Ross Gerber highlighted that Tesla’s robotaxi trial fleet has experienced multiple collisions since launching in January, noting that recent software updates have failed to curb incident rates. He emphasized that without visible improvement in safety metrics, investor confidence and public acceptance of the service could be at risk.

Gerber suggested Tesla consider modifying key hardware elements—such as sensor arrays, braking actuators and redundancy systems—to address underlying causes of persistent crashes. He warned that relying solely on software refinements may be insufficient and that targeted hardware changes could prove essential for long-term reliability and regulatory approval.