I also believe the lull is just an opportunity for buyers and for naysayers to get out. The roll out of autopilot features by over the air upgrade is a telling sign for the auto industry and while initially TM appeared to over promise, just a short OTA upgrade shows that TM is more about over deliver.
If they can change the power usage of the dual motors by OTA update, they can really tailor the range with whatever profile their research bears out. Now that the cars are on the road, TM can analyze the data, and likely see, that D cars go through phases of insane acceleration, but likely on a daily basis, to school, grocery store, work, the car is not being floored. This is of course speculation, but with the right data, one could easily come up with majority of drivers and see what their regular usage needs are.
What is to prevent TM from introducing a hyper eco mode, to extend range? The timing of the releases is not to be lost in coordination with NAIS.
Will there be a model X? unlikely, but the D is a test bed that is on sale now, which bodes well for a smooth release of the X.