Morgan Stanley’s Crazy Tesla Robotaxi Model 🤯
• Adam Jonas from Morgan Stanley shares thoughts on Tesla's upcoming Robotaxi event, speculating about ride-hailing partnerships or Tesla launching its own service.
• $TSLA might use a strategy similar to SpaceX, combining direct service and partnerships for its ride-sharing goals.
• Morgan Stanley predicts that Tesla will use a two-part plan: a fully autonomous Cyber Cab and a supervised FSD ride-share, starting around 2025 or 2026.
• Tesla might offer drivers a lower fee compared to Uber's 30%, to attract more users to their FSD network, possibly with extra incentives at first.
• Some analysts believe Tesla could offer drivers a 0% fee at first to compete with Uber, leading to a potential price war.
• Morgan Stanley projects big revenue for Tesla’s Mobility unit, estimating each car could bring in $105,000 by 2030, with strong profit margins.
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- AuntieAaA·10-08GOODLikeReport