A while back, I had heard speculation that the larger diameter 4680 cells used in the Cybertruck have a more difficult time with heat dissipation. I wonder if this may be the explanation.
I think it is more accurate to say that the batteries take up half of the subframe assembly. Tesla has been increasing the structural role of their packs with each new model. In this case they optimized the battery size for range and weight, and they separately optimized the structure of the pack so that it could replace most of the lower chassis, and they ended up with a structural battery assembly with plenty of empty space.
What a silly assertion to say it's "half empty". Maybe it's "full" when constraints are taken into account. Like complaining that the inside of a SATA SSD enclosure is 90% unoccupied space and feeling entitled that they didn't fill the whole volume with additional flash chips.
Munro is an engineering-driven operation. They are experts and are quite capable of recognizing constraints. They make excellent educated guesses at the reasoning behind engineering decisions. Given the source, I don't think this is at all like complaining that the inside of a SATA SSD is empty.
Munro is not some clueless Youtuber shill though - it his business to strip down vehicles and make educated and informed guesses why it was done for his customers (Telsa competitors).
Wither the parts and assembly was driven by cost or engineering constraints.