cover of episode Elon Musk News Today - DOGE, Trump and Tesla

Elon Musk News Today - DOGE, Trump and Tesla

2025/4/4
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专注于电动车和能源领域的播客主持人和内容创作者。
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@主持人 :埃隆·马斯克近期一系列事件使其声誉和影响力遭受重创。从在威斯康星州斥资2000万美元支持极右翼候选人,到特斯拉第一季度销售额暴跌13%,再到其在政府部门的职位即将结束,这些都表明马斯克的政治冒险和公司管理存在严重问题。 其在威斯康星州的政治举动不仅失败,还引发了法律审查,暴露了他对政治影响力的误判——金钱可以买到机会,但买不到合法性和选票。特斯拉的业绩下滑则反映出公司在领导力、战略方向和品牌形象方面的问题,其试图通过转向保守派市场来弥补损失的策略也收效甚微。 此外,美国政府内部对马斯克的评价褒贬不一,联邦调查局将特斯拉破坏行为定义为国内恐怖主义,进一步加剧了其困境。马斯克在政府部门的职位即将结束,华尔街也希望他能够专注于特斯拉的业务发展,扭转公司颓势。 马斯克的财富缩水,特斯拉股价下跌,不仅反映了其销售疲软,也反映了市场对其个人价值的重新评估。这不仅影响到特斯拉,也对整个电动汽车行业和科技行业的信心造成冲击。 马斯克试图将特斯拉与保守派价值观联系起来,并与特朗普政府合作,模糊了公司战略和白宫之间的界限。然而,其在核心客户群体中的声誉受损,自动驾驶技术的承诺迟迟未能兑现,竞争对手正在迎头赶上,这些都加剧了特斯拉的困境。 总而言之,马斯克的政治行为、公司管理不善和一系列失败的赌注最终导致其影响力下降,即使是特朗普似乎也认识到马斯克品牌已经成为一种负累。

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It all started with a cheese hat. Then came the $20 million political misfire, a tanking quarter for Tesla, and now whispers from mega loyalists urging Donald Trump to quietly sideline Elon Musk. How did the world's richest man go from tech messiah to...

took political liability and corporate anchor in just 24 hours. Now, his mounting defeats are more than a billionaire's bad week. They're a warning about unchecked ego, messy alliances, and what happens when Elon Musk mistakes noise for influence. On Tuesday, Musk's political gamble in Wisconsin exploded spectacularly.

betting big, $20 million big, on a far-right candidate for the state Supreme Court. Now, Musk showed up at a rally in Green Bay donning a giant, goofy cheese hat, checkbook in hand, and hope in his eyes. The stunt was pure Musk, headline-chasing and full of bravado. It also didn't work at all.

the liberal-leaning court retained its 4-3 majority, rejecting not just the candidate, but Musk's overt display of wealth and persuasion. He handed out $2 million checks to supporters on site, an act that drew immediate legal scrutiny. Now, buying influence in court races isn't just distasteful. In some states,

It borders on illegal. Elon found a way around this, though. And this loss might have stung more if it stood alone. But hours later, Tesla delivered even worse news. The company posted a 13% drop in sales for the first quarter, the sharpest decline in the company's history. Now, that number was made even more humiliating by the context. Its top competitor, BYD, saw its revenue jump 60% over the same period.

Now the contrast couldn't have been more direct or damning. Investors quickly punished Tesla stock, driving it down 6% in a matter of hours. Now Tesla's slump is about more than earnings though. It reveals the company that's straining under poor leadership.

distracting direction, and a fraying identity. Musk, who once charmed a loyal base of environmentally conscious early adopters, has alienated much of that support by veering hard right politically.

Coastal progressives, the very demographic that gave Tesla its cool factor, are abandoning the brand and Musk hasn't figured out how to replace them. His solution? Embrace red state buyers who have long rejected electric vehicles. And it's not going well for Tesla right now.

And the Commerce Secretary's awkward pitch urging America's people to buy Tesla stock seemed like a panicked attempt to counteract cratering confidence in the brand. A bizarre live sales event at the White House lawn with Trump present came across as more desperate than strategic.

Then the FBI jumped in announcing they might prosecute Tesla vandals as domestic terrorists. This is a redefinition of the term that legal experts quickly dismissed as overreach. Now, none of these moves slowed the bleeding though. If anything, they made it worse. And perhaps the loudest rebuke came not from investors or federal agencies,

But from Washington insiders who are suddenly less enthusiastic about Musk's involvement in government. MAGA-aligned officials claims Leon Musk has outlived his usefulness and his welcome in Washington. According to them, Musk's role in the Trump administration as a special government employee assigned to the Department of Government Efficiency or DOGE

is winding down soon. So it was a 130-day stint. It's expected to expire in late May or June. And the White House initially dismissed the story as garbage, complete trash. And Musk responded with his usual flair. He just said fake news on X. But then came confirmation that Musk's time in the federal gig is indeed ended. That detail was enough to reverse Tesla's stock slide.

suggesting that Wall Street might finally want Musk to get back to building cars again, rather than rewriting the constitution or acting like a part-time government fixer and trashing our government. For now, investors seem cautiously hopeful he'll abandon his political sideshow and focus on reversing Tesla's steep decline. Now Trump, in his usual tone, tried to keep things amicable while offering a soft push out the door.

