I wouldn't be surprised if it's the new smarmy guy. Also, creator Ryan Murphy has gone on record (in an EW article, I believe) that the Carver IS someone we know. Famke Janson? Matt? Can't be Christian or Sean, because we've seen them both in scenes with the Carver. Julia? Yeah, it would be a titillating shocker, but it would be a ginormous betrayal of the audience's trust The dude from Season 1 who was smuggling drugs in breasts? Maybe we didn't see the last of him...
