Earlier quoted context omitted.
It's similar (ish), but I think unfortunately the comparison distracts from your core point and observation. Musk Inc. is, in essence, a privet equity company. He raises a fund, and invests it along with his own cash into a business he knows well, and with which he believes he can disrupt the status quo. He's very hands on, understanding all the important core details, setting culture, and pushing hard . But he also…
I’m curious why this is being downvoted (seems to hit the nail on the head)
A more pessimistic view might be: Musk’s businesses have technological advantages but are financially over-leveraged. Their present success relies on heavy government subsidies while their future success depends on complete privatization of government functions.