It may be a slightly contestable take, but I do stand by it. He got ahead on space tech because NASA has had it's budgets and missions slashed for decades. Satellite internet was deprioritized in 1st world counties because of physics (and political oligarchies, of course), and Tesla was far from the only competition in the EV space, even a decade ago. He does know how to (or maybe got lucky) find what isn't working and find the talent that can make it work.
(I will give him props for rolling out the super charger stations, though. And no screwing up with some proprietary schlock like other dealers would have tried to do.)
I very much feel like this is a Jobs v. Wozniak moment, too. It's clear there was was some unsung hero who could realize Musk's crazy dreams and even reel him in when he got too crazy. But for Musk, he simply had the funds and willingness to take the risk. I'm guessing that "Woz" left or is simply heads down at SpaceX/Tesla given recent decisions, though.