Artificial intelligence is at its Big Bang moment, according to a major investment research company. Executives at Tesla TSLA Inc. (TSLA) revealed last week new upgrades to Optimus, the firm’s bipedal robot. Morgan Stanley MS researchers believe a Cambrian Explosion is near, leading to explosive growth for Tesla. Investors should buy shares of the Austin. Tex.-based company into weakness only. Let’s be clear. Morgan Stanley researchers think that Tesla is onto something really big with Optimus. According to their December 15 research report, the analysts expect a Cambrian explosion moment, when AI moves beyond intense number crunching and chatbot software, toward intelligent, aware humanoid robots. Scientists know from fossilized data that about 538 million years organic life on Earth began. Organisms gained motility, the ability to move independently. This was a big bang moment. Scientists believe that after this moment everything changed, leading to the evolution of human beings. Optimus has the potential to be a big bang in robotics. Morgan researchers believe it could disrupt 30% of the global labor market, a $30 trillion opportunity. A lot of things have to fall into place for this to happen. Optimus was introduced in 2021 to widespread skepticism in the research community. Scientists felt that the claims being made by Elon Musk, chief executive officer, were unrealistic given Tesla had not started to hire staff. Tech journalists reduced the original Optimus announcement to a meme, a dancing human dressed up as Optimus. Musk introduced Dojo in 2022, and committed to spending $1 billion for development earlier this year. The AI supercomputer collects, analyzes, and will become the compute engine for all of the data from the Tesla full self-driving software suite. Dojo is also the motor for Tesla’s computer vision and processing algorithms. Morgan researchers see Dojo, and the millions of Tesla vehicles out in the world collecting data, as the foundation to drive the rapid development of Optimus. Investors should pump the breaks, though. The Morgan Stanley narrative is big, and possibly overreaching. Tesla is miles ahead of competitors when it comes to software development. The popular electric vehicles are software defined, meaning that code underpins every aspect design, development and operation. Even safety recalls, as per the National Highway Safety Traffic Safety Association, have become simple over-the-air software updates, like fixing a software glitch on an iPhone. The problem for Tesla bulls is that the EV maker is still predominantly valued as a car company. The conversation about AI bipedal robots isn’t likely any time soon. Morgan researchers came up with a $380 price target.
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