Probably the most intriguing part of the recent earnings call was Elon's reference to 'there are things you don't know about' and 'we're not showing you all our cards'. So given that the cards are likely either 1. long-term things being accelerated, or 2. new things, here are some speculations:
1. Tesla Factory in China more imminent than we expect. Lots of govt. incentives.
2. Tesla Gigafactory in China more imminent due to #1. Ditto.
3. Model 3 coming out more quickly (reveal 2015, PR late deliveries in 2016, massive deliveries in 2017).
4. Compact SUV '3X' coming out at the same time as Model 3.
5. In order to satisfy US appetite, Tesla Pick-up truck coming in next 3-4 years.
6. Auto-Pilot comes out with X, immediately available for S.
7. AWD with S concurrent with X.
8. Bigger battery for S (at least 100kWh) and X.
9. Rear view cameras available with X & S, integrated with autopilot (yes, they provide a picture you can see, but they also make the car smart for lane changes, etc.)
10. Rear touch screen in Model X, for infotainment, backseat arguments, etc.
11. Swivel seats in 2nd row of X.
12. New Roadster on Model 3 platform.
13. Deal with someone who has land and $$ to provide 1000s of superchargers across the country/world.
14. Fixed storage contracts with utilities/big institutional clients in the range of 100s of mWhs or even gWhs.
15. Free service for 8 years, 125k miles for all cars, retroactive to every Tesla.
16. Megadeal with BMW. (Gigadeal?)
17. New Service Centers and Stores to cover South America and Africa.
18. Secret deal with California to locate Gigafactory in California in exchange for exclusive rights for Tesla to develop the Hyperloop between LA and SF (hyper cool!).
19. TSLA shareholders allowed insider access to buy SPCX shares.
20. Optional 'Spouse/Partner Swap' at all battery swap stations.
OK, off to see if anyone showed up for the San Antonio drive event today - please add!
1. Tesla Factory in China more imminent than we expect. Lots of govt. incentives.
2. Tesla Gigafactory in China more imminent due to #1. Ditto.
3. Model 3 coming out more quickly (reveal 2015, PR late deliveries in 2016, massive deliveries in 2017).
4. Compact SUV '3X' coming out at the same time as Model 3.
5. In order to satisfy US appetite, Tesla Pick-up truck coming in next 3-4 years.
6. Auto-Pilot comes out with X, immediately available for S.
7. AWD with S concurrent with X.
8. Bigger battery for S (at least 100kWh) and X.
9. Rear view cameras available with X & S, integrated with autopilot (yes, they provide a picture you can see, but they also make the car smart for lane changes, etc.)
10. Rear touch screen in Model X, for infotainment, backseat arguments, etc.
11. Swivel seats in 2nd row of X.
12. New Roadster on Model 3 platform.
13. Deal with someone who has land and $$ to provide 1000s of superchargers across the country/world.
14. Fixed storage contracts with utilities/big institutional clients in the range of 100s of mWhs or even gWhs.
15. Free service for 8 years, 125k miles for all cars, retroactive to every Tesla.
16. Megadeal with BMW. (Gigadeal?)
17. New Service Centers and Stores to cover South America and Africa.
18. Secret deal with California to locate Gigafactory in California in exchange for exclusive rights for Tesla to develop the Hyperloop between LA and SF (hyper cool!).
19. TSLA shareholders allowed insider access to buy SPCX shares.
20. Optional 'Spouse/Partner Swap' at all battery swap stations.
OK, off to see if anyone showed up for the San Antonio drive event today - please add!