Josh Marshall

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Josh Marshall is the founder and Editor-in-Chief of TPM.

Is Musk vs Trump for Real?

A few quick thoughts on the apparent falling out between Elon Musk and Donald Trump.

I don’t have more than speculation on what these two guys are thinking or feeling. But the White House took a big swipe at Musk by canning Musk’s handpicked NASA chief the day after his cringey departure ceremony. That action both took something valuable away from Musk and treated him with a very public disrespect. So while Musk is clearly trying to undo the ocean of brand damage he brought on himself and his companies, I don’t think the White House is playing along and trying to help with that project. I think they’re really trying to show him who’s boss, a classic example of Trumpian dominance politics.

But here’s the thing. Both of these guys have very big weapons each can use against the other. Musk can invest money against the GOP budget bill or GOP incumbents. Meanwhile, Trump can start canceling all those contracts Musk handed out to himself and his friends while he was running DOGE. Neither of those things has happened. Until it does, none of this really seems in earnest. Musk can whine. And it will get some headlines. But I don’t think they really care about his whining.


One additional note apart from this purported feud. Musk isn’t shifting sides here. He’s complaining that the cuts to social programs in the GOP budget aren’t deep enough. He claims this is about growing deficits. But he’s not said anything about the centerpiece high income tax cuts which are the drivers of those deficits. So while it’s probably obvious to most of you reading this, it’s important to note that Musk isn’t in any way switching sides. He’s endorsing a sort of Freedom Caucus position. Musk could create problems for Trump and the bill on that front. But there are limits to how much running room he has there. There’s certainly Republican appetite for more cuts. But I suspect that most Republicans, even those who want more savage spending cuts, know how hard it was to put this together and don’t want to upset this apple cart. The bigger the fight, the better for Democrats. If it happens … But I’m skeptical.

Trump’s Pageant of Corruption is a Gift to the Democratic Party Prime Badge
It's expensive for the country and a catastrophe for ordinary Americans. But it's a big opening for the Democratic Party or anyone who wants to embrace reform.
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Over the weekend, I made the point that all the reanalyzing Democrats are doing is really wasted time and they need to start doing stuff, succeeding at doing stuff in 2025. I want to reiterate another point. I truly cannot imagine a bigger opening than the Trump Republican Party is currently giving to Democrats. A recent CNN poll shows the numbers of Americans who think the government “should do more to solve our country’s problems” as opposed to leaving it to individuals and businesses is higher than it’s been in decades. (There’s probably no better explanation of the deep instability of contemporary American politics than the deep perception of the need for change and deep distrust for anyone’s ability to make that change.) Meanwhile, we are greeted with a daily spectacle of cuts to government programs to pay for handouts to the ultra-rich. And we have just daily pageants of the most predatory and brazen corruption.

Last night, I was reading this Evan Osnos piece in The New Yorker about the sheer openness of the turbocharged corruption which, I think we have to say, is wholly without precedent at any time in American history. Most of the details in the piece are things you’ve probably heard of or mostly heard of. But I recommend reading it. It’s powerful and almost beggars belief how much he’s able to catalogue and organize together from just this last spring.

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Artificial Intelligence and The Posture of Skepticism Prime Badge
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A few days back, I got an email from TPM Reader JL asking me not to give in to the Luddite or reflexively anti-AI tendency he sensed I might have. It was a very interesting note and led to an interesting exchange, because JL is far from an AI maximalist or promoter and our views ended up not being that far apart. I explained at greater length that my general skepticism toward AI is based on four interrelated points.

The first is that even very positive technological revolutions (say, the Industrial Revolution) end up hurting a lot of people. Second, this revolution is coming to us under the guidance and ownership of tech billionaires who are increasingly wedded to and driven by predatory and illiberal ideologies. Both those facts make me think that we should approach every new AI development from a posture of skepticism, even if some or most may end up being positive. Trust but verify and all that. Point three is closely related to point two: AI is being built, even more than most of us realize, by consuming everyone else’s creative work with no compensation. It’s less “thought” than more and more refined statistical associations between different words and word patterns. And that’s to build products that will be privately owned and sold back to us. Again, predatory and illiberal … in important ways likely illegal.

