According to the analysts at Morgan Stanley, investors are “massively underestimating” the futuristic AI tech potential of Tesla. Despite all the negative news around Tesla and Elon Musk, renowned analysts are rather optimistic about AI’s future at Tesla.
Tesla is leading the EV business well and the upcoming launch of Robotaxi and humanoid robots holds a huge potential. They too are more keen on being seen as a robotic-based tech company and not just a carmaker.
Do you think investors are not giving due credit to Tesla AI? Let’s go a bit deeper!
Wall Street Is Underestimating The Tesla AI
Tesla has long been digging its teeth into self-driving tech and robotics while still missing major deadlines to have a promised product ready. Given its track record of controversies and failure to make deadlines, one Reddit user criticized Morgan Stanley for using these tactics to make money.
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Morgan Stanley is known for influencing how investors think, so when it shows strong support for Tesla’s AI future, it’s worth paying attention. Are investors really missing out on the next big thing for Tesla, or are they just being practical to ignore the enthusiasm?
Tesla’s A.I. Potential
Tesla’s work in artificial intelligence is ambitious and multifaceted, offering several reasons why investors might not be giving it full credit. So, what makes Tesla AI worthy of the Wall Street attention that investors are currently overlooking?
Full Self-Driving (FSD)
Tesla’s Big AI Bet is to go all-in on vision-based self-driving, using real-world data learning from its vehicles instead of LiDAR or maps like others. If it reaches full autonomy, it could reshape the whole auto industry spectrum of services like deliveries and ride-hailing.
Not to mention a robotaxi network could bring huge profits but with never-ending delays, many investors are waiting for real results before buying the hype.
Tesla Humanoid Army: Optimus
Tesla is big guns about its robot Optimus, a human-like robot meant to help with factory work, deliveries, and even usual household tasks. Elon shared that they plan to have a few thousand ready to work internally for Tesla in 2025. Even Nvidia CEO Jensen Huang recently praised Tesla’s robot.
Although still early, but it shows Tesla’s AI plans are going to go far beyond cars. Since these ideas are just getting started, investors may not be getting the same vibe.
Tesla’s Unique Advantage
Tesla FSD works with a massive amount of data from its self-learning database of real-world data. A big edge for its AI is that it helps improve its system effortlessly by creating an impressive feedback loop across the fleet. No other automaker has this kind of tech at scale, marking a crucial advantage point for Tesla AI.
Elon Musk’s Dynamic Reputation
Musk is known for bold promises that often seem unrealistic, but he’s delivered big results with Tesla, SpaceX, and Neuralink. His focus on AI fits his long-term tech vision, and he’s proven he can bring in some incredible innovations like more advanced cars, smart home systems, Powerwall, and Optimus to each home in the future.
What Makes Tesla AI Less Appealing To Investors?
Morgan Stanley with its insane wealth management empire holds the crown of being one of the most influential voices of the wall street. So when they say nice things about Tesla, it might actually hold the waters.
Tesla has always been known for its popular electric vehicles, but it’s becoming much more than just an automaker. CEO Elon Musk has often maintained that Tesla isn’t just a car company, as they are more focused on AI tech and robotics at its core. Without exact timelines, regulatory approval, or proven revenue from AI, investor distrust is fair.
Bottomline
Morgan Stanley’s claim might not be entirely off, but here’s the deal: Tesla is still in progress with all the promised fancy things Tesla AI could do in the future. Tesla has all the ingredients to lead the future with impressive machine learning data, advanced neural networks, and a Mars-focused mindset. Yet “massively underestimated” feels like a stretch—at least for now!
