With respect to 100kWh batteries and above for Tesla cars, am I correct in guessing that Tesla would want to only increase capacity at no weight gain, and if possible, try to increase capacity with a slight weight loss? So, if they could, for instance, increase capacity to 100kWh without weight loss, they would increase it to 95kWh instead so they can both get distance gain AND weight loss? Perhaps if 100kWh was same weight, they could make 95kWh the new "standard" and 100kWh would be a slight optional "upgrade", getting the best of both worlds: less weight, longer distance, and another premium upgrade profit center.
What this would mean in terms of timing is that we would have to wait for the batteries and/or pack design to come in denser energy and/or lighter design. It's been written here that while they are slowly making progress on that, it's not like Moore's law speed, so it will take a while.
Tesla is highly focused on Model X, Model 3, Gigafactory, Tesla Energy (PowerWall, PowerPack), SuperCharger network, new car factories, and a whole bunch of other stuff (Space X, Solar City going expansion nuts with its own gigafactory, acquisitions, market expansion), so while I'd like to wish Tesla has their own separate battery and battery pack development facilities that do their development in parallel with everything else going on, I wouldn't be surprised if they don't come out with the next iteration for longer than excited people would want to wait. Even if Tesla is doing top-notch battery research for this very purpose, it's entirely possible it's being used entirely in the Gigafactory factory line, so we won't even see the improvements until that factory starts shipping.
Another thing that could cause delay in new capacities is that they could successfully redesign the entire battery pack for superior performance (superior storage, lower weight, higher throughput, longer lasting, faster charging, better conditioning, more efficient, etc., any combination of those), and that redesign requires a redesign of the vehicles they're installed in such that they're not (immediately) backward-compatible to old vehicles. Tesla is committed to backward-compatible improvements, but those might take longer than initial improvements in capacity that are only installed in, say, Model 3, Model X version 2, Model S version 2, etc.
I heard the 90kWh battery pack is an experimental pack, along with the 70kWh model. When will that experiment end? There's even a slight slight chance that experiment WILL end and all the packs would revert to 70kWh (but heavier more expensive price point) and the old 85kWh, for "product stability" reasons (i.e., a successful conclusion of the experiment that has the conclusion "it's not a good idea for that chemistry").
All I'm trying to say is if anybody is waiting anxiously for 100kWh, that they ought to temper their enthusiasm for such a pack by a good dose of time.