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by edoceo 492 days ago
Some of the moves of the current administration, with recent changes, hobbled much of the competition for Musk, Inc.

The removed rural broadband funding, drives people to Starlink.

The removed charger funding drives people to Tesla chargers.

He's removed large parts of competition.

Maybe the theory is that this improves the share price.

1 comments

What about the (proposed) ending of the federal EV incentives?

Also, not to be nit picky, but how much rural broadband was actually implemented with the infrastructure funding during the Biden years? My understanding is, they didn't actually get much done.

Tesla already has a foothold in the market. Removing incentives then creates a moat around the established player. This is a common strategy in regularity capture.