Musk vs Trump:

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18 hours ago

Musk vs. Trump:

The tech mogul and the populist president have torn their alliance apart, with Tesla evaporating $150 billion. This collapse of a century-long alliance is not just a clash of emotions; it is a structural fracture.

Will Musk create a "new party"?

👇 Things are far more complicated than you think 👇

The entire event process is as follows—

The argument was intense, summarized as follows:

Musk even directly stated: "Screw you, without me you wouldn't even get elected! Not to mention you've forgotten your original intentions and promises, can you really distance yourself from Lolita Island?"

Trump's camp bluntly said Musk is emotionally unstable and should be deported for being crazy.

1️⃣ The argument is just a surface issue; the essence is the split between two types of elites:

Musk: a tech elite, fantasizing about holding real power, not wanting to be a pawn for politicians.

Trump: a political elite, only wanting loyalty, not needing a high-profile partner.

Two different values, two different dreams. Musk thought it was a path to revival, but it turned out to be a one-sided pawn; everything was foreshadowed from the beginning.

Musk's role has changed: from "tech genius + grassroots power agent" to "political interloper," but the political world does not operate on personal charm;

Trump's role has also changed: initially leveraging Musk to amplify tech policy, but under election pressure, he no longer needs an "equal partner," but rather a "loyalist";

The essence is the disillusionment and split of two elite classes: political elite vs. tech elite.

The honeymoon period between Musk and Trump was built on a fragile alliance of "mutual leveraging."

Once they no longer need each other, an emotional explosion is just a matter of time.

2️⃣ The market is the biggest victim:

The direct consequences of this argument are—

✅ Tesla's market value evaporated by $150 billion overnight,

✅ "Musk assets" like DOGE and meme coins plummeted, and Trump-themed tokens also fell sharply,

✅ Retail investors are caught in the crossfire; our money is paying for their emotions.

The most ironic part is that while the two argue, we lose money; they perform power on stage while we watch our wallets shrink from backstage.

3️⃣ The most likely main storyline: each goes their own way, and the relationship completely cools down.

✅ Reasons:

Trump's camp has publicly stepped on Musk, even calling him "crazy" and "should be deported," which are not words that can be easily taken back;

Musk has expressed strong dissatisfaction with Trump's "betrayal" on multiple occasions, and his words have been too strong, already "killing any room for maneuver";

The supporters of both sides are highly overlapping, and the competition for public opinion will further amplify the split; continued interaction will only harm one side a thousand while damaging the other eight hundred;

Musk's identity is no longer "necessary" for the Republican Party: his value in public opinion has been exhausted.

📌 Result:

Musk "withdraws to the grassroots," continuing to be his "tech libertarian warrior";

Trump chooses to bind with more easily controlled tech representatives, such as other conservative entrepreneurs;

Tesla and SpaceX will face more "cold treatment" or even subtle suppression at the policy level.

4️⃣ Will Musk create a "third party"?

As for some friends suggesting a new party, I feel it is a very explosive but highly risky possibility, with a low chance of success, and Musk is unlikely to do it!

Musk has always played by his own rules; he is a typical "tech Caesar" figure: he prides himself on being a free thinker and a liberator of technology; he neither fully identifies with the Republican Party nor trusts the Democratic Party; he has long harbored suspicion towards the "establishment," particularly disliking bureaucrats; he possesses crowds, public opinion, platforms (X), discourse power, and funding—basically meeting the necessary resources to form a third party;

So from a psychological and instrumental perspective, he certainly has the "ambition to create a party."

However, in the U.S. constitutional structure, a "third party" is a notorious hell model: the two parties monopolize resources, rules, and media attention; the third party is naturally marginalized in the voting system (such as district division, electoral college); even a family legacy and health crisis topic like RFK can barely achieve single-digit support.

Even if Musk were to create a "Technocracy Party," he would not be able to quickly shake the two-party structure and would instead easily fall into the risks of self-indulgence and marginalization.

SpaceX has numerous defense and NASA contracts, creating a party would be equivalent to openly opposing the U.S. government; Tesla, while private, is strongly tied to state governments through energy subsidies, factory locations, and highway construction; the X platform has just attempted to transform into a "financial + AI public opinion arena," and once classified as a "political organization," it would face suppression.

In simple terms: creating a party = fully intensifying contradictions, it's an all-or-nothing gamble.

However, if I were Musk, I might use the current resources to create an organization similar to a "New Liberal Technology Alliance," for example:

Initiate a "Free Technology Alliance," advocating for cryptocurrency, AI, energy independence, low taxes, and low regulation; leverage the X platform to build a "grassroots think tank + action community," gathering a group of "Musk believers";

Then, in elections, not directly participate but support a candidate (like RFK), playing the role of kingmaker;

Of course, this is all my fantasy, haha, after all, my wallet is also bleeding right now!

Time to go cry!

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