Seriously, what "Unexpected Product" can EM bring out? From P85D to Model Y to truck, or even P100D, we all anticipated those. And P100D story did to the stock price was something that we all don't want to look back.
Remember, it's "unexpected by some." It's not something unheard of. We at TMC are certainly the "some" who would not be surprised at almost anything. After doing more thinking over the weekend, here's my odds:
60% AP 2.0 hardware
35% Model Y
5% something else
You have to follow the breadcrumbs. These are always left behind for careful observers:
- It's 2 days after referral period ends and Tesla could use a demand lever to ensure Q4 guidance is met --> AP 2.0
- There was a rumored shutdown and cars have been appearing with housing for different cameras --> AP 2.0
- His concurrent tweets were about traffic safety and AP, so it was on his mind and he wants to set the stage --> AP 2.0
- Most are focused on the death incident and 8.0 improvements, not new hardware --> AP 2.0
- Things like 100D were already announced to be coming later in the coming months, not unexpected by any.
- Model Y is unexpected by most but I think a bigger event would be in order (as with other vehicle reveals like Truck, roadster 2.0 or Semi).
- I assume anything solar/storage, like Powerwall 2.0, would go in the 28th event.
- It's a product, so it can't be solely software.
- It's an unveiling, so there's something to look at here. Also, week advance notice. I think the P100D only got like a few hours notice and was a product "announcement."
Can't wait!