I don't know much about Musk or care to. But my cynical Spider sense tells me he knows his market landscape. Wealthy lefties already buy his crap cars. He see there is an untapped market: the suckers who support Trump. Thus, his "shift."
My son is friends with 2 kids whose dad wrote a book on Musk, and had to interview him extensively. So he's a pretty big Musk fanboy.
I expressed my skepticism over Tesla's market value, he said "look at all the Teslas here in CA, expand that to the country and it's a trillion dollar company"
I just said "You mean like Honda" (hint: not a trillion dollar company). And Tesla can't expand that to the country because of the price point, and his original point is broken anyway. There are Teslas all over the South Bay, but not so many in Fresno. My sister's kids go to a hoity toity private school in Lafayette IN, plenty of Teslas there. Unless they can adjust their price point to be closer to Honda or Ford, they can't expand into lower median income ranges, and if they do, their margins go to pot.