-Driving offer
Elon Musk confirms no automaker has ever accepted Tesla’s offer to license Full Self-Driving software.
Elon Musk gave a brief answer on X Monday that confirmed that Tesla’s standing offer to license Full Self-Driving to other automakers still has zero takers. Sawyer Merritt wrote that “Tesla has for years openly invited other automakers to license FSD. None of them have accepted,” responding to a prediction from Boom Supersonic founder Blake Scholl that Tesla would eventually open FSD the way it opened its Supercharger network to rival brands. Musk’s reply to Merritt was one word: “Exactly.”
It is not the first time Musk has made this point. He said something similar in November, when he called legacy automakers reluctance to adopt FSD “crazy,” and Tesla has floated the offer publicly since at least 2021. Scholl’s prediction touches on something real. Once NACS became the de facto charging standard, adoption from Ford, GM, Rivian and others followed within about a year. FSD licensing was supposed to work the same way once Tesla built enough of a lead that switching made sense for everyone.
Tesla has for years openly invited other automakers to license FSD. None of them have accepted. https://t.co/kgz4idpoUM
— Sawyer Merritt (@SawyerMerritt) September 22, 2026
The case for licensing now is stronger than it was two years ago. Waymo and Zoox are logging hundreds of thousands of unsupervised autonomous miles, along with Tesla’s own Robotaxi fleet. Every automaker still selling driver assist systems that lag FSD has given the robotaxi conversation to Tesla, Waymo and Zoox by default. Licensing FSD would let a GM or a Ford compete on the same field without spending a decade and billions of dollars building a stack from scratch, the same argument Tesla made when it opened the Supercharger network to bring more EVs onto its chargers.
But FSD is not a connector standard. As one reply to Musk’s post pointed out, licensing FSD is not a software license the way NACS was a plug spec. It requires adopting Tesla’s eight camera layout and its onboard compute architecture, meaning a licensee’s cars would effectively become Tesla hardware wearing someone else’s badge. That is the visible obstacle. The less visible one is data. A licensed FSD stack would report back the same telemetry Tesla collects from its own fleet, giving Tesla a continuous read on how a competitor’s cars are actually driven, where they struggle, and how often drivers intervene. For an automaker trying to build its own autonomy program, or simply trying to keep its build quality and safety record private, handing Tesla that visibility could be a bigger cost than the hardware bill. It is the reason the Supercharger comparison only goes so far. Opening a charging plug cost Tesla very little. Opening FSD would cost a rival something it cannot get back.