Car companies and software companies have completely different capital requirements and cash-flow constraints. Tesla is not a small software startup. They are a 40-60 billion industrial manufacturing company that is burning through its already-dwindled cash reserves while struggling with manufacturing bottlenecks. Coincidentally, said manufacturing is Tesla's sole method of generating revenue. They already have massive amounts of outstanding debt. Even before Moody's downgrade, it was not going to be easy to finance.

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.