The point is that all of tech has now collectively decided that Elon Musk is a "phony" and "not that smart".
Apparently there was a memo sent to everyone in tech that they have to completely discount his work at Tesla and SpaceX and only evaluate him based on his tweets.
I feel like I'm living in bizarro world where overnight, Elon Musk became a dumbass - at least in the eyes of the tech industry.