The Ledger
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Gerstner: Tesla Robotaxi will likely launch in select cities by Q2 2025
“I think next year really is the year of achievement of a safety standard that allows RoboTaxi to go into action, probably in Q two. They'll pick a couple of cities.”
Gerstner: Tesla FSD 13 will deliver another 10x MPCI improvement
“And then with the launch of FSD 13 in the next couple of weeks, we expect another 10 X improvement. In terms of that MPCI”
Gerstner: Tesla FSD 12.5 delivered 100x improvement in MPCI
“By the middle of this year when they released 12.5, it showed a hundred X improvement in miles per critical disengagement.”
Gerstner: Tesla FSD 12.5 and 12.6 will be 100% hands-free
“On 12.5 and 12.6, we think they get to the point where they're a hundred percent hands free. So it doesn't constantly ding you to grab the wheel and you can really start looking away from the road for longer periods of time.”
Gurley: Tesla has not applied for regulatory driverless permits
“Tesla's, one, they haven't even applied for those things, but we don't have them driverless on the road yet.”
Gurley: Tesla pay package plaintiff lawyers are seeking $5B–$6B in fees
“The lawyers that, that pursued this case are asking for five or six billion dollars in payment.”
Gurley: White House EV summit excluded Tesla despite 95% market share
“Holding an EV summit without inviting Tesla, who has like, 95% of the shipments in the US, is, I don't know how you even do it with a straight face.”
Gerstner: Tesla FSD surpassed 1B miles, adding 1B per month
“I think they've hit over a billion miles driven now with FSD. And by our estimates, they're adding over a billion miles a month.”
Gurley: Tesla Full Self-Driving Is Traditional AI, Not LLM-Based
“One thing that, that I think is really different between the full self-driving data point and is that it's not built on LLMs. It's a traditional use case of AI, which allows it to I think have much more finite input, output, and that example use case is fairly…”