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Opinion: Fmr President Trump was wrong to call Elon Musk “another bullshit artist”
Former President Trump was wrong to call Elon Musk, “another bullshit artist.” The former president held a rally in Anchorage, Alaska, where he claimed that Elon Musk had said that he voted for Trump. The former president is well known for weaponizing mistruths to mislead his base.
Trump on Elon Musk: "You know, he said the other day, Oh, I've never voted for a Republican. I said, I didn't know that, he told me he voted for me. So he's another bullshit artist." pic.twitter.com/1cBiZsX1BJ
— Aaron Rupar (@atrupar) July 10, 2022
The former president said that he wanted to “stop left-wing censorship and to restore free speech in America.” Following that, he promoted Truth Social and then made the following comments about Elon Musk.
“I tell you what. Elon is not gonna buy Twitter. Where did you hear that before? From me.”
“He’s got himself a mess. You know, he said to me the other day, ‘oh I’ve never voted for a Republican.’ I said, “I didn’t know that. You told me you voted for me.’ So he’s another bullshit artist but he’s not going to be buying it. Well, he might later.”
The former president then instructed his base again to sign up for his social network, Truth Social.
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Trump Is Wrong.
Many far-left talking heads are either mocking Elon Musk or celebrating this. However, Trump is completely wrong about Elon Musk, in my opinion. And his reasoning for not buying Twitter is, I think, due to the bot issues that plague the social network.
Twitter has a real problem with bots and fake accounts and doesn’t really seem to care about solving that problem. On the other hand, real accounts often get suspended for no reason. This happened to me in 2020 after Elon Musk responded to me about ventilators for Louisiana. This was before my account was verified. And I am not the only one who has had this happen.
Is Twitter worth $44 billion? I highly doubt it. Elon Musk was right to call out Twitter on its bot problem. He has been impersonated by both verified and non-verified accounts promoting crypto scams.
The Bot Attack On Elon Musk Before He Decided Against Buying Twitter.
What I haven’t seen the media address is the bot attack on Elon Musk right before he called off the Twitter deal.
Recently, Insider published an article breaking the story of Elon Musk’s new set of twins born last November. And strangely, that account’s tweet was supported by a lot of bots and fake accounts. We know this thanks to Andrea Stroppa, a contributor to the World Economic Forum, who shared research into the Insider account and its bots in a Twitter thread.
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“Yesterday, an online media outlet published an article about Elon Musk’s personal life and a person close to him. These articles generated thousands of harassment, insults by some users, and malicious bots. Watch the video. Here’s what happened. A thread.”
Andrea Stroppa’s Thread
🧵Yesterday, an online media outlet published an article about Elon Musk @elonmusk personal life and a person close to him. These articles generated thousands of harassment, insults by some users and malicious bots. Watch the video
Here is what happened. A thread 👇🏻 pic.twitter.com/ukyGydQWxj
— Andrea Stroppa 🐺 Claudius Nero's Legion 🐺 (@andst7) July 8, 2022
Andrea continued.
“ThisIsInsider, part of Business Insider, published the article. Business Insider tweeted It multiple times article and then created a Twitter thread. A user contacted me through DMs, sending me a screen of suspicious comments below the tweets.
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“The tip was correct. Around 9.000 tweets posted by bots in a couple of hours produced insults toward Elon and a person close to him. It’s interesting because, as you can note, tweets have an additional random character. It’s a trick to bypass potential spam detection.”
“Many real users also tweeted insults, but the n° of tweets produced by bots are not comparable, even If some of these real users might have a more significant impact. In fact, with quick network analysis, we found that these accs belong to a specific political group.”
“As Elon said attacks against him and his companies have increased over the past months. But recently, these attacks have involved even his family and people close to him. And about that, I want to share a personal thought.”
“Elon Musk is a strong person. Yeah, of course, he’s not a robot. He has feelings, so sometimes, these attacks push him down. But it’s ok. It’s the pressure that a person like Elon is ok to face but let’s keep his family and children away from these things.”
“As the last tweet of this thread, I’d love to mention this wonderful verse “For they have sown the wind, and they shall reap the whirlwind…” Hosea (8,7).”
“To the people who insult the personal profile of a mother of two kids, we pity you.”
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A Thought On Elon’s Evolving Political Stance.
This may seem random but I want to include a thought here. Elon Musk has gotten a lot of hate-fueled criticism from the far-left over his evolving political stance. I think that a huge part of the problem is also bots.
