Actually, the most likely point of failure in that "subs" design was the end rings that were used to bond the end bells to the tube.
If you go to about 11 minutes 20 on the video below you can see the manufacturing process used.
The two end rings, maybe an inch or so thick, are visible. These had to be welded on as separate pieces since machining them and the tube out of a single piece of metal would defeat the reason for carbon fiber use and cost savings. I would note that welding titanium is a HUGE PITA. It has to be done in a completely inert atmosphere or vacuum. Any oxygen or nitrogen present can cause the weld to oxidize or nitride and it becomes brittle and weak. I know because I had to figure out how to fix jet engine temperature probes for the Air Force at one point. These had a thin titanium jacket that fitted over them that could easily be cracked or broken. Welding them back using TIG methods is possible, but you have to be really careful with the gas conditions it's done in.
Those two rings represent a HUGE weak spot in the design. If the rings and carbon fiber compress at different rates it is fully possible, and very likely that the tube failed at the welds between it and the rings. One small crack and it would be fail city PDQ.
Given that they've found both end bells intact, I'd say those need inspection to see if the bonding material failed or the ring itself failed. Either way, that looks like a pretty good culprit for the reason the design failed to begin with.