Jan 29th, 2026
RBC's Narayan: Mathematically, Tesla Not An Auto Company
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.







