At the beginning of this, Musk said that he didn't feel like new companies (including his) could get production going in meaningful quantities by the time that

At the beginning of this, Musk said that he didn't feel like new companies (including his) could get production going in meaningful quantities by the time that they would be required. I see nothing from Tesla that indicates that has changed, and I think that largely agrees with the point that you are making. Your last point is important, I think. Notably, Tesla & SpaceX have been working with Medtronic to provide solenoids that are apparently a bottleneck in Medtronic's production process. It wouldn't surprise me to hear that others are also working on supplies for existing production lines to help with more rapidly ramping production. I think this is more likely to be useful.