You know how it goes—big announcements, conference calls packed with optimistic timelines, and then... crickets. That's the pattern Ross Gerber from Gerber Kawasaki keeps spotlighting.

Gerber's been vocal about Elon Musk's track record on Tesla's future pledges, particularly when it comes to fully autonomous driving. The disconnect between what gets promised on earnings calls versus what actually ships? That gap keeps widening.

Full Self-Driving has been the poster child for this. Years of "it's coming soon," regulatory hurdles, technical setbacks—the whole saga. Gerber's pointing out that investors have heard these commitments before, and the delivery timeline keeps getting pushed further into the future.

It's the kind of disconnect that matters to anyone paying attention to how companies manage expectations. Whether you're looking at Tesla, tech stocks, or any high-growth narrative, the ability to actually execute on promises is what separates hype from reality. Gerber's basically calling out the gap between the two.