Let's assume that the original marketing plan was something like a bell curve, with significant 40KWh and 85KWh sales but a majority of buyers choosing 60KWh. Actual sales have been more like the majority of sales are 85KWh with significant 60KWh and almost no 40KWh--skewed towards the high end. So they misread the market demand for large capacity. Doesn't it make sense for them to offer a >85KWh (say 100 or 110KWh) pack so they aren't truncating demand at 85KWh? That gets them back into a pattern where the middle pack size represents the majority of sales and they are extracting maximum profits from those who have very high willingness to pay for large batteries. Or are they physically size-constrained at 85KWh?