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 won’t solely exhibit the brand new Robotaxi automobile, however “a number of different issues” as nicely, CEO Elon Musk mentioned.
What these different issues are is just not public data, however some consider latest patents involving wi-fi charging may very well be concerned.
Morgan Stanley mentioned in a observe to traders this morning that it believes greater than simply the “Cybercab” unveiling and rides within the automobile 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 reside 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 Tesla might want to deliver different info to the occasion, info that can undoubtedly reply the questions that shareholders and others can have.
Morgan Stanley says these three issues must be answered:
- Security – “Will traders see knowledge evaluating the protection of Tesla’s AV automobile know-how to human driving?”
- Enchancment – “Can traders get an excellent sense of the speed of change of efficiency throughout latest iterations of FSD?”
- Methodology – “What is going to traders be taught concerning the crucial 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 corporations, significantly the brand new AGI startup referred to as xAI.
Second new $TSLA observe 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 significant benefactor within the Tesla autonomy story shifting ahead, particularly contemplating its means to assist the automaker’s formidable computation objectives that can 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 “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
In fact, it goes a lot additional than the occasion, as Tesla will nonetheless have to unravel autonomy, which may very well be a multi-year course of. Tesla has been formidable in its estimations of when it might clear up the Full Self-Driving suite prior to now, solely to come back up quick. Some main advances should be made for traders 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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