I think that when the 4680
I think that when the 4680 battery factories in Texas, and Germany get into full swing and both Panasonic and LG gear up mass production in 2023 that the Model S and X LR models will be transitioned to 4680 batteries. The good news with the Model S is that the Plaid+ will get them first here early next year. So the transition for the other models will only be limited by 4680 production. Elon admitted that the delays in releasing the Tesla Semi were primarily due to battery constraints, despite low production numbers. I am hoping that Panasonic's pilot 4680 production line comes up later this year, but much of the volume will go to the first Semis. The hopefully the 4680 battery production will ramp up in Giga Texas. But the 4680 batteries there will likely go to the updated Model Y and Plaid Cybertrucks initially. Entry level Model "2" and Model 3 and Y will get cheaper LFP batteries, and Tesla will try to extend the 16850 and 2170L batteries as long as possible to fill the bulk of their sales until 4680 battery production really ramps up in 2023-24. I am guessing by your question that you were hoping for 4680s to make it to the Model S LR later this year, but from the sound of battery production delays now, that transition is still a few years off.