To be clear, the thing that’s keeping them from being disadvantaged against Musk/X is cozying up to the Trump and the government. That’s going to make a much bigger difference in stock performance than any personnel impact of these changes.
So yes, you're right that it's a bad strategy to keep the alarmism on 11 for a decade (because this normalisation is what eventually happens), but wrong to think that it's not actually a true problem.