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> But now I wonder, how much is Musk and how much is it that Musk just raised a ton of money and the companies were run by people way smarter and more competent than him?

It is quite obvious that the more involved he gets in his companies, the more they fail, Twitter being the most obvious example, but SpaceX and Tesla both do as well as they do despite him, not because of him. He was able to moderate his ego better for those companies due to being less unhinged from reality earlier in his life, when he was putting more of his time into those companies.

[pclmulqdq]

He didn't moderate his ego. The people at these companies built a system of advisors to manage their CEO the way that a kingdom with a 5-year-old king used to. He stormed into Twitter without letting them build that up, and now we're seeing the effects.