Confronting the whole world, Elon Musk is angry, vowing to bring Tesla into the era of 30,000 billion USD capitalization without relying on electric cars

Elon Musk is angry, and this is supposed to be a good sign for Tesla.

In recent days, the WSJ commented that Elon Musk is like a man who feels he has been treated unfairly.

After quietly leaving the White House in frustration, he became particularly sensitive. Angry that he was being likened to a fascist. Angry that some people were using his political views as an excuse to attack Tesla. Angry that he was being scrutinized.

This is not new. Musk has long carried a huge “bottle of anger” on his shoulders—nourished by the hurt, disdain, and skepticism that permeates social media.

But history has shown that this can create a powerful force: Elon rage. Like the Hulk tearing his clothes off and going berserk, Musk often goes silent before he explodes. These days, he seems to be seething again, his eyes blazing with anger, his vision red with rage.

And Elon’s anger could be a good thing for Tesla investors. It could make him focus on execution, on proving people wrong. A determined Elon could send humans into space, could bring electric cars into the mainstream.

But investors haven’t seen Elon “execute” anything in a long time.

Instead, they watched as the promise of a low-cost Tesla that could help sell 20 million cars a year seemingly fell through. They watched the Cybertruck fail. They watched the company’s profits shrink and sales fall for the first time in more than a decade.

Investors are worried that Musk has become too distracted by Washington politics. Even board members seem uneasy.

But fans who believe in the power of an angry Elon found hope in signs over the past week that he might be making a comeback. First, Musk delivered a series of scathing responses to concerns about the health of his companies via video conference in Qatar on Tuesday.

When asked when he would turn Tesla around, the CEO replied: “Everything has turned around.”

What evidence did Musk provide? It was basically the usual response from Tesla fans on social media: “Look at the stock price, man!”

Since Musk announced on April 22 that he would be stepping back from his role in the Trump administration, Tesla shares have surged 43%, putting the electric carmaker back in the rarefied position of being valued at more than $1 trillion. But the stock is still down 11% for the year and 29% from its all-time high.

Analysts estimate Tesla will end this year with a decline in sales compared to 2024. That’s a reversal from just a few months ago, when they expected sales to increase this year compared to last year.

Musk’s vision for Tesla’s future isn’t limited to the boring business of selling electric cars. Instead, he envisions a new era of robotics—self-driving cars and humanoid robots. Musk has been insisting for the past decade that Tesla’s self-driving cars are near. Meanwhile, Alphabet’s Waymo and Amazon’s Zoox have already put fully autonomous cars on public roads.

On Tuesday, in his second public appearance, this time on CNBC, Musk continued to emphasize that Tesla remains on track to begin deploying self-driving cars in Austin, Texas by the end of June.

He said the plan would start with about 10 cars on the road in the first week, then increase by dozens each week and could reach 1,000 in just a few months. He added that by the end of next year, there would be hundreds of thousands of self-driving Teslas — if not more than a million — on the road.

In an interview with CNBC, when questioned about his recent results in Washington, Musk was angry: “Why attack this, when we have made so much progress?”

Despite his defense of his DOGE-related efforts, Musk has also begun to emphasize that he is retiring from politics, having seen little appetite for spending cuts from Congress. “I have come to the – perhaps obvious – conclusion that increasing GDP growth is essential,” he tweeted on Friday. “@DOGE has done and will continue to do a great job of delaying the day of default, but government waste means that only breakthrough productivity improvements can save the country.”

And his solution is robots.

Seeing “Angry Elon” in action energized his supporters, much like “Optimistic Elon” did at Tesla’s annual shareholder meeting nearly a year ago. His enthusiasm—jumping around the stage—seemed to indicate that he was truly refocusing after more than a year of being distracted by the Twitter acquisition.

After shareholders re-approved his massive compensation package, Musk took the stage to paint a rosy picture of Tesla — one filled with humanoid robots and self-driving cars that he said could help push the company’s value past $30 trillion.

Now, supporters are hoping “Angry Elon” is ready to really take action.

“Elon’s wartime mentality has kicked in,” a popular X account called Autism Capital posted after Musk’s appearance at the Qatar conference. Others echoed the sentiment. “Elon is in wartime CEO mode,” one social media account wrote on Wednesday. “He’s not joking around anymore. All focus is on execution.”

Tesla was founded on a seemingly impossible idea: Make electric cars cool and popular. For much of its existence, Tesla faced skepticism that it could not succeed. It was Musk who convinced investors and customers that the vision was possible.

He just had to execute. And when he did, everything changed. Tesla hit a turning point in late 2019 and 2020, becoming consistently profitable and cementing Musk’s image as one of the most successful entrepreneurs of his generation.

Of course, past success does not guarantee future success.

Even Tesla’s global lead in electric vehicles is being threatened by Chinese rivals like BYD, which last month surpassed Tesla in sales in Europe for the first time.

Musk, who has long praised Chinese rivals, said he is not concerned about the sales race. “I really don’t think about competitors,” Musk told CNBC. “I just think about making the best product possible.”

He just executes.