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The Trump-Musk friendship had already crumbled, but now it seems like it's actively imploding.
Musk went nuclear against Trump's "Big Beautiful Bill", calling it a "disgusting abomination". In response, the White House is "very disappointed" in the criticism. In other words, they're probably saying "fuck you, Elon" behind closed doors. Trump had previously been anomalously deferential to Musk, but if you read between the lines you could see there was trouble in paradise. Musk feuded with other members of the administration and Trump didn't back him up. Musk was causing enough chaos that he was starting to be seen as a political liability, and so Musk was somewhat gently pushed out of his role. People like Hanania who claimed the bromance would last have been proven incorrect, at least on this point.
Trump's budget is broadly awful, exploding the deficit to pay for regressive tax cuts, so I hope it dies.
Tesla is Musk's biggest source of capital, and it's sales, at least in Europe, were fueled by virtue signalling. Now imagine the look on the face of the exact type of person, that wants to be seen as saving the planet, suddenly being seen as a Nazi instead. Tesla's sales are tanking accordingly, so I consider Elon to be a dead man walking, if he loses political backing. The drama being about the budget, I wonder if he wasn't hoping for some bailout to be included there, which didn't materialize.
Anyway, if being cut loose is a foregone conclusion, he might figure that he might as well drag everyone else down with him.
That's an interesting play, since a fair amount of Trump's base isn't so hot on exploding budgets, so maybe he'll manage to stir the pot this way. But these days it feels like the budget can only explode, and if anyone tried doing something crazy, like balancing it, the whole system would collapse.
He does still have an uncontested dominance of spaceflight... Pretty far from dead man walking IMO!
Plus Tesla is by far the largest electric car producer in America, it's not like they'll allow Chinese competition in America. They have one of the world's biggest markets locked down. Europe has always favoured European vehicles, it's understandable that Volkswagen is in the lead there.
The competition is catching up, and Starship has so far been nothing but a money furnace. Unless you show me how much money he's making from it, clean, I stand by my words.
Where sales are also declining, and there's no product on the horizon to reverse the trend. The money was thrown into gimmicks that are either proven abortions like the CyberTruck, or ones that are likely to follow it's fate, like Semi, Robotaxi/Cybercab, or Optimus. No sign of Roadster, that a bunch of people are actually waiting for.
Having the market locked down means nothing. Blues will sooner return to gasoline cars before supporting Musk, and Reds weren't ever that hot on EVs to begin with. He Budweiser'd himself.
This wasn't the case until very recently. Most EV's I see on the road that I see are still Teslas.
Well if you assume that all Musk's projects will fail, then yes I would agree that he's a dead man warning.
Sometimes Musk succeeds and other times he fails. His attempt to make his own Dojo AI chip failed. But he's doing pretty well on AI with Nvidia chips, Grok 3 is better than anything Facebook, Microsoft or Amazon has come up with.
Maybe Starship fails, maybe it succeeds. If there was no Starship wouldn't you say something like 'oh the competition is catching up, how is he going to stay ahead, there's no product on the horizon'? Developing new products isn't easy, rockets have been known to fail. Who even is the competition? The entire Chinese state and private sector? Bezos who just got into orbit in 2025? ULA? ESA? SpaceX makes them all look puny.
What are the odds that all Musk's upcoming products fail? Robotaxis and Optimus will fail? Well then Tesla would be in a bad place. But how do you know that?
What is the track record of 'everything Musk does fails' in the grand scheme of things? I'm pretty sure you don't fail your way into hundreds of billions of dollars. The media has a skewed perspective on Musk. Whenever Tesla stock goes down we get a morality tale of 'evil never prospers' where you can just sense their glee, yet when Tesla stock goes up (up by 50% since March) there's a mysterious silence.
The issue is that the relevant reference class is arguably "everything Musk does since he became a druggie". Until Grok, the last thing a Musk company did that didn't suck was the Tesla Model Y launch in 2019, and that was a minor variant on the 3 - the last difficult thing was the Falcon Heavy in 2018. Since they we have seen the Cybertruck (yuck), the 2nd-gen Roadster (not), the Semi (kinda), the 25,000 USD Tesla (just cancelled), FSD (based on non-standard meanings of "full" and "self" and about 5 years behind Waymo), Starship (subject to rapid unscheduled dissassembly), a deeply underwhelming Boring Company, and Twitter ending up bailed out with XAI's VC money. Oh - and DOGE breaking things without actually cutting spending.
So the case for "Musk has lost the secret sauce" is quite strong. The case for "Musk still has it" is being made by people who are already calling Starship and FSD as successes. The case for "Musk has mostly lost it, but is investable anyway" is that one Grok makes up for a lot of flops.
The bull case for Tesla is based on a pivot to a new AI/robotics business that doesn't exist yet. (Even Tesla bulls don't think the core automotive business is worth more than about 5x10^11 USD), so enough people still believe that Musk can do it again to keep buying the shares.
As the ancient saying goes: post shorts.
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