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Morgan Stanley on Tesla (TSLA): 'DeepSeek and TSLA: Precursor to a Humanoid 'Sputnik' Moment?'
January 27, 2025 10:51 AM ESTMorgan Stanley analyst Adam Jonas reiterated an Overweight rating and $430.00 price target on Tesla (NASDAQ: TSLA).
The analyst comments "Why does DeepSeek matter? Advancement in genAI/LLMs directly impacts the advancement of foundation model training for robotics (AVs, eVTOL, AMRs, humanoids, etc). More than any other factor, the growing investor interest in embodied AI has been driven by recent advancements in genAI/supercomputing. - Direction of travel will ultimately get physical. Just as chatbots need textual data to train LLM foundation models, physical robots need vision data to train their VLA (vision, language, actuation)... More
