Tesla Bull Ross Gerber calls Tesla Full Self-Driving (FSD) system 'problematic'
Tesla Bull Ross Gerber co-founder of Gerber Kawasaki Wealth & Investment Management has now sharply criticised CEO Elon Musk ’s claims about its car company’s autonomous driving ambitions. In a post shared on social media platform X (formerly known as Twitter) Gerber accused Musk of making ‘hallucinations’ during conference calls that fail to materialise, pointing Tesla’s missed goal of launching driverless Robotaxis by the end of 2025.
Gerber emphasised that Tesla’s Full Self-Driving (FSD) system remains ‘problematic’, despite offering Level 2 autonomy. While he previously praised improvements in the software, he has since highlighted persistent issues. “The robotaxis are still just Ubers. The robot is far from working. Car sales are falling,” Gerber wrote, adding that Tesla’s lofty valuation — with a price‑to‑earnings ratio near 300 — is unsustainable.
“The CEO makes claims (hallucinations) on conference calls that don't even come remotely true... FSD still nags me at level 2. The robotaxis are still just Ubers. The robot is far from working. Car sales are falling. Yet the PE is 300. Something has got to give. $tsla”
Tesla’s autonomous pushTesla continues to test its autonomous technology, with Musk recently claiming he was driven around in Austin in a Tesla Robotaxi. The company’s Cybercab prototype has been spotted in California and Texas, with Musk promising production scale‑up this year. He also commented on Nvidia’s new Alpamayo self‑driving platform, calling distribution the biggest challenge for scaling autonomy.
Tesla bull Ross Gerber reveals he is not a Elon Musk fan
Speaking at the Chasing Finance podcast, Gerber said, “I’m not a fan of Elon. But I’m not going to deny the fact he builds great products.” Gerber who is the co-founder of Gerber Kawasaki wealth and Investment Management has often been seen as one the Tesla’s most vocal bulls. Yet in recent months, he has grown increasingly critical of Musk’s leadership.
In November, Gerber blasted Tesla for spending money to promote Musk’s $1 trillion compensation package, even as the company struggled to sell cars. Large investors, including Norway’s sovereign wealth fund, opposed the pay plan, citing dilution risks and Musk’s outsized influence. Despite his frustrations, Gerber acknowledged Musk’s relentless work ethic and ability to build companies that command investor premiums. “He’s built some big companies and he’s succeeded,” Gerber said.
Gerber emphasised that Tesla’s Full Self-Driving (FSD) system remains ‘problematic’, despite offering Level 2 autonomy. While he previously praised improvements in the software, he has since highlighted persistent issues. “The robotaxis are still just Ubers. The robot is far from working. Car sales are falling,” Gerber wrote, adding that Tesla’s lofty valuation — with a price‑to‑earnings ratio near 300 — is unsustainable.
“The CEO makes claims (hallucinations) on conference calls that don't even come remotely true... FSD still nags me at level 2. The robotaxis are still just Ubers. The robot is far from working. Car sales are falling. Yet the PE is 300. Something has got to give. $tsla”
Tesla’s autonomous pushTesla continues to test its autonomous technology, with Musk recently claiming he was driven around in Austin in a Tesla Robotaxi. The company’s Cybercab prototype has been spotted in California and Texas, with Musk promising production scale‑up this year. He also commented on Nvidia’s new Alpamayo self‑driving platform, calling distribution the biggest challenge for scaling autonomy.
Tesla bull Ross Gerber reveals he is not a Elon Musk fan
Speaking at the Chasing Finance podcast, Gerber said, “I’m not a fan of Elon. But I’m not going to deny the fact he builds great products.” Gerber who is the co-founder of Gerber Kawasaki wealth and Investment Management has often been seen as one the Tesla’s most vocal bulls. Yet in recent months, he has grown increasingly critical of Musk’s leadership.
In November, Gerber blasted Tesla for spending money to promote Musk’s $1 trillion compensation package, even as the company struggled to sell cars. Large investors, including Norway’s sovereign wealth fund, opposed the pay plan, citing dilution risks and Musk’s outsized influence. Despite his frustrations, Gerber acknowledged Musk’s relentless work ethic and ability to build companies that command investor premiums. “He’s built some big companies and he’s succeeded,” Gerber said.
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