[What will Musk get from Trump?]
(Feat. 4yrs Monopoly = 4 Years Exclusive)
Exclusive = ‘Supercharger’ already shown
☑Exclusive of ️ = Premium
✔️ Tesla: Autonomous driving specification + exclusiveization
✔️ Tesla: Humanoid Specification + Monopoly
✔️ SpaceX: NASA + Exclusive
✔️ Starlink : Satellite Internet + Monopoly
✔️ Others: X (Super App), Xai (Generative AI), Neuralink, etc. + Exclusive
The government’s fear is whether the government is responsible for unexpected accidents when legislating and implementing regulations related to autonomous driving
Ironically, however, the accumulation of data on unexpected events once commercialized and occurring can create a leap forward in FSD
In the end, the Trump administration is likely to grant permission for commercialization of autonomous driving (FSD) faster than expected, and in addition, if the FSD standard is built on Tesla-Style (e.g., LiDARX / VisionO), similar to Supercharger, Tesla’s monopoly in the autonomous driving industry could be recognized for a considerable period of time
(Waymo is based on LIDAR)
In fact, Tesla, the only company with a meaningful level of home/industrial humanoid prototypes, will be able to monopolize the early humanoid market by establishing the government’s humanoid standards based on Tesla-Style as well
SpaceX’s share of NASA’s outsourcing projects in 2023 was 11%, ranking second among private aviation companies (14% in Cal-tech), but it is still likely to expand its market share due to its low absolute share. In addition, if the Trump administration expands the NASA budget, SpaceX will be able to expand its market share in the growing market and expand its MegaIPO driving force based on this
However, if we expand our standards to all Internet operators, AT&T/Comcast already has more than 10 million customers, and Verizon also has nearly 10 million Internet members, making Starlink significantly inferior to its competitors
Many of Starlink’s target customers receive subsidies from the Federal Communications Commission (FCC) for rural Internet distribution, and if the government expands the subsidy benefits extensively, it could quickly take control of existing wired network-based Internet service providers (Comcast, AT&T)
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