"Where are the tilt-shift lenses for the Z-mount?"
In China. (at Atralab, Astrhori, Laowa, TTArtisan, et.al.)
I really don't expect to see new Nikkor tilt-shift lenses until they can autofocus (both Canon and Nikon have been rumored to be working on that). The reason is that these are really low volume products that take a lot of resources (both in development and production). Nikon tends to reserve that kind effort for "statement lens," the type of lens that doesn't currently exist (e.g. Noct), and for which some new design hurdle must be overcome. Moreover, I'd say that if someday we're going to be tilting and shifting—to the dismay of IBIS—that should come with a statement camera, too. Last time around, Nikon didn't link the 19mm f/3.5 PCE release with the D850 release, and that was a marketing mistake (great combo, by the way, as it gave you even higher megapixel count via shifting, near medium format look via tilting, and was about the best ~20mm lens optically at the time). My prediction: we’ll get at least one Z-mount PC-AF about the time of the Z8 II or a higher resolution camera appears.
“Where are all the F-mount lenses converted to Z-mount?
In animated suspension. (Nothing yet committed to that I know of.) I suspect that one of the issues here is that if Nikon simply put a Z-mount extension on the back of a lens like the 120-300mm f/2.8E VR, Nikon marketing would complain that this invalidates one of the needs to move from DSLR to mirrorless (e.g. better lenses). Moreover, users can already do that themselves (by buying an FTZ Adapter). It’s also kind of an affront to someone who just paid US$9500 for the F-mount version less than four years ago to tell them to buy another nearly identical one now, just because they moved to the Z-mount. Nikon has been careful so far not to exactly duplicate the F-mount telephoto lenses—other than the 70-200mm f/2.8—in the Z lineup.
Indeed, Nikon got a lot of flack about that 70-200mm f/2.8 S VR because it was, well, about the same size/weight as the F-mount one and not particularly optically “better.” I’d guess that Nikon will eventually get around to dealing with the four missing telephoto lenses (120-300mm f/2.8E, 180-400mm f/4E, 300mm f/4E PF, and 500mm f/5.6E PF), but each might get a new feature or spin when it comes to the Z-mount.
Note that’s been the theme so far: the 400mm and 600mm exotics got a built-in teleconverter; the 800mm moved to PF for size/weight; the 200-500mm f/5.6E was replaced by the 180-600mm f/5.6-6.3 VR, offering more range. So a rough guess at what Nikon might produce: 100-300mm f/2.8 S TC VR, 300mm f/3.5 S PF VR, and 500mm f/4 S TC PF VR?
However, at some point Nikon has to ask “just how many telephoto exotics will we sell overall?” Which introduces a second question: “do we already have enough?” My prediction: we’ll get something in that 100-300mm range because Nikon has a “fast” gap there, but also something 1000mm or greater to extend the telephoto focal range.
"Where is the higher resolution camera?"
In Tokyo. (At a sensor development lab). I'm not quite sure why, but the "new" sensor techs coming out of Nikon have been progressing slower than expected. It's not that Nikon isn't working on a high pixel count sensor, but new tech appears to be slow in getting to final fab, and Nikon is also apparently not in a hurry to create additional new bodies.
So if you think about it for a moment, anything 61mp or greater—I'm betting greater based upon what I've heard—really needs some shuffling of Nikon's camera lineup. The only shuffle that makes sense to me is that the Z8 II becomes a megapixel camera (as the Z9 II moves closer to global shutter). That's because the Z7 III can't really be a top megapixel camera without some upsetting the apple cart.
My prediction: We’re a ways off from anything above 45mp. Seems like that would more likely be in the “next generation” Z. Right now we’re still in the Z9 generation as its tech pushes down into the lower cameras.
"Where are the firmware updates?"
Also in Tokyo. (Still being sorted.) There's disagreement about what those firmware updates might entail. The known known is that the Z6 III and Z9 should be getting Adobe Content Initiative updates, and the Z6 III, Z8, and Z9 should be getting Frame.io capabilities (may be already in firmware, but needs documenting). The known unknown is that a bunch of cameras should be getting Nikon Imaging Cloud updates (some number of cameras on this list: Z5, Z7 II, Z8, Z9, Zf, Zfc, Z30, but possibly only EXPEED7 ones). The unknown known is an update to the focusing system training (e.g. subject detection extensions or revisions) for the current generation cameras (e.g. Z6 III, Z8, Z9, Zf). The unknown unknowns are, well, unknown, but I believe we’ll have another surprise. My prediction: Nikon will try to launch some of those updates right into the frenzied holiday buying season, confusing users even more.
"Where is the RED with a Z-mount?"
LA. (In development). This time the known unknown is when. I'd be a little surprised if a launch didn't happen coincident with a video lens (or two) announcement, but Nikon has muffed on statement camera/statement lens combos before (see above). The only gating element will be RED mastering Nikon AF. I don’t believe RED uses phase detect on sensor, and the technology they’d get from Nikon is based upon that, so how fast can that be consolidated? The implication is that either RED goes EXPEED, or RED figures out how to put Nikon-like AF into their current SoC. My prediction: RED is nimble, so a new Z-mount camera will probably arrive sooner rather than later.