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Is Musk no longer concerned about the fate of Tesla? He's going independent and taking on both the Democratic and Republican parties at the same time.

36氪的朋友们2025-07-07 11:20
Is Musk crazy for breaking away to found a new political party?

The America Party is officially established! Elon Musk, the world's richest man, finally couldn't swallow his anger and once again plunged headlong into American politics. This time, what he wants to do is not to side with one of the two major parties but to establish a new party on his own and take on both the Democratic and Republican parties simultaneously.

Is Musk being too crazy? Can his America Party break the deadlock in American politics, or will it be brutally retaliated against and become cannon fodder? Will Tesla be the most direct target of the attack?

Establish a New Party Independently

"If the 'Big Beautiful Bill' passes, I'll establish the 'America Party' the next day," Musk said firmly last week. In fact, over the past month, he has been gauging public opinion on his social platform X, asking whether a new political party should be established to break the deadlock in American politics dominated by the Democratic and Republican parties.

Once words are spoken, they can't be taken back. Last Friday, U.S. time, was the U.S. Independence Day. U.S. President Trump was in a very good mood as he achieved the victory he most desired - the 'Big Beautiful Bill' led by him and the Republicans was approved by both houses of Congress by a very narrow margin and was officially submitted to him for signature to become law before the National Day.

The arrow is on the bowstring and has to be shot. On the day the bill passed (last Saturday), Musk asked again on X, "Independence Day is the best time to ask if you want to break free from the two - party politics and gain independence. Should we establish the 'America Party'?" Yesterday, Musk reposted the result of this poll and said, "You want a new political party by a two - to - one ratio. Now, your wish will be granted!"

When explaining the establishment of the new party, Musk said, "Trump has further expanded the already crazy $2 trillion fiscal deficit during the Biden era to $2.5 trillion, which will lead the country to bankruptcy." He means what he says. Documents from the U.S. Election Commission show that Musk has officially submitted the party registration documents to establish the 'America Party', and the CFO of Tesla will serve as the treasurer of the America Party.

It should be emphasized that registering a new party in the United States is not difficult. The difficult part is whether it can participate in and even win federal or state - level political elections after its establishment. To participate in elections, a series of strict criteria need to be met, including financial requirements and voter signatures. However, with Musk's influence and financial resources, meeting these requirements is not a difficult task.

Musk's goal is clear - the mid - term elections and congressional seats. He has submitted documents and plans to run for a seat in the U.S. House of Representatives in Texas. However, he himself has not officially announced his candidacy for a congressional seat. Perhaps he will arrange for his friends to run instead of running himself. Because once elected as a congressman, Musk will need to work full - time in Congress and will not be able to take care of his huge business empire, which he obviously doesn't want to give up.

The Deepest Affection Between Straight Men

Publicly registering a new party and poaching from the Republican Party means that Musk has completely broken with Trump and the Republican Group and is determined to plunge back into American politics, back into the quagmire that has brought him endless trouble and controversy and had a huge negative impact on the Tesla brand and sales. Has he really thought it through?

In just half a year, Musk has experienced a dramatic transformation from the "national advisor of the United States" to an "abandoned child of the White House". Due to his personal hatred and conflicts of interest with the Democratic Party, he invested nearly $300 million in last year's elections and turned his social platform into a public opinion base for election - support, helping former President Trump successfully return to the White House. The two thus formed a special political - business combination.

As the biggest financial backer of the U.S. President, Musk has received huge returns from this political investment. After Trump was elected, the market values or valuations of Tesla, xAI, and SpaceX under Musk's control have soared, driving Musk's personal wealth to expand rapidly and making him the world's first super - rich with personal assets exceeding $400 billion.

Moreover, he was also appointed to lead the "Department of Government Efficiency" and has his own office in the White House, above many federal government cabinet departments. He carried out large - scale layoffs and budget cuts in the federal government on the grounds of reducing waste. Many investigations and lawsuits against Musk by regulatory departments could not proceed because of his special government relations.

