nVidia - existed for years before most people noticed just what they were up to, and their change in valuation reflects that. For them AI was the point from the start, games was just the bootstrapping mechanism. Prior to the AI explosion they were a decent business but not a spectacular success.
Facebook - succeeded where almost every other social media app failed before by enabling data gathering and narrative control for the most important demographics in society (MySpace, for example, did not)
Google - a gov funded research project to organise and index information
Tesla - people dependent on the electrical grid are far easier to control than those dependent on gasoline.