A prominent Tesla Inc. TSLA investor and CEO of Gerber Kawasaki Wealth and Investment Management, Ross Gerber, voiced strong criticism of Tesla’s Full Self-Driving system, particularly its performance on the Cybertruck, amid the company’s push toward autonomous driving capabilities.
What Happened: Gerber reported multiple disengagements over 40 miles while testing FSD version 13.2.6 on the Cybertruck, describing the system as “not usable” and noting it “hugs the lane on the left too far over.”
He directly compared Tesla’s technology to Alphabet Inc.‘s GOOGL GOOG Waymo, stating that Tesla’s FSD is “not even in the same league as Waymo at this point.”
Gerber’s comments sparked debate within the Tesla community, with some users reporting contrasting experiences. One user cited 1,800 miles of driving with only one safety-critical disengagement.
See Also: Apple Watch Users Are Strapping Them To Their Ankles — Here’s Why Its Leaving Some People Bewildered
Why It Matters: The criticism comes at a crucial time for Tesla’s autonomous driving ambitions. CEO Elon Musk recently predicted that Tesla’s FSD would surpass human driving safety by the second quarter of 2025. However, Tesla researcher Troy Teslike has raised concerns about the company’s approach, suggesting Tesla is attempting to skip crucial development steps that competitors like Waymo spent years perfecting.
Goldman Sachs analyst Mark Delaney, while acknowledging “meaningful improvement” with FSD version 13, maintains a cautious stance with a Neutral rating and $345 price target on Tesla stock. Delaney projects limited initial revenue from robotaxi operations, forecasting approximately $115 million by 2027 based on a fleet of 1,500 vehicles.
Tesla’s autonomous driving initiatives face ongoing regulatory scrutiny, with the National Highway Traffic Safety Administration recently opening investigations into 2.6 million Tesla vehicles equipped with FSD technology following safety concerns and reported incidents.
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Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
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