Toyota pioneered hybrid vehicles, Boeing got us the first composite fuselage for commercial airliners. I call that innovation. VW is pushing heavily towards EVs, and those actually are in the price range Tesla fails to achieve for its Model 3.

It is a different kind of innovation so, only considering "disruptuon" as innovation is quite short sighted so. Espiecially since Christensen himself differentiates between disruptive and sustaining (?) innovation.

Is Boeing in space with SpaceX? Would VW even care about EVs without Tesla? Would they lie about them like they did their diesel emissions? lol - holding up VW as something to emulate!

GM had a pretty good EV in the 80’s - then killed it. Literally - never sold them, only leased them and forced owners to cough them back up and destroyed them.

I have zero interest in owning a Tesla - their stance on right to repair and their customer service sucks, but without them there wouldn’t be near the activity around EVs as there is now. Like him or not, Elon pretty much single handedly embarrassed the rest of the auto industry to have to take EVs seriously by proving that yes, EVs can be not only useful but cool.

SpaceX isn't the only company shooting stuff into orbit. And VW isn't the only manufacturer pushing into EVss. I used those two because the were braught by OP.

And VW and others would care about EVs because of the general awareness about climate change.