I think there is a distinction between companies that can afford to experiment and have many failures, like Google, and most others who need to have a relatively high success rate to survive. I think success is much more predictiable if you design for it. Although I agree that Tesla is more in the Google model, I do not agree that the others you mentioned follow that model as a rule. Being innovative, creative, and rule bending works if led by design; otherwise, it can be a mere shot in the dark. I do not think that Google presents a model that most product managers and designers can afford to follow, and I think most of the other companies you cite make great effort to create value for users through great design.