The event, originally scheduled for August, is where CEO Elon Musk has promised to release a final design and more detailed plans for Tesla's Uber-like self-driving car service.
AdvertisementIn typical form, Musk's promise that the robotaxi business was taking shape offset a major earnings miss and juiced Tesla's languishing stock price.
Spak wrote.
In the same note, Spak raises questions about Tesla Full Self Driving (FSD)'s rate of improvement compared to competitors like Waymo.
Advertisement"Tesla's future valuation is highly dependent on its ability to develop, manufacture, and commercialize autonomous technologies," Jonas wrote.
Persons:
—, Elon Musk, Tesla's Uber, Musk, juiced, Joseph Spak, Spak, Tesla, Morgan Stanley, Adam Jonas's, Jonas, Tesla's FSD
Organizations:
Service, Business, Tesla, UBS, Hertz, California
Locations:
Tesla's, robotaxi, Los Angeles