Tesla (TSLA) Is No Longer A Car Company, Asserts Jim Cramer

Core Viewpoint - Tesla, Inc. (NASDAQ:TSLA) is increasingly viewed as more than just a car company, with a focus on autonomous driving and robotics, as emphasized by both CEO Elon Musk and Jim Cramer [2][3]. Group 1: Company Insights - Jim Cramer highlighted that during Tesla's recent earnings call, Musk mentioned the potential of 20 million robots, which Cramer believes overshadows weak sales in certain regions like Germany [2]. - Cramer referenced a note from Morgan Stanley's Adam Jonas, suggesting that Tesla's business model should not be limited to traditional automotive perspectives, but rather encompass full self-driving technology, robotaxis, and robotics [3]. - The presence of a robot in Times Square was noted as a significant promotional element for Tesla's broader vision beyond just vehicles [3]. Group 2: Investment Perspective - While acknowledging Tesla's potential as an investment, there is a belief that certain AI stocks may offer higher returns with limited downside risk compared to Tesla [3].