RBC's Narayan: Mathematically, Tesla Not An Auto Company

As somebody who's followed the company for quite a while, we are all surprised about the Model S and Model X, essentially, in the words of Craig Trudell being put out to pasture. Ouch. No, not at all.I think that was pretty much expected, right. I mean, this company is moving to more towards autonomy. It's more of an A.I. investment, right. Robotaxi Humanoids.Right. The car business is is is in the past. Really.We've known about this for a while now. Maybe it's the final nail in the coffin, so to speak. Whe ...