The public feud between Donald Trump and Elon Musk is negatively impacting Tesla's stock, but investors should focus on the company's progress in autonomy and AI, as the feud is likely to ease once a pending bill is resolved
Questions to inspire discussion
Tesla's Autonomous Future
🚗 Q: What is the key to Tesla's future growth?
A: Autonomy is the key to Tesla's future growth, with the autonomy business being much bigger than any political feuds or controversies.
🤖 Q: How significant is Tesla's autonomy progress?
A: Tesla's autonomy progress, although in early stages, is considered far more important than any public disputes, potentially becoming the most obvious example of physical AI in the US.
Government and Autonomous Vehicles
🏛️ Q: What is the US government's stance on autonomous vehicles?
A: The US government aims to allow autonomous vehicles to roam freely in the country, unlike the prohibitive approaches seen in China and Europe.
Market Implications
📈 Q: How might Tesla's autonomy affect its market growth?
A: Tesla's autonomy is expected to be the key driver for massive growth in the US market, overshadowing other factors like political disagreements.
Expert Opinion
👨💼 Q: Who provided insights on Tesla's autonomy business?
A: Gene Monster, an expert from Deep Water Asset Management, emphasized the significance of Tesla's autonomy business over political controversies.
Elon Musk's Stance
🗣️ Q: What has been Elon Musk's position on subsidies?
A: Elon Musk has maintained an anti-subsidy stance for over 12 years, contrary to some public perceptions or claims.
Key Insights
Tesla's Strategic Positioning
- 🚗 Tesla's autonomy business is poised to be significantly larger than the current Trump-Musk feud, with the U.S. government likely to allow autonomous vehicles to operate freely.
- 💰 Elon Musk has consistently opposed all forms of government subsidies, including the $7,500 EV tax credit, for over 12 years, advocating for market-driven solutions.
Political Dynamics
- 🏛️ The conflict between Trump and Musk stems from their divergent approaches to the proposed bill, with Trump working within the system and Musk viewing it as an imminent disaster for the U.S.
- 🗣️ Trump's comments about Musk and EV subsidies are characterized as extremely dishonest, aimed at discrediting Musk among supporters of the "big, beautiful bill".
Long-term Implications
- 🤖 Tesla's advancements in autonomy, AI, and humanoid robots are considered more significant than the political disagreements between Trump and Musk.
- 🔄 The public feud is expected to subside once the bill's fate is decided, but the damage to Tesla's brand from Musk's association with Trump may take considerable time to repair.
#Vehicles #Tesla
XMentions: @Tesla @HabitatsDigital @StevenMarkRyan
Clips
-
00:00 🚨 Tesla stock crashes amid Trump's lies about Elon Musk's motivations, as EV mandate termination looms and Musk's anti-subsidy stance is questioned.
- Elon Musk is upset that the EV mandate may be terminated, which would negatively impact Tesla, while the speaker questions the need for electric cars and suggests alternatives like hybrid or hydrogen vehicles.
- Trump's comments about Elon Musk's motivations for opposing a bill are ridiculous and politically motivated attempts to discredit Musk.
- Elon Musk has been consistently against government subsidies, including the $7,500 tax credit, for over a decade, advocating instead for a market-based approach with measures like taxing emissions.
-
02:48 💡 Elon Musk has consistently opposed subsidies for electric vehicles, making Trump's claims about Musk's motivations for opposing a bill absurd.
-
04:07 📉 Tesla investors should focus on autonomy and AI progress amid Elon Musk and Trump's feud, which may trigger panic selling before potential massive growth.
- Tesla investors should focus on the company's progress in autonomy and AI, rather than getting emotional about the feud between Elon Musk and Trump, as it's a volatile stock that may trigger panic selling before a potential massive growth.
- There's no logical explanation for why they're fighting, so it's unlikely a truce will hold.
- Elon Musk feels betrayed and extremely mad at Trump for not following through on campaign promises to reduce waste and overspending, now facing a huge deficit increase.
-
06:55 💥 Public feud between Trump and Musk may ease once pending bill is resolved.
- The public feud between Trump and Musk is logical given their differing approaches to working within the system, but it may simmer down once a pending bill is resolved.
- Trump describes his relationship with Ron DeSantis as a 10 or 9.9, with only minor issues.
-
08:48 🤯 Donald Trump's rivalry with Ron DeSantis escalates as they compete for the 2024 Republican presidential nomination, with both exchanging personal insults and policy criticisms.
-
10:01 💸 Elon Musk should avoid antagonizing Trump as it jeopardizes Tesla and SpaceX.
- Elon Musk should avoid antagonizing Trump as it jeopardizes Tesla and SpaceX, but Trump's threats to go after Musk's companies are likely just empty talk that won't harm his credibility.
- Trump's political talk has no gain, only downside.
-
11:19 🚨 Tesla's stock takes a hit after Trump's lies about Musk's motivations, potentially damaging the brand among progressive buyers and impacting sales.
- Tesla's relationship with Trump and Musk's involvement in politics may cause lasting damage to the brand, particularly among progressive and liberal buyers, potentially impacting sales and autonomy promotion.
- The US government's restrictions on autonomous vehicles are likely driven by a desire to prevent China and Europe from leading in this technology, while allowing Tesla to advance autonomy.
- Trump's criticism of Elon Musk's opposition to a bill is misguided and unlikely to impact Tesla's long-term prospects, but may cause short-term volatility for emotional shareholders.
-------------------------------------
Duration: 0:15:0
Publication Date: 2025-07-02T10:19:25Z
WatchUrl: https://www.youtube.com/watch?v=Q5Jxz9t1w1w
-------------------------------------