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 deliver to the occasion, which won’t solely showcase the brand new Robotaxi car, however “a couple of different issues” as effectively, CEO Elon Musk mentioned.
What these different issues are isn’t public data, however some consider latest patents involving wi-fi charging may very well be concerned.
Morgan Stanley mentioned in a word 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 dwell 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 Tesla might want to deliver different data to the occasion, data that can undoubtedly reply the questions that shareholders and others may have.
Morgan Stanley says these three issues have to be answered:
- Security – “Will traders see knowledge evaluating the security 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 in regards to the important enabling applied sciences to drive additional enchancment in FSD/cybercab autonomy?”
The word additionally dives into the synergy between Tesla and CEO Elon Musk’s different corporations, notably the brand new AGI startup generally known as xAI.
Second new $TSLA word 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 might show to be a serious benefactor within the Tesla autonomy story transferring ahead, particularly contemplating its skill to help the automaker’s formidable computation targets that can help autonomy.
Finally, the ten/10 occasion has extremely excessive expectations from an investor standpoint. Musk has agreed that it will likely be probably the most “vital 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 may very well be a multi-year course of. Tesla has been formidable in its estimations of when it might clear up the Full Self-Driving suite prior to now, solely to come back up quick. Some main advances should be made for traders 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! If in case you have any feedback, considerations, or questions, please electronic mail me at [email protected]. You can too attain me on Twitter @KlenderJoey, or when you’ve got information suggestions, you may electronic mail us at [email protected].
