Summary
- Analysts Gene Munster and Brian Baker expect Tesla to unveil a stripped-down Model 3 during the Robotaxi event
- Deepwater analysts believe Tesla will unveil three vehicles during the event: Model 2, Cybervan, Cybercab or robotaxi
- Munster predicts Model 2 production to start in late 2025, later than Elon Musk’s estimate
- The $25,000 Model 2 will share similarities with the Robotaxi and will not require full self-driving to operate
- Elon Musk is expected to unveil plans for a fully autonomous passenger van (Cybervan) during the event
Article
Deepwater analysts Gene Munster and Brian Baker from Deepwater are expecting Tesla to unveil a stripped-down Model 3 during the upcoming Robotaxi event. They also predict that Tesla will reveal three new vehicles at the event: the Model 2, Cybervan, and Cybercab or robotaxi. Munster theorizes that the Model 2 will be a simplified version of the Model 3, as Elon Musk made last-minute changes to the design of the cybercab, delaying production and indicating that Musk is still working on the vehicle’s design.
In a recent report, Munster and Baker suggest that Tesla will focus on vehicles close to production during the Robotaxi event while teasing upcoming products like the Cybervan and Optimus. Munster anticipates that production of the Model 2 will commence in late 2025, a timeline that differs from Elon Musk’s estimate provided during the Q2 2024 earnings call. Musk himself mentioned that a more affordable model is on track for release in the first half of the following year.
The Model 2 is expected to be priced at $25,000, and Munster outlines his expectations for the robotaxi, Model 2, and Cybervan. He believes that at the Robotaxi event, a physical prototype of the robotaxi will be showcased, featuring a futuristic design similar to the Cybertruck and demonstrating its autonomous capabilities in action through a demo. The Model 2, also known as the Model A, is anticipated to be previewed without a working prototype, sharing similarities with the robotaxi but with the necessary controls for human operation. The Cybervan, a fully autonomous passenger van for 8-10 people, is expected to be unveiled, focusing on leveraging autonomy for a vision of affordable transportation in dense urban areas.
Overall, Munster and Baker speculate on the potential offerings that Tesla may showcase at the Robotaxi event, including the Model 2, Cybervan, and updates on the Cybercab or robotaxi. With a focus on vehicles nearing production and teasing upcoming products, Tesla’sTesla’sevent is expected to highlight the company’s innovation in autonomous vehicles and aim to revolutionize transportation and the ride-hailing industry. While specific details on the vehicles remain limited, the analysts provide insights into what attendees and Tesla enthusiasts can potentially expect from the highly anticipated event.
Read the full article here
