Core Viewpoint - Tesla Inc. has made an atypical move by preemptively releasing quarterly delivery estimates, which has raised eyebrows among analysts and investors [1][2]. Group 1: Delivery Estimates - Tesla's delivery estimates for the fourth quarter are around 423,000, which is below the analyst consensus of approximately 445,000 [2][4]. - Out of the predicted 423,000 deliveries, over 388,000 are expected to be from Model Y and Model 3 sales [3]. Group 2: Analyst Insights - Gary Black, a managing director at The Future Fund LLC, described the release of delivery estimates as "highly unusual" for Tesla, indicating a strategic intent behind the move [2][4]. - Gene Munster from Deepwater Asset Management has predicted that Tesla's deliveries may fall short of expectations, estimating around 415,000 deliveries due to challenges such as the end of the Federal EV Credit [6]. Group 3: Potential Announcements - The release of delivery estimates may coincide with a significant announcement from Tesla, potentially regarding the removal of safety monitors from Robotaxis in Austin [4][6]. - Tesla has been conducting driverless testing operations for its Robotaxi in Austin, which could be linked to the anticipated announcement [5].

Core Insights - Tesla Inc. has released its quarterly delivery estimates, which is considered an atypical move by industry experts [1][2] - The delivery consensus for Q4 is around 445,000 units, while Tesla's estimate is approximately 423,000 units [2] - A significant portion of the estimated deliveries, over 388,000, consists of Model Y and Model 3 sales [3] Delivery Estimates and Market Reactions - The early release of delivery estimates may be linked to a potential major announcement from Tesla, possibly regarding the removal of safety monitors from Robotaxis in Austin [4] - Tesla has been conducting driverless testing operations for its Robotaxi in Austin, with sightings of its Cybercab [5] Sales Performance and Predictions - Investor Gene Munster predicts that Tesla's deliveries will fall short of expectations, estimating around 415,000 units due to challenges like the end of the Federal EV Credit [6] - Tesla's sales performance has shown consistent declines, with November U.S. sales down 23% and European sales down nearly 12% year-on-year [7] - In contrast, Tesla's competitor BYD Co. Ltd. has experienced a 222% growth in sales in the Chinese market [7] Stock Performance - Tesla's stock has shown a decline of 3.27% to $459.64 at market close, with a further drop of 0.51% in after-hours trading [8]

Core Viewpoint - Tesla is actively testing its Cybercab in Austin, aiming for driverless operations, amidst mixed reactions regarding its autonomous technology and regulatory challenges [1][2][7]. Group 1: Cybercab Testing and Development - A Cybercab was spotted in Austin, Texas, indicating Tesla's ongoing efforts to develop autonomous taxi services [2]. - Influencer Sawyer Merritt noted that this was the first time the Cybercab was tested on Austin roads, aligning with CEO Elon Musk's vision for driverless operations [2][3]. - Tesla's Board Chair Robyn Denholm mentioned the possibility of manufacturing a Cybercab with steering wheels and pedals to comply with regulatory requirements [6]. Group 2: Regulatory Challenges - Tesla is facing a 30-day suspension of its license to manufacture and sell vehicles in California due to a court ruling that deemed its marketing terms like "Autopilot" and "Full Self-Driving (FSD)" deceptive [7]. - Investor Gene Munster criticized the ruling as "absurd," emphasizing that Tesla communicates the need for driver attentiveness when using FSD [8]. Group 3: Market Reactions and Future Prospects - Tesla's stock declined by 4.62% to $467.26 at market close, but saw a slight recovery in after-hours trading, rising 0.46% to $469.40 [10]. - The company is perceived to have strong momentum and quality metrics, although it struggles with value, indicating potential investment opportunities [10].

I recently joined The REIT Forum and if you are looking for more investment ideas like this one, get them exclusively at The REIT Forum with access to our subscriber-only portfolios.Tesla, Inc. ( TSLA ) stock reclaimed its all-time highs yesterday, as investors cheered the progress in the company’s driverless robotaxi testing in Austin , where it now lets these cars driveAmrita runs a boutique family office fund in beautiful Vancouver, where she leads the investment strategy for the family fund. The fund's ...

I recently joined The REIT Forum and if you are looking for more investment ideas like this one, get them exclusively at The REIT Forum with access to our subscriber-only portfolios.Tesla, Inc. ( TSLA ) stock reclaimed its all-time highs yesterday, as investors cheered the progress in the company’s driverless robotaxi testing in Austin , where it now lets these cars driveAmrita runs a boutique family office fund in beautiful Vancouver, where she leads the investment strategy for the family fund. The fund's ...

