Tesla is nearly three weeks away from its Robotaxi unveiling occasion in Los Angeles, and expectations are excessive.
Analysts from Morgan Stanley are evidently trying ahead to what Tesla plans to carry to the occasion, which won’t solely exhibit the brand new Robotaxi automobile, however “a number of different issues” as effectively, CEO Elon Musk stated.
What these different issues are shouldn’t be public data, however some imagine current patents involving wi-fi charging may very well be concerned.
Morgan Stanley stated in a observe to buyers this morning that it believes greater than simply the “Cybercab” unveiling and rides within the automobile to achieve what shareholders are anticipating:
“Heading into Tesla’s 10/10 robotaxi occasion, we’re, frankly, struggling to see how the day can stay as much as buyers’ excessive expectations. Aside 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 Tesla might want to carry different info to the occasion, info that can undoubtedly reply the questions that shareholders and others can have.
Morgan Stanley says these three issues should be answered:
- Security – “Will buyers see information evaluating the protection of Tesla’s AV automobile know-how to human driving?”
- Enchancment – “Can buyers get sense of the speed of change of efficiency throughout current iterations of FSD?”
- Methodology – “What is going to buyers be taught in regards to the essential enabling applied sciences to drive additional enchancment in FSD/cybercab autonomy?”
The observe additionally dives into the synergy between Tesla and CEO Elon Musk’s different corporations, significantly the brand new AGI startup often known as xAI.
Second new $TSLA observe of the day from Morgan Stanley’s Adam Jonas.
Adam: “Tesla shareholders ought to perceive what’s taking place at Elon
Musk’s AGI startup (xAI). The widespread 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 skill to assist the automaker’s formidable computation targets that can assist autonomy.
In the end, the ten/10 occasion has extremely excessive expectations from an investor standpoint. Musk has agreed that it will likely be essentially the most “important second for Tesla” for the reason that Mannequin 3 was unveiled years again.
Tesla’s 10/10 Robotaxi occasion most vital unveiling since Mannequin 3: Musk
In fact, it goes a lot additional than the occasion, as Tesla will nonetheless have to resolve autonomy, which may very well be a multi-year course of. Tesla has been formidable in its estimations of when it will clear up the Full Self-Driving suite up to now, solely to come back up brief. Some main advances have to be made for buyers 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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