I have no idea if there could be any validity to this idea, but thought I'd throw it out there anyhow What if (in addition to an obvious Q1 sales lever) the plan was always to "return" FUSC (at least via referral) and the last few months of paid supercharging was just to ensure that the whole paid supercharging scheme would work correctly for Model 3? In other words, what if this was all just an advanced beta of the paid supercharging software. With less than 25K Model S and Model Xs delivered between end of old FUSC and now, it let Tesla test many scenarios...the 1000 mile (or equivalant in km) free limit as well as ensuring charges happened after that limit was reached. Tested charges in both pay per kw mode and pay per minute mode (in those areas where they had to do that). And test in the US and abroad. So maybe the 25K cars for the last few months has been a test fleet to make sure paid supercharging would work flawlessly before Tesla starts to really ramp up Model 3 production.