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My prediction is that early on Musk will run into the incredibly thick red tape that normally prevents massive cuts in government, try to cut through it anyway because that's what he's used to in the private sector, and it results in some sort of lawsuit or other scandal.
I’m not discounting Musk himself doing something big. I just don’t think this will be a durable legacy.
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Yeah, I'll further guess that he escalates more than anyone expects, then finds some surprising lever to accomplish something remarkable.
Betting against Musk seems like the most negative alpha strategy imaginable, yet people keep lining up to do it.
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