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 convey to the occasion, which is not going to solely showcase the brand new Robotaxi car, however “just a few different issues” as properly, CEO Elon Musk mentioned.
What these different issues are shouldn’t be public information, however some imagine current patents involving wi-fi charging may very well be concerned.
Morgan Stanley mentioned in a notice 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. 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 that Tesla might want to convey different data to the occasion, data that can undoubtedly reply the questions that shareholders and others may have.
Morgan Stanley says these three issues should be answered:
- Security – “Will traders see information evaluating the protection of Tesla’s AV car know-how to human driving?”
- Enchancment – “Can traders get a very good sense of the speed of change of efficiency throughout current iterations of FSD?”
- Methodology – “What’s going to traders study in regards to the essential enabling applied sciences to drive additional enchancment in FSD/cybercab autonomy?”
The notice additionally dives into the synergy between Tesla and CEO Elon Musk’s different firms, notably the brand new AGI startup often called xAI.
Second new $TSLA notice 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 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 skill to assist the automaker’s formidable computation objectives that can assist autonomy.
Finally, the ten/10 occasion has extremely excessive expectations from an investor standpoint. Musk has agreed that it is going to be essentially 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 resolve autonomy, which may very well be a multi-year course of. Tesla has been formidable in its estimations of when it could remedy the Full Self-Driving suite previously, solely to return up quick. Some main advances should be made for traders to be actually satisfied.
If Tesla can show they’re on observe, the occasion does have the potential to be actually groundbreaking.
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