Trump And Musk's Unexpected Truce Could Be America's Secret Weapon In The Global Technology Race

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Let’s beryllium honest: Most group thought nan Trump–Musk feud would resistance connected for weeks. After all, you had nan president threatening to reappraisal SpaceX contracts and nan world’s richest man reposting Epstein rumors. The banal marketplace blinked. The media drooled. It looked for illustration a real fracture betwixt 2 of America’s astir powerful forces.

Then, conscionable for illustration that, it ended pinch a conciliatory tweet from Elon Musk.

"I regret immoderate of my posts astir President @realDonaldTrump past week. They went excessively far."

VICTOR DAVIS HANSON: TRUMP AND MUSK NEED TO RECONCILE FOR THE SAKE OF AMERICA'S FUTURE

With that 1 sentence, Musk put retired nan fire. The headlines moved on. But those paying attraction understood thing bigger had happened: America’s apical business mind and its apical governmental leader were backmost connected nan aforesaid broadside — and conscionable successful time. Because while nan feud whitethorn person rattled markets, nan ngo up is acold much serious.

Split of Trump and Musk

House Republicans reacted to President Donald Trump (left) and Elon Musk fighting connected societal media.  (Reuters/AP)

The world is entering a caller benignant of powerfulness title — not complete tanks and troops, but complete chips, batteries, robots, and satellites. Whoever builds nan early wins it. And correct now, America is successful a tight race.

Most group don’t recognize conscionable really tight that title is. China is nary longer conscionable nan spot that makes inexpensive exports. It’s nan world’s largest EV exporter, nan undisputed leader successful artillery capacity, and a pioneer successful robo-taxis and humanoid deployment. China's emergence didn’t travel from luck. It came from planning, investment, and method execution that anyone superior astir nan early has to study.

The American separator has ne'er been top-down coordination — it’s been bottom-up ingenuity. We don’t centralize. We compete. And erstwhile nan correct ideas meet nan correct builder, we move faster than anyone. Musk is that builder. Right now, he’s nan motor room of American industry.

Tesla CEO Elon Musk jumps connected shape arsenic he joins erstwhile US President and Republican statesmanlike campaigner Donald Trump during a run rally astatine tract of his first assassination effort successful Butler

Tesla CEO Elon Musk jumps connected shape arsenic he joins erstwhile US President and Republican statesmanlike campaigner Donald Trump during a run rally astatine tract of his first assassination effort successful Butler, Pennsylvania connected October 5, 2024.  (Jim Watson/AFP via Getty Images)

Say what you will astir him, but he’s building what matters. Tesla isn’t conscionable an electrical car institution — it’s building autonomy. Its Full Self-Driving strategy is trained connected real-world information astatine unmatched scale. xAI isn’t conscionable different chatbot startup — it’s assembling 1 of nan largest AI compute clusters connected Earth, powered by American chips, built connected American hardware. And SpaceX? It’s not conscionable launching rockets. It’s delivering nan launch, communications, and outer infrastructure that American nationalist information now depends on.

This utilized to beryllium nan government’s job. Now, backstage manufacture is doing it faster — and Musk is doing it best.

Trump and Musk don’t request to work together connected everything. But they must activity together — because nary 1 other tin adjacent nan spread we’re facing.

President Trump, to his credit, understands this. His economical schedule is focused connected tariffs, fiscal reform, and reshoring — each basal steps. But without existent building, it’s conscionable paperwork. Musk tin present nan factories, nan hardware, nan chips, nan satellites. He is executing wherever others are still drafting argumentation memos.

That’s why nan feud was dangerous. Not because of nan authorities — but because it risked derailing nan astir important business business successful America today. Trump and Musk don’t request to work together connected everything. But they must activity together — because nary 1 other tin adjacent nan spread we’re facing.

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China has been clear-eyed and accordant successful targeting strategical industries. Its velocity is simply a reminder that successful today’s world, occurrence favors nan focused. Anyone trying to understand nan adjacent business property — from Washington to Wall Street — should beryllium watching really Shenzhen, Shanghai, and Hefei are moving.

We’re not successful diminution — but we are successful a race. The early isn’t waiting for consensus. It’s being built by whoever moves fastest pinch nan astir focus. America has ever thrived not by pursuing orders, but by backing builders. Musk brings that speed. Trump brings nan authority to region roadblocks. Together, they tin do what nary committee ever could: move ambition into real-world power.

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The U.S. still leads successful frontier technologies — AI models, spot design, backstage abstraction launch, autonomous systems. But exertion isn’t conscionable astir who invents first. It’s astir who builds astatine scale, and who brings nan early to market. China is doing that — and nan only correction would beryllium pretending otherwise. 

That’s nan infinitesimal we’re successful now. Trump has nan mandate. Musk has nan machines. And if they enactment aligned, America doesn’t conscionable enactment successful nan crippled — it sets nan pace. Not by trying to artifact China’s rise, but by showing nan world that America tin still build, compete, and win.

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Tanvi Ratna is simply a argumentation expert and technologist pinch a decade of acquisition successful statecraft astatine nan intersection of geopolitics, economics, and technology. She has worked connected Capitol Hill, astatine EY, astatine CoinDesk and others, shaping argumentation crossed sectors from manufacturing to AI. Follow her takes connected statecraft on X and Substack. 

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