In a Trump re-election, Elon Musk's xAI could win US government contracts & the competitive advantage Tesla gained under the Trump administration, impact brought by Elon Musk's huge support.

November 7, 2024 (excerpt)

With Donald Trump returning as the US President, Elon Musk's technology companies are experiencing new tailwinds. Particularly, the AI startup xAI has an increased likelihood of establishing itself as a contractor for the federal government.
Musk is already expected to have benefited from the regulatory easing under Trump's administration for companies like SpaceX and Tesla. As AI policies shift, xAI is expected to strengthen its collaboration with the government and seize new business opportunities.
Moreover, in the fiercely competitive field of generative AI, the rise of companies supported by the government could significantly reshape the industry landscape.

The $0.13 billion invested by Tesla's Elon Musk to support Trump's reelection is more than just a political bet. As a result, significant changes in the regulations of the electric vehicle (EV) industry have emerged, ensuring Tesla's competitive edge against rival companies. Especially under the Trump administration, progress in imposing high tariffs on foreign-made EVs and abolishing tax deductions is significantly altering Tesla's competitive landscape.
The global strategy of mask aims to exclude competitors relying on subsidies and highlight the uniqueness of Tesla. As a result of this movement, traditional auto manufacturers such as Ford and GM are reducing their investments in EVs, and the market is rapidly restructuring. The political choices of mask and the reactions of investors are attracting attention to how they will shape Tesla's future.