It does seem to be written by someone who's very far above the ground — even managing to throw the blockchain in there at the end.

But the point they're making is reasonable. Just because the author isn't deeply technical doesn't mean they can't fit an exponential and extrapolate correctly.

Exponential growth always has to stop somewhere, but that's not in and of itself a reason to think this year is the year that it will. The napkin math about sodium and battery cost is at least reasonable, it's worth considering seriously rather than handwaving the author away as not an engineer.