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 deliver to the occasion, which is not going to solely exhibit the brand new Robotaxi automobile, however “a number of different issues” as properly, CEO Elon Musk stated.
What these different issues are is just not public information, however some imagine current patents involving wi-fi charging might be concerned.
Morgan Stanley stated in a notice to traders 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 dwell as much as traders’ 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 that Tesla might want to deliver 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 traders see knowledge evaluating the security of Tesla’s AV automobile expertise to human driving?”
- Enchancment – “Can traders get an excellent sense of the speed of change of efficiency throughout current iterations of FSD?”
- Methodology – “What is going to traders be taught in regards to the essential enabling applied sciences to drive additional enchancment in FSD/cybercab autonomy?”
The notice additionally dives into the synergy between Tesla and CEO Elon Musk’s different corporations, significantly the brand new AGI startup referred to as xAI.
Second new $TSLA notice 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 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 means to help the automaker’s formidable computation targets that can help autonomy.
In the end, the ten/10 occasion has extremely excessive expectations from an investor standpoint. Musk has agreed that it is going to be probably the most “important second for Tesla” for the reason that 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 resolve autonomy, which might be a multi-year course of. Tesla has been formidable in its estimations of when it might resolve the Full Self-Driving suite previously, solely to return up quick. Some main advances have to 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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