Then no one you mentioned in comparison to Musk was "transformative" by your definition.
Okay, long post.
By my definition only Elon has not been transformative in comparison.
Technology:
Technology is built on top of existing technology and research, so this isn't anything new.
Yes, technology development is exponential. We are able to develop tech faster and technology becomes obsolete faster today than it did 40 years ago.
So the timelines that applied to Gates and Jobs do not apply to Elon.
Heck the others held in comparison may have even used existing technology and improved upon it, but they did transform lives unlike Elon.
Examples:
Gates and Jobs transformed personal computing in less than a decade, even though as you pointed out there was a personal computer invented already, but never took off.
Jobs transformed communication as we know it today even though smartphones existed before the iPhone, but never took off.
Zuckerberg transformed how we connect with people even though there were previous rudimentary social media.
Bezos transformed how we shop, how customer service is provided etc even though there may have been other online retail marketplaces.
The google guys transformed how we search for information even though there were search engines such as Ask Jeeves etc before them.
Conclusion
In each case of my examples, you can see that you can argue that these guys weren't "first to market".
You can see they were successful businessmen.
However you can also agree, that they completely transformed our behaviours, lives, approach to things, culture and so on.
Elon has had 20 years with Tesla and SpaceX.
What exactly has he transformed?
There were EVs before, so he was not first to market. There were rockets before so he was not first to market there either.
Tesla is just 1 of many cars today.
SpaceX is one of many commercial space launch companies today.
He runs successful businesses in modern times where tech development is much faster.
Yet he has not been able to accomplish transformation as much as the others.
This is undeniable and these are just facts.
He is no tech genius. He is no engineer. He is no product architect.
He is an intelligent investor who runs successful businesses.
His con is in making "visionary and transformative claims" often times bordering on science fiction and then not delivering on them. An example of this is Tesla FSD that he has been touting about for the last however many years.