I'm guessing 55 ft full foilers with two wing sizes to accommodate different wind strengths. As spectacular as they were, it doesn't seem to me that Oatley had much enthusiasm for trying to compete in them, especially given the costs, which was the main factor in the weakness of AC 34 having too few competitors. 55 ft will be enough of a step up from the 45s, yet small enough to seem possible to a wider set of potential teams, and will have significantly reduced crew costs and operational costs and yet, designed for full foiling from the get go, will probably be nearly as fast, especially at up to 30 knots.
With regard to venue, I can't imagine that Larry will want to go any place else besides SF, and I believe that the city will have a lot more incentive now to reach another host agreement.
An interesting development in local SF politics was the defeat this month of the 8 Washington development project, which could also spell trouble for the Warriors proposal for pier 30-32, and while there is certainly more support in the city for an arena, don't underestimate the ability of the No Wall On the Waterfront proponets to put the kibosh on it, especially if it also goes to a ballot.
Consequently, the mayor may be looking for a back up plan for the Warriors, which could revert to Larry's AC plan for pier 30-32, now with more time to address all the issues.
Still, if I were Larry (don't I wish), I would assiduously try to avoid 30-32, as it is just to controversial. There's even more animosity in the city towards him than the nameless/faceless rich folks who wanted to build their luxury condos at 8 Washington. And Larry would still need the luxury development rights on seawall lot 330 in order to justify fixing the piers.
Other options could be an expansion at pier 80 for the bases or maybe as part of the Hunter's Point Naval Shipyard re development project, or something part of the planned development for TI? Of course, there is always Alameda for the bases, too.