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Liam's avatar

Very good article. Something flying somewhat below the radar is that Tesla’s financial situation has deteriorated substantially since Trump’s election, European sales have now dropped five months in a row, the Cybertruck has flopped, Hyundai/GM/VW EV offerings are starting to find real success. I think Elon’s shortsightedness here can largely be explained by his financial interests, the subsides cut by BBB really are very important to his personal fortune (which is almost all Tesla stock). He is not willing to make sacrifices for larger ambitions. Trump promised Michigan autoworkers fairness and can’t renege. Elon is childish and as you said should be dealt with harshly.

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Zolti's avatar

Musk attempting to renegotiate the terms of his support by trying to fracture off a non existant conservative faction which he believed would be personally loyal to him, not only shows his inexperience, it shows the type of environment he steeps himself in at his companies. He mistakenly believed that the utter devotion that his employees have to him is at all representative of the conservative/maga movement. A ridiculous mistake from the outside, but an easy one for an unchecked narcissist to make.

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