The other 2 of 3 benefit from the torrential inflows of capital, and if one of them produces some clever engineering then perhaps it's a net win overall for society.
Exactly that. The situation has reversed completely compared to 10 years ago. From there we have "innovations" like the BMW i3 which seems to be exclusively used by their own car rental company because it's not a feasible product by itself.
On the other hand, if a bunch of ... less than engineering experts ... run to try to copy Tesla (which is working on a whole other level making custom alloys, etc) they're just going to waste a bunch of money and ruin investor's trust in the market for better ideas.
Far better to pick the thing you actually add and do just that. For these people, maybe it's the nicely conformal panel.