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 through the Robotaxi occasion.
Deepwater analysts consider Tesla will unveil three autos through the ‘We, Robotic’ occasion: the Mannequin 2, Cybervan, and Cybercab or robotaxi.
Munster theorizes that the Mannequin 2 can be a stripped-down model of the Mannequin 3 as a result of Elon Musk delayed Tesla’s Robotaxi occasion to make “necessary modifications“ to the cybercab car. The TSLA bull causes that if Musk remains to be making modifications to the design of the cybercab (aka robotaxi), then manufacturing will seemingly get pushed again as effectively.
In a current Deepwater be aware, Munster and Baker write that Tesla will seemingly concentrate on autos nearing manufacturing for the occasion however tease upcoming merchandise just like the Cybervan and Optimus. Munster expects Tesla Mannequin 2 manufacturing to start out in late 2025, which he notes is later than Elon Musk’s estimate through the Q2 2024 earnings name.
“We gained’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 reasonably priced mannequin within the first half of subsequent 12 months,” Musk mentioned within the second quarter.
The Mannequin 2 is anticipated to start out 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 consider the mannequin could have a futuristic really feel, like that of the Cybertruck, and not using a steering wheel, pedals, or mirrors. Moreover, the reveal will embrace a “demo” of the Robotaxi in motion, summoned by the Tesla ride-hailing app and exhibiting off its autonomous capabilities by maneuvering some form of monitor or route.
2. Mannequin 2: The $25k Mannequin 2 (aka Mannequin A) can 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 gained’t require FSD to function. The physique can be distinguishable from the Robotaxi, however general can be on the identical manufacturing as Robotaxi.
3. Cybervan: In an analogous 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 folks). Whereas the passenger van can be mild on Tesla’s signature design, it is going to be heavy on leveraging autonomy for the ride-hailing imaginative and prescient of reasonably priced transportation. This car can be centered on dense city areas and will play a job in the way forward for public transportation, which we estimate expands the ride-hailing addressable market by 20%.
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