Elon Musk wants the stars and the sea, but humanity only desires comfort, the kind of comfort that persists even in death.
Written by: Zuo Ye
So big, so beautiful, Musk will choose the day of his demise.
Trump is actually quite nice to Musk. In March, under pressure from the United States, land reform in South Africa effectively stalled. Originally, South Africa planned to "unconditionally" transfer 30% of the land from white farmers to black individuals.
Moreover, the United States refused to attend the G20 meeting hosted by South Africa, citing allegations of "genocide" against whites in South Africa, which gave the world a small shock. This is the first time since the Age of Exploration that there has been a reversal of black and white, filled with absurdity.
In reality, Trump's focus is not on external matters but on internal struggles within the United States. Battling the Democrats is the priority. Trump's unusual stance against South Africa is hard to say is out of concern for the fate of white South Africans; rather, it is a repayment to his political benefactors.
Trump's consistent style is to do everything he promised to his voters, and he will go all out for what he promised Musk, even if it jeopardizes America's foreign relations.
He really makes me cry.
Trump does not hate South Africa; he just wants to make money. However, Musk has always been haunted by the demise of white South Africa. In his mind, today's South Africa is tomorrow's America, and his mission is to prevent all of this from happening.
The focus of everything is the Big and Beautiful Bill (BBB, One Big Beautiful Bill Act). The 3B bill is not the trigger for the split between Trump and Musk but rather the result of their differing paths.
In Musk's view, the 3B bill is a foolish choice that is one more B than the 2B, amplifying wealth disparity is irrelevant, after all, Musk is a top billionaire. Subsidizing fuel vehicles is still somewhat acceptable, and Musk's industries include not just Tesla; SpaceX can also secure more government contracts.
In Musk's eyes, the real problem lies in the Trump administration's abandonment and trampling of fiscal discipline.
Although it is called Big and Beautiful, it is actually old and outdated. The core idea is identical to the Tax Cuts and Jobs Act of 2017, both imitating Reagan's economic stimulus plan from the 1980s.
However, the bill is very similar, and America is already vastly different.
During Reagan's era, America began deindustrialization, indicating that the U.S. had industry. Today's America has been completely deindustrialized; continuing to cut taxes and stimulate the economy will only lead to soaring U.S. debt, skyrocketing stock markets, and inflation of the dollar.
Trump does not care; the paperhanger must keep America going, while Musk cares deeply that America should seriously focus on the economy.
Caption: Trump pays off loans, image source: Bloomberg
Musk is a successful entrepreneur. Before politically speculating with Trump, he had already proven himself in multiple business fields. Trump has declared bankruptcy multiple times, and only after returning to power did he start issuing coins to cash in and pay off building loans.
After the 3B bill takes effect, the U.S. will increase its national debt by at least $3 trillion in the future, which not only contradicts Musk's pursuit of reduced government spending but will also make U.S. debt truly unmanageable until MMT takes effect or the federal government goes bankrupt.
As for the belief that stablecoins will save everything, that will not happen. The reason is simple: there are simply too many U.S. debts, with a scale of hundreds of trillions of dollars, which cannot be covered by a stablecoin issuance of $250 billion. Even if the current issuance scale expands tenfold, it would barely cover the interest on U.S. debt.
Trump's relaxation of regulations on crypto-related activities, rather than being based on complex economic considerations, is more a direct response to lobbying groups. At the last moment, new money like Coinbase and right-wing Silicon Valley figures like Peter Thiel have already stood up to bet that Trump will win.
This is a clear political transaction, not a grand design by Trump.
Musk, who cannot forget the loss of white South Africa, how can he remain indifferent to the impending loss of white America?
Thus, Musk is doing everything he can to stop the 3B bill, even going so far as to "exit the U.S. government" and return to business. Trump responded by saying he would send Musk back to South Africa, playing out a story reminiscent of Lü Buwei and Qin Shi Huang.
What merit do you have in America? The U.S. seals you with DOGE, NASA big orders.
In this way, the drama between businessmen and politicians quickly progresses from mutual attraction to love, to hatred, to killing, all within a few months, without needing ten or twenty years.
However, Musk's business mindset will save everything, just as he speculates with Trump to make a deal, rather than risking his life. A businessman cannot go all-in on politics; after all, Musk truly has hundreds of billions and several large enterprises, but Trump has already gone all-in; it’s either victory or prison.
The Democratic political pursuit is ineffective; I will still return to the White House for a second time;
The punches from the U.S. cannot defeat the Houthis; I can still mediate between Russia, Ukraine, Iran, and Israel;
Looking east, tariffs cannot be resolved; I can still win from Vietnam.
Caption: A little tune of praise, image source: @elonmusk
Although Musk claims he wants to establish a new party for a new America (The American Party), he has actually "quietly" lowered his profile and started to return to his business roots, refocusing on AGI (xAI), rockets, and cars. Regardless of subsidies, business must continue.
However, we live in an era dominated by capitalism. Where is Jack Ma can also come back, but ultimately, Jack Ma still retains personal freedom and wealth freedom. Being in the heart of capitalism, Musk will not be shot eight times; a toast will suffice to move on.
The real danger lies ahead. How long can Musk's identity as an industrial capitalist hold up?
It’s funny to say, Musk was forced to become an industrialist. Since the early 2000s, competing with Peter Thiel's PayPal, Musk's X.com aimed to become a one-stop financial management center. After acquiring Twitter, the name change was also intended for this purpose, but Peter Thiel's new digital bank Erebor is about to start operations, while Musk is still troubled by Starship.
The Erebor plan aims to fill the market void left by the bankruptcy of Silicon Valley Bank (SVB) by providing services to crypto companies.
Perhaps we have all misunderstood Musk. He once believed that flying to Mars and the Moon was the right choice to escape Earth and establish a utopia, but human ideological and political conflicts will follow closely behind, and you can never shake them off. Take Peter Thiel as an example; his Palantir has already become an important defense contractor, quietly making big money in the shadows.
During the congressional process of the Big and Beautiful Bill, a former congressman, now the vice president, whom Thiel supported, cast the final decisive vote, while Musk could only worry about America and his future on Twitter.
If you can't win in the marketplace, everything amounts to zero.
Power is only accountable to the source of power. Trump does not need to take Musk seriously; without Musk, there is still Musk, and many businessmen are waiting at Mar-a-Lago to "enter the department." However, if Musk's cash flow is cut off, he can only wait to return to South Africa.
Elon Musk wants the stars and the sea, but humanity only desires comfort, the kind of comfort that persists even in death.
Musk experienced the demise of white South Africa in the first half of his life, and he may witness the decline of white America in the second half, ultimately witnessing humanity's lack of ambition, trapping the Earth.
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