As has been discussed before, the MS and MX just went thru an engineering 'refresh' in the Spring and stuck with 18650 battery packs. It's unlikely those get a re-do again soon. Further, the SEMI and CT just gobble 4680's and are entirely designed around them. And they're coming right behind the new MY.
Lucid can't deliver any volume for at least another year, giving Tesla time to roll out the CT and feed the 1M order backlog, then come back to address range to counter Lucid.
Tesla's investments in plant, supplies, and logistics is about to come to fruition.