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Gordon Johnson, CEO / Analyst at GLJ Research, challenges Tesla's reported safety statistics for its driver-assistance technology. He highlights the difference between Tesla's public claim of 380,000+ unsupervised miles with "zero notable incidents" and the data submitted to the U.S. National Highway Traffic Safety Administration, which lists 14 reported crashes—an incident rate of 1 per 55,000 miles, while human drivers are involved in 1 crash per 500,000 miles. Johnson criticizes Tesla's use of "notable" as vague and calls its communication reckless.
Johnson has previously commented on market conditions, including noting that no oil tankers crossed the straight over the weekend while oil prices remained steady. He has also discussed policy leadership, highlighting Kevin Warsh as a potential Federal Reserve chairman for Americans affected by Fed policy. His commentary often focuses on discrepancies in reported data and policy impact.