Tesla Seeks to Shield Crash Data, Citing Competitive Harm

Tesla is reportedly attempting to keep certain crash data private, citing competitive harm. This move comes as the automaker continues to attract significant investor interest and analysts speculate on its potential to disrupt new sectors, including eVTOL and robotics, while also focusing on affordable EV models.

Tesla's Data Privacy Stance Under Scrutiny

Tesla's recent efforts to withhold specific crash data, citing competitive harm, have drawn attention. This decision highlights the company's strategic approach to information control, especially as it navigates a rapidly evolving automotive and technology landscape.

Beyond Automotive: Tesla's Diversification and Future Ventures

Morgan Stanley analyst Adam Jonas has explored Tesla's potential beyond traditional automotive manufacturing, suggesting the company could venture into the eVTOL (electric vertical takeoff and landing) industry. While CEO Elon Musk has indicated Tesla is "stretched pretty thin," he hasn't entirely dismissed the idea of aviation equipment, unlike his definitive stance on motorcycles. Musk's primary focus remains on vehicle autonomy, AI, and robotics.

Key Takeaways

• Tesla is seeking to keep certain crash data private, citing competitive harm.

• Analysts are speculating on Tesla's potential entry into the eVTOL industry.

• Elon Musk's current focus for Tesla is on vehicle autonomy, AI, and robotics.

Tesla and the Global Competitive Landscape

Jonas's analysis also touches upon Tesla's role in the global competitive arena, particularly concerning China. He emphasizes Tesla's expertise in manufacturing, data collection, robotics/physical AI, energy, supply chain, and infrastructure as crucial for the U.S. to maintain parity with China in "embodied AI." China's advancements in robotics, including showcasing robots running half marathons, underscore the competitive pressure.

The Race for Affordable EVs

Tesla is expected to launch more affordable models by the end of Q2. The pricing of these models is a critical factor, especially with the potential disappearance of the $7,500 tax credit by the end of 2024. Chinese manufacturers, such as BYD with its Seagull priced around $8,000, have demonstrated aggressive pricing strategies. Tesla aims to bring its affordable models to below $30,000, a price point Musk has indicated would be achievable with incentives.