Just finished. This is really worth listening to if you haven't done so. Highlights they seem totally confident that Model 3 production will start in July and ramp to 5000 per week this year and 10000 next. Emphasized that not only is it easier to build but it is expected to be very reliable.
Model Y not until 2019 or 2020 but new platform seems to be giant leap in tech so hopefully worth the wait. 100 ft wiring harness get rid of 12 volt battery.
Tesla semi uses model 3 engines and is easy to build. Doing it first because of high impact.
Electric truck soon after semi.
Bus concept seems to be in flux. Fleet and tunnels may solve this problem more flexibly. Fun times!