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 carry to the occasion, which is not going to solely showcase the brand new Robotaxi car, however “just a few different issues” as effectively, CEO Elon Musk mentioned.
What these different issues are just isn’t public data, however some consider latest patents involving wi-fi charging might be concerned.
Morgan Stanley mentioned in a be aware to traders 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 stay 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 carry different info to the occasion, info that can undoubtedly reply the questions that shareholders and others could have.
Morgan Stanley says these three issues must be answered:
- Security – “Will traders see knowledge evaluating the protection of Tesla’s AV car expertise to human driving?”
- Enchancment – “Can traders get an excellent sense of the speed of change of efficiency throughout latest iterations of FSD?”
- Methodology – “What’s going to traders be taught concerning the essential enabling applied sciences to drive additional enchancment in FSD/cybercab autonomy?”
The be aware additionally dives into the synergy between Tesla and CEO Elon Musk’s different corporations, notably the brand new AGI startup often called xAI.
Second new $TSLA be aware 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 skill to help the automaker’s bold 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 will likely be probably the most “vital second for Tesla” because the Mannequin 3 was unveiled years again.
Tesla’s 10/10 Robotaxi occasion most important 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 bold in its estimations of when it might remedy the Full Self-Driving suite prior to now, solely to return up quick. Some main advances should 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.
I’d love to listen to from you! When you’ve got any feedback, issues, or questions, please e mail me at [email protected]. You can even attain me on Twitter @KlenderJoey, or if in case you have information ideas, you possibly can e mail us at [email protected].
