The only argument I have against this is simply the fact neither Dorsey nor Musk is that smart. I mean, they are smart enough and they might be evil geniuses in their own heads, but…
Personally I have an ingrained distaste of explanations for anything requiring epicyclic gearing and preternatural foresight. Occam's Razor and all that.
Not to mention (and apropos here) – Hanlon's Razor says Musk is dealing with some *major* Dunning Kruger action and has overestimated himself.