Tesla's stock has risen nearly 20% in the past month, prompting investor speculation about potential ventures beyond electric vehicles, particularly in the eVTOL (electric Vertical Take Off and Landing) sector. Morgan Stanley's Adam Jonas highlighted CEO Elon Musk's ambiguous response to questions about developing planes, suggesting that Tesla might have untapped capabilities. While Musk prioritizes advancements in vehicle autonomy and AI, the notes also emphasize Tesla's role in the competitive electric vehicle market, especially against rising Chinese manufacturers, and its critical expertise in manufacturing and supply chain management.
In our opinion, that's a decidedly different type of answer. Is Tesla an aviation/defense-tech company in auto/consumer clothing?
Tesla's expertise in manufacturing, data collection, robotics/physical AI, energy, supply chain, and infrastructure are more critical than ever before to put the US on an even footing with China.
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