I read the Wait But Why series about Musk where the author had a lot of one-on-one time with Musk, and he basically said that's what's going on. It's just too complicated for twitter, that's why he doesn't talk about it there.
Musk isn't limited to Twitter. ;) There are many good long-form videos (interviews, lectures, Q&As) on youtube. An oldie but a goodie: https://www.youtube.com/watch?v=uegOUmgKB4E
Wait But Why is certainly popular, but it's not good at delimiting where Elon Musk's words end and Tim Urban's speculation begins. I also found oversimplifications and even downright inaccuracies. I'd recommend treating it as an introduction to Elon Musk's thinking, not as some final revelation.
