Ross Gerber Reiterates FSD Refund Demand, Says Elon Musk's Tesla Needs To Make People Whole: 'Never Worked As Promised'

Investor Ross Gerber reiterated calls for Tesla (TSLA.OQ) to refund customers who paid for Full Self-Driving (FSD), arguing the system “has never worked as promised” and urging the company to “make people whole.” Gerber previously demanded $10,000 refunds if FSD v14.3 does not deliver unsupervised driving. The criticism — echoed by other investors — adds reputational risk ahead of Tesla’s Q1 2026 earnings call, where questions about FSD progress and the Optimus V3 robot are expected. Tesla’s recent reported metrics show mixed fundamentals (Q4 2025 revenue and EPS beat, but large production-delivery shortfall), which could amplify investor scrutiny and downside pressure if management fails to reassure on autonomy or profitability.