Earlier quoted context omitted.
Model S and X use 18650s manufactured in Japan. Maybe this is some long term plan to transition some unannounced vehicles to 4680?
The model Y in Austin is supposed to use the 4680. Remains a question if the high horsepower cars can work with the bigger cells.
I'm just guessing as to how they might use these cells that won't be produced in volume for at least two years. To me, new vehicles that haven't yet been announced are the most likely candidates. That could easily turn out to be wrong, of course.