Hear me out.
New Roadster will have three motors, right? They'll have to be pretty strong ones.
Now, wouldn't they manage to get three smaller ones into S and X? Let's just imagine they manage to use the ones such as in the Model 3 as a rear motor. With the Performance ones, that's 3x211= 633kW. A suitable upgrade. With a 120kWh pack as I do feel should be child's play to Tesla, using smart fuses, I bet they might make all that for a short burst. The longer bursts would be roughly 50% more than 3PD, for 473kW in theory. With a relatively modest added mass and 50% more power, Model S would for sure haul.
To add to that, the Model 3 motors are really efficient. If they can be combined front and back (I've heard that might pose efficiency hurdles somehow due to lack of freewheeling?) that would reduce consumption and thus improve range even more. By now, those Model 3 rear motors ought to be really affordable.
Elon said there were no plans to stick 2170s into S and X. If true, what could the next S/X battery be made up of?
If they are conservative about more performance, they might consider 26700. Fewer cells to stack and solder but even with smart fuses and at 120kW, output power wouldn't be amazing.
There's also 22700 which might be a relative incremental change, just because they can.
I also like the ideal of going 18700. This would boost the current pack to 110kWh total even before any chemistry or layout change. Keep in mind, before Model 3 was launched, Elon and JB said they had +15% energy density at chemistry level, in the lab. That never made production though and what they did bring for Model 3 seems to offer only improved (dis?)charge rates.
With with 18700's and energy density focused cells, they could be over 125kWh total. That's using the same old small modules and cooling loops. Now with their new packaging insights and cooling tech, large modules, really to ought to be over 130kWh.
What 18mm cells do is help cooling and with it higher extended (dis)charge rates.
With with Model 3's tried and true chemistry and some smart fuses, a 120kWh pack out of 18700 seems well on the cards, and Panasonic might be able to retrofit their machines to keep shipping these. Charge rate? Around 400kW if the cabling is made ready for it.
120-130 kWh and efficient motors, that brings well over 400mi EPA range indeed. Needless, but very cool.