The narrative from Musk cultists has been "Tesla isn't a car company, it's a bet on $excuse_du_jour" for at least a year and a half.

I am surprised that nobody here is talking about grid energy storage, they basically invented that business vertical. It's about 13% of their revenue.

Certainly longer than that. I actually thought Tesla as an energy company made sense — sadly just an excuse to buy and shelve solarcity.