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Questioning Tesla's Identity
We've been asking ourselves more frequently over the past year: Is Tesla still a car company? This question arises as the company's car business continues to shrink, and Elon Musk pushes the narrative that Tesla should be viewed more as an AI and robotics leader rather than just a seller of four-wheeled vehicles.
Insights from the Earnings Call
Last night, during Tesla's quarterly earnings call, the question of whether Tesla still wants to sell cars seemed to be answered by Musk and his team. In one decisive move, the company discontinued its original flagship EVs, the Model S and Model X, to make room for the mass production of a humanoid robot that, as we've seen, represents a significant pivot in priorities.
