Yeah, a bit of a free rider problem where California has now paid to bootstrap the US electric car industry, to the whole country's benefit, and won't get quite the tax payment rewards for their investment that they are due. Just lots of smug scorn from Elon and the commenters here.
They'll still get sales taxes, corp taxes, and income taxes from people working at those companies... it's not a "free rider" problem - CA made an investment and it's paying off...