Ross Gerber, co-founder of Gerber Kawasaki, stated that the Tesla Inc. (NASDAQ: TSLA) Cybercab is "not ugly" compared to competitors' vehicles ahead of its launch event in Austin, Texas.

Gerber posted on X on Tuesday that a "great thing" about the Cybercab was its aesthetic, contrasting it with "the new Waymo's and the zoox toaster." He added that he hoped Tesla could "launch these in scale and get them working right."

Design and AI Positioning

In a separate post on September 2, 2026, Gerber described Tesla as launching its first "physical AI EV." He noted that while most car companies remain behind in software and hardware, Tesla's approach would be "very interesting to watch this play out."

Skepticism and Expansion

Gerber previously outlined two scenarios for Tesla's Robotaxi expansion. He noted the network would "only grow from here" but warned the expansion might not arrive soon enough for Elon Musk.

Gary Black of The Future Fund LLC expressed skepticism regarding Tesla bulls' predictions on unsupervised autonomy. Black reaffirmed that competitors could also achieve self-driving goals.

China Operations and Price Action

Tesla denied reports of shutting down its Full Self-Driving (FSD) offerings in China. The company stated it had no such plans and confirmed its Shanghai data center for autonomous driving was operational. Tesla also said it was working to expand its workforce in the country.

TSLA shares were down 0.10% to $355.74 during overnight trading on Tuesday.

Tesla Inc. (NASDAQ: TSLA) reported that its Full Self-Driving Supervised software was 4.1 times less likely to be involved in a collision than manually driven vehicles in Europe. The claim supports the company’s push for wider regulatory approval across the continent.

The safety assertion is based on data from roughly 102 million kilometers of driving between April and August across five countries. Tesla Europe stated on X that an EU vote to clear the system for broader use may occur as soon as Oct. 6.

Collision Data by Segment

Tesla compared collision rates per kilometer driven between cars using FSD and those driven manually. The system logged more than 1 million kilometers daily with over 70,000 customers using it in the Netherlands, Belgium, Denmark, Estonia, and Lithuania.

The Netherlands provisionally approved the system in April, followed by four other nations. Wider EU approval requires backing from 15 member states representing 65% of the bloc’s population. France and Sweden have raised concerns regarding speeding and driver supervision.

Regulatory and Market Context

Tesla published a safety dashboard covering more than 230,000 driving scenarios, previously shared with European regulators. The company cautioned that the comparison is observational and does not fully account for weather, traffic, or activation timing.

Dutch regulator RDW tested the system for more than 3,000 hours before approval, emphasizing that drivers remain responsible for the vehicle.

What the Numbers Show

Prediction markets reflect skepticism regarding Tesla’s autonomy timeline despite the safety data. Polymarket traders assign only a 17% chance of a public driverless robotaxi launch in California by Dec. 31. Additionally, traders give just a 12% probability that Tesla will sell a Cybercab for $30,000 or less by year-end, indicating doubt about near-term commercial viability.