They are about to triple the production of Model Y at Austin. You think they suddenly got 3x as many 2170 cells?
Or is it that they are producing more 4680 cells in the near future and are continuing to use the 2170 supply they had? Maybe supply of both is increasing, but I find it hard to believe 4680 production is flat. I say it's increasing...
We'll see in the actual production mix going forward, but yes, they likely are getting lots more 2170 cells.
That's a much easier lift than growing 4680 production to meet every need. Remember GigaNevada makes a lot of 2170's.
4680 production just isn't all that, and the dry electrode process is still a WiP. And the Cathode Plant is still being built.
So unless they've redesigned the CT and Semi, those demand 4680, and will consume the bulk of production for a while.
There are videos (Joe Tegtmeyer) providing early morning views inside the Austin Gigafactory building.
4680 battery packs are shown, numbering perhaps 3-400. So they're making them and storing them for now.
Also, outside the casting area at Austin, very few Front castings are stacked, which are necessary for using the 4680 packs.
They appear to have used up the Front castings for now.
I can see Tesla making a MYP configuration with 4680 sometime next year, as that's a relatively low volume car.
The F+R casting and structural pack make a better, more consistent chassis, and people might pay a premium price for it.
But to grow the MY production volume at Austin so dramatically is only going to happen with 2170 for now.
I have no doubt Tesla will get there; they have a powerful cost incentive to do so.
It's just Elon Time, not internet blog expectation time.