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 automobiles throughout the ‘We, Robotic’ occasion: the Mannequin 2, Cybervan, and Cybercab or robotaxi.
Munster theorizes that the Mannequin 2 will probably be a stripped-down model of the Mannequin 3 as a result of Elon Musk delayed Tesla’s Robotaxi occasion to make “essential modifications“ to the cybercab car. The TSLA bull causes that if Musk continues to be making modifications to the design of the cybercab (aka robotaxi), then manufacturing will possible get pushed again as nicely.
In a current Deepwater notice, Munster and Baker write that Tesla will possible give attention to automobiles nearing manufacturing for the occasion however tease upcoming merchandise just like the Cybervan and Optimus. Munster expects Tesla Mannequin 2 manufacturing to begin in late 2025, which he notes is later than Elon Musk’s estimate throughout the Q2 2024 earnings name.
“We received’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 observe to ship a extra inexpensive mannequin within the first half of subsequent yr,” Musk stated within the second quarter.
The Mannequin 2 is predicted to begin 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, and not using a steering wheel, pedals, or mirrors. Moreover, the reveal will embody a “demo” of the Robotaxi in motion, summoned by the Tesla ride-hailing app and displaying off its autonomous capabilities by maneuvering some type of observe or route.
2. Mannequin 2: The $25k Mannequin 2 (aka Mannequin A) will probably be previewed with no working prototype. I anticipate this car that will share similarities with the Robotaxi. Whereas Mannequin 2 can have a steering wheel, pedals, and mirrors, it received’t require FSD to function. The physique will probably be distinguishable from the Robotaxi, however general will probably 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 individuals). Whereas the passenger van will probably be gentle on Tesla’s signature design, it is going to be heavy on leveraging autonomy for the ride-hailing imaginative and prescient of inexpensive transportation. This car will probably 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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