I realize this is speculation, but the past week or so I've started to think they might be splitting the Model X into two versions. Perhaps more clearly stated, they may be making the Model X more SUV and less some new combination best of SUV and minivan, AND adding a wagon on this platform in about another years time.
This would be consistent with the apparent decision to go AWD only on the Model X as Elon said in London this week.
- Elon Musk
So perhaps a more SUV like AWD only Model X for production, and a follow on wagon to complement with a rear wheel drive option.
As I said, I'd already been wondering about this for several reasons, but foremost
- I think Tesla now can see demand of 50K for each S and X. "Splitting" what would have been X into two forms makes much more sense when you are talking about 50K or so X demand rather than 20K with a question mark as it probably looked until this year. (fwiw, I think S, X, wagon, could easily have 10K more total sales/year than S and current X at $10K profit per car, this could probably pay for itself within 2-3 years if my guess of $2-300 million in development costs is reasonable. there would be cost savings in not having to develop a rear wheel drive SUV model X).
- have you had a look at this, I want one even more than the CPO roadster I'm working toward!
Model S Wagon? - Page 10
- go back to that wagon link and look at the polling numbers on that design (admittedly not a huge sample, but over 100)
- Tesla is in a much stronger cash position... they don't have to try to hit a homerun with a new form factor that's all things to all people. They can focus on having people adopt to the idea of an EV and not worry about their adopting to a new form factor.
- mixed feelings about current Model X design. While in this thread (presumably current reservation holders in large part) it seemed clear to me the majority who posted did not want a major move towards SUV, there were those that did. furthermore, if the sample were less tilted to X reservation holders, the interest in more of an SUV might be greater and we already see indication of strong demand for a wagon.
- Elon's Eloness... such as overdelivering, being willing to make major changes/admit mistakes (ie 40KWH car), placing great importance on listening to negative feedback, pushing the limits of his resources,...
- Tesla's basic mission, expedite adoption of EVs. I think the wagon and a large SUV would win more hearts and minds that Tesla and EVs are not going away, AND "they make a product I want!"