Tesla is nearly three weeks away from its Robotaxi unveiling occasion in Los Angeles, and expectations are excessive.
Analysts from Morgan Stanley are evidently wanting ahead to what Tesla plans to carry to the occasion, which won’t solely exhibit the brand new Robotaxi car, however “a number of different issues” as effectively, CEO Elon Musk stated.
What these different issues are shouldn’t be public information, however some imagine latest patents involving wi-fi charging might be concerned.
Morgan Stanley stated in a be aware to traders this morning that it believes greater than simply the “Cybercab” unveiling and rides within the car to succeed in what shareholders are anticipating:
“Heading into Tesla’s 10/10 robotaxi occasion, we’re, frankly, struggling to see how the day can reside as much as traders’ excessive expectations. Apart from demonstrating FSD v12.5 and providing rides in a Gen 1 ‘Cybertcab,’ what else is in retailer?”
This brings to the forefront the concept that Tesla might want to carry different data to the occasion, data that may undoubtedly reply the questions that shareholders and others could have.
Morgan Stanley says these three issues should be answered:
- Security – “Will traders see knowledge evaluating the protection of Tesla’s AV car know-how to human driving?”
- Enchancment – “Can traders get a very good sense of the speed of change of efficiency throughout latest iterations of FSD?”
- Methodology – “What’s going to traders study concerning the crucial enabling applied sciences to drive additional enchancment in FSD/cybercab autonomy?”
The be aware additionally dives into the synergy between Tesla and CEO Elon Musk’s different firms, significantly the brand new AGI startup generally known as xAI.
Second new $TSLA be aware of the day from Morgan Stanley’s Adam Jonas.
Adam: “Tesla shareholders ought to perceive what’s occurring at Elon
Musk’s AGI startup (xAI). The frequent denominator? Coaching and simulation… deterministic to Tesla’s future in robotics, autonomy and… pic.twitter.com/8Bm6pyY0px— Sawyer Merritt (@SawyerMerritt) September 18, 2024
xAI may show to be a significant benefactor within the Tesla autonomy story shifting ahead, particularly contemplating its means to assist the automaker’s formidable computation objectives that may assist autonomy.
Finally, the ten/10 occasion has extremely excessive expectations from an investor standpoint. Musk has agreed that it is going to be essentially the most “important second for Tesla” because the Mannequin 3 was unveiled years again.
Tesla’s 10/10 Robotaxi occasion most important unveiling since Mannequin 3: Musk
After all, it goes a lot additional than the occasion, as Tesla will nonetheless have to unravel autonomy, which might be a multi-year course of. Tesla has been formidable in its estimations of when it might resolve the Full Self-Driving suite up to now, solely to come back up brief. Some main advances should be made for traders to be really satisfied.
If Tesla can show they’re on monitor, the occasion does have the potential to be really groundbreaking.
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