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.”

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.

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.