The relationship between the two was once "inseparable". At the end of last year, Musk lived with his family in Trump's Mar - a - Lago estate for a long time. The two families interacted frequently and even spent the holidays (Thanksgiving) together. At the beginning of this year, Musk publicly expressed his affection for Trump, calling it "the deepest affection between straight men". The two were almost inseparable, participating in public activities and accepting media interviews together. Trump even allowed Musk to bring his four - year - old child into the Oval Office and even took care of the child himself.

Trump was also Musk's protector. When Tesla was hit by protests and even violent destruction due to Musk's political controversies, Trump instructed the U.S. Department of Justice to set up a special task force for investigation and crackdown. When Tesla's sales and stock price dropped significantly, Trump even turned the White House into a temporary exhibition hall for Tesla, live - streamed the promotion of the big financial backer at the highest power institution in the United States, and even bought a red Tesla himself to show his support.

A Decent Break - up and a Quick Turnaround

Easy Come, Easy Go. This proverb perfectly describes the relationship between the two. In the past two months, their relationship has gone through a dramatic process from coldness, rifts to confrontation and finally to a complete break. It seems that Musk not only wasted $300 million in political donations but also shot himself in the foot.

Originally, Musk resigned from his temporary job at the Department of Government Efficiency and announced that he would fade out of political activities and shift his focus to the business operations of companies such as Tesla, xAI, and SpaceX. Trump also held a farewell ceremony for him at the White House and gave him a gilded key (which looks like a handicraft customized from China), giving both sides a decent break - up.

However, this amicable separation did not last long. The 'Big Beautiful Bill' completely ruined their relationship. To be precise, it completely broke Musk's defenses, and he even seemed a bit furious. It seems that he cannot accept that after investing $300 million to support the Republican government, it has dealt the heaviest blow to his enterprises and the industry.

Why does Musk hate the 'Big Beautiful Bill' so much? This huge package of laws includes many core governance policies of the Trump administration, which comprehensively reshapes American politics and economy based on the concepts of small government, anti - welfare, pro - market, and anti - immigration. The fact that this highly controversial bill was finally passed by both houses of Congress also reflects Trump's absolute control over the Republican Party.

The core propositions of this bill include continuing the tax - cut measures in 2017, significantly increasing the defense budget, and sharply expanding the law - enforcement budget to deport illegal immigrants. This is the campaign promise of the Trump administration. At the same time, this bill has also sparked huge controversy and resistance. This is mainly because the tax - cut scope of the bill only applies to middle - and high - income earners, while low - income people at the bottom will actually have an increased tax burden.

What's even more unacceptable is that the 'Big Beautiful Bill' also significantly cuts medical insurance, social welfare, and student loans for the bottom - level American people, which may cause 17 million people to lose affordable medical insurance, 18 million children to lose free lunches, and 3 million people to lose food assistance.

The Real Reason for Musk's Rage

However, from Musk's public statements, he hates the 'Big Beautiful Bill' mainly for two reasons: significantly increasing the U.S. debt burden and canceling subsidies for electric vehicles and new energy. The former makes the work of the Department of Government Efficiency go in vain, and the latter directly touches on Tesla's interests and may even push the development of the U.S. electric vehicle and new - energy industries back to square one overnight.

According to the estimate of the U.S. Congressional Budget Office, this bill will increase the U.S. national debt by $3 - 5 trillion (including interest) in the next decade. This has also been the focus of Musk's scolding in the past month. He even used words like "pigs" and "shameless" to accuse the Republicans, believing that the national debt brought by this bill may overwhelm the United States, and eventually all government revenues will be used to pay off the debt.

But for Musk, a more realistic threat is that the good days of the U.S. electric vehicle and new - energy industries are numbered. With the passage of the 'Big Beautiful Bill', starting from October this year, the U.S. government will completely abandon electric vehicles and new energy. Most of the previous subsidy, incentive, and investment policies will be completely canceled, and they will be left to fend for themselves.

Specifically, after September 30 this year, buyers of new electric vehicles will no longer be eligible for the $7,500 federal tax refund, and the $4,000 tax reduction for used electric vehicles will also be canceled on the same day. In addition, the Trump administration has also revoked the Biden administration's $5 billion project to build a national charging infrastructure network, and even removed the charging piles in government buildings that have already been built.

