Just wanted to bump this thread considering Troy's (I guess, still an unconfirmed rumour) Tweet just before the weekend:
This is interesting to me because it could mean structural 4680 Model 3's coming out of Giga Berlin within 1.5 to 2.5 years (pure and utter guess from me). I’m particularly interested in range increase and driving dynamics (assuming the structural pack will improve chassis rigidity and possibly mean even better handling!). Plus, if they really are saving on costs with the new form factor at the pack level for the battery and the new casting methods (admittedly still to be proven and seen), then we could see many other enhancements being added such as air-suspension and other goodies as standard? Or perhaps some subtle design iterations on the body (I would love to see more improvements seen on the tail lights for one).
Not trying to create an Osborn effect, just fun to speculate!
Given all the supply constraints they may face if they get 'too fancy, too quick' that late 2023/early 2024 timeline for Model 3 4680's matches my assumption of reality.
Considering the reshift undertaken to reengineer the production lines for the Model S and X when looking at turnarounds for the Plaid, they will likely be wanting to ensure their golden geese (Y/3) aren't negatively impacted if a production line needs to be taken offline to add in the structural packs - hence, redundancy across the U.S. (Texas), China and Germany for those runs - "start with new, add in redundancy to old, replace old to new"
All guess-work, and could surprise, but it's one of the thought processes that made me put in for trade of my 2019 M3 LR to the 2022 M3 LR irrespective of the newer battery packs: There will always be "something" down the line, and if you keep waiting for that 'next thing' you'll end up never getting one in the first place!