In my very humble opinion, I don't expect AWD. As has been said before, given that they would add another motor up front it would necessitate changing the crumple zones and, therefore, redoing crash testing. Given that the mention of "variants" came up as part of the conversation about how folks are optioning their vehicles, I'm assuming it's more in line with things like the Performance Plus package that Elon seems to have (wider rear tires, stiffer suspension, etc.) and other high-end options like ACC. I really think that Tesla will/should focus on high-margin, high-price options. This will allow them to make more money in service of the end goal, which, in my mind, is the Gen III vehicle.
Besides, we've got about a year (14 months) until the first Model X deliveries are supposed to take place so there's already something new in the works with AWD. Tesla has made it pretty clear that the dual-motor AWD is a Model X first and I would be pretty surprised if they steal Model X's thunder by giving that system to S before X comes out. I do think that we'll see AWD as an option on Model S 2.0.
^^^^ Is all speculation on my part and I'd love to hear everyone else's thoughts.
Besides, we've got about a year (14 months) until the first Model X deliveries are supposed to take place so there's already something new in the works with AWD. Tesla has made it pretty clear that the dual-motor AWD is a Model X first and I would be pretty surprised if they steal Model X's thunder by giving that system to S before X comes out. I do think that we'll see AWD as an option on Model S 2.0.
^^^^ Is all speculation on my part and I'd love to hear everyone else's thoughts.