Dan Ives of Wedbush expressed that despite initial negative reactions regarding the delay, the timing of Tesla's Robotaxi launch and partnerships remains strong, suggesting that the two-month delay could enhance the event and prototypes.
Mark Delaney from Goldman Sachs remarked on the speculation around whether Tesla will unveil more details or a new lower-cost model at the event, highlighting investor interest in these developments.
Ben Kallo of Baird noted that while the introduction of a lower-priced vehicle is favorable for 2025's volume estimates, switching production could lead to factory downtime, affecting delivery consistency.
Adam Jonas of Morgan Stanley hinted that as the event nears, there's growing anticipation about its impact on Tesla's broader strategy and future production plans.
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