Or, more likely, he knows exactly what he is doing.
- Heavy criticism over the past 6 years from traditional news sources (even tech sources like Ars Technica)... basically ever since the Tham Luang cave rescue*
- Thick hate from people in the comments sections
- Government agencies interfering with SpaceX and Tesla
- Biden administration ignoring his carbon tax suggestion
- Biden administration snubbing Tesla at the EV Summit
- His family transgender drama
- COVID mandates shutting down his manufacturing for a period of time
- Conservatives not buying EVs
If you look at all his points of friction in recent years it's not much of a surprise to see the transformation.
*The cave rescue was a sad turning point for Musk. He endured excessive ridicule for pushing for a technological solution, then really stepped in it with his bitter accusations against that rescue diver.
No tax credit, no Rivian. I can see why he wants that. Their build quality and manufacturing ability trounce the Tesla when they were at that stage. Rivian has full EV vans in production and on the road daily. Impressive as hell.
I think it was that double-whammy: both his trans daughter and the threat of COVID shutdowns destroying Tesla happened pretty close to each other. Those combined drove him not just to traditional fiscal conservatism but to the modern populist identity-driven Trump politics.
That and he's visibly obsessed with validation and popularity and going hard-right has given him that in spades. He wants to be cheered-for at rallies the way Trump is... remember the time that Dave Chappelle brought him out on stage in SF and he was greeted with a wave of boos?
This always bugged me.
Look, I'm no fan of Elon Musk, but Tesla has been the most influential car manufacturer in the EV space. To blatantly ignore them when talking about the electrification of cars in America is simply madness.
It is very common for people to change brands every time they get a new car.
On the other hand, as the other comment said about him "tricking Republicans," I think he's also gained a new segment of buyers with his political play, so this might be a wash.
So, while I'd bet against Twitter (if I such a thing were possible), I wouldn't bet against Tesla being a good fit for the US market.
European sales may well collapse, and he may be very confused about this, but I'd still expect his approach to do well in the USA.
Hasn't that been true for every US presidential election?
As an independent, it's especially discouraging. I don't see many level-headed voters or politicians anymore, and a lot of the basic governmental services and protections seem to be collapsing while we focus on culture wars. We can't even work together as a country to discuss something as boring yet important as energy policy. Who knew battery-powered cars could be so divisive. Everything is weaponized now.