I’d share something on Twitter and the tweet would go viral. I’d get so much hate from accounts that were either new, had very few followers, or were old but very inactive with the exception of commenting on tweets about Elon Musk. Clearly bots or at least troll farms.
In the past I voted Democrat, because they were (mostly) the kindness party.
But they have become the party of division & hate, so I can no longer support them and will vote Republican.
Now, watch their dirty tricks campaign against me unfold … 🍿
— Elon Musk (@elonmusk) May 18, 2022
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And these farms and bots, I suspect, are being used to make certain tweets more visible. And they amplify the sensation of a trend on Twitter. This includes Elon Musk. Combine this with the narrative of him being a far-right Republican being put forth and we have a hot mess.
Some of the accounts are also used to try to silence any truth cutting through the misinformation. For example, the tweet above is Elon Musk explaining why he chose to vote for a Republican for the first time. The hate that followed drowned out the truth itself.
For example, I find it odd that no mainstream media outlet commented or reported Senator Warren’s taking out Facebook ads against Elon Musk and literally spreading lies about him.
Yes, Elon has tweeted that he voted Republican for the first time. But many forget that he actually voted for President Biden. He also voted for Hillary Clinton.
And President Biden completely snubbed Elon Musk, Tesla, and even SpaceX. The current president even went on to claim that General Motors’ Mary Barra was the true leader of the EV industry when it is actually Tesla. And Tesla is still leading–unless you count hybrid electric vehicles as battery-electric vehicles.
But I’m no fan of the far right either.
Let’s have less hate and more love.
— Elon Musk (@elonmusk) April 29, 2022
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The fact of the matter is that he actually called out both the far right and the far left. Elon Musk has been a bit harder on the left, I think it’s because he might feel as if the political platform betrayed him. He supported the left for the longest and now they are vilifying and jeering at him.
Many on this platform are making him the current thing to hate. Imagine having a platform you’ve believed in and rooted for suddenly make you their sworn enemy.
The Democrat vs Republican tribalism among otherwise intelligent people is most distressing.
Demonizing everyone who would vote for an alternate party is not constructive.
— Elon Musk (@elonmusk) May 31, 2022
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Conclusion: Trump Was Wrong Here.
Former President Trump is wrong to call Elon Musk a “bullshit artist” especially since the former president isn’t known for being truthful. I think Trump is doing the exact same thing the media, left-wing and right-wing politicians, and crypto scammers are doing. He is, in my opinion, using Elon Musk’s name to simply generate more views and media attention.
I also highly doubt that Elon Musk told the former president that he voted for him. Or that he spoke with Elon Musk “the other day.”
In a new note to investors on Tuesday, Morgan Stanley analyst Andrew Percoco said that Tesla has one big financial question to answer for investors regarding its Robotaxi rollout, Full Self-Driving software, and Optimus.
Percoco said in the note that, for the most part, investors are still very positive about the direction the company is headed. However, there are some things the firm would like to see, and they have to do with financials.
Tesla (TSLA) Q2 2026 earnings results: miss on EPS, beat on revenue
Tesla bulls are more than convinced that the company’s Full Self-Driving software is proof it can develop physical AI. Financially, however, there are still some questions, especially on elevated spending, which CEO Elon Musk said would occur as the company works to roll out Robotaxi faster and continue developing its Optimus robot.
The latter two are where Tesla will have to prove progress to investors, as Percoco writes that both projects “will require clearer evidence that Robotaxi is scaling and more tangible Optimus proof points to support the ROI on elevated capex.”
Percoco said the second quarter earnings call did not change his long-term thesis of where Tesla is positioned in the AI race, which is out in front. However, there are concerns that weaker gross margins and higher R&D spend will stress financials, and that has “sharpened our (and investors’) focus on measurable progress across Robotaxi and Optimus.”
Additionally, Robotaxi still needs to be proven with more operation in existing cities while maintaining safety but improving how many rides it gives in any given time, he said. For Optimus, Percoco wrote that he is “still looking for evidence beyond commentary around SOP.”
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Morgan Stanley put Percoco in charge of covering Tesla after long-time analyst Adam Jonas transitioned to the automotive side.
Currently, Morgan Stanley has a $415 price target on Tesla and a ‘Hold’ rating on the stock. It is trading at around $330 at the time of publication, which was 2:30 P.M. on the East Coast.
SpaceX’s massive investment in AI will make it a big winner, Argus Research said after the company’s successful earnings call last week.
The firm also upgraded shares to a Buy from Hold and set a $160 price target.
