I suppose I define AI company differently than you do. In my mind if a company is investing a large chunk of its operations budget in AI R&D, it is an AI company.
By your logic tesla is also a logistics company (shipping cars), an industrial manufacturer of plant machinery (the machines to build the cars), a battery company (buying and investing in battery technology).
what do you call tesla? “An automotive, AI, logistics, industrial plant manufacturing, battery company”?
Do you agree with amber heard “I use pledging and donating as the same thing” when they clearly are not the same thing?
Tesla sells a shitload of batteries outside of their cars, so yeah I’d say they’re a battery company.
They also sell the FSD software, which is “AI” so they do have an AI offering, for some definition of AI.
Also, they sell solar panels, so they’re a solar panel company.
I would absolutely call Tesla a battery company. Would you not? They’ve invested a huge amount in battery R&D and sell them direct to consumers as well as use them in their cars. The rest of that stuff isn’t something they invested heavily in developing, ie. they didn’t invest R&D in developing new logistics technology for shipping cars.