Tesla could really use a 2170 cell version with high C rating. Faster charging as prime reason. If an Ioniq EV already pushed 70kW charging, similar batteries in a long range car would hit 200-250kW.
With packs larger than 100kWh not expected per Elon, despite the larger and more efficient form factor of the 2170 cells, something might be keeping the max at 100kWh rather than 120kWh+. And it could be a choice for power cells over density cells. The energy products may get the highest density (and really slow out/input rating), automotive may get faster charging tech better able to deal with high cycle count.
A 200kW+ charging car needs faster chargers. They may just convert one or two stalls per location at first. If they go crazy, it could be made from recycled cells.
Model 3 might get these faster cells so the ~60kWh car can already hit 120kW in a normal supercharger. New S/X car would get (higher priced) access to ultrachargers.
All this in part because a 100kWh pack from old school high density chemistry in teh 2170 form factor mightt actually charge slower, reducing "value" for drivers, making sale prices come under pressure. We KNOW the new cells are the lowest cost in the world. Why pay $100K for a basic D car with $10K in batteries? But if they charge really really fast, though... the ones complaining about charge times instantly become customers. 100kWh is rarely seen as too little anyway, only when long charging time gets involved.
Now CCS is coming with 350kW chargers, and Tesla involved with that. Would be silly to stick with cars that top out at 120kW when the competition is working on making the most of 350kW chargers being rolled out, payed for by VW.