The new - energy industry has also been severely hit. The 30% tax credit for rooftop solar equipment will end on December 31, 2025, and the subsidies for geothermal heat pumps and other household energy devices will also be canceled. The Trump administration has clearly stated that it will vigorously develop coal mining and exploit oil and natural gas resources. Climate change? In the eyes of the Republicans, it's all a hoax.

Perhaps, before the $7,500 federal tax refund for electric vehicle purchases expires on September 30, the United States will witness a last - ditch rush to buy electric vehicles, and then everything will return to the starting point. Without purchase subsidies and infrastructure investment, the demand for electric vehicles in the United States will be severely hit, and the industry will start to enter a cold winter.

High prices have always been the biggest obstacle to the popularization of electric vehicles and solar energy in the United States. Now that the federal government subsidies are completely canceled, it means that American consumers will face higher costs, which will obviously greatly reduce the market demand for electric vehicles and solar energy and also have an impact on the performance of industry enterprises. And Tesla is the largest giant in the U.S. solar energy and electric vehicle industries.

In addition, the bill also abolishes the federal carbon credit system. Traditional fuel - powered car manufacturers no longer need to develop electric vehicles to meet regulatory requirements and no longer need to buy carbon credits from pure - electric car manufacturers like Tesla. For traditional car manufacturers, this means that the financial motivation to manufacture and sell electric vehicles has been significantly weakened. And companies like Tesla, which have made a lot of money by selling credits to traditional car manufacturers in the past few years, will lose this important source of income.

Threatening to Send Him Back to South Africa

Over the past decade, as the leading enterprise in the new - energy and electric - vehicle industries, Tesla has enjoyed a large number of subsidies and support policies from the Democratic government. Perhaps Musk has taken these for granted. When he invested a large amount of money to support Trump's campaign, did he ever think that after Trump took office, he would abolish these policies and make Tesla pay a heavy price?

Perhaps Musk had a fluke mentality, or perhaps he hoped that Trump would give Tesla an exemption. The outside world is not clear about this. But in the past two months, Musk has been venting his extreme dissatisfaction with the 'Big Beautiful Bill'. He has been making veiled accusations almost every day and has been trying to mobilize public opinion to resist the bill. He has also threatened to challenge Republican congressmen in the primary elections, which finally made Trump lose patience with him.

Trump directly pointed out the reason for Musk's breakdown last month: "He opposes the 'Big Beautiful Bill' because it cuts subsidies for electric vehicles and new energy, which affects Tesla's interests. But I've always said that once I take office, I'll abolish all electric - vehicle and new - energy policies of the Biden administration. It's his own choice to support me. Without him, I could still win."

The U.S. President also sent a clear warning signal. "Musk has received more subsidies than anyone in history. Without these subsidies, Elon may have to close his company and go back to South Africa. There will be no more rocket launches, satellites, or electric - vehicle production, and our country will save a fortune. Perhaps we should seriously consider this? Save this huge amount of money!"

Trump not only threatens to revoke the huge subsidies and government contracts for Tesla and SpaceX but also publicly says that he is considering deporting Musk and kicking him out of the United States. However, it seems that Musk is not intimidated. He has decided to completely break with the Republican Party and Trump and fulfill his promise to establish his own political party to confront them.

Limited Space for the Third Party

So, can Musk's new party change the American political landscape? As we all know, for more than a century, American politics has been a two - party competition, which is in sharp contrast to the multi - party elections in other European and American countries.

Although there are many political parties in the United States, from presidential elections to congressional and state - level elections, it has always been the Democratic and Republican parties taking turns. There is simply no space for a third party. The so - called "third - largest party" in the United States, the Green Party, has never won any congressional or even state - level elections. It only holds public positions at the municipal level and has no influence on federal - level policies in the United States. However, in presidential elections, the Green Party can play a disruptive role in certain swing states.

Obviously, what Musk wants is...