The problem with this is that absent any other information he could have been sending data to literally anyone, including his mother's raspberry pi, the New York Times, a foreign government, a competitor, a nefarious trader, an FTP server he set up the day before, or anywhere else in the world. Jumping to conclusions is indicative of having already made your mind up, which itself could indicate some paranoia.

I read "exporting data" as "took home a sql dump and now plans to sell email and related data on the darknet". Standard small blackhat stuff, not industrial espionage, but I doubt tesla will publicly say what happened in this case