Great points.
Geeks. Mark Cuban and his buddies developed some computer program that they sold for billions before he was shaving.
Musk might very well be a genius, but he's also demented. Without Musk, Ukraine has no satellite access. Kudos to him. Until he has a fit one night and decides to remove it. He already started limiting their access for certain ops. Ironic that he's 'censoring' the use of his system. I hope he doesn't decide that he's siding with Russia suddenly, solely because someone was mean to him.
His personality is pretty common with nerds that were bullied, who grew up to be wealthy geeks. An insatiable appetite for attention/control. And vengeance.
I believe we're witnessing a breakdown. His investors are not unlike those who threw money at the trump name (due to cooked books) and were the ones taking the hit as he disappeared with the cash.
Space Karen lost his space buzz. He yearns to be on the front page for weeks on end, but he hasn't taken any celebrities on a trip around the atmosphere in a while.
So he decided to make headlines, and move the market when he chose to buy Twitter. He got the attention buzz again, but I'm quite sure investors weren't happy. He tried to pull a 'never mind', but that wasn't happening.
Now he's got a shiny new toy that he thinks is run by drones who work 14 hours a day. Tesla investors are NOT happy. They're realizing that they bought the name, but it comes with baggage.
He might build the business end of Twitter back up at one point or another, but he officially politicized it. That typically guarantees a 50% drop in business. But as you say...it's going to be a shit show. Fun to watch with nothing invested. I think of it as a massive Libertarian experiment.
No censorship. At first. Then they twist themselves into knots defining parameters.