It's best to review Musk's goals over the longest term possible, because who cares about being late for a few of the objectives if they are widely exceeded soon after the deadline?
I invite you to re-read the early presentations for the Model S and Gigafactory. Question: of the goals that have been achieved and those who haven't, which are the most important? And for the less important, are these delays interfering with Tesla's mission or just a temporary postponement to further focus on things that matter (e.g displacing oil and disrupting fossil fuel investment plans)?
"Outstanding shares" in the definition of earnings per share et al only count shares held by shareholders, not shares held in the treasury. So it is dilution whether the shares came from a reserve or new issuance.