Exactly what I expected, although the 400kW limit is nice twist.
Yes, AP2.0 cars sold this year could be the unicorns of the future. Free SuC, AND the option to become fully autonomous. These (few) cars will be the milking cows for entrepreneurs aorund 2020. They'll be VERY price stable. Luckily for Tesla, they'll keep this "lucky bastards" fleet to a minimum. Say, 20,000 cars?
It's a good thing.
But I hope they'll also lower prices again after Jan 1st. Surely the $2K extra for the 60 was to cover off this upcoming news?
Also, stating that charging will be cheaper than running on petrol, may become a difficult thing to make true. Oil prices could drop, especially as Tesla's desire for competent competition is satisfied.
But, until then it also opens a room of opportunity to become a profitable energy reseller. Even at +50% private rates, it's still a good deal. And they'd likely get decent deals on wholesale energy, even 100% renewably sourced. Good on Tesla. They invested in the SuC network, and now they can milk it, at least for cars yet to be built. And those cars will only use it when home charging is not an option. The additional cost should prevent this. It will take a while, but eventually there will be more profits from reselling energy than cost for serving older cars with unlimited SuC.
For once, the early adopters are rewarded rather than invited to pay the development cost of cheaper cars yet to be sold.