Update from Kato Road; Tesla is making huge progress on its 4680 battery cell line. Minor delays in turning the cathode powder into a sheet, mean that the Model Y in Berlin & Austin will launch with the 2170, before switching to the 4680. This is probably also the reason the Cybertruck won't begin deliveries until ~Q3 2022. Let me know what you've been hearing in the comments below! Overall I think this is good news, Tesla is 6-12 months from producing the 4680 at scale.
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