Dillon from the Electrified youtube channel has some insider info:
1. Tesla is currently manufacturing one million 4680 cells per month (enough for about 1200 LR MY in Austin); the ramp of 4680 cells is not going as well as Tesla had hoped
2. Tesla at some point planning on retooling in Austin to build 2170 vehicles as well
3. Current 4680 packs are confirmed to be structural, and the charging curve is confirmed to be software-limited. Software limitation only applies to the charging curve, not to the actual range of the Austin 4680 MY LR.