Tesla isn't a mass-market software/online-services business. They manufacture, which means a lot of capital going into factories and a lot higher of material-input costs, and they're kind of a high end brand.

This gives their business different performance characteristics from Facebook (mass market social-media and ads), Amazon (mass market sales and logistics), Apple (which is at least slightly luxury, but contracts out its manufacturing, and does mass market hardware — look at that iPhone sell), Netflix (mass market entertainment), and Google (mass market search, mail, advertising).