I have a suspicion that all of the layers of “Elon management” at Tesla and SpaceX have given him the idea that he’s a brilliant innovator; he gives them all his outlandish ideas and they get filtered into (normally) reasonable plans, and they guide him down the path they want him to go down while he thinks the good idea is his. And those companies are both doing well, so clearly his style works, at least in his mind.

But then he bought twitter, which didn’t have anyone devoted to protecting the company from him, and it’s all going to shit.