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 deliver to the occasion, which is not going to solely exhibit the brand new Robotaxi car, however “a number of different issues” as properly, CEO Elon Musk stated.
What these different issues are just isn’t public data, however some consider current patents involving wi-fi charging might 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 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 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 deliver different info to the occasion, info that may undoubtedly reply the questions that shareholders and others can have.
Morgan Stanley says these three issues have to be answered:
- Security – “Will buyers see knowledge evaluating the security of Tesla’s AV car expertise to human driving?”
- Enchancment – “Can buyers get a very good 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 vital 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, notably the brand new AGI startup referred to as xAI.
Second new $TSLA observe 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 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 might show to be a significant benefactor within the Tesla autonomy story transferring ahead, particularly contemplating its skill to help the automaker’s formidable computation targets that may help autonomy.
Finally, the ten/10 occasion has extremely excessive expectations from an investor standpoint. Musk has agreed that will probably be probably the most “vital second for Tesla” because the 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 might be a multi-year course of. Tesla has been formidable in its estimations of when it will resolve the Full Self-Driving suite previously, solely to return up brief. Some main advances have to be made for buyers to be actually satisfied.
If Tesla can show they’re on observe, the occasion does have the potential to be actually groundbreaking.
I’d love to listen to from you! When you have any feedback, issues, or questions, please e-mail me at [email protected]. You may also attain me on Twitter @KlenderJoey, or if in case you have information ideas, you may e-mail us at [email protected].
