The Peter Zeihan Podcast Series Trouble in MAGA Paradise || Peter Zeihan
Jun 13, 2025
The tumultuous breakup of two prominent figures captivates with their dramatic feud, reflecting deeper issues in American politics. The decline of Tesla in the EV market raises questions about sustainability as it faces harsh realities, while SolarCity and SpaceX grapple with financial hurdles. Unforeseen setbacks at SpaceX highlight the political intricacies of the Trump era, exposing vulnerabilities and the potential fallout from strained national relationships. It's a whirlwind of intrigue and insight into the crossroads of innovation and governance.
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Tesla's Decline and Image Problem
- Tesla has lost its industry leadership and sales have declined globally.
- Musk's controversial image has alienated environmental supporters and hurt the brand.
Tesla's Environmental Impact Misrepresented
- Tesla vehicles are environmentally damaging due to energy-intensive lithium and alloy production.
- Their carbon footprint break-even takes nearly a decade under typical US conditions.
Overvaluation and Subsidy Dependence
- Tesla's stock valuation is inflated because it's valued like a software company instead of a manufacturer.
- Its high valuation was sustained by expectations of federal subsidies for electric cars, which are now uncertain.