I didn't get the sense it was just a single thing either. The discussion was around R&D currently and on-going. And a 'new' policy position from Tesla that not all things will be revealed. I'm more in the camp of multiple items. Including stationary storage systems in a big way, vgrinshpun's major drivetrain idea another good possible, of course the auto-drive aspects, and even some expansion into other vehicle types (including anything moving people from small to aircraft). Some of these to be revealed in the nearer timeframe, some in the more distant; But the point being made is- don't financially correlate R&D spending to current revenue.
Exciting change and really portends to Elons (and JB I think another driver here) vision for Tesla long term- much more than traditional automative. Elon seems happiest in that very advanced development role too- I think that's what drives him. Even after stepping down as CEO, said he'll be involved with Tesla permanently and building an R&D tool house is perfect for that, while SpaceX continues. It all fits nicely and I think a BIG piece they're working on currently is the stationary storage coupled to more than 1 GF to accomplish, etc. Good stuff. Excellent for Tesla's long term health, and that of the human race in general. Kudos Elon