Morgan Stanley Significantly Boosts Tesla Semi Valuation: Robotruck Software Subscription Unlocks $100B+ Market Potential

On the software subscription model of Robotruck, Chinese enterprises including DeepWay have already started relevant practices.

It is worth noting that after the release of the Semi electric heavy truck, Morgan Stanley immediately released a research report on Tesla.

Looking at the Semi truck opportunity alone, Morgan Stanley analysts estimate that its value can reach $20 per share, equivalent to a market value of about $80 billion.

Morgan Stanley expects that Tesla is expected to charge an autonomous driving software subscription fee of $0.85 to $1.00 per mile for Semi.

This shows that the monthly software revenue of one autonomous Semi is equivalent to the FSD revenue of about 120-180 passenger cars.