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Democrats’ Hamlet Moment Isn’t the Start of a Solution But the Heart of the Problem

I’ve been observing the ongoing debates about which of the several “reckonings” Democrats need to have to improve their fortunes with what I can only describe as a mounting frustration and disgust. There’s the one over Joe Biden being old. There’s the one about Democrats becoming too “woke” and speech police-y. There’s the one about having betrayed or fallen short about this or that left-leaning cause. On the merits I agree with some of these more than others. Some I think are genuinely important. But as things Democrats should be focusing on now, taking accountability for, repositioning, whatever(!) they all, taking together, strike me as different sorts of pathetic, out-of-touch and myopic distractions.

Parties succeed and gain traction by doing far more than by self-analyzing. And my own theory of the case is that core driver and cause of the low standing of the Democratic Party right now is not wokeness or immigration or Joe Biden’s age but the fact that Democrats are simply not effective at advancing the policies they claim to support or protecting the constituencies they claim to defend. Put simply, they are some mix of unable and unwilling to wield power to achieve specific ends.

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Don’t Fall For Elon Inc.’s Press Campaign Prime Badge
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We’re in the midst of a storm of articles — variously encomiums, valedictories, friendly morality tales — about Elon Musk’s purported departure from service in the federal government. I’m going to note a couple quite unflattering pieces in a moment. But for now, I want to focus on the bulk of them, which tend to portray Musk as someone who tried to tame government spending but was simply over-matched by “Washington’s ways” and finally failed. You get the image of a guy who is chastened, heading back to his regular life, no match for Sodom any more than most of us would be.

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New Employee Loyalty Plan Unveiled

The Office of Personnel Management has a new hiring plan which instructs government agencies to cease collecting any demographic information on their workforces and rolls out a political loyalty tests which asks new employees to list their favorite presidential executive orders and how they envision bringing the President’s EO vision to fruition.

What Happens With Trump’s Trade War Now? Prime Badge
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The trade court’s decision that Trump’s entire trade war was based on powers President Trump didn’t actually have is a big, big deal. But there are some details that are important to consider. As we’ve discussed in earlier posts, this isn’t the only law in which Congress has delegated authority over trade and tariffs to the President, a power which the Constitution gives entirely and unambiguously to Congress. In fact, this law doesn’t deal with tariff authority at all. That’s the whole point of the decision. Yes, Congress has given you a lot of authority over tariffs and trade. But not with this law, the court is saying. Just why he chose this one is important and gives us some visibility into what comes next.

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DOJ-in-Exile, An Update

It’s been about a month since I introduced the “DOJ-in-Exile” idea. So I wanted to give you an update on my progress getting it off the ground. First of all, I got quite a lot of interest and excitement from a lot of TPM Readers who were interested in being involved in some fashion. I also got, in response to I think one passing mention about looking for funds, a number of soft commitments in the 5- or 6-figure range. “Commitments” slightly overstates it. I wasn’t trying to discuss anything at that level. I was just interested in hearing about general interest and willingness. Based on those conversations I thought that even from the small group of people I was in touch with, there was likely at least a few hundred thousand of funding available. That’s a pretty good start on the funding front from such a low-key ask.

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The Sad Trombones Are Playing on Trump’s Tariff Parade

You have probably seen that a three judge panel of the  U.S. Court of International Trade has ruled that Trump’s tariffs are unlawful. So done and done, subject to appeal of course. Trump imposed the tariffs under a 1977 law called the International Emergency Economic Powers Act. The three judge panel said he greatly exceeded his powers. That means that most of the tariffs which have dominated American and even global politics for the last couple months are out, subject to appeal. I need to dig a bit more into this but I believe some of the tariffs imposed on Canada and Mexico were under separate legal authorities in which the President has clearer power. So I don’t know precisely which is which. But the gist is that most of the tariffs are out and all the “reciprocal” ones.

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Voters Were Super Relieved Trump Caved on Tariffs. That’s Important. Prime Badge
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Yesterday, the Conference Board reported that in May consumer confidence surged by 12.3, the largest monthly increase in four years. Bloomberg said the surge was bigger than the estimates of any private-sector economists Bloomberg contacted for its survey. The data suggests consumer confidence was already moving up and then surged forward after Donald Trump made a series of “deals,” most notably with China, reducing the fear of tariffs or an economic slowdown tied to them. It’s important to note that these weren’t “deals” in any meaningful sense. He just agreed with the countries in questions, most importantly with China, to go back to the way things were before he introduced his tariffs, with small, continual, residual tariffs. In a way Trump is getting credit for caving. But in reality these shifts in consumer sentiment are rational reactions to Trump’s actions. The strangling tariffs were the problem. Trump decided to mostly get rid of them, at least for now. So people’s expectations about the economy improved. It makes perfect sense.

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