I think the fundamental rebuttal to this is merely that, we’re still so early, the $1.5 trillion number is irrelevant for developing technologies in the same way two women can’t birth a baby in 4.5 months
Yes, that's going on optimism. It's also possible that we're 80% there and the rest will take forever, while the loans and investments were taken out now.
The $1.5 trillion number is extremely relevant because it makes the revenue numbers the industry has to hit higher and there's an expectation to see progress sooner before funding starts getting pulled back.