
Drew
1.2K posts

Drew
@TechDrewX
Pro X Monitor and Tesla Self-Driving Supervisor. Independent Tesla and X Developer.



NEWS: Morgan Stanley says they’re more optimistic about @Tesla’s progress toward an unsupervised robotaxi rollout after a recent visit to Giga Texas, particularly its progress in addressing edge cases around pickup and drop-off. The firm views Tesla's ability to scale the unsupervised robotaxi fleet as the most important catalyst for the stock this year: "Each incremental mile driven by the robotaxi fleet accelerates learning for personal FSD, which supports higher FSD attach rates and reaccelerates auto demand, improving free cash flow generation." Morgan Stanley believes a successful robotaxi rollout has the potential to create a flywheel across Tesla's ecosystem: "Incremental unsupervised robotaxi miles driven improve the underlying autonomy model, which accelerates the path to personal unsupervised FSD." The firm reiterated an Equalweight rating and $415 price target for $TSLA.






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