OK, I think they both matter.
The proportion of Tesla engineers/executives who are Chinese/Indian only is important because they are much more likely to clearly perceive relevant development in their countries of origin than are others. IME people who have lived in a given country almost always pay more attention to what is happening there than those who have not, and people who are originally from a given country almost always are more attuned than those who aren't. In short, I think of it as the globalist version of the 'old boys club' so beloved in Japan.
The photovoltaic issue is more of the traditional industrial development cycle. First, cheap labor, second, efficient production, third, improve the product. Second and third often happen at the same time or reverse in order. In the current context the real issue is the huge number of qualified engineers who have been working on photovoltaics in China, driven by the domestic insatiable demand. At the moment there is clear Chinese leadership in that area. FWIW, some Chinese producers now have gone abroad and adopted Western names. Canadian Solar, for example, is a firm started, owned and professionally staffed by Chinese people but based in Canada. The Chinese purchases of Volvo, MG and Rover all serve as examples of this trend.
I hope that answers your question.
BTW, Tesla understands all this very, very well in my opinion. My personal view is that Tesla will have China as their #1 market soon, and India will probably emerge as number 3 or 4, but might also have technical service agreements or supplier relationships with firms like Bajaj and Tata.
