Going through your questions, while attempting to keep this Investor related.
TL;dr its about the SPEED of bringing a new class of products to production
1. Deutsche Bank, in a Research Note from Dec 13th, quoted Tesla IR Director Martin Viecha as saying that Cybertruck can be built with the current generation of batteries.
2. "The battery pack sizes for the Cybertruck were not disclosed but Tesla believes that they can achieve the targeted ranges and price points with the current generation of batteries."
There are 2 packs currently in production: Models S/X and 3. Plaid//Tri-motor must be built up from existing generations. It isn't going to get any clearer than that. Of course you are free to believe what you choose, but my point is that Tesla's choices will:
(3) Initial battery cells for $50K AWD Cyber/Raven will most likely come from Japan because its simplest to do so. There is existing idle capacity on GA1 due to the 2019 reduction in Model S/X production, so it minimizes CapEx. As I stated, we'll have to wait for Bty Day to find out Tesla's plans for large scale production (over 1K/wk).
- use the simplest path to Cybertruck production
- utilize existing production capacity resources
- minimize CapEx for the first 3 pickup versions
Perhaps by 2022 when the $40K Cybertruck becomes available, there will be surplus capacity for 2170 cells. That may be why Tesla delayed that version, since right now every $40K 2WD Cybertruck produced would come at the loss of a $45K Model 3 LR not produced due to lack of battery cells.
(4) Both Raven motors DO NOT come from Fremont (but you knew the front SRPM motor is made at GF1 and shipped to Fremont for assembly, right?)
In summary, using the 18650-based 100 KWh Raven AWD powertrain from the current S/X is the simply the fastest path to launch a new class of products for Tesla, while accelerating the Mission. Since everything beyond what Tesla has announced is speculation (especially Plaid/Tri-motor), let's agree to disagree and end this here.
Didn't they also say it would charge at 250kw minimum?