Many of you in the Investor Discussions sub-forum have been mentioning Global Equities and its TSLA coverage, including the presenting of their (???) concept of looking at TM as a provider of "Transport-as-a-Service". I'm not sure I follow the thesis very understandably. Is this an analyst attempting to distinguish TM as a service provider rather than as a manufacturer? If so, than does s/he consider TM is more akin to a railroad/airline/shipping company? Is there a methodology for justifying including into share valuation the "overall experience" of a customer utilizing the vehicle, as opposed just to the boost to the bottom line that every auto sale represents for TM? I am ambivalent here. Am not dismissing the concept, but neither am going to embrace it without further elucidation. Any thoughts?