What's relevant is the scale of production, that's what it helps shed light on. Toyota is a behemoth in terms of industrial size and output, and extraordinarily profitable for an automaker (meaning they have ridiculous financial resources to push toward battery production). And over there is little 'ol Tesla's rapidly expanding battery output; a company that as recently as 2017 had 5% the sales of Toyota. It reveals that Toyota clearly still isn't serious about EVs, or they'd be a lot more serious about battery production.
What is Toyota producing batteries for? Vehicles. What is Tesla producing batteries for? Vehicles, charging network, home storage, business storage, small grid storage, large scale grid storage, and probably other things. Tesla is shooting to become an energy company that maybe still makes cars while Toyota is an automotive manufacturer with no known intentions of getting into energy. Comparing the two based on batteries produced is like comparing a banana to an iPhone.
Cars are the overwhelming majority of batteries produced. Supercharging doesn't need batteries.
I don't have exact number but my guess is that of all Tesla consumed batteries 80-90% is far cars.
So even if you take a much more absurdly optimistic assumptions, the announced package for Toyota is only 1-2 million cars. That is 20% of their output in cars today.
