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

0 January 30, 2026 10:36

RBC Capital Markets Global Autos Lead Equity Analyst Tom Narayan joins Bloomberg Businessweek Daily to discuss Tesla’s latest earnings results, including plans to retire the Model S and Model X. Narayan says that Tesla’s time as an automaker is "in the past," adding that based on valuation versus new car sales, "mathematically, [Tesla] is not a car company… it’s an autonomy company." Narayan speaks with Carol Massar and Tim Stenovec.
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