OK, I got a different take. Why would Elon announce this? We were not waiting around for Semi, all eyes are on CyberTruck and FSD. So why even mention an impact next year and beyond if he didn't want the stock to cool some. Maybe he's thinking employees have had enough growth in their portfolios for now, and too much too fast could cause an increase in attrition for the newest Teslanaires. Even leave less growth for the next phase of hiring. So like the Waves in Shipping, he's trying to level out his turnover? Maybe it's one reason.
Another might be he needs to change direction on a factory build out and just needs to be out front with the news. It just seems odd to me.