Musk's companies are good at entering a stagnated industry and proving that it can work better if radically changed. But once the new concept is proved, they seem kinda spent, a pivot makes sense to me.

It'll be interesting to see if they can do well in places where there aren't a bunch of stagnant incumbents to upset. I'm sure Musk would love to edgelord his way through a conversation where he offends a bunch of people by implying that they have been doing asteroid mining all wrong, those idiots, and then go prove himself right, but there's just nobody doing that.