Tesla shares increased by approximately 20 percent last month, but this does not prevent the auto company only trillion dollars from attracting all kinds of new possible sectors to disable them, at least from the investor and analyst perspective.
Adam Jonas of Morgan Stanley is not ashamed of some ideas that many investors consider to be far -fetch. In a recent note, Jonas put forward some interesting discussions on Tesla’s capabilities in the EvTol industry, and how it is believed that the CEO of Elon Musk was not convincing enough to completely postpone it.
ELON Musk from Tesla says the electrical aircraft will be “a pleasant problem to work on”
Musk said that Tesla was “somewhat outstretched” when a question appeared in the development of a plane. Jonas said:
“In our opinion, this is a completely different type of answer. Is it a flying/defense/consumer defense?”
Musk was very clear about the things that Tesla would not do. Although he did not deny airline equipment, including aircraft and drones, as is the case with things like motorcycles, it does not seem to be anything in the mind of musk.
Instead, the vast majority of his time in Tesla focused on the independence of vehicles, artificial intelligence, robots, things that he sees as the future.
Tesla, China, robots and prices
The Morgan Stanley Memorandum discussed the ingenuity of Tesla in its various fields of experience, and how Chinese competitors will keep pace, as there are several, and the EVS racing at reasonable prices in the country.
Tesla is the key to the United States to keep pace with China
“From our point of view, Tesla’s experience in manufacturing, data collection, robotics/ artificial intelligence, energy, supply chain, and infrastructure are more important than ever to the United States’ status equally with China in embodied artificial intelligence,” Jonas writes.
It is not a secret that Tesla is the leader in a revolution in things. To generalize, the company has truly declined its finger in all different pies, but it is also seen as a leader in the Tech, where Chinese companies really have a feature.
Robots and “Human Olympic Games”
Jonas has mentioned the last China offer for robots that run half a marathon and compete in combat sport as “automatic innovation.”
Tesla can be at the forefront of the effort made to launch something similar, as the analyst expects the American version to be called “Humanoid Ninja Warrior”.
Pricing
Tesla was assigned to launch reasonable prices before the end of Q2, leaving this month to the company to issue some details.
While pricing these models is still forgetting with tax credit worth $ 7,500, it is more likely to disappear at the end of 2024, companies in China managed to benefit from incredibly aggressive pricing models. Gonas, for example, brings Seagull byd, which is only about $ 8,000.
Tesla can take advantage of an incredibly wider market if you can raise prices to less than $ 30,000, the place where many models hope at reasonable prices.
During the Q3 2024 profit call, Musk said that $ 30,000 is the place where tax credit will be:
“Yes. It will be the same with incentives. So, 30 thousand, which is a type of main threshold.”
