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 deliver to the occasion, which is not going to solely showcase the brand new Robotaxi automobile, however “a couple of different issues” as nicely, CEO Elon Musk mentioned.
What these different issues are isn’t public information, however some imagine current patents involving wi-fi charging could possibly be concerned.
Morgan Stanley mentioned in a notice to traders this morning that it believes extra 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. 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 deliver different info to the occasion, info that may undoubtedly reply the questions that shareholders and others could have.
Morgan Stanley says these three issues should be answered:
Security – “Will traders see information evaluating the protection of Tesla’s AV automobile 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’s going to traders study in regards to the important 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 firms, significantly the brand new AGI startup often called xAI.
Second new $TSLA notice of the day from Morgan Stanley’s Adam Jonas.
Adam: “Tesla shareholders ought to perceive what’s occurring at ElonMusk’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 potential to assist the automaker’s bold computation objectives that may assist autonomy.
In the end, the ten/10 occasion has extremely excessive expectations from an investor standpoint. Musk has agreed that it will likely be probably the most “important second for Tesla” because the Mannequin 3 was unveiled years again.
Tesla’s 10/10 Robotaxi occasion most important unveiling since Mannequin 3: Musk
In fact, 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 bold in its estimations of when it might clear up the Full Self-Driving suite previously, solely to come back up brief. 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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