The income cap on getting the clean vehicle rebates is $135k ($200k joint filers). And I'm not sure about the federal rebates. Tesla doesn't offer 0% financing, current Cybertruck APR deal is reported to be 5.29% for up to 72 months. So I don't see how someone with the income under the rebate cutoff can afford that $100k car or the financing option. The delta between the number of rebates (Federal EV vs Clean Vehicle/CA) may allow to estimate, how many of these are corporate (pre-income tax + rebate?) purchases.
And these "Cox Automotive estimates", are these reliable numbers that had been confirmed by Tesla earnings, or it is a "best guess by influencers" type of information?