My take is that this is way too optimistic in both numbers and dates. Elon has said that the full capacity at Giga Texas *aspires* to be 250,000 Cybertrucks. I don't think we will see that before 2025, and 2026 will be the first year they produce that number.
*Assuming* that Giga Mexico...
You beat me to saying this, and you did it better than I would have :) It is amazing how many folks, including some media journalists, who see "Cybertruck" and "100kw" and jump to the wrong conclusion.