I was expecting him to be a lot more negative against a terribly unfair competitor, but he proved very insightful, and genuinely concerned for impact. The main consequence of VW investing in those tech in the near future is most likely a raise in prices for rare-earth metal needed for the battery, and more competition, so I don’t see him defending his margins. On the other hand, he is trying to accelerate the legitimisation of what is still a slightly unusual technology. I have no problem with that, even less as he has been repeatedly and transparently doing that.
When you are just some person sending your views to a decision maker, that is simply interest. Of course Elon Musk isn't "just some person", but he still doesn't do anything like tell CARB how high to jump.