But they can afford to launch a defect minefield that was/is the Model X, right? Look no further than this very forum for proof.
IIRC, the S wasn't much better at launch either.
Or the Roadster, as we saw in "Revenge of the Electric Car".
Hmm....Notice a common theme?
The Model X in many ways was a disaster... and it affected Tesla tremendously. Tesla didn't need the Model X in many ways as it turns out. Even Andrea James asked Elon Musk why he was even building it. And it turned out ok now, a year later. But the Model 3 is a very different situation, as it has to work in a certain way for Tesla to succeed. Literally the company has been bet on the Model 3, while it was not bet on the Model X.
With GM, they are not betting the company on the Bolt. And its clearly a major advantage that GM doesn't need to do that, a luxury that Tesla doesn't have and therefore the planning is completely different. GM, being one the biggest automakers on the planet, has the resources, experience, and the cost efficiencies to do so much more. It would make sense that they can lead the electrification effort with the highest R&D investments, the highest production rates, and the best technologies as well as the most investment in the charging infrastructure. Did GM use all their inherent advantages and lead the electrification effort? No. Clearly not.
Tesla is a small, piss-ant little company in comparison with very meager resources and experience. It bet its life on the Model S, no so much on the Model X, and then bet its life again on the Model 3, and then doubled down and ramped the Model 3 production preparations even higher. Tesla cannot release a vehicle that can't make reasonable use its Supercharger infrastructure. GM can release a vehicle that is 1 year shy of a decent DC charging standard, skimp on AC charging, skimp on long distance cadence, and skimp on price competitiveness with in-segment ICE competition. Tesla cannot have the battery crippling issues of the Leaf or the Kia Soul EV. It would be the death of the company. We have yet to see how the Bolt's battery pack holds up as we have yet to see a 200+ Wh/kg specific energy NMC chemistry hold up well. The only one that is out with any data is the Kia Soul EV and thus far, it looks as bad as the original Leaf's packs. Tesla cannot sell a car at the volumes they expect for the Model 3 that really isn't designed for a complete replacement of ICE vehicles... Tesla doesn't sell any ICE vehicles and is out there to prove that BEVs can do it all. GM, not so much, as they can point you to an ICE vehicle or a hybrid, or a small pack PHEV, or a big pack PHEV, or the Bolt. Again, that's an advantage the GM possesses that Tesla doesn't. But from the perspective of leading the electrification effort, that also means that GM hasn't been leading.
So while GM can afford to ship the Bolt in its current state, Tesla really cannot. Certainly, Tesla cannot plan on shipping a Model 3 effort as poor as GM's effort with the Bolt. And it's not just the car design itself. If Tesla doesn't make enough Model 3's, they can't get the cost low enough. They have no pickup trucks or SUVs to help fund itself otherwise. So GM can order up only a production run of 30k or so Bolts and bear the platform development cost across a small volume. They can avoid ordering up 35 GWh of cells, either by placing that order with LG, going into a JV, or just outright building its own battery plants. It can build a few Bolts intermixed with Cruzes, leveraging an existing volume production facility and can cost account for a much higher dollar value for each ZEV credit. Further, in order to get their costs down by shipping so many vehicles, they have to then plan on making that many vehicles and selling that many vehicles. GM can avoid investing in electrification infrastructure, both destination AC charging and high speed DC charging. If it is terrible, they can wait for others to fix it. If they sell a few less Bolts, then ok, they can sell Volts instead. Its one thing to go after volumes that are roughly in line with existing EV sales or even double. But to go after 10x? That's completely different. The logistical planning and the vehicle design itself has to be something that can be built and sold in the 100,000's to a 1,000,000. And the 2017 Bolt isn't that. And luckily for GM, it doesn't have to be, and disappointingly, because it didn't have to be, it isn't.