Rashomon
Member
You are both misinformed. The larger cell optimizes the packaging/content ratio, some 10% of density increase can be achieved. Also, the cells are longer and WILL fit in the same standing up orientation, that's another 7.7% per square meter of floor utilized.
See this thread on the cells: 21-70 cell information. We still know almost nothing on Panasonic 2170 performance. If we take Elon at his word, and these are the most energy dense cells available, they're likely to still only be a small incremental improvement on specific energy to the current 18650s. They will save money at the cell level and at the pack level by being larger, but they probably won't offer any dramatic breakthrough in pack weight or size for a given energy.
Every indication is that Tesla is trying to hit an aggressive price target on the M3 by high efficiency and minimizing battery capacity, giving just enough to hit range targets that are good (great compared to almost anything else) but not particularly record setting. I don't expect to see a pack bigger than 70-75 kWh offered in the first year or so of M3 production.