As Elon has mentioned in the past, EV subsidies are not even needed for Tesla, which is developing an amazing FSD. Subsidies have the benefit of making it easier for early-stage startup companies to increase awareness and create an environment that makes EVs easy to buy. However, the downside is that due to subsidies, the number of companies producing inferior EVs as a source of revenue increases indefinitely, causing significant negative effects on EV marketing. Therefore, Trump's discontinuation of subsidies will be a tailwind for companies like Tesla that produce valuable EVs as it will lead to the bankruptcy of companies selling inferior products. Even without subsidies, as long as Elon Musk continues to create products like the Cybertruck that consumers eagerly desire, Tesla will thrive in the future by offering great products like Lamborghini and TOYOTA in the EV industry.