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Elon Musk's feud with Trump likely won't blow up Tesla's robotaxi push, analysts say

  • Elon Musk's feud with President Donald Trump resulted in Tesla's stock dipping 14% on Thursday before recovering some losses.
  • Analysts believe the feud will not have a lasting impact on Tesla's business, including its robotaxi ambitions.
  • Trump threatened to cancel government contracts with Musk's companies, while Musk criticized the GOP's spending bill that slashes EV tax credits.
  • Despite the feud, analysts say there is little reason to believe the administration would hinder Tesla's robotaxi progress, as autonomy is central to physical AI development.

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