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Will Tesla Do a Phone? Yes, Says Morgan Stanley
Morgan Stanley, in a note -- seen by Slashdot -- sent to its clients on Wednesday: From our continuing discussions with automotive management teams and industry experts, the car is an extension of the phone. The phone is an extension of the car. The lines between car and phone are truly blurring. ...
Morgan Stanley, in a note -- seen by Slashdot -- sent to its clients on Wednesday: From our continuing discussions with automotive management teams and industry experts, the car is an extension of the phone. For years, we have been writing about the potential for Tesla to expand into edge compute domains beyond the car, including last October where we described a mobile AI assistant as a 'heavy key.' From an automotive perspective, the topic of supercomputing at both the datacenter level and at the edge are highly relevant given the incremental global unit sold is a car that can perform OTA updates of firmware, has a battery with a stored energy equivalent of approx.
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