Or, more likely, he knows exactly what he is doing.
This always bugged me.
Look, I'm no fan of Elon Musk, but Tesla has been the most influential car manufacturer in the EV space. To blatantly ignore them when talking about the electrification of cars in America is simply madness.
I think it was that double-whammy: both his trans daughter and the threat of COVID shutdowns destroying Tesla happened pretty close to each other. Those combined drove him not just to traditional fiscal conservatism but to the modern populist identity-driven Trump politics.
That and he's visibly obsessed with validation and popularity and going hard-right has given him that in spades. He wants to be cheered-for at rallies the way Trump is... remember the time that Dave Chappelle brought him out on stage in SF and he was greeted with a wave of boos?
I also think there is good evidence that he, like Donald Trump, is grounded in untethered emotion in most of his decision making. As evidence look at all of the quickly disproven posts on a wide range of topics that Elon has posted. He did no research at all before posting those things (despite a large following, and thus large responsibility). He "felt" that the post was good/right, so he went with it.