Seeing that
@Cloxxki is basically making my point again and again (as well as going on to making some interesting new ones), I am encouraged to try one more time.
@R.S @Topher
OK, let's - for the sake of argument - forget two flammable topics. They are not relevant to my thinking at all.
a) Let's forget Elon said anything, OK? It doesn't matter what he said about 100 kWh, for my argument. He has said nothing that we can rely on and let's just forget that soundbite.
b) Let's forget the 130 kWh rumor too. Let's be like it never happened, can't trust it even if it did, doesn't matter for my point in the least. I know I liked to toy with it, but it is a red-herring. Let's forget it.
OK, fair enough?
I hope that allows you see my real thinking here:
1) I believe 2170s has been found to be the optimal size for a cell, for Tesla, at this time. I believe this is more than just a cost-optimization, I believe it is an overall optimization. Whatever they learned (together with Panasonic), they put into it.
2) There may or may not be chemistry optimizations from the get-go, on the 2170. I am confident there are chemistry optimizations eventually, if not from the beginning. But be that as it may, they don't matter for my initial point.
3) I believe it is possible 2170s, even without any chemistry benefit, can fit more kWh in the same space as 18650s. Why? Because I believe Tesla has been able to lessen the amount of "scaffolding" inside the battery.
4) Given the optimization in point 1), I believe Tesla has also found 2170 to be a more optimal size for this. I.e. less wasted space compared to 18650s when considering how they can pack and heat manage them.
Basically my thinking is: Bigger cells means more chemistry and less metal structures taking space (and weight). It also IMO (I speculate) likely means a more optimal heat-management structures have been made possible (not just considering how to fit cells separately like a puzzle to a rectangle, but considering all the other elements as well how they fit optimally).
To sum it up: I think the 2170s, together with Tesla's and Panasonic's other advancements in battery making for that cell size, mean they can pack more kWh into a space than with 18650s.
Add to this the fact that the cells are higher, so assuming they fit, they will through that also pack more into the same square-footage, and that IMO Tesla is more likely to focus on chemistry improvements for the 2170s than what I assume are dead-end 18650s, I find it very likely Model S/X will get significant range and kWh (and possibly performance) upgrades from 2170s as soon as Tesla can ramp that up without harming Model S/X/3 sales...
The role of the 18650s I expect will be to maintain some Model S/X models for the time being, and while some intermediate update to those packs is possible (that "75" 85 kWh pack may be a somewhat new development?), I am expecting the next big thing to be with 2170s...