I honestly think that Elon Musk is just on a personal vendetta against anyone who bruised his ego. He can't stand that he was called out for his Thai diver "pedophile" comment or that his trans daughter openly disavows him. He specifically blames the "woke mindset" for the latter. So for him, it's probably just a "stick it to the libs" kind of thing.
I don't think it was any of those, Elon and his mother have regularly referenced Tesla being snubbed at an EV Summit, and GM being praised as leading the EV transition in a quarter they (GM) delivered 42 electric cars to Tesla's 300,000.
It is still a matter of bruised ego though, I think Elon Musk takes things like this very seriously.