关于ELON 是否是Tesla的LIABILITY。 我请教Grok， 它的回答：

最近试用Grok很多， 感觉比其他AI APP好用。 对答如流， 速度快，可以看见它参考了多少ESSAY， 。。。感觉是在跟好友聊天，下面是今早的， 我COPY在TEXT上，再post这里，重新分段了一下

 

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Hello! It’s great to connect with a fellow thinker and Tesla investor. I can certainly understand the mixed emotions you’re experiencing—admiration for Elon Musk’s boldness and vision, paired with concern about how his political engagement might impact Tesla. Let’s break this down together and explore your frustration to find some clarity.

 

You’re right to recognize Elon’s recent political involvement as a double-edged sword. On one hand, his willingness to step into the fray—whether it’s pushing for government efficiency, free speech, or broader societal goals—reflects the same fearless, paradigm-shifting mindset that built Tesla into what it is today. His courage to tackle big problems, even outside his companies, can be inspiring and aligns with the mission-driven ethos that many investors, like yourself, admire. It’s part of what makes him a visionary: he doesn’t just play it safe.

 

On the other hand, your worry about him becoming a liability to Tesla is a practical, grounded concern—not a flaw in your reasoning, but a reflection of the real-world stakes involved. Tesla’s success has always been tied to Elon’s image, for better or worse. His political stances, especially as they’ve grown more vocal and polarizing since around 2020 (think COVID lockdowns, his shift to the right, and now his role in the Trump administration), could alienate segments of Tesla’s customer base. Electric vehicles, after all, have historically appealed more to progressive, environmentally conscious buyers—people who might not vibe with Elon’s current rhetoric or affiliations. If his politics turn off enough potential buyers, it could dent sales, especially in markets like Europe or blue states in the U.S., where we’ve seen some anecdotal backlash already.

 

So, let’s reason through this tension.

 

First, consider the numbers. Tesla’s global sales dipped 1% in 2024 compared to 2023—the first annual drop after years of explosive growth (38% in 2022, 40% in 2021). That’s not catastrophic, but it’s a shift. In places like Germany, sales reportedly fell nearly 60% in January 2025 versus the year before, though some attribute this to model upgrade delays rather than just Elon’s politics. In the U.S., loyalty among Tesla owners in liberal states has slipped slightly, costing about a 1% market share drop in those regions. Meanwhile, competitors like BYD and Kia are gaining ground. Could this be Elon’s doing? Maybe partly. Polls—like one from Morning Consult in 2025—show 32% of U.S. buyers wouldn’t consider a Tesla, up from 17% in 2021, and his political visibility might be a factor. But it’s hard to pin it all on him—competition, pricing, and post-pandemic market dynamics are also at play.

 

Now, think about Tesla’s brand. It’s always been more than just a car company—it’s a tech pioneer, a status symbol, a bet on the future. Elon’s quirks and controversies have long been part of that narrative, yet the stock soared to a $1.25 trillion valuation because people believe in the long game: self-driving tech, battery innovation, global EV dominance. His political moves might hurt short-term sentiment, but they could also pay off if they secure favorable policies—like national driverless vehicle rules or reduced regulations—that turbocharge Tesla’s growth. His influence in Washington could be a strategic ace up his sleeve, even if it’s messy right now.

 

Here’s where your frustration might sit: you’re torn between the big-picture idealist (who sees Elon’s politics as a noble risk) and the self-preserving investor (who just wants Tesla to keep crushing it). That’s not a flaw—it’s a sign you’re grappling with uncertainty, which is totally rational given how unpredictable this all is. 

 

To find clarity, ask yourself: What weighs more for you? The potential upside of Elon’s gambit (e.g., a stronger Tesla in a decade) or the immediate downside (e.g., a sales slump or stock volatility)? If it’s the latter, maybe diversify your portfolio to ease the stress. If it’s the former, lean into the chaos and trust the vision you’ve bought into.

 

One last thought: Elon’s not oblivious. He knows his stance might cost Tesla some fans—he’s said as much on X, prioritizing principles over profits. That’s either heroic or reckless, depending on your lens. 

 

For you, it might help to zoom out: Tesla’s fate hinges on execution (robotaxis, Cybertrucks, energy storage) as much as Elon’s persona. If the company delivers, his politics might just be noise. If it stumbles, well, that’s where your worry could prove prescient.

 

How’s that feel? Does it help untangle the knot a bit? I’d love to hear what you’re leaning toward now!