Tesla’s Director of Optimus and Autopilot Engineering Milan Kovac has been promoted to Vice President of Optimus (Tesla Bot). The update was posted on the executive’s personal LinkedIn page.
Similar to Tesla’s Director of Autopilot Software Ashok Elluswamy, who was promoted to Vice President of AI Software recently, Kovac is a veteran of the electric vehicle maker’s Autopilot team. A look at Kovac’s LinkedIn page shows that he has been working for the electric vehicle maker for 8 years and 7 months. That’s an impressive amount of time considering Tesla’s reputation for being a demanding workplace.
Kovac started his tenure at Tesla back in April 2016, when he was hired as a Staff Software Engineer for the Autopilot team. He only held this post for three months as he was quickly promoted to Engineering Manager of Autopilot Software in June 2016. He was further promoted to Senior Engineering Manager of Autopilot Software on January 2018, less than two years after he joined the company.
While we were busy making its walk more robust for 10/10, we’ve also been working on additional pieces of autonomy for Optimus!
The absence of (useful) GPS in most indoor environments makes visual navigation central for humanoids. Using its 2D cameras, Optimus can now navigate… https://t.co/R448099uEQ— Milan Kovac (@_milankovac_) October 17, 2024
Kovac would be promoted once more to Director of Autopilot Software Engineering in May 2019, and he would hold this post for 2 years and 9 months before he was promoted to Director of Optimus and Autopilot Engineering. Under his leadership, Tesla’s Optimus humanoid robot evolved from a concept to a full blown Gen 2 bipedal machine capable of working autonomously in the company’s factories.
Interestingly enough, Kovac’s personal LinkedIn page indicates that he was promoted to Vice President of Optimus (Tesla Bot) back in September 2024. This is quite interesting as his promotion seemed to have been kept under wraps. This also means that Kovac was already promoted to his current post when Tesla held its “We, Robot” event last week.
Also learned there was discussion about Elluswamy and Kovac speaking and presenting at We, Robot and pitches made to Musk about that, but he wanted to keep it high level— Ed Ludlow (@EdLudlow) October 17, 2024
As per Bloomberg News‘ Ed Ludlow, there were reportedly discussions about Elluswamy and Kovac taking the stage at the “We, Robot” event, and pitches were reportedly made to Musk about this. Musk, however, reportedly wanted to keep the event high level. This was quite unsurprising, as Musk previously stated that competitors tend to closely watch Tesla’s events for potential information or innovations that can be emulated.
Don’t hesitate to contact us with news tips. Just send a message to simon@teslarati.com to give us a heads up.
Investor's Corner
Tesla releases Q4 and FY 2025 vehicle delivery and production report
Deliveries stood at 406,585 Model 3/Y and 11,642 other models, for a total of 418,227 vehicles.
Tesla (NASDAQ:TSLA) has reported its Q4 2025 production and deliveries, with 418,227 vehicles delivered and 434,358 produced worldwide. Energy storage deployments hit a quarterly record at 14.2 GWh.
Tesla’s Q4 and FY 2025 results were posted on Friday, January 2, 2026.
Q4 2025 production and deliveries
In Q4 2025, Tesla produced 422,652 Model 3/Y units and 11,706 other models, which are comprised of the Model S, Model X, and the Cybertruck, for a total of 434,358 vehicles. Deliveries stood at 406,585 Model 3/Y and 11,642 other models, for a total of 418,227 vehicles.
Energy deployments reached 14.2 GWh, a new record. Similar to other reports, Tesla posted a company thanked customers, employees, suppliers, shareholders, and supporters for its fourth quarter results.
In comparison, analysts included in Tesla’s company-compiled consensus estimate that Tesla would deliver 422,850 vehicles and deploy 13.4 GWh of battery storage systems in Q4 2025.
Tesla’s Full Year 2025 results
For the full year, Tesla produced a total of 1,654,667 vehicles, comprised of 1,600,767 Model Y/3 and 53,900 other models. Tesla also delivered 1,636,129 vehicles in FY 2025, comprised of 1,585,279 Model Y/3 and 50,850 other models. Energy deployments totaled 46.7 GWh over the year.
In comparison, analysts included in Tesla’s company-compiled consensus expected the company to deliver a total of 1,640,752 vehicles for full year 2025. Analysts also expected Tesla’s energy division to deploy a total of 45.9 GWh during the year.
Tesla will post its financial results for the fourth quarter of 2025 after market close on Wednesday, January 28, 2026. The company’s Q4 and FY 2025 earnings call is expected to be held on the same day at 4:30 p.m. Central Time.
Elon Musk
Starlink achieves major milestones in 2025 progress report
Starlink wrapped up 2025 with impressive growth, adding more than 4.6 million new active customers and expanding service to 35 additional countries, territories, and markets.
Starlink wrapped up 2025 with impressive growth, adding more than 4.6 million new active customers and expanding service to 35 additional countries, territories, and markets. The company also completed deployment of its first-generation Direct to Cell constellation, launching over 650 satellites in just 18 months to enable cellular connectivity.
SpaceX highlighted Starlink’s impressive 2025 progress in an extensive report.
Key achievements from Starlink’s 2025 Progress
Starlink connected over 4.6 million new customers with high-speed internet while bringing service to 35 more regions worldwide in 2025. Starlink is now connecting 9.2 million people worldwide. The service achieved this just weeks after hitting its 8 million customer milestone.
Starlink is now available in 155 markets, including areas that are unreachable by traditional ISPs. As per SpaceX, Starlink has also provided over 21 million airline passengers and 20 million cruise passengers with reliable high-speed internet connectivity during their travels.
Starlink Direct to Cell
Starlink’s Direct to Cell constellation, more than 650 satellites strong, has already connected over 12 million people at least once, marking a breakthrough in global mobile coverage.
Starlink Direct to Cell is currently rolled out to 22 countries and 6 continents, with over 6 million monthly customers. Starlink Direct to Cell also has 27 MNO partners to date.
“This year, SpaceX completed deployment of the first generation of the Starlink Direct to Cell constellation, with more than 650 satellites launched to low-Earth orbit in just 18 months. Starlink Direct to Cell has connected more than 12 million people, and counting, at least once, providing life-saving connectivity when people need it most,” SpaceX wrote.
News
Tesla Giga Nevada celebrates production of 6 millionth drive unit
To celebrate the milestone, the Giga Nevada team gathered for a celebratory group photo.
Tesla’s Giga Nevada has reached an impressive milestone, producing its 6 millionth drive unit as 2925 came to a close.
To celebrate the milestone, the Giga Nevada team gathered for a celebratory group photo.
6 million drive units
The achievement was shared by the official Tesla Manufacturing account on social media platform X. “Congratulations to the Giga Nevada team for producing their 6 millionth Drive Unit!” Tesla wrote.
The photo showed numerous factory workers assembled on the production floor, proudly holding golden balloons that spelled out “6000000″ in front of drive unit assembly stations. Elon Musk gave credit to the Giga Nevada team, writing, “Congrats on 6M drive units!” in a post on X.
Giga Nevada’s essential role
Giga Nevada produces drive units, battery packs, and energy products. The facility has been a cornerstone of Tesla’s scaling since opening, and it was the crucial facility that ultimately enabled Tesla to ramp the Model 3 and Model Y. Even today, it serves as Tesla’s core hub for battery and drivetrain components for vehicles that are produced in the United States.
Giga Nevada is expected to support Tesla’s ambitious 2026 targets, including the launch of vehicles like the Tesla Semi and the Cybercab. Tesla will have a very busy 2026, and based on Giga Nevada’s activities so far, it appears that the facility will be equally busy as well.