I think we're on the same page. Let me elaborate.
(Point 1)
If 0-60 is the reason for AWD investment by Tesla, it's a foolish investment as they have better things to do.
If 0-60 is the reason for AWD for a buyer, it's a foolish choice as well.
(Point 2)
If traction/safety/etc. are the reason for AWD investment by Tesla or a buyer, that totally makes sense.
If 0-60 improves as a natural consequence of the physics (and design) for Tesla's AWD implement in Model S, that totally makes sense and has some 'wow' for the EV transition.
(Point 3)
Should Tesla invest in AWD for Model S? I think yes for the two reasons you mention: learning/experience for X and traction.
We might diverge significantly on the below.
Getting back to Point 1, if Tesla wants to earn more racing cred they need to do two things IMO: (a) embrace it and (b) solve the acceleration limiter issue. The 0-60 is just glitz not something important, IMO, from the behavior of the car in a high performance sense.
For (a), I'm referring to what Audi, Porsche, and some other brands do. Support the hobby/enthusiast high speed activities and embrace the idea. "It's a daily driver, nothing more" is the vibe that Tesla currently gives off (presumably for legal / self-protection reasons). If you want to win over people, embrace the "but what can it do at the track" question. Plus was offered along these lines, and it was a good sign.
For (b), it's not about the daily driver and that's ok. I'm not talking about a substantial investment. I'm talking about opening up the discussion between Tesla and the track enthusiast audience. Offer some tuning knobs in the firmware, or consider a track tuning beta program (perhaps under NDA). Something. Having a presense in the driving enthusiast arena is significant and shouldn't be ignored or avoided; doing it right (heck even at all) puts them in a better position when Model 3 rolls around. I (and others) don't want to have to bow to (ok, not bow but "let by") the ICEs after lap 1 because Tesla seems to not care about improving this area. My skills are relatively new in this area (started HPDE Feb 2013) and the car is already limiting what I can do in terms of skill growth.