Mobile Plans

January 19, 2026, 5:56 AM EST. Cathie Wood, Ark Invest's CEO and CIO, said on CNBC's Squawk Box that Tesla is no longer just an auto company. With the EV sales environment under pressure, she said investor focus is increasingly turning to the company's broader ambitions, including robotaxis. Wood's comments reflect Ark Invest's view that Tesla functions as a software-enabled mobility platform, not only a carmaker. A Tesla spokesperson did not respond to a request for comment. The remarks come as investors weigh demand trends against potential upside from autonomous mobility.