Editorial companion

What stands out

Ross Gerber told CNBC International Live that Tesla’s self-driving software is better described as “pretty good self-driving” rather than true full self-driving, and bluntly declared Uber “cooked,” while flagging competition from Waymo and Amazon-backed Zoox. That matters because it punctures the narrative that Tesla will monetize autonomous driving unchallenged, and it reframes the opportunity as a multi-player, capital- and regulation-heavy slog. Investors should treat autonomous driving as a long, competitive runway rather than an imminent profits shortcut for Tesla or a free pass for Amazon.