Tesla has confirmed that the 70kwh pack is a 75 and unlockable via OTA.
I'm hearing the same is a possibility for 100kwh
Probably not the case if not CARB would have also spilled the beans on the 100. So the 100 is not as close to be released as the 75, and the 75 might just mean they switched over the new chemistry already in the 90's. I would love my 90 on order to come with 100, but I doubt it. Would be really nice if it came with the extra hardware for the next AP even if not enabled due to testing etc.