SpaceX (NASDAQ: SPCX) is currently recovering from its heavy AI infrastructure investments, as it spent nearly $16 billion in Q2 alone. The company did this primarily by monetizing high-demand GPU compute capacity at a much faster pace than traditional data center economics would suggest.
Company CFO Bret Johnsen said that SpaceX would be able to pay back anything on new deployments within a year.
There are plenty of ways the company can do this:
Leasing excess compute capacity through contracts
SpaceX has already built Colossus and Colossus II, largely for its own model training. However, much of that capacity is already rented out to third parties. It already has major deals with Anthropic, Google, and Reflection AI. These partnerships are adding billions per month to SpaceX’s spreadsheet.
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High utilization driven by industry-wide scarcity
The demand for advanced AI training and inference capacity continues to exceed what is available for use. SpaceX can fill new racks quickly after they come online, so the capital deployed converts into revenue with minimal idle time.
Additionally, management and outside observers have described the new compute capital as behaving more like a cost-of-goods-sold than traditional multi-year capex, especially because of this rapid monetization pattern.
Capacity has already scaled from ~0.4 GW a year to 1.4 GW annually by the end of Q2. There are targets of more than 2 GW by year-end.
High incremental margins on the rental business once capacity is online
GPU cloud providers often operate at strong gross margins. SpaceX can monetize capacity that was already partially built or can be added efficiently. This means that incremental EBITDA margins on the rental revenue are usually high. This accelerates cash recovery relative to the gross capital outlay.
Parallel monetization of its own AI software and applications
Beyond pure infrastructure rental, SpaceX also generates revenue from Grok through subscriptions and usage, from X through ads, data, and other related services, enterprise APIs, and the planned integration of the Cursor coding tools acquisition.
These application layers ride on the same compute infrastructure and provide additional high-margin streams that could offset build-out costs. AI-segment revenue overall rose sharply to about $2.6 billion in Q2, according to Motley Fool. This was driven primarily by the infrastructure contracts, but the software side is also partially responsible.
Efficient, large-scale deployment and vertical integration advantages
SpaceX has emphasized the rapid construction of power and cooling infrastructure and favorable cost-per-megawatt economics relative to industry benchmarks in some disclosures.
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Combined with its ability to scale capacity aggressively and the fact that many contracts start generating revenue within months of capacity coming online, the effective payback compresses dramatically compared with more conventional multi-year data-center projects.
SpaceX’s dominant near-term recovery path will turn the AI clusters into a hyperscale-style compute rental business for other leading AI companies while still using a portion for internal models.
Tesla headlights have caused a recall of over 20,000 of the company’s two most popular vehicles, the Model 3 and Model Y, due to the low-beam bulb exceeding the maximum allowed intensity according to federal standards.
Tesla initiated the recall with the National Highway Traffic Safety Administration (NHTSA) this morning, stating that the low-beam output “exceeds the maximum allowed intensity in the outer upper-right and outer upper-left areas of the 10U and 90U zone, as prescribed in FMVSS No. 108.”
Tesla sourced the impacted headlights from Marelli Automotive Lighting, a Mexico-based company. The recall impacts 2020-2023 Model Y vehicles and 2017-2023 Model 3 vehicles. It is estimated that every VIN in this recall is impacted by the defect.
🚨 Tesla is recalling 20,349 2020-23 Model Y vehicles and 2017-23 Model 3 vehicles due to an excessively bright headlamp low beam.
Currently, there is no remedy plan in place, as it is still being developed. pic.twitter.com/y34cIO2U0B
— TESLARATI (@Teslarati) August 11, 2026
Typically, Tesla would remedy recalls of this nature through an Over-the-Air software update, which has been a major focus of criticism by the company and its supporters because the NHTSA still refers to it as a “recall,” even though it requires no action by the vehicle owner. The fix is shipped over the internet and downloaded to the car.
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However, there appears to be a potentially different solution for this problem. Tesla has not developed a remedy for this issue, so it could potentially be on the way. The big issue appears to be the fact that these recalled lamps are out of production, and this is an old body style for both vehicles. The headlights and front-end designs are completely different.
Tesla switched to another supplier when the affected headlight design was discontinued. It plans to begin notifying owners of their remedy options by September 15.
Tesla filed a petition protesting the recall to fix the vehicles’ headlight issue, but the NHTSA denied it. Now, Tesla will come up with a solution to fix it.
Tesla has one big financial question to answer for investors: Morgan Stanley
SpaceX AI investment gamble will make it a big winner, firm says
