Even if they have capacity, the probably do not want to ship out that many the first year. There will be a lot of kinks to work out - there were a lot of kinks

Even if they have capacity, the probably do not want to ship out that many the first year. There will be a lot of kinks to work out - there were a lot of kinks to work out for previous models that were not so divergent. So cranking them out in huge quantities for the first year or two is asking to have your shirt handed to you on warranty work. For comparison, Rivian has delivered about 40k and Ford has maybe shipped 13k F150 Lightnings?