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cover of episode How Trump’s second term could be bad for EVs, but great for Tesla

How Trump’s second term could be bad for EVs, but great for Tesla

2024/11/14
logo of podcast Decoder with Nilay Patel

Decoder with Nilay Patel
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A
Andy Hawkins
Transportation editor at The Verge, known for his in-depth analysis of the automotive industry and transportation policy.
N
Nilay Patel
以尖锐评论和分析大科技公司和政治人物而闻名的《The Verge》编辑总监。
Topics
Nilay Patel 指出，马斯克对特朗普的胜选至关重要，并深度参与新政府组建。马斯克的财富与特斯拉股票价格紧密相连，而特朗普的政策，例如对电动汽车的立场和关税政策，都可能对特斯拉的未来产生重大影响。Nilay 质疑马斯克作为电动汽车公司 CEO 和气候变化倡导者，如何平衡他对特朗普的支持和共和党的反气候变化政策。 Andy Hawkins 分析了马斯克的政治立场转变，认为他对新冠疫情封锁措施的反对，以及拜登政府未邀请特斯拉参加电动汽车峰会等事件，促使他转向支持特朗普。Hawkins 认为，马斯克希望通过与特朗普政府的关系，获得政府合同、减少监管审查，并推动特斯拉的自动驾驶技术发展。Hawkins 也指出了特朗普的政策对电动汽车行业整体的潜在负面影响，以及特斯拉在垂直整合和美国制造方面的优势，使其在关税政策下可能比其他汽车制造商更有利。

Deep Dive

Chapters
Elon Musk's involvement with Donald Trump began with significant financial support and political influence, leading to a seat in Trump's inner circle. This chapter explores Musk's motivations and the potential conflicts of interest with his role as CEO of Tesla, an electric car company advocating for climate change mitigation.
  • Musk spent over $100 million to support Trump's election.
  • Musk's involvement includes advising on cabinet appointments and policy decisions.
  • Conflict between Musk's advocacy for climate change and Trump's denial.

Shownotes Transcript

Today we’re talking about Elon Musk, Donald Trump, and Tesla — and I have to say, it feels like the first of many episodes about these three characters that we’ll be doing over the course of the next four years. Because when Elon used his wealth and influence to help Trump get elected, he also bought himself a seat at the president-elect’s inner circle. But what does the world’s richest person really want in return?

And how is the CEO of an electric car company, an outspoken advocate for combating climate change, going to square his support for Trump and a Republican policy agenda centered on climate change denial? Verge transportation editor Andy Hawkins joins me this week to make sense of it all, and to figure out how Elon and Tesla may still benefit, even if Trump's climate policy reversals and tariffs lay waste to the auto industry.

**Links: **

  • What does Trump’s election mean for EVs, Tesla, and Elon Musk? | The Verge)

  • This election will decide what kind of car you’ll buy | The Verge)

  • Trump says Musk will lead ‘DOGE’ office to cut ‘wasteful’ government spending | The Verge)

  • Elon Musk attends Trump's first post-election meeting with House Republicans | CNBC)

  • At Mar-a-Lago, ‘Uncle’ Elon Musk puts his imprint on the Trump transition | NYT)

  • Musk believes in global warming. Trump does not. Will that change? | NYT)

  • Elon Musk helped elect Trump? What does he expect in return? | NYT)

  • With ready orders and an energy czar, Trump plots pivot to fossil fuels | NYT)

  • Tesla hits $1 trillion market value as Musk-backed Trump win fans optimism | Reuters)

  • Trump’s return dims outlook for Chinese EV makers amid tariff threats | SCMP)

**Credits: **

Decoder is a production of The Verge and part of the Vox Media Podcast Network.

Our producers are Kate Cox and Nick Statt. Our editor is Callie Wright. Our supervising producer is Liam James.

The Decoder music is by Breakmaster Cylinder.

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