Morgan Stanley thinks the Tesla Semi could become 6x more profitable once it no longer needs a driver
Published · Updated · By Investus editorial desk (SUNRYU Partners)
The bank assumes autonomy lifts utilization 2.3x, cuts costs per mile by 20%, and generates about $15,000 in monthly FSD revenue per truck.
A full English translation of this report is in progress. The analysis below reflects the original Korean research. Read the Korean original →
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Disclaimer
This article is editorial research for informational purposes only. It is not investment advice, a recommendation, or a solicitation to buy or sell any security, and does not guarantee any return. Markets carry risk of loss. Verify figures against the primary sources before making decisions.