Governor Gavin Newsom is promising to continue the electric vehicle rebate program in California, but his new proposal could exclude Tesla through a market share cap.

Leaving out Tesla could be a savings for the state. Though Musk has advocated for continued state support, he has also said the company doesn’t need EV rebates. Eliminating the federal $7500 tax credits ”probably actually helps” Tesla in the long term by hurting its competitors, Musk mused in July.