The estimates are always too high, I think that's exactly the reason - people go on the list but then get tired of waiting and leave. I think they estimate conservatively because people would rather be pleasantly surprised than waiting longer than expected, but I think the estimates could be better.
Car manufacturers have quite a few recalls like this. Some of Tesla's are even OTA fixes but require a "recall" to be announced. I think given the small volume of Cybertrucks in circulation AND the low volume being produced this has negligible effect on their bottom line of deliveries and revenues.
