I think this is a big point. SpaceX has a solid business just with their Falcon 9 rockets. Delays to the Falcon Heavy really only impact them for payloads that

I think this is a big point. SpaceX has a solid business just with their Falcon 9 rockets. Delays to the Falcon Heavy really only impact them for payloads that require the bigger rocket and their overall R&D costs. Landing and reusing the Falcon 9 cores is probably a much bigger benefit to their bottom line overall. Tesla on the other hand has to be able to deliver tons of reliable cars to people all over the place in a competitive market. Delays to the Model 3 mean they're burning money they can't afford to lose while their competitors are rapidly catching up to them. While SpaceX could continue their successful Falcon 9 launches during the 5 year delay on Falcon Heavy, Tesla will likely be gone in 5 years if Model 3 delays are even close to that long.