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Autonomous Vehicles
Gene Munster, Brian Baker
The ‘Is Tesla a Tech or Car Company?’ Debate Is Over
On the surface, the waiting game will continue for TSLA investors as the Cybercab and Optimus are still years away. Beneath the surface, the "We, Robot" event posed a challenge for traditional automakers as Tesla showcased an innovation edge that puts an end to the "Is Tesla a tech or car company?" debate.
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Autonomous Vehicles
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Ridesharing
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Tesla
Gene Munster, Brian Baker
“We, Robot” Event Preview
Tesla's "We, Robot" event is Thursday, October 10 at 10p ET. The two key topics orbiting the event include the number of vehicles they'll announce and timing of production. I'm looking for 3 vehicles (most are expecting two) and I believe we'll only hear production timing on the Model 2, which I expect to begin late in 2025. This timing is a few months later than what Elon's comments suggested on the June earnings call. The one wild card could be the more affordable Model 2 is actually a stripped down Model 3, which would be viewed as a negative by investors.
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Autonomous Vehicles
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Ridesharing
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Tesla
Gene Munster, Brian Baker
Updated EV Adoption Estimates
This note provides Deepwater’s updated timeline of EV adoption in the United States. Previously, we had estimated that by 2030 50% of new car sales in the US would be fully electric. We now believe by 2030 only 25% of new car sales will be EVs. We expect the industry to cross the 50% threshold between 2035 and 2036. As for Tesla, we're expecting total 2030 deliveries of 4.5m, compared to the Street at 3.6m (FactSet).
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Autonomous Vehicles
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Ridesharing
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Tesla
Gene Munster, Brian Baker
Early Robotaxi Event Preview
While it's still more than two months away, I'm sharing my early predictions for the "Robotaxi Event". I expect three vehicles to be revealed, including Robotaxi, Model 2 and Cybervan (tailored to the ride-hailing vision). I expect initial production ramps could start as soon as summer of 2025, with FSD approval playing a large factor in the timing. These vehicles fit into Elon's vision that they need to solve autonomy to unlock shareholder value.
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Autonomous Vehicles
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Ridesharing
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Tesla
Gene Munster
Deepwater Frontier Tech Survey 2024
Deepwater’s first annual Frontier Tech Survey measures the American public’s viewpoint on emerging technologies, including AI, Electrification & Automation, the Creator Economy, and Health-Tech. Key Takeaways: AI – General usage and awareness remains low; opinions are mixed when it comes…
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Apple
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Artificial Intelligence
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Augmented Reality
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Autonomous Vehicles
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Frontier Tech
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Google
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Health
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Meta
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Microsoft
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Netflix
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Neurable
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Neurotech
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Nvidia
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Redwood Materials
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Spatial Computing
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Tech Addiction
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Tesla
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TikTok
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Virtual Reality
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Wearables
Gene Munster
AI Day Primer
Tesla’s second annual AI Day is coming up on September 30th. While the event is primarily geared toward recruiting talent for AI, software and chip development (confirmed by Elon on Twitter), it serves a second purpose of outlining the company’s…
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Autonomous Vehicles
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Tesla
Gene Munster, Doug Clinton
Loup TV 135: A Level-Headed Tesla Discussion
Gene and Doug have different perspectives on how the Tesla story will play out over the next decade.
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Autonomous Vehicles
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Tesla
Gene Munster, Doug Clinton
Loup TV 125: Epic Needles Apple; Second Life Gets Second Life; Cybertruck Pushed to 2023
Takeaways: Another rough day in the market. Second time in a week that we’ve seen a two standard deviation move in the NASDAQ. Fear is controlling the market, and will continue until… who knows. Epic needling Apple with its Fortnite…
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Autonomous Vehicles
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Blockchain
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Deepwater TV
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Future
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Gaming
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Netflix
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Nvidia
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Tesla
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Virtual Reality
Gene Munster, Doug Clinton
Loup TV 123: Apple’s Take Rate Pressure; EV Momentum Continues
Takeaways: Chairman Powell had some encouraging language today suggesting that the Fed is getting ready to step up to the inflation challenge. Will have to wait till the end of the month until details from the Fed meeting. Apple has…
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Apple
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Autonomous Vehicles
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Deepwater TV
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Tesla
Gene Munster, Andrew Murphy
Loup TV 122: Apple App Store Powers Higher; New Apple Car Patents; Take-Two Acquires Zynga
Takeaways: A reported $260B in developer earnings since the advent of the App Store in 2008, with Apple taking a 15-30% cut. Today in EVs: Apple wins Project Titan patents, including a multi-linkage vehicle door hinge; Tesla’s Model 3 sold…
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Apple
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Autonomous Vehicles
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Deepwater TV
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Gaming
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Tesla
Loup TV 121: FSD Price Increase; Theranos’ Ethos of Fake It Till You Make It
Takeaways: Tesla announces that FSD subscriptions will increase to $12,000 starting Jan. 17th, the company’s intentions for doing so and whether or not FSD will be mandated in the future. Theranos: their ethos, our verdict, and the gray area between…
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Autonomous Vehicles
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Deepwater TV
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Investment Philosophy
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Startup
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Tesla
Gene Munster, Doug Clinton
Loup TV 120: Facebook’s VR Bet; GameStop Goes NFT; Chrysler’s EV Hail Mary
Gene and Doug discuss news for January 6th: Reports of Facebook nixing development of an MR OS in favor of a VR OS are to be expected. To call the metaverse early is an understatement, and big tech will be…
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Apple
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Augmented Reality
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Autonomous Vehicles
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Deepwater TV
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Future
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Future of Work
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Meta
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Technology
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Tesla
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Themes
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Virtual Reality
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