Earlier quoted context omitted.
Always underestimate exponentials: none exist in nature, they're just an early phase of an S curve (sigmoid, if you want the $10 word)
What makes you think we're in the later stages of the battery S-curve currently? More generally technology-wise, what makes you think energy technology in general is an S-curve? Many situations are stacked S-curves. Global energy consumption, for example, looks like an exponential (no flattening yet) [1] if you plot it starting 1800. Also, the start of an S-curve can be described by an exponential function, right? So…
The reason I say "always underestimate" is the obvious one. The easy problems are solved first, then the harder ones take longer because they're harder.
So that's fantastic that battery production scaled up. Only a fool would expect - would plan on - it continuing like that.