In general, comparing a massive company's notable operational issues to "software project delivered late" is nonsensical. If your software company's sole source of revenue is selling packaged units of your software and your company is continuously showing that it's unable to deliver those units of software in time, creating massive cash shortages - then yes, the market cap of your software company is going to suffer.
Tesla made financial bet that they deliver high volumes of Model 3. It does not matter if Model 3 is good car and customers love it. Tesla must ramp up their production very fast or Tesla runs out of cheap money.
Tesla has no problems with customers. They love the car with passion. It's the investors who will choke Musk to death later this year if he has to ask more money to continue with struggling production. He will get the money but it will have high interest rate and Tesla stock will come down 30-50 percent. Currently Tesla is producing 20% of it's target. Their production curve is not growing steeply enough. In fact it's slowing down.
https://www.bloomberg.com/graphics/2018-tesla-tracker/
ps. High flying arguments that don't look into details of each case, like "Never bet against Musk" or others have solved technical difficulties too, are not really useful for investor.
Tesla is not going to financially recover if Model 3 fails to deliver within a year. Musk is taking huge risks and so far it has paid out. That's a thing to admire in him.
But the risk taking means that there is no fallback. Model 3 will either make or break Tesla. They have to deliver Model 3 in large volumes or it's game over. They have no time or money to try again or fall back into the small volume luxury car business where they have time to develop the technology.
Clock is ticking.
Over 1058 per week is not half of the 2500 per week is not the 5000 per week is not 10,000 per week that was the plan.
The issue is that their spending grows much faster than their plans for delivery and they will end up diluting their stock.
More serious answer: I think its fair to say the concern isn't the miss of an individual deadline or even multiple deadlines. Its the attitude and the process and the communication that surround those misses. There is no seemingly justifiable cause for continued misses beyond Tesla not having the internal knowledge or controls to make this happen. That, the process concern, is more of what you are seeing than a concern over a late project. When the response to missing a project deadline seems rooted in CEO ego I get concerned.