I think the boogeyman is whoever the guy was exporting data too, since they found data exportation features. Because why have data exportation unless you are doing it too somewhere.
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
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.
This was a major plot arc in the show Billions - a hedge fund that was short a company (Ice Juice) so they paid some shady characters who sabotaged it to ensure that the hedge fund won their bed.
The idea was that if you needed things done and you had enough money there was a surplus of characters in NYC who could get those things done.
(This season a Russian oligarch character proposes murder in order to ensure his returns.)
I am unsure if they were referencing reality in the Ice Juice sabotage scenario in that or just dreaming up absurd scenarios for entertainment value.