Tesla's FSD Faces Scrutiny: Ross Gerber Doubts Robotaxi Success and Maintains Bearish Stance

2025-05-20
Tesla's FSD Faces Scrutiny: Ross Gerber Doubts Robotaxi Success and Maintains Bearish Stance
Amazon S3

Tesla's Full Self-Driving (FSD) technology is under renewed scrutiny as the company prepares for the highly anticipated Robotaxi launch. Ross Gerber, CEO of Gerber Kawasaki, a vocal critic of Tesla, has once again voiced his skepticism, citing personal experiences and raising concerns about the technology's readiness. According to a recent report by Business Insider, Gerber took to X (formerly Twitter) to detail issues he’s encountered with FSD on his Cybertruck, further solidifying his bearish outlook on Elon Musk's electric vehicle giant.

Gerber's criticism isn't new. He has consistently questioned Tesla's valuation and the feasibility of its ambitious goals, particularly regarding autonomous driving. His latest post highlighted specific instances of erratic lane changes and delayed turns while using FSD, suggesting the system is not yet reliable enough for widespread adoption, let alone for use in a commercial Robotaxi service.

“My Cybertruck’s FSD is making some really concerning lane changes and delayed turns,” Gerber wrote on X. “The Robotaxi is doomed. Tesla’s stock is overvalued.” This statement underscores his deep-seated concerns about the company's future and its ability to deliver on its promises.

The timing of Gerber's critique is particularly significant. Tesla is gearing up to unveil its Robotaxi later this year, a vehicle intended to revolutionize transportation and generate substantial revenue through ride-hailing services. However, the success of the Robotaxi hinges on the reliability and safety of FSD. If the technology isn't fully capable of handling complex driving scenarios, the Robotaxi's potential will be severely limited.

Beyond the immediate concerns about FSD, Gerber’s criticism reflects broader questions about Tesla's overall strategy and execution. While Tesla remains the undisputed leader in the electric vehicle market, it faces increasing competition from established automakers and emerging EV startups. Musk's focus on ambitious projects like the Robotaxi and Neuralink, while potentially groundbreaking, has also drawn criticism for diverting resources from core EV production and profitability.

Analysts are closely watching Tesla's progress on FSD and the Robotaxi. The company’s ability to demonstrate significant improvements in autonomous driving capabilities will be crucial for maintaining investor confidence and justifying its high valuation. Gerber’s comments serve as a stark reminder of the challenges ahead and the potential risks associated with Tesla's ambitious vision. The Robotaxi launch will be a pivotal moment for Tesla, and whether it can overcome the skepticism surrounding FSD remains to be seen.

The debate surrounding Tesla's FSD continues, and Gerber's perspective adds fuel to the fire. His experiences, shared with a wide audience on social media, highlight the need for continued development and rigorous testing before deploying autonomous driving technology on a large scale. The future of Tesla, and potentially the future of transportation, may depend on it.

Recommendations
Recommendations