At the Russia-Africa Summit, Putin publicly called Musk a genius and said Russia maintains close contact with its American partners, including Musk.

The significance of this remark goes beyond mere courtesy. A head of state, in front of a group of African leaders, singled out the head of a private space company and praised him as a genius, while volunteering that the two sides’ orbital assets should follow the rules and avoid interfering with each other. That amounts to inviting Musk to the table of great-power rivalry—a role far beyond that of a businessman.

The card Musk holds is Starlink. Putin himself said that Musk already has more than 5,000 satellites in orbit, while Russia’s own comparable system is only just getting started. Today, orbital influence really is in the hands of private companies.

That same day, Musk wrote on social media that in an age of abundance brought about by superintelligence, there is no point in saving money for the distant future. His worldview has always been grounded in the belief that technology will solve scarcity for humanity.

This kind of attention is a double-edged sword for $TSLA . Musk’s personal influence is so great that even the leaders of a rival country openly court him. Once politics pulls him into the eye of the storm, the stock price will no longer be driven by fundamentals alone. Part of the premium the market assigns to him is a bet on precisely this uncertainty.