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Gerber advocates for Elon Musk's nurturing leadership, citing the positive outcomes following Musk’s return to Tesla's core duties. Since Musk signed onto Tesla’s charging infrastructure expansion and engaged in fruitful discussions in China, Tesla’s valuation has improved significantly. Gerber maintains that Tesla’s current valuation remains undervalued and should be higher, given its technological and market potential.
Management and Board Reforms
Gerber is pleased with recent management changes, including the addition of Tesla veterans like JB Straubel and Tom Zhu to the board. These figures bring operational expertise crucial for Tesla’s scaling efforts and long-term success.