Robotaxi event delayed once. B

38
1
Favorite

Robotaxi event delayed once. Blackwell chip roll-out delayed too. Which one is a safer bet?

I think Nvidia is better. We have more visibilty on what is on offer and why there was a delay.

With Robotaxi, it is too opaque. And frankly, Elon Musk is not exactly the most reliable person.

What to Expect from Tesla's Robotaxi Event

As far as moonshots, Jonas advised previously that Tesla could introduce an electric plane concept, electric boat vision, or a demonstration of an Optimus robot flipping burgers at a Tesla Diner. Other Wall Street analysts are also predicting some long-term autonomous concepts will be teased. The other robotaxi players Uber Technologies and Chinese electric vehicle maker BYD Company are preparing to build what appears to be the start of a global robotaxi service. Uber also recently announced that the Uber app will soon offer rides in Waymo's self-driving cars in Austin and Atlanta. WeRide and Uber Technologies also reported a strategic partnership to bring WeRide’s autonomous vehicles onto the Uber platform, beginning in the United Arab Emirates. The partnership is expected to launch first in Abu Dhabi later this year. Uber Technologies also has a multiyear strategic par

What to Expect from Tesla's Robotaxi Event

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Report

Comment（1）

Top
Latest

BB J
·09-30
why not half half bet??
Reply
1
Report

Most Discussed

Terms and Conditions·Privacy Policy

Company: TTMF Limited. Tech supported by Xiangshang Yixin.

