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 throughout the Robotaxi occasion.
Deepwater analysts imagine Tesla will unveil three autos throughout 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 modifications“ to the cybercab automobile. The TSLA bull causes that if Musk remains to be making modifications to the design of the cybercab (aka robotaxi), then manufacturing will possible get pushed again as effectively.
In a current Deepwater be aware, Munster and Baker write that Tesla will possible 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 throughout 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 stated 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 imagine the mannequin can have a futuristic really feel, like that of the Cybertruck, with no 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) will likely be previewed with no working prototype. I anticipate this automobile that will share similarities with the Robotaxi. Whereas Mannequin 2 can have a steering wheel, pedals, and mirrors, it gained’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 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 will likely be mild on Tesla’s signature design, it will likely be heavy on leveraging autonomy for the ride-hailing imaginative and prescient of reasonably priced transportation. This automobile will likely be targeted 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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