Elon Musk wants you to believe Tesla is no longer a car company, even if it’s still shaped like one. Still, Musk has spent the last few years making the case that Tesla is really an AI and robotics company, even if some of the AI happens to live in cars. As a result, he now spends less than a third of his time on earnings calls talking about cars and manufacturing. On that same Q3 call last year, Musk spent less than 20% of his time talking about the automotive business. These other Tesla executives used to spend nearly 50% of their time on these calls (or more) talking about making and selling cars.