Dan Ives: Tesla is now more an AI company than a car company

For more, let's bring in Wed Bush's Dan Ies along with CNBC contributor Requisite Capitals Bin Talkington. Um Dan, we'll start with you. You agree investors, do they care about these numbers at all.Do they care about earnings or is today more about energy storage or autonomous driving or AI chips or robotics. >> Look, you care because ultimately you need to see stabilization of demand. I think they've seen that in spots.If you look China, Europe, I mean that is important in terms of the core story. But the ...