Unveiling on Oct 17th

[HankLloydRight]

Model Y.

The way SUV's are selling, Tesla would be foolish not to release the Y shortly after the 3. Same sled, and the production line HAS to have been designed to crank both out simultaneously. Y starts production 6 months after 3 is first delivered. Reservations are transferable to the Y. New orders for Y being accepted starting immediately.

150,000 new deposits in the first month.

RT

Agreed.

This is actually one of the few speculations that makes sense.

 

[ggnykk]

Most people are predicting autopilot 2.0

 

[⚡️ELECTROMAN⚡️]

UNLESS it's also an available retrofit for people with Autopilot 1.0 Model S/X. An "upgrade" pack for $x would be interesting.

That's what I was thinking. It could definitely be considered a product if they offer retrofits. If it's just new hardware in the car I'm not sure if that would qualify as a new product.

 

[number12]

That's what I was thinking. It could definitely be considered a product if they offer retrofits. If it's just new hardware in the car I'm not sure that it would qualify as a new product.

Then we might as well start speculating about 2.0 retrofit price while we are at it.

Over under $10,000.

 

[⚡️ELECTROMAN⚡️]

$5,000

 

[HumanGenome]

I think they will want as many people as possible using AP 2.0 when it hits so they can dramatically increase the fleet learning heading into the M3 launch. $5,500 retrofit, $5,000 at purchase.

 

[jsrawa]

Model Y.

The way SUV's are selling, Tesla would be foolish not to release the Y shortly after the 3. Same sled, and the production line HAS to have been designed to crank both out simultaneously. Y starts production 6 months after 3 is first delivered. Reservations are transferable to the Y. New orders for Y being accepted starting immediately.

150,000 new deposits in the first month.

RT

I agree as well. The Y will be based upon the 3 just as the X is on the S. It would be foolish to create a production line from the start that isn't capable of producing both vehicles. I also agree about timing and possible transfer of reservations to the Y. If this product announcement isn't about the Y I think we will see it announced shortly. This would also create an influx of $$ also in line with Elon's statement for lack of need to raise capital for the next quarter or two.

 

[Sir Guacamolaf]

CarPlay support finally.

 

[Ulmo]

We expect:

PowerWall 2 & PowerPack 2
AP 2
Solar Roof

We don't all expect (but I do):
Solar roof on Tesla cars
Model Y/pickup
Bus
Truck (semi, etc.)
Inverter
AI enhancements to Tesla cars (ie, part of AP2 hw)
Swappable smaller batteries (smaller sizes, 2-4 per car, insert when needed)
Tractors (as in construction, farm, etc.). Standard ruggedized swappable battery packs would seem necessary to me. Dirty, rough, heavy duty, heavy duty cycle, heavy load, reliable, shaken a lot, etc. different than dainty premium EV's.
Jobsite power
Wireless charge, snake charge, whatever to not need plugin

He already said no:
Use car battery for home solar bidirectional

Coming later:
Model 3 (or is it already here?)

Down the road:
Airplane
Helicopter
RV
Redesigns of S,X,Roadster (spreading features of them around, adding features/luxury)
HUD
Emergency rockets in cars to divert around accidents

As unlikely as this is, I would give about 40% to this (50% is AP2 and 10% is sg else). Others have noted this could be related to the Model X 60 disappearing - making room for Y - and that a few hundered million in reservations could help with the cash sans the capital raise. Also, it may not be that far fetched to assume that they have 1 early prototype of Y ready to show off.

Or the cargo van based on Model X chassis he recently mentioned.

Am I the only one who thinks of this every time October 17th is mentioned?:

The 1989 Loma Prieta earthquake occurred in Northern California on October 17 at 5:04 p.m.

Maybe the product that all the stockholders are waiting for, Profit?

The "unexpected" part is curious.. We are all expecting AP 2.0 to roll out before the 3.

Could it be:

Heads up or Augmented Reality display?
P100 Quad motors?
New superchargers?
Model Y?
Model S Wagon?

I like the quad motors one. Gets rid of axle problems. I always thought electric motors allow this in a way ICE don't, and I based lots of designs off this concept.

After thread merge, I voted Semi. My second guess is Model Y/Pickup, and third guess is solar roof on car.

People: "unveil" is visual. AP2.0 hw isn't a match on multiple levels. If we're getting AP2 now, I think this unveiling is something else, additional to that. Same goes with policies (SuperCharging), existing packs new sales configs (100D).

 

[calisnow]

I have given up on predicting what Tesla will do next, but if October 17 turns out to be Autopilot 2.0 announcement it seems it will steal some thunder from the Model 3 Reveal Part II Elon previously promised for around the end of the year.

 

[SCW-Greg]

Never!! That would be a proof og failure. Elon would not admit that.

I know. Purely facetious. Nor worthy of a press announcement.

However... 1 million reservations, and production has started?

 

[Ulmo]

AP 2.0
Current orders not included, need to order new package with Birdseye view and extra radar's.

Oh yeah: electric self-docking self-charging drone flying ahead to do AP3.0 hardware level reconnaissance of path ahead and relay back to cars.

 

[Ulmo]

Really? Pull the worst option ever created by Tesla and put it on another car?

FWD on all 5 passenger compartment doors of X.

 

[ItsNotAboutTheMoney]

There was no option for a submersible Roadster, so I voted for the Iron Man suit.

I kind of like and loathe the idea of a Y launch to get more deposits to cover costs, I think it's way too big for what's bound to be another underwhelming reveal. AP 2 hardware is the best possible outcome I can envision.

 

[shokunin]

I still think it's AP 2.0 aka Tesla Vision.

IMO, a model Y crossover would hurt Model X sales. Too much risk in that to cover another year of X sales. A new model should be a huge invitation based event, not a simple a tweet for an unveil.

What would be unexpected? A Model X with normal doors and folding 2nd row seats!!

 

[Xminus6]

We expect:
I like the quad motors one. Gets rid of axle problems. I always thought electric motors allow this in a way ICE don't, and I based lots of designs off this concept.

Interesting. I wonder if this is related to the requirement that all Model X come with Smart Air Suspension. Maybe they're eliminating the axles and using that space for more battery capacity.

 

[BluestarE3]

Tesla Energy wind turbines.

 

[commasign]

Autopilot 2.0 - new Tesla designed front camera, retrofittable
Quad Motor All Wheel Drive with torque vectoring - with surprise that all P100D and Version 3 P90D are actually P100Q and P90Q!!!

 

[Alketi]

In the vein of reading too much into every word, I find it interesting that Musk used the term "product unveiling" instead of "product announcement".

 

[outie]

How about Model S long wheelbase version