Tesla has always struggled to build cars. Now that critical fundamental is really hurting its business.

Tesla has always struggled to meet auto-industry standards for its manufacturing processes; CEO Elon Musk has called this "production hell."

Tesla has gotten a pass from its loyal owners, but that equity is going to be spent at some future point.

AP. This downstream setup has been severely tested as Tesla has grown, and it's often cracked.

As Tesla has grown, this failing has become a larger drag on its business. (Business Insider)

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He said that by next year, their goal is the same thing but without requiring supervision, and then some time after that, pending regulatory cooperation, they’ll be able to do full autonomy without anyone on board. (TechCrunch)