Ross Gerber Says Tesla Needs To Upgrade Hardware To Get To Level 5 Autonomy, Despite Gains With FSD 14

Gerber was reacting to a rumor about Tesla being close to upgrading the cameras on its portfolio of cars.
Tesla Model Y, equipped with FSD system. View of FSD system in action with Tesla dashboard display. (Edie Leong for The Washington Post via Getty Images)
Tesla Model Y, equipped with FSD system. View of FSD system in action with Tesla dashboard display. (Edie Leong for The Washington Post via Getty Images)
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Rounak Jain·Stocktwits
Updated Dec 02, 2025   |   12:02 PM EST
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  • Level 5 autonomy is the highest level of vehicle automation, in which a vehicle can drive itself completely without any human intervention under all conditions and on all roads.
  • The FSD 14 gains referred to by Gerber include a tenfold increase in the neural network's parameter count compared to FSD 13.
  • The update also includes advanced parking, new speed profiles, and autopilot improvements, among other enhancements.

Ross Gerber, co-founder of investment firm Gerber Kawasaki, on Tuesday said that Tesla Inc. (TSLA) needs to upgrade the hardware in its cars to get to Level 5 autonomy.

“Despite gains with FSD 14, I believe Tesla needs to upgrade the hardware to get to level 5 autonomy. I think this is the last key to open the autonomous door. Better hardware,” Gerber said in a post on X, reacting to a rumor about Tesla being close to upgrading the cameras on its portfolio of cars.

Tesla shares were down more than 1% in Tuesday morning’s trade. Retail sentiment on Stocktwits around the company trended in the ‘bullish’ territory at the time of writing.

Level 5 autonomy is the highest level of vehicle automation, in which a vehicle can drive itself completely without any human intervention under all conditions and on all roads.

Ross Gerber's post on X
Ross Gerber's post on X | @GerberKawasaki/X

FSD 14 Features

Tesla started rolling out the FSD 14 update to its customers in October. This update introduced features such as advanced parking, new speed profiles, and autopilot improvements, among other enhancements.

The FSD 14 update also introduces a tenfold increase in the parameter count in the neural network compared to FSD 13, aiming to enhance the system’s intelligence and performance.

What Tesla Needs To Do

The Future Fund LLC’s Managing Partner, Gary Black, outlined last month that Tesla needs to demonstrate that its robotaxis can operate without safety drivers to show it has solved unsupervised autonomous driving.

“$TSLA needs to remove safety drivers from robotaxis to show TSLA has truly solved for unsupervised autonomy at 99.999% efficacy (1 critical disengagement per 10,000 miles),” Black said in a post on X.

TSLA stock is up 6% year-to-date and 21% over the past 12 months.

Also See: Michael Burry Warns Of ‘Number Of Bad Years’ For US Stock Market: ‘I Think The Whole Thing’s Just Going To Come Down’

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