[psd1]

Musk has a very spiky character sheet. He is, in some dimensions, extraordinarily stupid, and I believe his ego makes a lot of big decisions. But something that might fall into the genius category is this: building things speculatively, primarily for the capabilities that you anticipate developing along the way, the nature of which are not yet known. But this increases your odds of having capabilities in the future that others lack, which looks a lot like a venture capital oeuvre.

To condense that, i might use a phrase like "blind-buying future option space"

Whether Musk deserves that credit is a moot point. I haven't trusted a thing he's said for years, and studying him for revealed intent can't get past "clown on drugs" without violating occam's razor.