At least part of the point is building/repairing credibility with the capital markets. Elon Musk has made numerous black-and-white promises to the capital markets and has come up (well) short on most of them. Having previously promised that they would become cash-flow positive and not need to raise further capital, it would be unfortunate if they came up short on that promise AND short on significant production number promises leading up to the next capital or debt raise.

I suspect another significant motivation is more local leadership: set the tone of aggressive milestones for the company and then lead the company to achieve a goal that few thought was possible.

Disclaimer: I generally admire Elon Musk and his achievements, most specifically Space-X, though I am short $TSLA right now as I don't see any way they're going to navigate positively through what's ahead of them in the next 8-12 months, and don't think that Tesla as a car company is worth more than GM or 1.4x Ford.

IMO Musk last bullet is to crank hard through this bottleneck enough to get enough air to have another shot at redesigning car production.

Tesla cut jobs recently, removed some options (internet), opened the model 3 payment period. With the truck thing and other side money intakes I think he's just trying to cross the survival line investor agreed upon.

I dont know if you have been following Tesla closely, but they choosed to addreess quality in the beginnng, thats why the started with very very low production numbers.

I think we will see record recalls for Tesla after frantic build up. These type of burst production rarely ever goes well when you are shipping large scale hardware with thousands of components that require proper QA.

Musk thinks its like shipping software and wants to exit with a golden parachute. He doesn't care if ppl get killed by Model 3s or that they are putting down money for a junk and a lengthy recall process. He's a giant egomaniac with little regard for the safety of it's occupants.