Exponential increase of output from a single manufacturer for 5 years is naively optimistic to put it mildly. Scaling manufacture (ignoring if demand even exists) is very difficult and expensive.
They've been able to do it up until now, with >50% CAGR per year since 2010-ish. The question is whether you can naively extrapolate this mathematical growth when approaching established manufacturers in volume.
Tesla has up until now been an excellent example that a billion-dollar revenue business can be built much faster than 100 years ago.
