Morgan Stanley in new $TSLA note: “The automotive industry is approaching an AI-driven inflection point, and TSLA has a significant (and growing) lead. Three things are needed to be successful in developing autonomous vehicle capabilities - data (fleet/mileage), compute, and algorithms (AI model). Tesla has all three, and at significantly larger scale than many of its EV peers - and it shows. To put emphasis on this point, we believe that Tesla's leading-edge autonomous driving offerings will remain a significant competitive advantage for Tesla over its EV peers. As Tesla continues to improve its platform with increased levels of autonomy (i.e. hands-off, eyes-off) it will revolutionize the personal driving experience and it remains to be seen if others will be able to keep pace.”
View on X ↗