Besides from the webcast (which I haven't watched since it requires registering, so I'm not sure what exact quote points to custom cells for Tesla), the rest of the evidence points to high probability of the 160 & 230 packs using cells similar in capacity to the Roadster ones, and the 300 pack using the NCR-18650A. And the NCR-18650A certainly uses "proprietary" Panasonic technology: the aforementioned NNP, which gives them the highest energy density in the industry, and also a HRL (Heat Resistant Layer) for safety.
The press release I posted before confirms Tesla will be using NCR-18650A; unless they changed their minds recently. And the press release says Panasonic plans 300 million cells per year, so obviously it won't be exclusive to Tesla, since that's enough for 37,500 300 mile Model S's. Tesla might be able to get a contract to get exclusive use in terms of cars, but those cells definitely will also be used in the consumer electronics and laptop market.
Of course, so far we are just guessing the 160/230 packs will use ~2200mAh cells, but no details on what manufacturer (no press release so far, although for Roadster cells I've seen battery reports that says Sanyo is a confirmed supplier for the Roadster and Smart ed packs). It is possible those cells will be custom made for Tesla, since Tesla will use a lot more of those than the NCR-18650A (making the reasonable assumption the 300 mile Model S will sell a lot less than the other two). However, I'm fairly certain NCR-18650A will be used by Tesla.