Tesla: How to frame the Robotaxi Opportunity?
There are reasons to be (very) optimistic about Tesla’s prospects in Robotaxi, and also reasons to be (very) cautious.This makes ideal ground for research, with many unknowns and many potential outcomes. In the work we publish today, we go beyond the believer / non-believer polarizing debate, and instead organize reasons to be optimistic and reasons to be cautious. From there, we outline key technological evolutions that will shape the opportunity, along with potential scenarios.
We conclude our work with a probability-weighted tree of possible outcomes.
Tesla designs, develops, manufactures, sells and leases electric vehicles and energy generation and storage systems, and provides services related to its products. The company operates as two reportable segments: automotive, which includes the design, development, manufacturing, sales, and leasing of electric vehicles as well as sales of automotive regulatory credits; and energy generation and storage, which includes the design, manufacture, installation, sales, and leasing of solar energy generation and energy storage products, services related to such products, and sales of solar energy system incentives.
Provided by our team of experienced analysts, our work is idea driven, based on independence of thought, sector expertise, and firmly focussed on fundamentals and valuation.
New Street Research is an independent, partner-owned, research firm specialising in equity and debt research. Our equity research embraces the following sectors:
- Pan European Telecom Services and Cable
- US Telecoms, Cable, Satellite and Towers
- Global Emerging Market Telecoms
- Japan Telecoms
- Asian Internet
- Pan European Healthcare
- Global healthcare thematic research
We provide debt research on:
- Pan European Telecom Services and Cable
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