The problem comes when Tesla has spent immense amounts of capital on automation AND is hand assembling.

Disclaimer: I work for a Tesla competitor.

"production bottlenecks" == issues with the automation. Their solution is then more use of manual and quick fixes during QA.

that's the ironic outcome of their misguided attempt to just throw automation at every step in the process. They have ended up with the least automated car factory in the world.

wallstreet analysts don't know jack shit and come out with statements whenever the wind blows their way from the woodwork. Wallstreet is short Tesla, bonds are trading new lows... Goodluck - so basically you are shorting the guy that is landing fucking rockets back down on this planet? great thesis. I will take the other side of that bet.