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Tesla Daily: Tesla News & Analysis
Robotaxi Concept, Morgan Stanley Upgrade, FSD 12, China Production (09.11.23)
Sep 12, 2023
Guests Jeremy Cooke, Troy Cher asaro, and an unknown executive producer discuss Tesla's concept for a robotaxi, Morgan Stanley's upgrade of TSLA stock, new details on FSD 12, China production for August, and other Tesla news.
14:24
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Quick takeaways
- Tesla's emphasis on Dojo and AI technology is changing the perception of the company, positioning it as more of an AI company.
- Tesla's focus on smaller, more efficient vehicles for the majority of Robotaxi trips is evident.
Deep dives
Tesla's Robotaxi Concept and Adam Jonas' Note
Tesla's recent stock performance has been attributed to an updated note from Adam Jonas, highlighting a possible $500 billion opportunity for Tesla from Project Dojo. This has led to an upgrade in Tesla's rating and an increased price target. Additionally, Tesla's emphasis on Dojo and AI technology is changing the perception of the company, positioning it as more of an AI company.
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