Investors Ross Gerber of Gerber Kawasaki and Gary Black of The Future Fund LLC have shared their views on Tesla Inc.'s (NASDAQ:TSLA) self-driving efforts as Elon Musk's Terafab inches closer to production.

Ross Gerber Says Tesla's Current Vehicles Can't Be Autonomous

In a post on the social media platform X, Gerber quoted a post by influencer Sawyer Merritt, who shared a look at purported Tesla Model Y Robotaxis in Las Vegas with a rear camera washer.

Gerber shared that Tesla design tweaks on newer vehicles like the one shared in the post furthered his "belief that all current Tesla vehicles’ hardware will not get to level 4 or 5 autonomy."

He complimented Tesla's software, but questioned whether the hardware could run it well. "The software works quite well but is limited by hardware limitations," Gerber said.

Gerber has been a vocal critic of Tesla's autonomous efforts, sharing that the Full Self-Driving (FSD) technology's "Mad Max" mode, which focuses on performance and spirited driving, was unsafe.

Gary Black Says Nvidia's Technology Will Help OEMs Scale AVs

Black, on the other hand, opined that Nvidia Corp's (NASDAQ:NVDA) new Alpamayo technology could help automakers scale their self-driving efforts by incorporating it into their AV stack, adding that Tesla won't be the only automaker to "solve for general unsupervised autonomy.

"At a 2026 P/E of ~200x the market is clearly discounting TSLA's ability to solve for generalized unsupervised autonomy, but may not be recognizing that several competitors are also solving for unsupervised autonomy," he shared in the post.

Nvidia's Self-Driving Efforts

Meanwhile, Nvidia provided an insight into the development of its self-driving technology and also shared that Tesla's Chinese rivals BYD Co. Ltd. (OTC:BYDDY) (OTC:BYDDF) and Geely Automobile Holdings Ltd. (OTC:GELHY) (GELYF) would be incorporating the technology into their self-driving pursuits.

Prior to the GTC 2026 event, Nvidia CEO Jensen Huang also took the Alpamayo technology out on a spin on San Francisco's roads as well as on the highways to demonstrate the system's capabilities in the real world.

Tesla's Terafab

Recently, Musk shared that the Terafab AI chip project would be commencing its operations shortly, focusing on designing chips for Tesla's self-driving efforts with the AI5 chip. Musk has also shared on multiple occasions that his enterprises would surpass rivals in AI efforts.

According to Benzinga Edge Rankings, Tesla scores well on the Momentum metric and also offers a favorable price trend in the Long term.

Price Action: TSLA declined 0.07% to $398.98 during overnight trading after it had recorded a 0.94% surge to $399.27 at market close on Tuesday.

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