Panasonic Develops High-Capacity Lithium-Ion Battery Cells that can Power Laptops and Electric Vehicles - Earth Times
New 3.4ah (mass produced 2012) and 4.0ah (mass produced 2013) 18650 cells in development by Panasonic. This answers my call for a ~2x improvement of density (which would roughly halve the weight of the current pack in the Roadster or double the energy for the same weight).
It seems the improvement estimate of 8% a year is fairly accurate. Starting with a 2.9ah baseline for 2009.
Year Actual Projected(8%/yr)
2009 2.9ah 2.9ah
2010 3.1ah 3.132ah
2012 3.4ah 3.653ah
2013 4.0ah 3.945ah
Hopefully, we see the same thing happen for automotive grade and other large format cells.