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 is not going to solely showcase the brand new Robotaxi car, however “a couple of different issues” as effectively, CEO Elon Musk mentioned.
What these different issues are will not be public data, however some imagine current patents involving wi-fi charging may very well be concerned.
Morgan Stanley mentioned in a observe 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 stay 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 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 expertise to human driving?”
- Enchancment – “Can traders get a very good sense of the speed of change of efficiency throughout current iterations of FSD?”
- Methodology – “What is going to traders be taught concerning 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 firms, significantly 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 taking place 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 might show to be a serious benefactor within the Tesla autonomy story shifting 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 it will likely be essentially 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 will clear up 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 observe, the occasion does have the potential to be really groundbreaking.
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