Isn't Tesla mostly bottlenecked by its vendors and regulatory approval? (For example each aluminium die casting machine - called a "Giga Press" and supplied by an Italian company - probably takes some time to get built. Just like with the semiconductor industry where ASML builds a few steppers per year.)

I have no idea. I was thinking about the Tesla Roadster and Tesla Semi, two products delayed with years and counting. I pre-paid the Tesla Roadster in full 2018-06-14 and was expecting it to be delivered in 2020, so every new Tesla project I hear about makes me a little nervous the Roadster will be postponed even further into the future.