Gerber: Waymo's 'Secret' Fleet Threatens Tesla Cybercab Amid NHTSA Probe

Tesla (TSLA) shares are on track to close out the week in the red, according to a report from Stocktwits, as prominent shareholder Ross Gerber raised fresh doubts about the company's autonomous vehicle strategy relative to its rivals.

Gerber Flags a 'Secret' Waymo Buildout

Gerber, an outspoken Tesla investor, told Stocktwits that he has spotted what he called a "secret" army of Waymo vehicles quietly expanding on the roads. The comment signals growing concern among some Tesla watchers that Alphabet's Waymo robotaxi operation is scaling up faster or more discreetly than the market has priced in, potentially putting competitive pressure on Tesla's own autonomous ambitions.

Cybercab Called Out as a Distraction

Alongside his Waymo comments, Gerber criticized Tesla's Cybercab program, arguing it is "wasting time" for the company, per Stocktwits. His remarks land at a moment when Tesla's self-driving technology remains under active scrutiny from the National Highway Traffic Safety Administration (NHTSA), adding regulatory pressure on top of the competitive concerns Gerber raised.

Together, the NHTSA scrutiny and Gerber's public skepticism about Tesla's robotaxi roadmap were cited by Stocktwits as factors weighing on TSLA shares this week. Investors have been closely tracking Tesla's autonomous driving push, including the Cybercab, since the company has framed the initiative as a key growth driver beyond its core vehicle business. Stocktwits did not report any immediate response from Tesla or NHTSA to the specific claims made in Gerber's comments.

Source: Stocktwits