Ross Gerber on TSLA's 'Crucial Mistake'

Ross Gerber joins Oliver Renick to discuss why Tesla's (TSLA) "basic strategy is flawed." He argues Tesla is abusing a profitable EV business and going all-in on an autonomous driving market already seeing stiff competition.

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[tc]

Ross Goober. Has less then 900 shares. Sold testla at the low. Missed 50-75 point gain. His fund is terrible. Not qualified to speak on this.

[tc]

Waymo is over 100k to outfit. It has a remote driver to intervene. It’s a dead end. Testla is solving one of most difficult real world AI challenges. Ross has no clue. Dumber than a box of rocks.

[johnrealestatebroker]

Thank you Ross
I totally agree it’s so frustrating watching this play out

[darrensmith]

Ross now that you sold your shares at the bottom and are now a Tesla bear please piss off and follow GM or Stellantis.

[aminesaib]

'In Texas They don't care if few people get run over'' Really Ross?.

[TheEriclwarner]

When will you guys figure out that Ross is jaded as a persons: 90% of the Tesla community shunned him when he ran for a board seat- and now he is a jilted lover. Ross is bad and inaccurate medicine.

Fact is Tesla will have the original vision of th Model 3 and Y (and the rest) running cyber cab software- next year. As stated this will start w Calif and Texas.

Has anyone heard of the Osborne effect? It put a company that at the time was going to be bigger than Dell (pre EMC acquisition) out of business-- does anyone think Tesla wants to announce something that is going to take away any business from Model 3 and Y? Elon is also defining the market to be incremental and a lower cost and feature market than the 3.

Lets think of a tried and true practice by many companies (IBM was a master at this back in the day) - define and freeze the market by demonstrating a product the market can rely on to be ready- later- with a significant part of the market willing to wait the year or two. He is telegraphing to the traditional ICE (internal Combustion) market that they will have an entirely lower cost S curve where they are no equipped to compete- he is telegraphing to other Vehicle OEMs that FSD is ready and it take them two years to build a FSD product w Tesla sw. No one has what Tesla has in vision based FSD-

Ever hear of Lotus or 20/20- they were the first mover spread sheets before Microsoft released excel.

Optimus- let see- Ross recently articulated he didn't think Optimus would be bought by a user for the home- well that's plain wrong- the initial market is for Manufacturing, Fast Food etc... Thats a massive market before the home would get started. Tesla will use internally to build vehicles and further reduce costs.

Think of the commonality between HW, SW and how robots on wheels or one legs compliment each other- a robot on wheels and a robot with fully functional mobility.

Here is where Ross has "some" appropriate criticism- Elon needs to figure out how to get his message across by not being a societal jerk. His effort to maximize market appeal between those that would likely never buy an EV (Trump's Base and mid America) and the more liberal west and east coast---

[Fliptop]

1 question? Who will insure robotaxi Tesla?

[adamruth]

There’s a reason they held this at universal studios. The park is littered with these types of interactions. They have Donkey from Shrek, Optimus Prime and Bumblebee, and such. They needed puppeteers and voice actors with crowd interaction experience. I bet you’d be able to detect a slight disconnect between the puppeteering and the voice acting, like it’s maybe two different people.

[shoeorfood]

Maybe he doesn’t know how to change the settings to normal driving from super saver mode

[dieseldavebrown]

I agree 100% with Ross, when I first bought tesla stock in 2016, the mandate of the company was to increase the adoption of EV's and solar power to save the planet. Now it is an fsd and robot company. It all started to go south when Elon bought twitter, now it is decline. I sold the last of my stock yesterday as I knew it would crash today.

[garyscott]

The host interrupts too much. I tuned in to hear what Ross had to say. I do like the host tho. 😊

[freddybell]

This guy is lying about everything hes being asked about. Cyber truck does not require you to put your hands on the wheel. You can set FSD to go up to 40% above the posted speed limit. Waymos are only ready for a few areas and a few cities.

[dmike]

There is no need for Ross to Lie? The first thing out of his mouth is a complete lie or he actually does not drive a CyberTruck with FSD. He mentioned hands on the wheel when FSD on CT is completely hands free with camera monitoring you paying attention. The question was how fast can you go on the highway with FSD. The answer is 85. I was on a trip going south on 405 (LA area) and FSD was going 80 mph. His answer for some reason said the CT is on slow mode at the speed limit and mentions 35? Tell Ross to turn of AUTO Max Speed and then set the max speed to what he wants. To be clear I have no idea if "unsupervised FSD" will happen in 2025 like Elon said but there is not reason to lie about how it works today on a televised interview.

[Joe-nee]

Yes I thank everyone who participated in this selloff. It's given me a nice opportunity to jump back into Tesla at a decent price. Thank you, thank you

[tribalypredisposed]

Ross, go ahead and sell your shares and buy Waymo if you think their parlor trick available in parts of five cities that loses billions a year, cannot scale, doesn’t work in the snow, costs way more than the Tesla robo taxis will product is so amazing.

[LeveragedWheelStrategy]

The main use case is industrialization. Having robo at home is just a small use case and considered as a luxury item.

[GeorgeSchneider]

Transportation in 🇺🇸 has to abide by federal laws and regulations. Is the robotaxi equipped to handle disabled people? You can’t discriminate against them. Ask Uber and Lyft!

[tcoakley]

Ross is auditioning for Saturday Night Live

[carlosgamez]

First thing that came to mind when Ross said a retractable steering wheel is that Audi from iRobot that will smith drove. Now that, that would be a cool idea

[shepherdsknoll]

Remember when retail fought with the Street that Tesla would produce 20 million cars by 2030 when then the Street predicted 8 million ? Who thinks Tesla now will even produce 8 million cars a year by 2030 ?