Core Viewpoint - Elon Musk's political ambitions, including the formation of a new political party, are raising concerns about his focus on Tesla, prompting calls for the board to intervene to maintain company priorities [1][4][7]. Group 1: Political Activism and Its Impact - Musk criticized the One Big Beautiful Bill Act, labeling it a "monstrosity," which has led to a decline in Tesla's stock price [2][3]. - The announcement of Musk's intention to fund primary challenges against certain GOP members could create friction with President Trump and Republican lawmakers, which is seen as detrimental to Tesla's interests [8][10]. Group 2: Analyst Recommendations - Dan Ives from Wedbush Securities views Musk's political activities as a "tipping point" and urges the Tesla board to establish guidelines to keep Musk focused on the company [4][7]. - Ives suggests implementing a new incentive-driven pay package that would increase Musk's voting power to about 25%, ensuring alignment with Tesla's goals [10][14]. - A special oversight committee is recommended to monitor Musk's political activities and their potential interference with his CEO responsibilities [15][16].