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I really think that it's software conservative. With it being so new and not enough data for it. It's no different than what ford did with the mach e for the 1st year.
I don't forsee the mylr having the 4680 till the end of 2023 into 2024 due to Panasonic not have a local factory built yet and giga tx cathode plant won't be done till probably beginning to mid 2023.
Ordered 8 May 2022
EDD nov-feb
☠️
Model Y Long Range Dual Motor All-Wheel Drive
Solid Black Paint
19’’ Gemini Wheels
All Black Premium Interior
Five Seat Interior
Tow Hitch