Gene Munster and Brian Baker from Deepwater shared their exceptions for Tesla’s robotaxi occasion. The TSLA analysts predict the corporate will unveil a stripped-down Mannequin 3 in the course of the Robotaxi occasion.
Deepwater analysts imagine Tesla will unveil three autos in the course of the ‘We, Robotic’ occasion: the Mannequin 2, Cybervan, and Cybercab or robotaxi.
Munster theorizes that the Mannequin 2 will likely be a stripped-down model of the Mannequin 3 as a result of Elon Musk delayed Tesla’s Robotaxi occasion to make “vital adjustments“ to the cybercab car. The TSLA bull causes that if Musk continues to be making adjustments to the design of the cybercab (aka robotaxi), then manufacturing will possible get pushed again as nicely.
In a latest Deepwater notice, Munster and Baker write that Tesla will possible deal with autos nearing manufacturing for the occasion however tease upcoming merchandise just like the Cybervan and Optimus. Munster expects Tesla Mannequin 2 manufacturing to begin in late 2025, which he notes is later than Elon Musk’s estimate in the course of the Q2 2024 earnings name.
“We received’t go a lot into the product roadmap right here as a result of that’s reserved for product announcement occasions. However we’re on monitor to ship a extra inexpensive mannequin within the first half of subsequent 12 months,” Musk stated within the second quarter.
The Mannequin 2 is anticipated to begin at $25,000. Beneath are Munster’s expectations for robotaxi, Mannequin 2, and the Cybervan.
1. Robotaxi: I anticipate we are going to see a bodily prototype of the Robotaxi. We additionally imagine the mannequin could have a futuristic really feel, like that of the Cybertruck, with no steering wheel, pedals, or mirrors. Moreover, the reveal will embody a “demo” of the Robotaxi in motion, summoned by the Tesla ride-hailing app and exhibiting off its autonomous capabilities by maneuvering some kind of monitor or route.
2. Mannequin 2: The $25k Mannequin 2 (aka Mannequin A) will likely be previewed with no working prototype. I anticipate this car that will share similarities with the Robotaxi. Whereas Mannequin 2 could have a steering wheel, pedals, and mirrors, it received’t require FSD to function. The physique will likely be distinguishable from the Robotaxi, however general will likely be on the identical manufacturing as Robotaxi.
3. Cybervan: In the same shock to the up to date Roadster driving out of the again of the Semi on the Semi launch, I anticipate Elon will unveil plans for a completely autonomous passenger van (Robotaxi XL for 8-10 individuals). Whereas the passenger van will likely be gentle on Tesla’s signature design, it is going to be heavy on leveraging autonomy for the ride-hailing imaginative and prescient of inexpensive transportation. This car will likely be centered on dense city areas and will play a task in the way forward for public transportation, which we estimate expands the ride-hailing addressable market by 20%.
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