That seems to fit: 1.) move from Palo alto to east bay 2.) manufacturing company with software engineers 3.) lots of people leaving 4.) CEO changing the world.

However, I'm sure many companies meet that.

While it may fit most of the criteria, I wouldn't say Martin Eberhard and Marc Tarpennin were the visionary founders mentioned and Elon Musk and company tried to bring in adult supervision before Elon sunk enough of his own money into the company to just start running it himself.

Most of the narrative doesn't fit as this article presents it ( it might still be tesla, but you can assume the details are pretty one sided )

Clearly.

That was my first guess too.

Musk worked at Rocket Science Games, a Steve Blank startup, almost two decades ago.

I worked at Square on the hardware team. Sarah Friar (CFO) and Jack Dorsey (CEO) aren't like that and Square doesn't do any manufacturing. They use contract manufacturers.

Square was never located in Palo Alto (although there is/was a small South Bay office where people could work one day a week) and is not, as far as I know, moving to the East Bay.