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 convey to the occasion, which won’t solely showcase the brand new Robotaxi automobile, however “just a few different issues” as nicely, CEO Elon Musk mentioned.
What these different issues are will not be public information, however some consider current patents involving wi-fi charging could possibly be concerned.
Morgan Stanley mentioned in a word 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 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 convey different data to the occasion, data 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’s going to buyers study in regards to the crucial 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, significantly the brand new AGI startup often known as xAI.
Second new $TSLA word 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 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 may show to be a significant benefactor within the Tesla autonomy story transferring ahead, particularly contemplating its means to help the automaker’s formidable computation objectives 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 essentially 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
After all, it goes a lot additional than the occasion, as Tesla will nonetheless have to unravel autonomy, which could possibly be a multi-year course of. Tesla has been formidable in its estimations of when it will remedy 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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