I have had the exact same thought, because I really want to believe that Elon is not as dumb as he seems on Twitter... But if I'm being honest with myself, I don't think it's that plausible.

More likely is that he doesn't sleep enough and/or is getting older and/or is under a lot of stress and/or is in a crazy trump-news-cycle-like feedback loop, and that he's just developed some pretty big blind spots, like any other mere mortal.