Morgan Stanley maintains an 'Overweight' rating on Tesla with a $410 price target. Analyst Adam Jonas believes Tesla will emerge as a leading entity during the global transition toward advanced technologies. He suggested that societal interactions with AI, such as autonomous vehicles, will significantly shift. Jonas estimated the economic advantages of humanoid robots in the workforce, asserting that they could replace multiple human workers at lower costs. Additionally, innovations in ride-sharing could drastically reduce operational expenses with robot-driven vehicles.
Analyst Adam Jonas said in a new note on Thursday to investors that Tesla could be one of the major winners in terms of the global transition from what it is now to what it will be.
We estimate 1 humanoid robot at $5/hour can do the work of 2 humans at $25/hour, generating an NPV of approximately $200k/humanoid.
1 robot shaped car can potentially drive down cost/mile of a ride-share vehicle to < $0.20 mile (1/10th human-driven ride-share).
The same technological revolutions that have occurred over the past 150 years will continue to occur again and again.
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