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 through the Robotaxi occasion.
Deepwater analysts imagine Tesla will unveil three automobiles through the ‘We, Robotic’ occasion: the Mannequin 2, Cybervan, and Cybercab or robotaxi.
Munster theorizes that the Mannequin 2 can be a stripped-down model of the Mannequin 3 as a result of Elon Musk delayed Tesla’s Robotaxi occasion to make “vital 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 probably get pushed again as nicely.
In a current Deepwater observe, Munster and Baker write that Tesla will probably 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 through the Q2 2024 earnings name.
“We gained’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 monitor to ship a extra reasonably priced mannequin within the first half of subsequent 12 months,” Musk mentioned within the second quarter.
The Mannequin 2 is anticipated to begin at $25,000. Under are Munster’s expectations for robotaxi, Mannequin 2, and the Cybervan.
1. Robotaxi: I count on we are going to see a bodily prototype of the Robotaxi. We additionally imagine the mannequin could have a futuristic really feel, like that of the Cybertruck, with no 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 form of monitor or route.
2. Mannequin 2: The $25k Mannequin 2 (aka Mannequin A) can be previewed with no working prototype. I count on this car that will share similarities with the Robotaxi. Whereas Mannequin 2 could have a steering wheel, pedals, and mirrors, it gained’t require FSD to function. The physique can be distinguishable from the Robotaxi, however total can be on the identical manufacturing as Robotaxi.
3. Cybervan: In the same shock to the up to date Roadster driving out of the again of the Semi on the Semi launch, I count on Elon will unveil plans for a completely autonomous passenger van (Robotaxi XL for 8-10 individuals). Whereas the passenger van can be gentle on Tesla’s signature design, it will likely be heavy on leveraging autonomy for the ride-hailing imaginative and prescient of reasonably priced transportation. This car can be targeted on dense city areas and will play a task in the way forward for public transportation, which we estimate expands the ride-hailing addressable market by 20%.
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