Tesla shares have surged nearly 20% recently, yet discussions arise about its potential expansion into the eVTOL industry. Morgan Stanley's Adam Jonas highlights Elon Musk's ambiguous stance on aviation projects, noting that despite Musk’s claims of being "stretched thin," he hasn’t dismissed the possibility outright. This hints at Tesla’s broader ambition beyond automobiles. Moreover, with increasing competition from China, Jonas stresses the importance of Tesla's expertise in manufacturing, AI, and robotics to ensure the U.S. remains competitive in the electric vehicle market.
Elon Musk confirmed that Tesla is "stretched pretty thin" when asked about developing electric planes, emphasizing his focus on vehicle autonomy and AI.
Morgan Stanley's Adam Jonas suggests that Tesla's unique capabilities in manufacturing and AI are crucial for the U.S. to remain competitive with China in electric vehicles.
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