Tesla shares hit their highest in nearly a year on Monday after CEO Elon Musk said the electric-vehicle maker was testing its robotaxis without safety monitors in the front passenger seat. ...

Core Insights - Stellantis is collaborating with Estonia-based ride-hailing platform Bolt to introduce driverless vehicles in Europe, with on-road trials set to commence in 2026 [1] Group 1 - Stellantis aims to enhance its presence in the autonomous vehicle market through this partnership with Bolt [1] - The collaboration signifies a strategic move towards integrating advanced technology in the automotive industry [1] - The deployment of driverless vehicles aligns with the growing trend of automation in transportation services across Europe [1]

Core Viewpoint - WeRide Inc. is making significant strides towards profitability, driven by a substantial increase in robotaxi revenues and a reduction in net losses [2][4][5]. Financial Performance - WeRide's third-quarter revenues surged 144% to 171 million yuan ($24 million) compared to the same period last year, with robotaxi revenues increasing by 761% to 35.3 million yuan, now constituting 20.7% of total turnover [4][16]. - The company's net loss for the third quarter decreased by nearly one-third to 307 million yuan from 1.04 billion yuan year-over-year, although the adjusted loss rose slightly to 276 million yuan from 240 million yuan [5][6]. - For the first nine months of the year, WeRide's revenue increased by 68.2% to 371 million yuan, while net losses narrowed to just under 1.10 billion yuan from 1.92 billion yuan in the same period of 2024 [6]. Market Position and Competition - WeRide's gross margin improved significantly, jumping 26.4 percentage points to 32.9%, positioning it favorably compared to competitors like Pony.ai, which reported a smaller revenue increase and a widening loss [5][7][8]. - Both WeRide and Pony.ai are incurring losses that exceed their revenues, highlighting the intense competition in the robotaxi market [8]. Expansion and Regulatory Approvals - WeRide has achieved a landmark approval for fully driverless taxis in Abu Dhabi, marking the first city-level permit for autonomous robotaxis outside the U.S., allowing operations without in-vehicle safety officers [9][10]. - The company operates over 150 autonomous vehicles in the Middle East and aims to expand its fleet to tens of thousands by 2030, covering approximately 50% of Abu Dhabi's urban core [10]. - In Europe, WeRide received a robotaxi permit for Zurich, Switzerland, with services expected to launch in 2026, enhancing its credibility in the global market [11]. Technological Advancements - WeRide is investing in technology development, partnering with Bosch to create an advanced driver-assistance system, which is nearing mass production [12]. - The company has begun manufacturing an end-to-end L2+ solution that incorporates advanced L4 technologies, potentially paving the way for self-driving features in consumer vehicles [13]. Stock Performance - Following the earnings announcement, WeRide's U.S.-listed shares rose 14.7% to close at $8.26, although they remain down about 40% year-to-date [14]. - The Hong Kong-listed shares increased by 1.75% to HK$20.88, still approximately 16.4% below the listing price [14].

Core Insights - The auto industry is currently facing a variety of challenges and developments, including tariff issues, recalls, rental program expansions, and regulatory advancements in autonomous vehicles. Group 1: Tariff Issues - Mazda Motor Corp. is experiencing significant challenges due to President Trump's tariffs, which have resulted in billions in potential headwinds for the company, particularly as North America is its largest market by volume [2]. Group 2: Rental Program Expansion - Tesla is expanding its rental program in multiple U.S. cities, with job listings for "Rental Readiness Specialist" positions indicating growth in this area. The program will feature unlimited miles, free Supercharging, and rentals of up to 7 days [3]. Group 3: Vehicle Recalls - Ford Motor Co. has announced new recalls affecting 229,609 units of the 2025-2026 Bronco and Bronco Sport due to instrument panel issues, as well as over 20,558 Ford Escape and Lincoln Corsair PHEVs for battery short circuit problems [4]. Group 4: Autonomous Vehicle Developments - WeRide Inc. has received a driverless permit for its Robotaxi from Switzerland's Federal Roads Office, allowing fully autonomous operation on public roads in the Furttal region, marking a significant milestone as Switzerland's first driverless Robotaxi permit for passenger service [6]. Group 5: Market Expansion - BYD Co. Ltd. is considering introducing its compact Racco car to the European market, with the Vice President expressing interest in complying with EU regulations if market conditions allow [7].

Core Insights - The robotaxi startup will be the first in the U.S. to provide trips on freeways without a safety monitor [1] Company Overview - The startup is pioneering the use of autonomous vehicles for freeway travel, indicating a significant advancement in the robotaxi industry [1] Industry Implications - This development may set a precedent for regulatory changes and influence competition within the autonomous vehicle sector [1]