I read a short, thought-provoking article by Laura Dobberstein on the website called The Register on the possible outcome of the alliance between Trump and Musk. This is the first few paragraphs:

Musk and Trump to fall out in 2025, predicts analyst:
Differing China tech policy agendas will send bromance into 'it's complicated' status

"The CEO and founder of channel-centric analyst house Canalys has predicted that the alliance between president-elect Donald Trump and aspiring oligarch Elon Musk will unravel in 2025, putting Tesla's ability to execute on full self-driving vehicles at risk.

"Speaking at the Canalys APAC Forum, Brazier said the recent US election saw 'two people elected' – the second being Musk, not vice president-elect JD Vance.

"Brazier thinks Trump and Musk will fall out over China, because the former's proposed trade war against is at odds with the latter's reliance on China as a market for Tesla, as well as a source of batteries and other supplies.

"Trump's promise to implement 60 percent tariffs on all Chinese goods therefore hurt Musk and Tesla.

"Brazier also pointed out that Tesla's biggest factory is in Shanghai, and that Beijing gave the EV-maker the very unusual concession of not requiring it to operate a joint venture with a Chinese company. Tesla has also received subsidies from the Chinese state, and remains keen to expand its energy storage business there.

"'Tesla needs batteries from China, or it cannot operate,' commented Brazier.

"'But most critically for Tesla in China, they need to offer full self-driving, or they'll fall behind the innovation of the Chinese industry.' But to deliver that feature, Tesla will need to navigate China's laws around cross-border data-sharing and assure US authorities any agreement doesn't represent risk for stateside buyers.

"All of this is at odds with Trump's modus operandi of 'picking fights everywhere possible as tariffs come in on China,' Brazier explained."

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