JPMorgan Says Tesla Confident of Scaling Cybercab Operations

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โดย Yahoo Finance·US·Read original
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JPMorgan Chase & Co. said Tesla Inc. appears to be prioritizing the Cybercab over further scaling its Model Y robotaxi fleet, following a meeting with the EV giant's management at its Fremont, California facility. The investment bank said Tesla expressed confidence in its ability to scale Cybercab in the near-term, and management reiterated that the Cybercab is just the initial form factor, with additional vehicle types expected to follow as the platform evolves, pointing to the Obovan concept. JPMorgan also said Tesla touted the Full Self-Driving V15, which will be a step-change in performance, and that the system would encompass seven core technologies, with about 40% of those currently being tested in the robotaxi fleet, where initial feedback has been encouraging. Tesla reaffirmed that the HW4 hardware was capable of running FSD V15 and unsupervised FSD, but the AI4.5 compute system is designed to future-proof against rising compute, about 10% higher FLOPS, and memory, about 2x higher demands, as robotaxi models scale and context windows expand. On the Optimus front, the note said that commercial sales of the Optimus Gen 3 robot could begin by the second half of 2027, while the reveal of the robot would be closer to the start of its production at Fremont to protect competitive advantage.

Impact on stocks 2

Electrification & Mobility▲ · 1 stocks
Tesla Inc
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Tesla confident in scaling Cybercab, FSD V15 step-change, and Optimus Gen 3 timeline.

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