Nope, less battery capacity is likely a manifestation of other issues like poor 4680 yield, production issues, diminished performance, etc. Musk's optimization comment could be a worst case Tesla euphemism for redesign. Checking the score board the new battery/chassis design shows it isn't as light weight as promised, doesn't have that added ~15% increased range, and arguably about as expensive as the current design although the latter is tough to compare at lower production rates. Ironically, I recall one recent earnings call where the senior management team scoffed at the need for R/D budgets.