Tesla has a leg on independent competitors of cars, says Goldman Sachs before starting Robotaxi

On Tuesday, investors on Tuesday erected a dispute between the general director Elon Musk and President Trump in the rearview mirror and looking at what they hope they are, he will be the next EV Maker driver.

Tesla (Tsla) Actions increased on Tuesday, increasing by almost 6% on the third in a row, large profits, waiting for the Robotaxi service in Austin, Texas. The company expects to drive from 10 to 20 vehicles from this week and develop the fleet in the coming months.

Goldman Sachs analysts on Tuesday said that the EV manufacturer may have two advantages on the AV market. First of all, the scale of existing business and certain design elections – Tesla uses non -standard silicon and does not use Lidar or radar for navigation – it can make his vehicles much cheaper than competition. Secondly, the approach to AI training “can facilitate faster scaling, creating adapting software that uses reasoning, not programming to understand new environments.

Musk expects fast, huge expansion

Tesla has set aggressive scaling goals for its AV activities. The company plans to enter the market outside Austin before the end of the year, and the general director Elon Musk expects to have “”Hundreds of thousands“AVS on the road until the end of next year. Tesla expects operating costs about 40 cents per mile.

Goldman Sachs has more modest expectations. The company estimates that the average depreciation, insurance and remote costs of a remote operator in total around USD 1.34 per mile and do not expect that these costs will drop to 40 cents to around 2040. They also expect that Tesla will have about 2,500 robotaxia in service until the end of 2027.

Goldman is not alone, thinking that Tesla’s goals are unreal. Baird Known in supplies of Tesla On Monday, citing “lofty expectations” as the main reason. “We think that Musk’s comments regarding the Robotaxi ramp indicator are a bit too optimistic and we think that emotions were valued at the actions,” wrote research analyst Ben Kallo.

A very expected premiere

A lot is successful in Robotaxi Tesla. Musk has been insisting for over a year that Tesla’s main business is artificial intelligence and robotics, not cars. The company started the production of its Supercompter TOJO in 2023, and in 2024 it began Priority determining the robotaxi service on developing a cheap EV model with human drive.

Waiting for the implementation of Robotaxi increased the price of Tesla’s shares since then despite increasing problems. Turnover Resistant in the first quarter among increased competition and Consumer reaction to work Musk with the Trump administration. Stocks lost more than half of their value between the hit At the highest time in December and at the beginning of April Nosed supplies After Trump presented steep tariffs for most world goods.

The actions reflected at the end of April and May after Musk promised Spend less time in Washington. But the actions won another hit at the beginning of this month, when Musk and the President Sparted online over the influence tax account Going through the Congress may have a fiscal deficit of America. Public Popocie threatened to friendly to musk relations with the president, which was a key reason why many investors Tesla looked at poor sales and uncertain perspectives.

Gene Munster and Brian Baker from Deepwater Research said in a note last week that they do not expect a tapestry with Trump, derailed the leadership of AV Tesla. They said that the White House “has little to get before autonomy”, taking into account the race between the USA and China as the world leader of artificial intelligence. “The most important, [we] Expect that cooler heads will win and the federal government will continue to support the development of these services. “