저자: CathieWood · 외국인
요약 보기
테슬라가 로보택시 상용화를 향해 가고 있으며 안전성(사고율 개선)과 AI 데이터 축적이 강점이라고 주장. 캐시 우드는 향후 18~24개월 내 로보택시 서비스 가동을 예상하고 테슬라를 향후 10년의 숨은 영웅으로 평가. 테슬라 주가는 9연속 상승 후 공매도 잔고 증가, 한국 판매 호조(모델Y/모델3)도 언급. 중국의 자율주행·휴머노이드 로봇 경쟁 위협도 함께 거론.
다듬은 글
Elon has been communicating to his Workforce suppliers and final customers since August 8th that the days of a robot taxi that can transport us from point A to point B in a safe efficient and affordable manner are drawing near all I can say is that we will proceed to a genuinely large magnitude whoa completely autonomous uh it will be a specialized robot taxi that will look um it will it will look uh very futuristic then of course we have Optimus the Tesla robot June was also Tesla's biggest month in South Korea where the company sold around 3,000 Vehicles after the Mercedes S-Class the Tesla Model 3 is currently the second most popular Imported Car the model 3 is on order for an additional 4 to 5,000 South Koreans but delivery may not be possible until at least September additionally Tesla overtook Toyota as the most valued car maker in the world last week in a recent interview with tech futurist Peter dandis Kathy Wood of Ark envest discussed her predictions for robot taxes pointing to Tesla as the unheralded hero of the upcoming decade with nine straight rises in its shares Tesla has rejoined the Magnificent 7 despite this achievement the number of short positions has increased to 3.8% of shares or 31 billion shares shorted the largest level since 2021 we shall examine the opinions of Tesla bull Keith Fitzgerald and Tesla bear Tony sakoi Alon musk also discussed the success of Tesla's model Li and model 3 which are currently the country's bestselling Vehicles a thrilling episode featuring in-depth analysis professional viewpoints and the most recent information on everything Tesla is coming up so tune in for more fascinating material remember to like And subscribe to Tesla stock news let's begin after a difficult year it's amazing to watch Tesla's momentum turn around even among some long-term bulls with sizable positions sentiment had been overwhelmingly negative Tesla has experienced significant ups and downs due to its volatile nature but its inclusion in the Magnificent 7 confirms its status as a leading Tech business notable are Tesla's continuous developments in fully autonomous driving technology despite certain technical difficulties in implementing these end to end neural networks at scale the initial feedback on version 12.33 is encouraging this advancement is essential to reaching the objective of robot taxes like the advances in other areas of I the market is beginning to appreciate the importance of Tesla's work with artificial neural networks additionally sentiment has improved when Alon musk's compensation package overhang was eliminated let's now concentrate on the bullish viewpoints some amazing in predictions on the future of Tesla's robot taxes have been made by Kathy Wood of AR invest at the annual shareholder meeting Elon Musk himself commended her research stating that he truly appreciates her viewpoint let's watch the clip from her conversation with tech futurist Peter dandis talk to us about what's coming and the consequences of Tesla's robot taxes because it's a big deal the safety work is in my opinion the most crucial one of the most crucial pieces of Labor in the United States one accident occurs for every 200,000 mil driven by the average automobile every 3.2 million miles an accident occurs in an average automobile with outdated FSD imagine 6 months ago 200 to3 you know safety is the foundation of Volvo's brand I believe that Tesla should use this but I also believe that we are attempting to tell this tale Kathy Wood explores Tesla's accomplishments in robotic taxes and the notable safety enhancements in this interview she cites an important study that compares the safety of several Vehicles including a Tesla before and after full self-driving SSD a whmo car a cruise automation car and the typical us car while a Tesla with outdated FSD technology has an accident every 3.2 million miles the average automobile in the US has an accident every 200,000 M this analogy highlights Tesla's dedication to safety which even Rivals Volvo standing with improvements in unboxed manufacturing Cathy thinks Tesla is getting closer to the day of robot taxes which promis Speedy safe and affordable transportation from point A to point B she believes that during the next 18 months to 2 years Tesla's robot taxi service will be operational Tesla's massive data collection and quick AI breakthroughs give her more confidence Alan musk stated that because of the system's dependability human overseers may get disinterested in fully autonomous driving as disengagements are becoming so infrequent in the same Factory Tesla will be able to produce both human driven cars and robot taxes in large quantities switching between them according to demand given the speed of invention Cathy wood anticipates hearing more about Tesla's master plan for on October 8 Kathy reiterated many of her earlier points but it's important to review these foundational ideas I agree with her 2-year timeline as a plausible estimate even though I don't think will be at level five autonomous capabilities in just 6 months I'm probably 70 to 75% sure that this will happen in the next 2 years and I'd be much more sure if it were 3 years in this time span no other Rivals can increase their production capability to build these cars at a competitive price this puts Tesla in a position to take take a sizable portion of the market with few Rivals the aspect that most people might not completely understand is that at this time no other firm is in a strong position to compete with Tesla in the market for autonomous ride sharing with its dominant position in this enormous Market opportunity Tesla is far ahead even though businesses like wh might do well in certain places like San Francisco they don't have the business plan to swiftly expand millions of cars in the US and Europe Europe and seriously compete with Tesla we will examine the economics of weo versus Tesla in further detail tomorrow as well as the developments around sing's lar technology regarding Tesla being the most popular stock owned by Koreans today Alan mus recently said smart people indeed notable is Tesla's growth in South Korea as of the first half of 2024 the model Li is the top selling electric vehicle in Korea followed by the model 3 these models are imported but their quality has made them popular in Korea Tesla's model Li has overtaken Mercedes-Benz and bmd sales in Korea appending the luxury Brand's long-standing dominance in the market the market for imported cars is often dominated by Mercedes BM do Audi and Volkswagen but Tesla is currently in the lead which is indicative of a shift in consumer preferences toward electric vehicles let's let move on to Cathy Woods analysis of Tesla according to Kathy Tesla will be the unsung hero of the next 10 years she thinks that Tesla's technological innovations in automobiles particularly its more affordable models would completely destroy internal combustion engine automobiles by providing faster more affordable and better performing substitutes due to their difficulties traditional automakers are reducing their efforts to build electric and driverless Vehicles while increasing dividends and repurchasing stock which is not a sustainable approach Tesla is not merely a car manufacturer it is a humanoid robot maker an ad firm an energy company and a possible Uber substitute every one of these industries has the capacity to significantly raise Tesla's market value whether Alon musk can fulfill his promises is the crucial question he is encouraged to keep going by the recent approval of his remuneration plan which increases the like hood that he will soon become the first trillionaire according to ark's estimate Tesla's Optimus robot is more likely to increase internal productivity than to increase external sales this is a call option that is comparable to their energy storage Viewpoint given the anticipated $8 to1 trillion in Revenue potential for the autonomous industry including China Arc finds it difficult to think that Alon musk's prediction that energy storage might surpass the market for autonomous vehicles is accurate there are concerns about Tesla's offer to enter the Chinese market some people think that because of byd and Apollo's limitations China intends to reverse engineer Tesla's technology others believe that similar to how they did with electric automobiles China wants to take the lead in ubiquitous robot taxes and learn from Tesla it's important to keep in mind that all of these developments are a result of artificial intelligence in relation to AI China is is also working on creating humanoid robots for example Elon Musk launched a $10,000 robot shortly after upch unveiled a $6,000 robot which was later raised to $32,000 owing to tariffs Innovation is happening very quickly there are
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