Tesla in Focus This Week: Gerber Questions FSD, Cybercab Prioritized, and More

Tesla Inc. and CEO Elon Musk were again in the news spotlight this week, with investor Ross Gerber expressing skepticism about the electric vehicle giant's full self-driving capabilities, while Musk promoted the automaker's high U.S. localization content. Here are some of the main headlines.

Ross Gerber Questions Tesla's FSD Capabilities

Gerber expressed skepticism about Tesla's ability to deliver unsupervised FSD using its existing HW4 chip. Gerber's doubts were fueled by an investor report from JPMorgan Chase & Co. that provided insights into Tesla's autonomous driving roadmap and new iterations of its FSD system.

Tesla Prioritizes Cybercab Over Model Y Robotaxi Fleet

According to JPMorgan, Tesla is prioritizing scaling up the Cybercab over expanding its Model Y robotaxi fleet, as the electric vehicle maker is confident in its ability to scale the Cybercab. The investment bank also hinted at possible future models based on the Cybercab platform.

Gary Black Compares Tesla Bulls to 'Tequila-Drinking' College Students

Gary Black of The Future Fund LLC issued a warning about overly optimistic Tesla influencers on social media, comparing them to college students drinking tequila.

Elon Musk Promotes American Manufacturing

Musk promoted Tesla's "Made in America" strategy, stating that the company not only assembles vehicles in the U.S. but also sources parts from U.S. suppliers, while citing the car's 84% U.S. localization content, as President Donald Trump's tariff policies roil the automotive industry.

Einride to Deploy 500 Tesla Semis

Einride AB announced plans to deploy 500 Tesla Semis on its Saga AI platform for Amazon.com Inc. and other customers, aiming to convert signed contracts into revenue-generating freight capacity.

Tesla Prepares to Launch Cybercab Robotaxi in Austin

Tesla is reportedly preparing to launch its purpose-built Cybercab robotaxi in Austin, Texas, potentially as early as this month, to expand its robotaxi network and compete with Alphabet Inc.'s Waymo.