Tesla will start delivering Texas-built Model Ys with structural battery pack and 4680 cells after final certification, which should be fairly soon.

Take 'fairly soon' after 2022-01-27 to mean by 2022-04-30. True: by 2022-04-30 Tesla began customer deliveries of Model Ys built at Giga Texas with the structural battery pack and 4680 cells. Mostly true: deliveries began by the deadline, but a minor detail differs (for example only the 4680 pack variant with the structural pack, delivered in very small numbers). Mostly false: deliveries from Texas began by the deadline but without the 4680 cells or structural pack, or the 4680 structural-pack Texas Model Ys were first delivered after 2022-04-30. False: dated reports show no such deliveries by mid-2022, or show the plan was dropped.

Set before the research began.

1. E1 Tesla Giga Texas shows initial stream of freshly-made Model Y Teslarati · 22 April 2022

   “During its Cyber Rodeo opening party, Tesla delivered the first Model Y vehicles from Giga Texas in April 2022. The new vehicles contained 4680 in-house cells with single-piece front body castings and a structural battery pack.”

2. E2 10-Q Quarterly Report Mon Jul 25 2022 Last10K.com (mirror of Tesla Q2 2022 Update, Exhibit 99.1) · 25 July 2022 Own record

   “From our Austin factory, the first vehicles with Tesla-made 4680 cells and structural battery packs were delivered to our U.S. customers.”

3. E3 Texas-Made Tesla Model Y With 4680 Battery Pack: Owner Walkaround InsideEVs · 10 June 2022

   “One of these owners uploaded a video overview of his Austin-made Tesla Model Y, giving us a close look at his Standard Range Dual Motor AWD vehicle that features the 4680 battery cells assembled into a structural pack.”

4. E4 Tesla Model Y Needs One EPA Approval For Giga Texas Deliveries InsideEVs · 25 February 2022

   “The Texas-made Model Y crossovers don't yet have a Certificate of Conformity, which is required before they can be officially sold and delivered.”

E1 is an independent article dated 2022-04-22. It reports that Tesla delivered the first Giga Texas Model Ys at its Cyber Rodeo event in April 2022, and that these cars had 4680 cells and a structural battery pack. That is before the 2022-04-30 deadline. Tesla's Q2 2022 update (E2) says the first Austin-built vehicles with Tesla-made 4680 cells and structural packs were delivered to U.S. customers. E3 shows an owner of an Austin-built Model Y with a 4680 structural pack. E4 confirms that in February 2022 deliveries were still waiting on certification, which matches the conditional promise.