Email：uservice@ttm.financial

{"i18n":{"language":"en_US"},"data":{"magic":2,"id":354589524942872,"tweetId":"354589524942872","gmtCreate":1727577800364,"gmtModify":1727597064139,"author":{"id":3576140222331577,"idStr":"3576140222331577","authorId":3576140222331577,"authorIdStr":"3576140222331577","name":"Guavaxf30","avatar":"https://static.tigerbbs.com/1ff15ff6aa254c9130f9af922f7e2447","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":9,"crmLevelSwitch":1,"currentWearingBadge":{"badgeId":"a83d7582f45846ffbccbce770ce65d84-1","templateUuid":"a83d7582f45846ffbccbce770ce65d84","name":"Real Trader","description":"Completed a transaction","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","individualDisplayEnabled":0},"individualDisplayBadges":[],"fanSize":144,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"html":"<html><head></head><body><p>Robotaxi event delayed once. Blackwell chip roll-out delayed too. Which one is a safer bet?</p>\n<p>I think Nvidia is better. We have more visibilty on what is on offer and why there was a delay.</p>\n<p>With Robotaxi, it is too opaque. And frankly, Elon Musk is not exactly the most reliable person.&nbsp;</p></body></html>","htmlText":"<html><head></head><body><p>Robotaxi event delayed once. Blackwell chip roll-out delayed too. Which one is a safer bet?</p>\n<p>I think Nvidia is better. We have more visibilty on what is on offer and why there was a delay.</p>\n<p>With Robotaxi, it is too opaque. And frankly, Elon Musk is not exactly the most reliable person.&nbsp;</p></body></html>","text":"Robotaxi event delayed once. Blackwell chip roll-out delayed too. Which one is a safer bet? I think Nvidia is better. We have more visibilty on what is on offer and why there was a delay. With Robotaxi, it is too opaque. And frankly, Elon Musk is not exactly the most reliable person.","highlighted":1,"essential":1,"paper":1,"likeSize":38,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/354589524942872","repostId":2470238880,"repostType":2,"repost":{"id":"2470238880","pubTimestamp":1727577258,"share":"https://www.laohu8.com/m/news/2470238880?lang=&edition=full","pubTime":"2024-09-29 10:34","market":"sg","language":"en","title":"What to Expect from Tesla's Robotaxi Event","url":"https://stock-news.laohu8.com/highlight/detail?id=2470238880","media":"seekingalpha","summary":"As far as moonshots, Jonas advised previously that Tesla  could introduce an electric plane concept, electric boat vision, or a demonstration of an Optimus robot flipping burgers at a Tesla Diner. Other Wall Street analysts are also predicting some long-term autonomous concepts will be teased. The other robotaxi players Uber Technologies  and Chinese electric vehicle maker BYD Company  are preparing to build what appears to be the start of a global robotaxi service. Uber  also recently announced that the Uber app will soon offer rides in Waymo's self-driving cars in Austin and Atlanta. WeRide and Uber Technologies  also reported a strategic partnership to bring WeRide’s autonomous vehicles onto the Uber platform, beginning in the United Arab Emirates. The partnership is expected to launch first in Abu Dhabi later this year. Uber Technologies  also has a multiyear strategic par","content":"<html><head></head><body><p> <a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a>  will host a high-profile robotaxi event with the title &#34;We, Robot&#34; at Warner Bros. Studios in Burbank, California on October 10. The event was originally scheduled for August 8 before Elon Musk said the company needed more time to make an important design change and to prepare to show off a few other things.</p><p>The highlight of the event is likely to be the reveal of a Cybercab protype, which is anticipated to be a two-door sedan with a front that is relatively similar to the Model 3. Elon Musk and gang could also deliver estimates on the size of the robotaxi market, a timeline for achieving unsupervised FSD, the potential for incremental AI-driven revenue, and other applications of the company&#39;s growing robotic technology.</p><p>Bank of America said expectations for the event have tempered since it was pushed back in terms the timing of a robotaxi fleet launch, but sees the event as helpful for investors to understand the current capabilities of Tesla&#39;s Full Self Driving technology, how the robotaxi business might operate and be structured, and updates on regulatory approvals in Europe, China and other countries. The firm does not expect a robotaxi service to be available until after 2025. The electric vehicle maker&#39;s robotaxi offering is expected to leverage the existing fleet of Tesla cars as well as Tesla-owned vehicles. Tesla is expected to reveal a prototype of the new Cybercab as part of the robotaxi event and outline other robot applications.</p><p>Morgan Stanley warned that Tesla&#39;s robotaxi event on October 10 could fail to live up to the high expectations of investors. Analyst Adam Jonas said that other than demonstrating FSD v12.5 and offering rides in a Gen 1 Cybercab, the firm is not sure what else could be in store. Jonas said questions that could be addressed include will investors see data comparing the safety of Tesla’s AV vehicle technology compared to human driving, and what are the specific critical enabling technologies to drive further improvement in FSD/cybercab autonomy? As far as moonshots, Jonas advised previously that Tesla could introduce an electric plane concept, electric boat vision, or a demonstration of an Optimus robot flipping burgers at a Tesla Diner. Other Wall Street analysts are also predicting some long-term autonomous concepts will be teased.</p><p><strong>The other robotaxi players</strong></p><p> <a href=\"https://laohu8.com/S/UBER\">Uber</a>  and Chinese electric vehicle maker BYD Company (OTCPK:BYDDF) are preparing to build what appears to be the start of a global robotaxi service. Uber also recently announced that the Uber app will soon offer rides in Waymo&#39;s self-driving cars in Austin and Atlanta. WeRide and Uber Technologies (UBER) also reported a strategic partnership to bring WeRide’s autonomous vehicles onto the Uber platform, beginning in the United Arab Emirates. The partnership is expected to launch first in Abu Dhabi later this year. Uber Technologies (UBER) also has a multiyear strategic partnership to bring  <a href=\"https://laohu8.com/S/GM\">General Motors</a>&#39;s Cruise autonomous vehicles to the ride-sharing company&#39;s platform. Cruise has a fleet of about 1,200 vehicles and has previously operated in San Francisco, Austin, Dallas, Houston, and Phoenix. Notably, Cruise has resumed supervised autonomous driving in Phoenix, Houston, Dallas, and is testing in Dubai. Pony.ai, May Mobility,  <a href=\"https://laohu8.com/S/BIDU\">Baidu</a>&#39;s Apollo, WeRide, AutoX, Aurora Innovation, and Motional (APTV) (OTCPK:HYMTF), and  <a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a>&#39;s ZOOX also have robotaxi initiatives up and running.</p><p>Shares of Tesla are up 5.6% over the last week. While the EV giant will issue its Q3 deliveries report on October 2, the robotaxi event on October 10 is considered the bigger potential catalyst. Will the event lead to more share price gains on robotaxi and FSD buzz, or a share price slump if the technology timeline disappoints? Shares of Tesla (TSLA) have a general track record of rallying into major events, and then giving back some of the gains in the week following.