The thing is, once the Pickup is “pencils down” on the design, Tesla will be free to circle back to an interior refresh on Model S and X. (1) This will coincide

The thing is, once the Pickup is “pencils down” on the design, Tesla will be free to circle back to an interior refresh on Model S and X. (1) This will coincide roughly with when Tesla claims their self driving taxi network product will come online. Once Model Y and Model 3 are globally available at scale, those lines cover the budget market. Tesla will be free to jack up the S and X prices into the mid $100s and spend that money on interiors. People will use ride sharing revenues to help cover the higher monthly payment. Even if the autonomy part is delayed, this next generation of interiors, led by Lucid, is supporting Lyft and Uber drivers to make those higher payments, with premium vehicle ride share rates. (1) Semi won’t need consumer design resources. And 3 and Y can be in design freeze for a while. Those teams will be 100% about production efficiency for a decade or so. So after Pickup, what else can Franz work on besides Roadster and S & X interior luxury? Franz had a fun to his head when designing the first Model S. With the freedom to start over and the needs of of autonomous taxi services at front of mind, I think Franz could do a lot. And depending on how Pickup goes we might see a more radical styling on the Model S. The 3/Y can be the conservative models, S/X inevitably have to be about passion.