Tesla is as much a car company as GM, BMW, Honda, and Toyota. >90% of Tesla's revenue is from selling cars. They certainly have aspirations to be more, but they aren't there yet.
Of course, most of the revenue today is generated from selling cars. But we were talking about the value of the company. And this includes expected _future_ returns. And, obviously, Tesla has more than just aspirations. They have built a large part of the Gigafactory already.
Honda certainly is not a car company - but much more than this as well. This was not a good example for your case. Same with GM. I am not sure if your intention was to list companies that are much more than car companies? You were just making my case.
You were talking about what Tesla is. Despite its aspirations, Tesla is a car company right now.
> I am not sure if your intention was to list companies that are much more than car companies?
That was my intention. The discussion was about how we can't compare Tesla to GM or Honda because Tesla "isn't a car company". My point is that those other companies are not either, and so that is not an argument to reject the comparisons out-of-hand.
It often feels like the people discussing Tesla have zero experience with some of these other companies.