Wow: Brutal Analysis Slams Tesla Robotaxi

We don’t do individual equity analysis too often, but this was too good (bad?) to not read and break down.

Bottom Line

We don’t do individual equity analysis too often, but this was too good (bad?) to not read and break down.

GLJ Research believes Tesla’s Robotaxi debut was a staged, geofenced flop. Vehicles exhibited critical safety failures—phantom braking, illegal stops, and erratic lane behavior—requiring human intervention. Despite months of preparation, Tesla’s supervised rollout proved FSD remains unreliable. GLJ estimates a full deployment could yield millions of safety-critical errors annually.