> With both companies having an almost absurdly good track record of execution.
Musk has consistently produced the wrong numbers. Some examples (and there are many, many more):
Number of teslas in 2018? Musk: 500k Actual: 35K
Tesla base price objective, 2016: Musk $35k Actual: Much more
Self Driving Cross Country Trip: Musk: in 2017 Actual: NaN
Financing Rounds: Musk (2011) "We will never need another financing round" Actual: there were many more
Supercharging cost: Musk (2013) "Always free" Actual: Definitely not free
Tesla Semis Production Line Date: Musk: "2019" Actual: Not yet happened
Gigafactory placement: Musk (2017) "Two to four more" Actual: Only one operational
Hyperloop NY-Phil-Balt-DC: Musk (2017) "I have verbal approval, 29 minutes NY-DC" Actual: This appears to be made up
Mars Missions: Musk: "Every launch window from 2024 onward" Actual: TBD, maybe 2029?
Neurallink: Musk: "Human trials in 2021" Actual: "Lots of dead monkeys"
Covid-19 Ventilators: Musk "Our factories will produce them" Actual: Musk sent 1,000 cpap machines
Updated Tesla Roadster: Musk: "It exists!" Actual: "It doesn't"
There are so, so so many more of these. There's nothing remotely close to an "absurdly good track record". SpaceX is doing well because of Shotwell, not Musk, and Tesla has been plagued with build quality and recall issues from day 1. (To say nothing of absurd repair costs and issues with FSD.)