Tesla's Fancy Data And Computing Claims Likely Will Not Impress Investors: Gary Black Highlights Drastic Jump In EV Disengagement Rates And Missing Robotaxi Details As Key Question

Benzinga 2024-10-23

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The Future Fund LLC's Managing Partner Gary Black expects Tesla Inc.'s upcoming earnings call to focus on its autonomous driving progress and vehicle profitability. Black believes Tesla will not discuss the planned affordable compact car due to its potential impact on Model 3 sales. He also highlighted concerns over Tesla’s autonomous driving regulatory challenges, specifically the mile gap per disengagement needed for robotaxi approval. Cybertruck profitability and Tesla's untapped market potential, including the compact vehicle and robotaxi services, will likely be discussion points.

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