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The war between Trump and Elon Musk is heating up. They've been continuously escalating the fight on both sides, with Elon claiming that Trump wouldn't have won without him.
On the other side, Trump is arguing that Elon only got upset because the Big Beautiful Bill has plans to cut the EV subsidies in it.
The major dispute, at least on a public level, is over deficit spending. Elon was pretty clear during the campaign that deficit spending was a big issue, and indeed most of the "grey tribe" Silicon Valley types who switched sides to support Trump also are starting to regret their decision it seems. Notably David Friedberg from the All-in Podcast, and I'm sure there are others if folks want to fill me in.
Either way, to me this breakup seems to be a clear split between the classic red tribe which Trump seemingly still controls with an iron fist, and the grey tribe that Elon Musk typifies.
To quote the famous Scott Alexander article, I can Tolerate Anything Except the Outgroup:
It seems to me that with the flip to Trump, we're beginning to see the classic Kingmaker dynamic unfold, where Silicon Valley billionaires are playing the third mediator between the two major tribes. I'm very curious to see how this pans out. Personally, I'm very much on the "hey we have to cut spending now" side of things.
Some of the more optimistic folks are claiming that Elon will either support the Libertarian party, or start his own party, based on a poll he made on X asking if a new political party should form.
Either way this is all very entertaining from my perspective, and it actually leaves me a bit more optimistic than I was that something will be done about cutting spending. We will of course see where the chips fall.
Devon Eriksen effortpost on Twitter
He argues that Trump and Elon are sort of polar opposite personality types in terms of "guile". Elon being an autistic engineer has and expects a "guileless" communication style devoted to simply conveying the truth as you see it. Trump being a Machiavellian type sees communication as a tool of power (see also Scott Adams' talks on "persuasion" and Trump) and wants loyalty with no expectation that he'll give it to you straight.
Notably, despite calling Trump "Machiavellian" he sees both people as earnestly trying to avert disaster for America, with Elon seeing the debt as the most important existential threat and Trump seeing immigration and entrenched bureaucracy as the most important existential threats.
Fascinating take overall and worth the read, here's the full text:
I've always thought they had the exact same communication style -- they both constantly make low-effort lies and say things for the effect, not because they have carefully thought it through. In the Isaacson's biography there is the story about how Elon lied upfront about the number of users his company had when they were negotiating the merger to create PayPal. There are his constant claims that Tesla's car will be "fully self-driving this year." There were all his claims on X about finding some fraud that turned out not to be the case. Neither are Machiavelli types that careful plot high-effort technically true deceptions.
The other thing that comes up his biography is that Elon has never worked well under others, never gotten along well with a boss or controlling investors.
In almost all famous successful partnerships (Augustus and Agrippa, Washington and Hamilton, Jordan and Pippen, Jobs and Woz, Brady and Belichick), there is one person who takes to being the face, and one person being great at checking their ego and being a deadly efficient operator. Elon has too much ego to be the subordinate, deadly efficient operator. And Trump just isn't actually very competent and has a fragile ego, and so has trouble delegating to more competent people and sticking with that person's plans when the going gets tough.
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This is perhaps the most charitable possible reading.
I don't see what it has over the theory that two narcissistic Machiavellians who both believe they run shit clashed and the one with the guns won.
I don't believe that Musk is 100% truthful and transparent, he's uninhibited (but not so much that he doesn't know what he's doing. As someone said below, he manages to ride the line in terms of how he signals dissident right stuff which implies he knows how controversial it could be).
Even if we write off his optimistic estimates about his various products, there's still things like him calling the cave diver a pedo without much the evidence. That fits more with him just being an asshole. Assholes are always telling it like it is, in my experience.
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This is wrong. Musk has been consistently serving slop to the masses on twitter. Things he could not possibly believe but that were yet flattering the average 110 IQ twitter user.
I propose that Musk is not guileless, he has guile but is also erratic.
I'm not sure about this. Sam Harris' account of his bet with Elon indicated that he's way higher on his own supply than I thought.
And it also showed how that happens:
Thing is, this seems to have happened in private (at first). So it wasn't purely a matter of grandstanding for his proles.
Whatever his problems, Harris will at least tell you what he thinks. You start behaving like this with Twitter "friends" and you end up surrounded by Ian Miles Cheong types sucking your nuts and then all of the epistemic brakes are gone.
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What do you mean? Example? I think Musk is politically naive, or guileless, he will tell directly what his plans are. There is no subtext, no reading between the lines, no scheming behind the scenes.
I muted him on twitter in disgust months ago. It wasn't really outright lies or manipulation, but basically he was pushing stupid ideas that were generally aligned with what he wants, but were obviously unworkable and yet a person with an IQ somewhere around 140 thought 'fine, I'll post this'. I like the guy for his contributions to space but he is just like his dad. Shameless when it suits him.
That you know of.
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Musk also routinely drives traffic to various random X posts by posting one-liners like "Interesting" or "100%" in response to them. Which, while not any sort of heinous deceptiveness, nonetheless is clearly just a way to put his finger on the scales of what gets amplified without having to literally manipulate the algorithms. It's not the kind of action that a pure guileless engineering-minded person would take, I would think.
I also find it a bit hard to believe that Musk would get $300 billion without having some understanding of Machiavellians. In our society, pure brilliant engineer-types tend to max out at a net worth of a few tens of millions, don't they? To get more than that people generally need to have a lot of business acumen, and it's a bit hard for me to imagine having that level of business acumen without understanding how to deal with Machiavellians.
I do think that the overall notion of Musk as being more of an autist type and Trump more of a Machiavellian type seems correct to me, but I quibble with some of the details of Davon Eriksen's purported explanation.
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