I dunno, if the people they are discriminating against are “US persons” and not “foreign persons” under ITAR, then the whole ITAR argument for discrimination, whether its direct coverage or some kind of indirect risk creating something that Tesla wants to try to argue is a bona fide occupational qualification justifying discrimination, is cut off at the root.
Regardless, the ITAR issue is secondary; they hire for roles that do not touch ITAR.