Tesla may silently sneak them
Tesla may silently sneak them into the Model X and S. We know that the Model S Plaid+ will be getting them later this year. But I think that Giga Berlin may be the first to build the 4680 batteries into their upcoming Model Y, mostly for marketing reasons. Europe has a huge push for EVs, as China does. And in a few months when production starts up at Giga Berlin, and the first Model Ys start coming out, Tesla wants to have the most competitive EV available for sale in Europe, and that would be assured with the 4680 batteries and new chassis. It is harder to change the production at Fremont because they are continuously building cars there at a fevered pace.