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Gordon Johnson, CEO / Analyst at GLJ Research, challenges optimism around TSLA's progress on full self-driving (FSD) technology.
Johnson points to a recent video from Tampa, Florida as evidence that the company is not as close to scaling a driverless ride-hailing service as some expect. He urges those who believe TSLA is on the verge of an FSD breakthrough to reconsider their stance.
Johnson previously questioned whether Tesla's FSD or autopilot features were active during a recent crash. In a separate report, he noted that no oil tankers crossed the strait over the weekend, but oil prices stayed steady as U.S. markets opened earlier this year. These comments reflect Johnson's ongoing scrutiny of sector developments.