Gary Black Thinks Expectations For Tesla's Robotaxi Launch Are Too High: 'Currently, Tesla's Autonomy Can't…'
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Gary Black, managing director of Future Fund LLC, believes expectations for Tesla's upcoming Robotaxi launch are overly optimistic. He noted that Tesla's autonomy is not yet capable of hands-off operation in most areas, despite some analysts treating it as such. Black highlighted the asymmetrical risk of negative press from any incidents during the launch, citing that Tesla's current disengagement rate is far from the threshold needed for unsupervised autonomy. The autonomous driving sector is evolving, with competitors like Uber and Waymo making significant partnerships.
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