So Tesla IR told Dave that they can't release new info and the official goal is still 50% growth over 2021.
Tesla produced 936k vehicles in 2021 and has produced 565k cars in Q1 and Q2. If Q3 is about 370k produced, then for 50% total YoY growth, Q4 would need to be 936*1.5-565-370 = 469k, which is around what most of us expect for Q4.
The Reuters figure was 495k just for 3&Y. In Q2, Tesla made 16k S&X, so with some continued growth, in Q4 they'll make approximately 20k S&X. So Reuters is implying that Tesla will produce more like 515k total cars in Q4. This would make total YoY growth for 2022 more like 55%. Thus, the comment Dave received from Tesla IR is pretty ambiguous and I don't think it can be taken to mean that 495k 3&Y is in the cards as the most likely result for Q4.
The really sketchy part of this Reuters report is the stuff after Q4. Reuters is saying that Tesla intends to stop growing production of 3&Y and Fremont and Shanghai while Berlin and Texas somehow slow down growth massively, below even what Shanghai achieved 2 years ago. In Q4 '20, Shanghai was producing at a rate roughly equal to where Berlin & Texas are likely to be in Q4 '22. Three quarters later in Q3 '21, Shanghai's production had more than doubled despite the complexity of introducing Model Y during that period, but Reuters is claiming that Tesla plans for B&T to grow only about 80% in the three quarters following Q4 despite focusing just on Y, despite being newer factories and despite explicit guidance from Tesla leadership on a recent earnings call that B&T should ramp faster than Shanghai.