</p></body></html>","source":"seekingalpha","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>What to Expect from Tesla's Robotaxi Event</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhat to Expect from Tesla's Robotaxi Event\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-09-29 10:34 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/4154313-what-to-expect-from-teslas-robotaxi-event><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla Motors  will host a high-profile robotaxi event with the title \"We, Robot\" at Warner Bros. Studios in Burbank, California on October 10. The event was originally scheduled for August 8 before ...</p>\n\n<a href=\"https://seekingalpha.com/news/4154313-what-to-expect-from-teslas-robotaxi-event\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","BK4592":"伊斯兰概念","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4585":"ETF&股票定投概念","SG9999018865.SGD":"United Global Quality Growth Fd Cl Dist SGD-H","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0056508442.USD":"贝莱德世界科技基金A2","IE00BZ199S13.USD":"BNY MELLON MOBILITY INNOVATION \"B\" (USD) ACC","BK4527":"明星科技股","TSLA":"特斯拉","BK4588":"碎股","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","BK4503":"景林资产持仓","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","BK4574":"无人驾驶","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU2063271972.USD":"富兰克林创新领域基金","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","BK4022":"陆运","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2087625088.SGD":"ALLSPRING  US ALL CAP GROWTH \"A\" (SGDHDG) ACC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","SG9999014898.SGD":"United Global Quality Growth Fund Dis SGD","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU1548497426.USD":"安联环球人工智能AT Acc","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","UBER":"优步"},"source_url":"https://seekingalpha.com/news/4154313-what-to-expect-from-teslas-robotaxi-event","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2470238880","content_text":"Tesla Motors  will host a high-profile robotaxi event with the title \"We, Robot\" at Warner Bros. Studios in Burbank, California on October 10. The event was originally scheduled for August 8 before Elon Musk said the company needed more time to make an important design change and to prepare to show off a few other things.The highlight of the event is likely to be the reveal of a Cybercab protype, which is anticipated to be a two-door sedan with a front that is relatively similar to the Model 3. Elon Musk and gang could also deliver estimates on the size of the robotaxi market, a timeline for achieving unsupervised FSD, the potential for incremental AI-driven revenue, and other applications of the company's growing robotic technology.Bank of America said expectations for the event have tempered since it was pushed back in terms the timing of a robotaxi fleet launch, but sees the event as helpful for investors to understand the current capabilities of Tesla's Full Self Driving technology, how the robotaxi business might operate and be structured, and updates on regulatory approvals in Europe, China and other countries. The firm does not expect a robotaxi service to be available until after 2025. The electric vehicle maker's robotaxi offering is expected to leverage the existing fleet of Tesla cars as well as Tesla-owned vehicles. Tesla is expected to reveal a prototype of the new Cybercab as part of the robotaxi event and outline other robot applications.Morgan Stanley warned that Tesla's robotaxi event on October 10 could fail to live up to the high expectations of investors. Analyst Adam Jonas said that other than demonstrating FSD v12.5 and offering rides in a Gen 1 Cybercab, the firm is not sure what else could be in store. Jonas said questions that could be addressed include will investors see data comparing the safety of Tesla’s AV vehicle technology compared to human driving, and what are the specific critical enabling technologies to drive further improvement in FSD/cybercab autonomy? As far as moonshots, Jonas advised previously that Tesla could introduce an electric plane concept, electric boat vision, or a demonstration of an Optimus robot flipping burgers at a Tesla Diner. Other Wall Street analysts are also predicting some long-term autonomous concepts will be teased.The other robotaxi players Uber  and Chinese electric vehicle maker BYD Company (OTCPK:BYDDF) are preparing to build what appears to be the start of a global robotaxi service. Uber also recently announced that the Uber app will soon offer rides in Waymo's self-driving cars in Austin and Atlanta. WeRide and Uber Technologies (UBER) also reported a strategic partnership to bring WeRide’s autonomous vehicles onto the Uber platform, beginning in the United Arab Emirates. The partnership is expected to launch first in Abu Dhabi later this year. Uber Technologies (UBER) also has a multiyear strategic partnership to bring  General Motors's Cruise autonomous vehicles to the ride-sharing company's platform. Cruise has a fleet of about 1,200 vehicles and has previously operated in San Francisco, Austin, Dallas, Houston, and Phoenix. Notably, Cruise has resumed supervised autonomous driving in Phoenix, Houston, Dallas, and is testing in Dubai. Pony.ai, May Mobility,  Baidu's Apollo, WeRide, AutoX, Aurora Innovation, and Motional (APTV) (OTCPK:HYMTF), and  Amazon.com's ZOOX also have robotaxi initiatives up and running.Shares of Tesla are up 5.6% over the last week. While the EV giant will issue its Q3 deliveries report on October 2, the robotaxi event on October 10 is considered the bigger potential catalyst. Will the event lead to more share price gains on robotaxi and FSD buzz, or a share price slump if the technology timeline disappoints? Shares of Tesla (TSLA) have a general track record of rallying into major events, and then giving back some of the gains in the week following.","news_type":1},"isVote":1,"tweetType":1,"viewCount":3040,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["NVDA","TSLA"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":true,"length":233,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":355021029790048,"commentId":"355021029790048","gmtCreate":1727677141662,"gmtModify":1727677146394,"authorId":3575506172579675,"author":{"id":3575506172579675,"idStr":"3575506172579675","authorId":3575506172579675,"name":"BB J","avatar":"https://static.tigerbbs.com/a9d3f5e291c33e3de794a15a261432d9","vip":1,"currentWearingBadge":{"badgeId":"972123088c9646f7b6091ae0662215be-3","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Legendary Trader","description":"Total number of securities or futures transactions reached 300","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.07.07","exceedPercentage":"93.52%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100},"hat":"https://static.tigerbbs.com/a3dee1aa3a3a3c1814833a4d3f8a5669","crmLevel":9,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":354589524942872,"objectIdStr":"354589524942872","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"why not half half bet??","text":"why not half half bet??","html":"why not half half bet??","likeSize":1,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0}],"hasMoreComment":true,"orderType":2}