FYI: Tesla’s shares have surged nearly 20% in the past month, sparking fresh discussions among investors about its potential disruptions in new sectors.
Tesla’s Potential in eVTOL and Aviation
Tesla shares have experienced a remarkable rise, swelling by nearly 20% recently. This surge hasn’t dampened the enthusiastic speculation about new sectors Tesla might explore, like the evolving eVTOL (electric Vertical Take-Off and Landing) market. According to Adam Jonas from Morgan Stanley, Tesla’s CEO Elon Musk’s vague dismissal concerning electric aviation suggests potential openness despite current constraints.
Musk once noted that Tesla is "stretched pretty thin," when questioned about aircraft development—avoiding a definitive dismissal like he has with motorcycles. This presents an intriguing angle: could Tesla eventually venture beyond ground vehicles to become a transformative aviation force?
Tesla’s Competitive Edge Against China
Morgan Stanley’s analysis highlights Tesla’s integral role in balancing U.S. technological advancements with China’s. Tesla excels in areas critical for future innovation: manufacturing, data analytics, robotics, and infrastructure. These are key to leveling the competitive playing field against China’s rapidly advancing tech landscape.
Innovation in Robotics: The ‘Humanoid Olympics’
Tesla’s potential in robotics could mirror recent Chinese showcases like robots running half marathons. There’s speculation of future events akin to a "Humanoid Ninja Warrior" in the U.S., with Tesla possibly at the forefront.
Affordable EVs: A New Competitive Frontier
Tesla is poised to release more affordable EV models. However, pricing remains uncertain, especially with the $7,500 tax credit possibly ending by 2024. Competing with aggressively priced Chinese models, like the $8,000 BYD Seagull, Tesla aims to introduce vehicles around the $30,000 mark. Musk indicated this price could be achievable with incentives, marking a strategic goal for broader market engagement.
Conclusion
Tesla continues to push boundaries, not only with its recent stock performance but also by exploring new horizons in sectors like aviation and robotics. As these industries evolve, Tesla’s ongoing innovation and strategic positioning remain crucial. For more insights and updates, reach out to us at tips@automotive.fyi, or on Twitter @automotivefyi.
By William Kouch, Editor of Automotive.fyi
