The final cut of the 8th episode of the Tesla Motors Club Podcast, featuring Balazs Biro, of the prominent Hungarian EV channel Villanyautósok, is now available. You can watch it now on YouTube or listen to it on all major podcast networks.
Here is my non-scientific prediction of why we will see lower priced units around mid-summer. Model S deliveries seem to be averaging about 1/3 for the 70 and 2/3 for 85/90. Estimating 25,000 current reservation holder haven't or won't cancel, 17,000 deliveries have to occur before they start with a lower cost version. Add another 5,000 higher end reservations over the next several months and call it 22,000 Xs delivered before the lower end version is available. At a rate of 800/week starting January 1 (may be a bit aggressive on timing), call it mid-summer before we see a lower priced unit.