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Don't dismiss the flywheel effect of them moving so fast. They have a team of A+ players that will be difficult to replicate at other companies by just a handful of poached employees. I belive its the primary reason why Musk is able to work his employees so hard, pay them so little and still be one of the top desired companies to work for new engineering grads. As Steve Jobs once supposedly said, 'A' players want to only work with other 'A' players.

And speaking of Tesla, it remains to be seen whether any other automaker can match Tesla's engineering lead in EVs. There have been multiple false starts and failures. The only people I can see are the Chinese but that is a non-option for many western employees so Tesla remains on top.

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