Tesla gets to address recalls via OTA software updates right up to the point where they can not. Then, as you note, 2M+ vehicles needing physical replacement parts or rework will kill them because they have no way to do that. EVs are simple enough that they might avoid that scenario entirely.

But imagine one of those massive castings developing cracks and needing some reinforcements welded on in the field, or really any part. FEA is probably the most important tech that Tesla is dependent on.