More towards the latter because Musk seems to have some pretty crazy and awesome ideas for the future but now we seem to be going a bit off the rails, especially in a time where economic uncertainty might lend to a more conservative approach. Up until now I can see the vertical integration of Musk's ventures, being able to share tech between Tesla/Spacex/Starlink/Boring Company/etc...but the behavior at Twitter is really in left field, almost like he is going crazy.

There are a lot of people I like to whom I would not hand over $50k+ for a nice product. For that kind of expenditure I want some certainty that the future outlook and mission of a company is on solid ground.