Agree about SpaceX, but I'm not sure how much of that is about Elon. Tesla used to be awesome, its nascency is what I was referring to as the "honeymoon phase," but it definitely feels like it's gone downhill with the Cybertruck goofiness. Like it feels like it has some awesome engineers that do the cool stuff, and then you have Elon interfering from the top and injecting his goofy ass ideas while everyone else is trying to make the company work. Feels like Tesla is like, super cool engineering and then oh yeah there's Elon over there in the corner playing with his toys and we try to keep him from messing things up too much. Every Tesla engineer I've heard from echoes this, he springs random requirements on them and they often learn of new product requirements or features from his Twitter posts and then they're in panic mode trying to implement whatever half-baked stupid idea he had on the toilet at 3 AM.
Most of your last paragraph about Twitter is what has caused me to think he's dumb, in spite of having a few early successes which may be attributable to survivor bias (you have millions of people taking random risks, some of them are going to pan out randomly, and after the first one you have money so it's easy to make more money). Calling the rescuer guy a "pedo guy" during the crisis in Thailand and just myriad other inane utterances have tanked his valuation in my eyes.
But I think I might agree with you that "dumb" is the wrong word. Perhaps "unwise" is what I'm feeling. He may have skills and intelligence to apply those skills to start businesses or make money or whatever. But he doesn't apply that intelligence to the end that we might call wisdom, and I think that's what I as well as a lot of other people are trying to articulate when they say he's dumb. Agree with you though, people aren't black and white.
