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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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