About to usher in the "Watt moment"? Morgan Stanley: Tesla, Inc. (TSLA.US) autonomous driving may achieve a key breakthrough.

Morgan Stanley analyst Adam Jonas released a research report pointing out that Tesla, Inc. (TSLA.US) may be at a crucial point in its history - the company is about to remove safety drivers from its autonomous taxi service in Austin, Texas, which has attracted high market attention. According to the Jonas team, Tesla, Inc. does not need additional regulatory approval to remove safety drivers from its autonomous taxi service in Texas. Its use of a purely passive optical technology for autonomous driving challenges traditional industry understanding - Tesla, Inc. firmly believes that the addition of radar and lidar does not improve vehicle safety. Jonas particularly emphasized that if the challenge of autonomous driving in cars can be solved, the technological breakthrough will radiate to a wider range of industries such as aviation, maritime, and weapon systems in the field of artificial intelligence robotics and automation, creating a spill-over effect of technology. The report compares Tesla, Inc.'s current progress to James Watt's steam engine revolution in the mid-1760s. Although Watt was not the inventor of the steam engine, his invention of the separate condenser in 1765 solved the core flaw of early steam engine designs and accelerated the global spread of the technology, pushing forward the industrial revolution. Tesla, Inc. is now trying to achieve scale autonomous taxi operations without safety drivers using a purely visual solution, and its technological path choice is echoing the historical logic of Watt's "key improvements."