This, 100%. He has become very successful by showing up as an outsider to a couple of different industries and successfully challenging entrenched conventional

This, 100%. He has become very successful by showing up as an outsider to a couple of different industries and successfully challenging entrenched conventional wisdom, in ways other people had failed to do previously. It sort of seems like this has led him to (mistakenly, in my view) decide that all conventional wisdom in all domains is wrong, and that he is uniquely qualified to challenge it, which seems to have then led to him saying lots of demonstrably false things and generally looking like an idiot. But it doesn't seem like there's any fundamental tension in assessing that in some domains he has done good/useful work and in other domains he's acting like an idiot. It needn't be the case that he's either an all-around genius or an all-around fraud/charlatan/megalomaniac/whatever.