How can the “Trump Full Bird” affect Tesla

Tesla can be successful if “Big Beutiful” has become a law.

Elon Musk’s AI, however, you may get a boost.

Many Musk companies are largely dependent on federal regulations, subsidies or contracts. This means that the federal spending bill for the Republican Party, if registered in the law, can directly affect its work.

While Musk had previously participated in his refusal to the draft law, the billionaire submitted his criticism this week.

“I’m sorry, but I can’t stand anymore,” Musk to publish On x on Tuesday. “The Green Congress Bill, full of pork, is disgusting abomination.”

“You know that you have made a mistake,” he said in a criticism aimed at the Republican politicians who voted in favor of the bill.

The sharp words of Musk for the Trump bill come a few days after his position is officially left as an actual president of Dog’s office ends his official work in the White House. In recent weeks, Trump and Mousics have looked at the public guarantee that their relationship is still intact, even if they did not agree to some issues.

White House journalist Caroline Levitte said on Tuesday that the president already knows the place where Musk is standing in the spending bill and that the comments of the last CEO of Tesla, which he criticized will not change Trump’s position.

The draft law, which the Trump agenda heroes include discounts in Medicaid and extending the presidential discounts signed by the law during his first term in 2017. It also includes management priorities, including tax removal on advice and additional work.

Regarding the companies provided by Musk, the bill can have a mixed effect. While Tesla is losing, companies such as Spacex and Xai may benefit from the president’s huge spending bill.

Tesla’s credits threaten

The draft law, as written, makes major changes to EV’s tax credits in the Baiden era, which aims to encourage more Americans to buy electric cars. It would significantly lead to a gradual disposal of clean car credit, which allows people to buy a new claim of EV up to $ 7500, and up to $ 4000 for the EVS used.

Electric cars are no longer eligible for tax credit if the auto industry company sold more than 200,000 EVS between December 31, 2009 and December 31, 2025, if the bill becomes a law. Tesla delivered more than 336,000 cars in the first quarter of 2025 alone.

Musk has already said that canceling tax credit will destroy Tesla’s competitors and affect the auto industry as well. However, he said that this step may help Tesla in the long run. Tesla did not immediately respond to a request for comment.

Others do not seem to be sold on the basis of the musk.

Seth Goldstein, a strategic stock expert in Mooringstar, told Bi that the expedited cancellation of EV tax will be “the largest field that can affect Tesla.”

“Consumers have increased long -term options with similar price points like Tesla,” Goldstein said. “Tesla should make consumers to pay a little today for some other EVS.”

Goldstein said that the cancellation of tax credit could lead to a decrease in sales volume, which is already struggled by the auto manufacturer.

JPMorgan Ryan Brinkman wrote in an investor memo that “Big Beauty Big”, along with other proposed legislation, including ending the California Air Resources Council program, threatens more than half of Tesla 2025 profits.

Bruntman wrote in a note that the $ 7500 consumer tax formed 19 % of Tesla’s 2024 profits before benefits and taxes, and may lead to a potential windy wind of $ 1.2 billion. He added that the automotive company may face the opposite winds of two billion dollars in the removal of ZEV’s credit sales, which encourage sales of zero vehicles.

Tesla is highly betting on artificial intelligence and robots as it presses access to full self -rule, partly through the upcoming Robotaxi service, the efforts said Musk is the key to developing the company’s evaluation. However, Brentmann said that any material that benefits from the independent Robotaxi works of Tesla is years away, while the opposite winds from EV Supery are likely to reach the auto industry in 2025 and 2026.

“We expect estimates to decrease because the Trump administration’s subsidy effect becomes more clear,” Brentman wrote.

Goldstein said that the removal of tax credit could “accelerate” the transfer of Tesla to Amnesty International and robots.

It is also possible that the EV tax credit will end up on Tesla vehicles some of the short -term demand from buyers looking to buy one EVS for the company before the window closes.

The Trump spending bill will not only change the current taxes and fees. Under its current language, it will also impose an annual fee of $ 250 for EV drivers by managing federal highways, and annual $ 100 fees for hybrid cars.

As is written, the bill also concludes Loan program This is what Tesla used in 2010, a long time before Trump entered the political scene.

The TESLA Energy Bill also threatens, which Musk said “grows like a forest fire”, by ending the tax credits of energy. Power generation and storage in the automotive industry, which includes Tesla’s Megapack and Powerwall Battery SystemsIt brought 2.73 billion dollars in the first quarter of 2025, an increase of 67 % over the previous year.

Musk shared a post on the X of the official Tesla Energy account, which said: “The sudden end of the energy tax credits will threaten the independence of energy in America and the reliability of our network.”

Energy Tesla also Add It urges the Senate to enact legislation with a “reasonable decline” to continue rapid publication that supports artificial intelligence and local manufacturing.

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Xai may benefit from the changes to artificial intelligence organization

Trump’s spending bill, if registered in the law, may also help the artificial intelligence company, Xai.

A section of the bill on states and local governments prohibits the regulation of artificial intelligence during the next decade in an attempt to remove legal barriers related to spreading and adopting artificial intelligence.

This can allow Musk to develop and develop Xai with a lower red strip on the regulatory side of the company.

The draft law also allocated funds to update the FBI with artificial intelligence and improving cybersecurity to its regulations. With the government setting money aside to improve its systems, Xai, one of the companies at the forefront of the artificial intelligence race, can be contracted to operate the update efforts.