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Elon Musk has a habit of showing up early.
Long before electric vehicles became one of the biggest investment trends in the world, he was betting on Tesla (TSLA). Before commercial space became a legitimate industry, he was pouring money into SpaceX (SPCX). And even earlier, he helped prove that moving money over the internet could become a massive business.
The interesting part for me as an investor isn’t simply how successful those companies became. It’s what happened after Musk proved the opportunity was real.
Money poured in. Competitors emerged. New technologies were developed. Entire industries that barely existed a few years earlier suddenly attracted billions of dollars in investment.
I’ve watched this pattern repeat throughout my career. And I’ve come to think of it as the Musk Stampede.
Musk identifies an enormous opportunity early. He helps prove it can work. Then everyone else rushes in.
And some of the biggest investment opportunities are created in that stampede.
Musk’s first big breakthrough came during the dot-com boom, when he helped build one of the companies that would eventually become PayPal (PYPL). At a time when e-commerce was still in its infancy, PayPal helped prove that consumers would embrace sending and receiving money online.
Today, sending money online is so commonplace that we barely think twice about it. But go back 25 years and the idea of trusting the internet with your money sounded crazy.
Its success helped open the door to the massive digital-payments and fintech industry that followed.
Then came Tesla. When Musk became involved with the company in 2004, electric vehicles were largely an afterthought. Major automakers had experimented with them, but the prevailing view was that EVs would remain a niche product for tree-huggers.
Tesla changed that by proving electric cars weren’t simply viable… consumers could actually want one. Once that happened, capital poured into the entire ecosystem, from batteries and lithium to charging stations, power semiconductors, and competing EV manufacturers.
Some became enormous winners.
And we’ve watched the same pattern unfold with SpaceX.
When Musk founded SpaceX in 2002, private companies weren’t supposed to compete seriously with governments in spaceflight. Rockets were extraordinarily expensive and largely disposable.
SpaceX helped change the economics. Reusable rockets dramatically lowered launch costs, while Starlink demonstrated the possibilities of massive satellite networks. Commercial space went from something largely associated with governments and defense contractors to a legitimate private industry.
The effect spread far beyond SpaceX. Rocket Lab (RKLB) built a launch and space-systems business. AST SpaceMobile (ASTS) is building a satellite network designed to connect directly with ordinary smartphones. And Planet Labs (PL) operates a massive Earth-imaging satellite constellation.
SpaceX didn’t create these companies. It helped prove the market was real.
That’s when the stampede begins. Entrepreneurs enter, venture capital follows, public companies emerge, infrastructure gets built, and entirely new businesses become possible.
One of my core investment philosophies is to identify major technological trends before they reach the mainstream. I don’t need to know precisely which company will dominate an industry 10 years from now. I want to recognize when the underlying technology has crossed an important threshold.
That’s why I pay attention to where Musk directs his time and money.
He’s certainly not infallible. He’s missed deadlines and made predictions that haven’t come true. But consider the industries he’s pursued over the last quarter-century: digital payments, electric vehicles, solar energy, space, and artificial intelligence.
Each represented an enormous technological shift, often years before the opportunity became obvious to the average investor.
Now Musk has moved into an area that could eventually become even more consequential: healthcare.
More specifically, he’s targeting the rapidly developing intersection between AI, machines, and human biology.
We’re already seeing the earliest signs of this convergence. AI is helping researchers discover drugs, design proteins, analyze genetic information, diagnose disease, and develop increasingly personalized treatments.
At the same time, machines are becoming capable of interpreting biological information at a scale and speed no human researcher could match. And we’re beginning to see technology interact directly with the human nervous system.
That’s a major leap from where the AI boom began.
For the first several years, most of the attention has been focused on what happens inside computers: better models, faster chips, larger data centers.
The next chapter will increasingly be about what AI can accomplish in the physical world, and healthcare could be one of the biggest beneficiaries.
Musk has already poured hundreds of millions of dollars into a company pursuing one of the most ambitious applications imaginable. What sounded like science fiction a decade ago is now being tested in actual human beings.
We could be witnessing the beginning of the next Musk Stampede.
Throughout this week, I’m going to explore what’s happening at the intersection of AI and healthcare – from AI-designed drugs to next-generation medicines and eventually technology capable of connecting the human brain directly to computers.
Then I’ll show you what Musk is building and why investors should be paying attention to the companies developing around it.
Because history suggests that when Musk helps prove an enormous new market is possible, the opportunity rarely stops with him.
That’s when the stampede begins.
P.S. What do you really think of Elon Musk? (I promise I won’t tell him!)
