Musk has painted himself into a corner. He is probably aware that skipping the hard tool test phase was a bad idea, but had no choice, they would've run out of money adding another 6-12 months to the model 3 timeline.

What they're probably seeing now is lots of model 3s coming off the production line with non trivial faults (as to be expected), and stock-piling those because they can't afford to stop the line and fix root causes. Fixing all those stockpiled 3s will take a hell of a lot of time and $$$.

Fair chance Tesla will go into BK in the next 12 months or so if you ask me..