EXCLUSIVE: Ross Gerber Says Tesla Could ‘Double' Sales Without Elon Musk, Warns Investors on SpaceX Merger

The article is an exclusive interview-style commentary in which investor Ross Gerber criticizes Elon Musk’s leadership of Tesla and argues the company could potentially double sales if it focused more on vehicles, advertising, and energy storage rather than robotaxis, AI, and humanoid robots. Gerber says Tesla’s self-driving and robotaxi progress has lagged for years, and he doubts Musk’s aggressive timelines. He also warns that a potential Tesla-SpaceX merger could be unfair to either side depending on valuation, and could trigger legal conflicts for public shareholders. The piece is sentiment-negative for Tesla because it highlights execution concerns, valuation risk, and governance issues, though it also implies upside if Tesla refocuses on its core EV business. The broader market impact is limited but relevant for TSLA investors tracking Musk-related strategic decisions and autonomy progress.