Both. By selecting conservative industries high capital intensive industries its very likely that incremental improvements can be made. Large companies with large capital investment try to leverage those as long as they can. Musk build his company with consistent improvement as the core strategy.
> As a follow-up to the former: do you think that's the case for Twitter?
I have no idea. Its such a different thing. I don't think its a great use of his time.
> As a follow-up to the latter: for how many companies do you believe Musk can simultaneously ensure success?
I don't think he can ensure it, but it makes it much likely.
But I would say the number is not static. It depends on the problems that exist within the companies. In 2017 during Model 3 ramp it was likely 1 of them, but lucky at that point SpaceX had nailed the most fundamental things in terms of reuse and the company faced on lethal issues.
He he access to lots of great people that he at least partly trust to put into these positions. So that helps, and he pretty good at recruiting young talent.
So I don't really know.