You miss that Tesla is better in a given space than any of the leaders you mentioned. And not just better. More importantly, and this is why it is better, is

You miss that Tesla is better in a given space than any of the leaders you mentioned. And not just better. More importantly, and this is why it is better, is that Tesla is a tech company in each of those spaces - eg. PG&E is an utilities company while Tesla is a tech company in the electric energy space. That is the half-trillion you're looking for.