When asked about Musk's expiring government role, Donald Trump replied, Well, I think he's amazing, but I also think he's got a big company to run, and so at some point he's going to be going back. He wants to. Basically, he said thanks, but it's time you went back and played with Tesla again. Now, it's worth noting that Musk hasn't been universally reveled inside the White House, though.

Some aides have praised the cost cutting measures his Doge group introduced across various departments, but the price of his presence, constant media chaos on X, internal rifts and backlash in federal courts has worn very thin. Now, several Trump advisors had grown so exhausted with Musk's unpredictability that they stopped trying to reign him in and instead

began counting down the days until he'd be out of their hair. Now, Elon Musk still has a lot of money. His financial fortunes have taken a beating, though. Since January, he's shed more than a quarter of his total net worth. Given he still holds a commanding $323 billion fortune, well ahead of Jeff Bezos, who trails by over $100 billion, the dip might not seem catastrophic at first glance.

Still, the number isn't just symbolic. Much of Musk's wealth is tied to Tesla stock. The Tesla sharp nosedive reflects not only its weak sales, but a broader market revaluation of Elon Musk himself. But why does this all matter? It's because Tesla isn't just another automaker. It's a bellwether for the EV industry and a public-facing laboratory for new tech.

When Musk flounders, confidence in EVs and Tesla and tech wavers. For average consumers deciding whether to go electric, Tesla's instability injects uncertainty into a choice that's already expensive and unfamiliar. And for investors, Tesla's erratic performance casts doubt on the entire sector's reliability and its stability. It also matters politically.

Musk's attempt to realign Tesla's customer base with red state values while simultaneously partnering with Trump's administration kind of blur the line between corporate strategy and also the White House.

And yet, despite the barrage of criticism and setbacks, Elon Musk remains a repentant. His feed continues to pump out provocations and potshots, seemingly undisturbed by the crumbling credibility of both his company and his personal political alliances. His online audience, huge.

offers a kind of echo chamber that may be shielding him from fully grasping just how many bridges he's torched in the real world. Does he read the comments? Maybe. Tesla's deteriorating reputation among its core customers is perhaps the most glaring consequence of Musk's hard right turn. Once the darling of coastal liberals and environmentally conscious tech enthusiasts,

Tesla now finds itself battling for relevance among buyers it once ignored. But the rural and conservative markets Musk now courts have long been skeptical of EVs. And no amount of red baseball caps or MAGA hats or Trump-adjacent stagecraft has changed that. Musk's attention span seems increasingly fractured. Autonomous driving, once Tesla's big promise and selling point,

remains perpetually just around the corner, a couple years away. Tesla's much-hyped self-driving software, FSD, remains in beta still, years past its original promised delivery. Now, meanwhile, competitors like BYD and even legacy automakers, Ford and GM, are catching up.

in some areas surpassing tesla both on tech and also what we all want affordability of an ev the cheese hat debacle that was goofy it exposed a core misunderstanding musk seems to have about influence money buys access but it doesn't buy legitimacy and it certainly doesn't buy votes

Wisconsin voters rejected not only the candidate Musk backed, but the motion that a billionaire with a goofy-ass hat and a blank check could hijack their democratic process. Then came the legal cloud.

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And that prompted questions about electioneering and the legality of such blatant financial incentives during an active race. The episode sparked an investigation into whether the checks violated campaign finance laws. Now, whether that's leads to consequences or not, the optics are already damning. The backlash hasn't just come from Democrats or the usual Musk skeptics. Even inside the Trump camp, the cracks are visible.

Now, Musk's erratic behavior has divided Trump's inner circle, too. Some aides view him as a valuable disruptor. Others see him as a volatile liability. The internal conflict has reportedly led some senior officials to resign themselves to simply

managing Musk's presence until his time runs out at Doge. Elon Musk's credibility is wearing thin with the EV crowd. Promises of a $25,000 Tesla model meant to be a game changer remain unfulfilled for years. Manufacturing delays, recalls, and half-launch features have become the new normal for Tesla. While

While early adopters once forgave delays because they believed in the vision, many now feel strung along by empty timelines and broken pledges by Elon.

The bottom line is that Musk's political stunt work and ideological shift haven't saved Tesla. They've heard it. And while he may still be the richest person alive, his influence is showing sign of real erosion. Even Trump seems to recognize that the Musk brand, once at onset, may now be a liability. And Elon Musk's political misventures, corporate distractions, and failing bets have finally caught up to him.

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