Tesla has a lot of experience with this. They managed growth and profit throughout the covid crisis and related supply chain disruptions and invested in expanding production capacity further all while many of their competitors were basically struggling with staying profitable.
So, I would not dismiss their ability to execute on what they've announced here. They are obviously well aware of supply chain challenges and have been heavily investing in solutions for that. And they obviously waited with this until they had the logistics and manufacturing in place. And it seems that they are re-using a lot of components they already have - like their drive train and batteries. And they do have a lot of new production capacity coming online.
I don't think Ford has particularly struggled to stay profitable making the MachE and Lightning truck. Neither has Volvo (Tesla's biggest competition in the Semi market).
So, I would not dismiss their ability to execute on what they've announced here. They are obviously well aware of supply chain challenges and have been heavily investing in solutions for that. And they obviously waited with this until they had the logistics and manufacturing in place. And it seems that they are re-using a lot of components they already have - like their drive train and batteries. And they do have a lot of new production capacity coming online.