I think that's being unfair and I really don't like Elon Musk.
But I don't think it's fair to say Elon is stupid / a bad engineer. When John Carmack speaks well of his talent, I take that seriously.
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The most charitable interpretation I can give to Karpathy or Carmack is that they haven't been exposed to Musk enough on a personal level.
https://www.youtube.com/watch?v=FkNkSQ42jg4. Watch this video and tell me if he speaks like an intelligent person.