Bloomberg Businessweek Tesla Earnings Miss Despite Record Third-Quarter Sales Surge
Oct 22, 2025
Ross Gerber, CEO of Gerber Kawasaki with significant Tesla investments, discusses the company's disappointing Q3 earnings despite high sales. He expresses skepticism about Tesla's vision-only self-driving strategy and its implications for future valuations. Meanwhile, Tye Brady, Chief Technologist at Amazon Robotics, shares insights on BlueJ, a new automation robot, highlighting how AI enhances efficiency and safety in warehouses. He explains that while robotics may change job tasks, they also create roles and empower employees.
AI Snips
Chapters
Transcript
Episode notes
Earnings Miss Signals Bigger Challenges
- Tesla's Q3 profit missed expectations despite record EV sales, highlighting macro and cost pressures.
- Ross Gerber says Tesla's results hinge on autonomy progress and broader economic conditions.
Investor Who Bought Early Still Holds
- Ross Gerber describes his firm's large Tesla holdings and why they currently hold rather than buy.
- He admits skepticism about vision-only full self-driving and won't be excited until it can 'drive me home.'
FSD Revenue Tied To Release Timing
- Ed Ludlow explains lower FSD revenue recognition tied to timing of previous releases and product transitions.
- He notes the unclear path from consumer FSD subscriptions to a robo-taxi platform.