Part 6/9:
Gerber notes that Elon Musk’s increased involvement directly on the factory floor in Austin is crucial for overcoming these hurdles. He remains optimistic about Tesla’s ability to produce the Cybertruck at scale within the next three to six months, though acknowledges that manufacturing a novel vehicle at mass scale involves significant challenges.
Tesla as an AI Company: A New Paradigm
An intriguing development is Tesla’s positioning as an AI company. Ross Gerber firmly believes Tesla’s solutions—primarily autonomous driving—are the most advanced AI applications in the automotive industry. Unlike generative AI, Tesla’s AI focuses on self-driving technology, which is far more complex and critical.