It’s not a conspiracy if it’s just one person doing it. All indications point to spez being in an increasingly tenuous situation. He created a firestorm and now he’s desperate to get out of it.

His real problem is that he cast his lot with the “strongmen” (such as Elon). Now he can’t walk that back without appearing weak and (even more) incompetent to his investors. It really sucks to be him right now!