Most of the speculations don't make sense.
We have 4 factors:
1- The news will affect all Model S owners: 40kWh, 60kWh, and 85kWh (Single or "D"uel motor); w/tech and wo/tech.
* Can't be a free access for 40 or 60kWh owners.
* Can't be something related to the navigation.
* Can't be a better supercharging performance (you excluded 40 and 60kWh cars, and this can't help with range anxiety, it helps with waiting time only)
2- Something that can be done through a software update only.
* Can't be an extension to the current battery, or battery swap.
3- Something that is not limited to a geographic location.
* More SC stations all of a sudden worldwide is impossible and has nothing to do with an OTA.
4- It must be big to require a press conference.
With the factors we have,
it must be a new optimization to the software that optimizes the battery energy somehow to be able to provide more range on highway driving. They must have discovered something while working on the duel motors.
Looking at it from a software prospective, it could be possible. But I'm sure there are limitations in physics... I don't know...