Tesla is substantially reliant on the promise that full self-driving is just around the corner when it's likely not. Between lawsuits about it, rumors that they're abandoning a vision-only strategy in newer models and the threat of regulatory action due to growing safety concerns. That haphazardness that seems to be characteristic of Musk is coming home to roost for tesla.

SpaceX is a different beast entirely and one might consider the contributions of Gwynne Shotwell and Thomas Mueller.

There is a difference between dominating a field and being a pioneer in a field. Competition is coming for Tesla. We'll see what happens soon enough