Tesla’s Robotaxi Event needs these three things addressed: Morgan Stanley

Tesla is just about three weeks away from its Robotaxi unveiling event in Los Angeles, and expectations are high.

Analysts from Morgan Stanley are evidently looking forward to what Tesla plans to bring to the event, which will not only show off the new Robotaxi vehicle, but “a few other things” as well, CEO Elon Musk said.

What those other things are is not public knowledge, but some believe recent patents involving wireless charging could be involved.

Morgan Stanley said in a note to investors this morning that it believes more than just the “Cybercab” unveiling and rides in the vehicle to reach what shareholders are anticipating:

“Heading into Tesla’s 10/10 robotaxi event, we are, frankly, struggling to see how the day can live up to investors’ high expectations. Other than demonstrating FSD v12.5 and offering rides in a Gen 1 ‘Cybertcab,’ what else is in store?”

This brings to the forefront the idea that Tesla will need to bring other information to the event, information that will undoubtedly answer the questions that shareholders and others will have.

Morgan Stanley says these three things need to be answered:

• Safety – “Will investors see data comparing the safety of Tesla’s AV vehicle technology to human driving?”
• Improvement – “Can investors get a good sense of the rate of change of performance across recent iterations of FSD?”
• Methodology – “What will investors learn about the critical enabling technologies to drive further improvement in FSD/cybercab autonomy?”

The note also dives into the synergy between Tesla and CEO Elon Musk’s other companies, particularly the new AGI startup known as xAI.

Second new $TSLA note of the day from Morgan Stanley’s Adam Jonas.

Adam: “Tesla shareholders should understand what’s happening at Elon
Musk’s AGI startup (xAI). The common denominator? Training and simulation… deterministic to Tesla’s future in robotics, autonomy and… pic.twitter.com/8Bm6pyY0px

— Sawyer Merritt (@SawyerMerritt) September 18, 2024

xAI could prove to be a major benefactor in the Tesla autonomy story moving forward, especially considering its ability to support the automaker’s ambitious computation goals that will support autonomy.

Ultimately, the 10/10 event has incredibly high expectations from an investor standpoint. Musk has agreed that it will be the most “significant moment for Tesla” since the Model 3 was unveiled years back.

Tesla’s 10/10 Robotaxi event most significant unveiling since Model 3: Musk

Of course, it goes much further than the event, as Tesla will still have to solve autonomy, which could be a multi-year process. Tesla has been ambitious in its estimations of when it would solve the Full Self-Driving suite in the past, only to come up short. Some major advances must be made for investors to be truly convinced.

If Tesla can prove they are on track, the event does have the potential to be truly groundbreaking.

I’d love to hear from you! If you have any comments, concerns, or questions, please email me at joey@teslarati.com. You can also reach me on Twitter @KlenderJoey, or if you have news tips, you can email us at tips@teslarati.com.

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Source: https://www.teslarati.com/tesla-robotaxi-event-these-three-things-addressed-morgan-stanley/