Dumping 12V architecture is interesting. It makes it tough to source parts from other suppliers, since all cars still pretty much run their locks, stepper motors, light bulb bits using 12V, and have for ages. Volvo's "No more ICE" announcement, included 48V hybrid, which never took off in the industry as a stepping stone between only ICE and full-hybrid (non-PHEV). I don't know why OEM economics would work now, since li prices are so far down that simply going to hybrid would seem to be a lower cost jump. In any event, that Tesla is considering a higher voltage bus makes you wonder what they're after. Efficiencies? Thinner, cheaper copper? Better component performance, at higher voltage? Will it be 48V? Are they going to make that many more things, themselves??
Personally, the weird BMW X6 shape has grown on me, as something utility oriented that wouldn't look out of place in Tesla's lineup. It would have a nice, big, hatch.