These businesses are big winners from the Musk-Trump breakup

State of play: The list of business winners from the Musk-Trump breakup includes:

• Chinese EV makers: Any sign of trouble for Tesla is good news for businesses like booming EV maker BYD, which already sells more vehicles than Tesla. Musk has cited Chinese EV companies as Tesla's biggest competition.
• OpenAI: Musk and OpenAI have been feuding over the latter's now-abandoned attempt to turn into a for-profit. The president may now be more inclined to side with the ChatGPT creator and its boss, Sam Altman, who made a U.S. investment announcement earlier this year that Trump touted and Musk questioned.
• Blue Origin: Jeff Bezos' space company could reap the rewards if NASA seeks alternative partners to replace Musk's SpaceX.

Other winners include Tesla short-sellers, who made an estimated $4 billion on Thursday "in one of their biggest single day gains ever," WSJ reported, citing data from S3 Partners.

• Targets of Musk's Department of Government Efficiency, such as U.S. consultancies that lost myriad contracts, also stand to gain if deal scrutiny diminishes.

Reality check: Musk remains the world's richest person by a long shot, and his businesses continue to rake in investment capital.

The bottom line: The Trump-Musk split portends a seismic shift in corporate power dynamics.