Despite shares rising 20% recently, Tesla continues to intrigue investors with its potential to expand into new sectors, including eVTOL. Morgan Stanley's Adam Jonas raises questions about Tesla's future direction, suggesting its capabilities may extend beyond vehicles. Founder Elon Musk stated that while electric planes present an interesting challenge, Tesla is overwhelmed with its current projects. The report also underlines Tesla’s vital role in the U.S. market, asserting that its advanced manufacturing and data expertise is essential to compete with China's rapid advancements in the electric vehicle sector.
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 in embodied AI.
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