The next market Tesla could disrupt in the future is flying cars, Morgan Stanley predicts
- Victory businessman Elon Musk Air Carie Marketing problem may be seducedSAlso known as the Electric Cotton Cars (EVTOL), Morgan Stanley Auto analyst Adam Jonas has argued.
Most of the Tesla stock analysts tend to focus mostly on the company’s basic car business when assessing the company – but not Adam Jonas.
In his latest research notes, the Morgan Stanley Bull argued that Tesla can benefit from her experiences in artificial intelligence, batteries and manufacturing to enter the emerging market for air taxes, also known as EvTols.
For years, these aircraft have been predicted to revolutionize urban transport, but so far prominent service providers such as Archer Aviation are still under development. Last week, it completed the first model in the middle of the night, which is scheduled to receive the first later this year to the Emirate of Abu Dhabi Bay, with a pilot flight test.
While Jonas believes that solving this technological problem is exactly the type of challenge that Tesla engineers love to address, he admitted that Tesla, although the idea did not directly, said that it extends greatly to think seriously about Evtol.
“In our opinion, this is a different kind of answer,” he wrote to customers, according to a report of his foot Category. “Is Tesla Airlines/Automotive/Consumer Defense Company?”
luck She was unable to independently verify Jonas’s comments and Tesla did not respond to a statement.
The White House wants to lead the United States in Evtols
The Trump administration is likely to support the emergence of airline as a means of transportation.
Evots [sic] They are essential to convert essentially how the audience travels. Let’s make sure that the United States is leading the road, “Transport Minister Sean Duffy published on Monday.
Nowadays, the EVTOL market can use any help you can get. Many promising startups, including Lilium and Volocobter, have faced financial difficulties before they could develop a commercially viable service.
Part of the problem is that Evtols needs to achieve very high safety standards while remaining at the same time completely independent, because increasing work usually means removing the expected pilots from the equation. It is not possible to find a sufficient number of customers who have a experimental license.
Whether Tesla will enter the market ever, though.
On the one hand, Tesla Elusk CEO was clear about where his focus was. All attention is currently on his independent fleet of riding, which was appointed to start operations this month in Austin; Marketing its initial model CYBERCAB Robotxi; And bring Optimus Humanoid Robot to the market.
Jonas sees a growing threat to Tesla’s EV from China
On the other hand, Musk is a chameleon that has not only granted Tesla from EV to robots that support artificial intelligence, but it is also convinced contributors that staying an investor will eventually pay fruits as soon as it markets its initial model Droid Optimus. Moreover, flying is the main experience of other MUSK company, Spacex, allowing potential cooperation.
The idea of Jonas’s Evtol is not the first time that a new idea of work can openly suggest that it can get the imagination of investors. The Morgan Stanley Auto analyst has once armed with customers that Tesla should consider facing Apple in the profitable smartphone market.
Recently, it has been increasingly concerned about the growing competitive threat posed by the Chinese brands of EV, which is likely to offer its offers like Xiaomi Yu7 Crossover a high value of money from the Yesla competitor for Y-or any other Western competitor.
Jonas wrote late last month, “China may have already won the battle of EV,” adding this, “Explaining the reason to move away from Tesla from” Car “and go to autonomy.”
This story was originally shown on Fortune.com
2025-06-03 12:18:00
