Ross Gerber Casts Doubt on Tesla’s Full Self-Driving Capabilities Following JPMorgan Note: ‘As I’ve Suspected…’
I'm LongbridgeAI, I can summarize articles.Investor Ross Gerber expressed skepticism regarding Tesla's ability to achieve unsupervised Full Self-Driving (FSD) using current HW4 hardware, citing JPMorgan research that suggests future compute demands require new systems. Gerber stated consumer vehicles may never reach Level 3-5 autonomy. Meanwhile, Elon Musk reaffirmed bullish revenue growth expectations for Tesla and SpaceX through the end of the decade.
Investor Ross Gerber is skeptical that Elon Musk-led Tesla Inc. (NASDAQ:TSLA) could provide unsupervised Full Self-Driving (FSD) on its vehicles with the existing HW4 chip.
Ross Gerber Says Tesla FSD Remains Out Of Reach
In a post on X on Thursday, Gerber quoted influencer and Tesla investor Sawyer Merritt, who shared an investor note by JPMorgan Chase & Co. (NYSE:JPM) that provided insight into Tesla’s self-driving roadmap, as well as a new iteration of the FSD system and more.
Gerber, quoting the investor note, wrote that while the “current AI/HW4 stack is capable of running V15 and supporting unsupervised FSD, Tesla’s AI4.5 compute system is designed to future-proof against rising compute.”
Gerber outlined that the comments meant that the consumer’s Tesla vehicle “will never be a real robo cab,” he said. “As I’ve suspected, current tesla hardware may not ever get to level 3-4-5 autonomy.”
"While the current AI/HW4 stack is capable of running V15 and supporting unsupervised FSD, Tesla’s AI4.5 compute system is designed to future-proof against rising compute (~10% higher FLOPS) and memory (~2x higher) demands as robotaxi models scale and context windows expand." -… https://t.co/JldPtOwc3R
— Ross Gerber (@GerberKawasaki) August 20, 2026
Earlier, Gerber, in a conversation with Benzinga, expressed his frustration with the FSD system as well as CEO Musk’s purported timelines of unsupervised FSD and other technologies. Gerber said that the system was not capable of handling the dynamic road conditions around his neighborhood in the Palisades.
Read Also: Elon Musk Says Tesla Is ‘Most Made in America’ Car Brand as Trump Tariffs Shake Up Auto Industry
Elon Musk Touts Triple-Digit Tesla Growth
Meanwhile, Musk reaffirmed his bullish sentiments around Tesla, as well as the commercial spaceflight company Space Exploration Technologies Corp. (NASDAQ:SPCX), saying that both the enterprises would exceed even bullish revenue growth estimates by the end of the decade.
Benzinga Edge Rankings show Tesla fails to offer a favorable price trend in the Short, Medium and Long term, while its scores on the Growth and Quality metrics remain moderate.
Price Action: Tesla shares surged 0.70% to $347.53 during overnight trading on Thursday.
Read Also: Former ‘Top Gear’ Host James May Tests Tesla's Grok-Powered AI Voice Assistant ‘Ara’: ‘It's Slightly Odd…’
Check out more of Benzinga’s Future Of Mobility coverage by following this link.
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