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 won’t solely exhibit the brand new Robotaxi car, however “a couple of different issues” as nicely, CEO Elon Musk stated.
What these different issues are will not be public data, however some imagine latest patents involving wi-fi charging could possibly be concerned.
Morgan Stanley stated in a observe to buyers this morning that it believes greater than simply the “Cybercab” unveiling and rides within the car to succeed in 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 buyers’ 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 Tesla might want to deliver different info to the occasion, info that may undoubtedly reply the questions that shareholders and others may have.
Morgan Stanley says these three issues have to be answered:
- Security – “Will buyers see information evaluating the protection of Tesla’s AV car expertise to human driving?”
- Enchancment – “Can buyers get an excellent sense of the speed of change of efficiency throughout latest iterations of FSD?”
- Methodology – “What is going to buyers study in regards to the important enabling applied sciences to drive additional enchancment in FSD/cybercab autonomy?”
The observe 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 observe of the day from Morgan Stanley’s Adam Jonas.
Adam: “Tesla shareholders ought to perceive what’s taking place 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 might show to be a serious benefactor within the Tesla autonomy story transferring ahead, particularly contemplating its potential to help the automaker’s bold computation objectives that may help autonomy.
In the end, the ten/10 occasion has extremely excessive expectations from an investor standpoint. Musk has agreed that will probably be essentially 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
In fact, it goes a lot additional than the occasion, as Tesla will nonetheless have to resolve autonomy, which could possibly be a multi-year course of. Tesla has been bold in its estimations of when it could clear up the Full Self-Driving suite up to now, solely to return up quick. Some main advances should 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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