The next market that Tesla could disrupt in the future is flying cars, predicts Morgan Stanley
- Visionary entrepreneur Elon Musk could be tempted to solve the problem of marketing of the air taxisAlso known as electric takeoff and landing electric vehicles (Evtol), said Adam Jonas, Morgan Stanley Autos analyst.
Most Tesla stock market analysts tend to focus mainly on the main automotive activities of the company during the valuation of the company, but not so Adam Jonas.
In its latest research note, the Morgan Stanley Bull argued that Tesla could take advantage of its expertise in artificial intelligence, batteries and manufacturing to enter the emerging market for air taxes, also called vertical electrical take -off and landing vehicles (Evtols).
For years, these planes should revolutionize urban transport, but so far, even the main suppliers like Archer Aviation are still in development. Last week, his midnight prototype, which was scheduled for his first deliveries later this year at the Emirate of the Gulf of Abu Dhabi, managed a test in flight controlled.
While Jonas thinks that the resolution of this technological problem is exactly the kind of challenge that the engineers that Tesla love to approach, he recognized that Tesla, without refuting the idea, said that she was too thin to seriously contemplate an evol.
“In our opinion, this is a resolutely different type of response,” he wrote to customers, according to a report of Tesillat. “Is Tesla an aeronautical / defense-technology company in automotive / consumer clothing?”
Fortune I could not independently check the comments of Jonas and Tesla did not respond to a request for a declaration.
The White House wants the United States to lead in Evtols
The Trump administration is also interested in supporting the emergence of flying cars as a mode of transport.
“Evotls [sic] will basically transform the way the public travels. Make sure the United States paves the way, “Transport Secretary Sean Duffy published on Monday.
Currently, the Evtol market could use any help it can get. Many promising startups, including Lilium and Volocopter, have encountered financial difficulties before being able to develop a commercially viable service.
Part of the problem is that EVTOLS must achieve very high safety standards while remaining fully autonomous, because business scaling generally means eliminating expensive equation pilots. Nor is there enough customers who have a pilot license.
However, the question of whether Tesla would enter the market is questionable.
On the one hand, Tesla CEO, Elon Musk, was clear on the place where his goal is. All the attention is currently on its autonomous fleet which should start its operations this month in Austin; the marketing of its Robotaxi prototype dedicated to cybercab; And put the Humanoid Optimus robot on the market.
Jonas sees a growing threat to Tesla electric vehicle activities from China
On the other hand, Musk is a chameleon who not only pivoted Tesla from her EV orientation to the AI compatible robotics, but also convinced the shareholders that the stay invested will end up generously paying once he will market his right -wing prototype. In addition, Aeronautics is the main expertise of the other Musk, SpaceX, allowing potential collaboration.
The Evtol idea of Jonas is not the first time that he has openly suggested a new business idea that could capture the imagination of investors. Morgan Stanley Auto analyst has formerly argued that Tesla should consider taking Apple on the lucrative market for smartphones.
Recently, it has become more and more concerned about the growing competitive threat posed by the Chinese EV brands, whose offers such as crossover Xiaomi yu7 potentially offer a value higher than the own Y Rival model of Tesla – or any other Western competitor.
“China may have already won the EV battle,” Jonas wrote at the end of last month, adding this “explains why Tesla is moving away from the” car “and goes all on autonomy.”
This story was initially presented on Fortune.com
