Rephrased your argument is:

1. Tesla has to show that Zoox is using or used the information.

2. The above point only likely if Tesla's logistics processes are valuable.

3. We know know that they are not valuable because Tesla has had trouble keeping its supply chain optimized.

I take the most amount of issue with #3, but also with #2. That they have trouble shipping whole cars on time does not prove to me that some sub-process of their manufacturing isn't well run or novel. Quite the opposite, really, since they're much more likely to have found alternate approaches since they were building lines from scratch and, thus, not tied to the old ways of solving things. That they're failing to ship on schedule is normal for operations at that size for the first time.

But even leaving aside #3, I still think #2 presumes a level of understanding at Zoox that I don't necessarily think is fair to assume. It may have taken Zoox time to realize that the Tesla approach was wasteful, but that doesn't excuse them from using stolen IP.