That bit was wrong. He was wrong about lots of other stuff too.
But Tesla's product design and market fit was right on the whole. SpaceX was almost all right and not wrong. Starlink was almost 100% right. PayPal was a lot more right than wrong. Obviously you can nitpick about anything, but when you make that many great bets on things that other people tried and failed at, I think you need to at least nod that maybe his instincts were... good. Which is what I said.
Paypal was invented at Confinity which was part owned by Thiel and had nothing to do with Musk. Thiel bought Musk's x.com in a merger deal that also made Musk ceo of the new company for 6 months before he was fired for incompetence. Beyond the windows server transition he also insisted on rebranding paypal to x.com, the everything app. I don't know where he was mostly right at paypal?
That bit was wrong. He was wrong about lots of other stuff too.
But Tesla's product design and market fit was right on the whole. SpaceX was almost all right and not wrong. Starlink was almost 100% right. PayPal was a lot more right than wrong. Obviously you can nitpick about anything, but when you make that many great bets on things that other people tried and failed at, I think you need to at least nod that maybe his instincts were... good. Which is what I said.