Analyst Forecasts Delayed Scale-Up for Tesla's Robotaxi Until 2030

Friday, 12 July 2024, 15:19
Guggenheim Securities' automotive equity research director, Ron Jewsikow, highlights Tesla's significant pivot towards robotaxis, signaling a departure from its focus on affordable electric vehicles. The decision to delay the next-gen platform adds pressure on the success of the robotaxi project, with a full-scale launch not expected before 2030. Jewsikow views the upcoming years as a testing phase, projecting a gradual integration with the business and a scalable implementation potentially extending into the 2030s.
Yahoo Finance
Analyst Forecasts Delayed Scale-Up for Tesla's Robotaxi Until 2030

Expert Analysis on Tesla's Robotaxi Outlook

Guggenheim Securities' Ron Jewsikow discusses Tesla's shift towards robotaxis as a substantial strategic move away from affordable electric vehicles.

Pressure from Delays and Shifts

Jewsikow notes that delays in the next-gen platform and cancellations increase the stakes for the robotaxi project.

Timeline Expectations

Jewsikow anticipates a testing phase till 2030 before the project significantly contributes to Tesla's business.

  • Shift towards robotaxis from affordable electric vehicles
  • Pressure intensified by delays in the next-gen platform
  • Testing phase expected till 2030 with significant contributions post-2030

This article was prepared using information from open sources in accordance with the principles of Ethical Policy. The editorial team is not responsible for absolute accuracy, as it relies on data from the sources referenced.

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