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.”
