Elizabeth Holmes was the Steve Jobs knock off, but Musk is kinda his own knockoff 🤔
The real deal and the humbug pretender rolled into one, and you never quite know which one you’re getting
Actually he doesn’t seem to know either. Midwit imposters often find themselves out of their depth, but Musk seems to barbell between bottom-wit and top-wit. And when he’s bottom-witting something it feels like he’s not so much out of his depth as missing an entire salient level.
Logging an idea that seems important for future reference. A lot of shaky thinking is marked by what @bysl referred to as “confidence at the wrong abstraction level”
Tesla shorts misread Tesla as a bottom-wit thing, and even Matt Levine and other biz analysts I think fundamentally don’t get the depth of accomplishment at Tesla, in their hurry to prematurely declare EV tech a commodity. Now I strongly suspect the reverse mistake is being made.
The basic challenge if he expects to vault from current bottom-wit twitter ideas to top wit is that people, unlike batteries or rockets, are fundamentally a midwit raw material. If you don’t get that in social media, you’ll try to create a top+bottom wit social thing that folds
Elon used to be very normie-like in his poasting
Then he found his niche, backed up by his characteristic blitzkrieg actions
I think he's just a fast doer-learner monofocus-one-at-a-time at heart