Analysts explore Tesla outcomes from Musk-Trump alliance

• It sees potential for federal efforts that ease the path for robotaxis now subject to a patchwork of state policies.
• "We could envisage the new administration setting standards at the national level to make approval of deployment faster/simpler," its note states.
• The DB analysts are also among the voices arguing that Tesla is much better positioned than its competitors if Trump succeeds in paring back federal EV incentives.

On those humanoid robots Musk wants to produce, "We could envision policy support similar to that given to the semiconductor industry where grants or loans are handed out for building out infrastructure."

🏃Catch up quick: Trump said Tuesday that Musk and Vivek Ramaswamy will lead a new Department of Government Efficiency. But it's not a formal government agency, which Congress would need to create.

The bottom line: "[S]hould JD Vance take the reins after Mr. Trump, Elon Musk could have a close political ally in the White House for potentially 8-12 years," they note.