I am pretty sure that 90 kWh people were not struggling to make it home or to the next SC to get a charge. 100 kWh is a "finger-based" 10-factor mental point which can also give 300 miles of 65 mph driving. It's not entirely negative, it's rational. To many, rational thought is negative. It's not fun. What if our government or institutions ran on fun and not rational planning? Free motorcycles to all 16 year old boys, for example.
If the SCs currently are positioned to support 60 kWh cars, I don't know how many people were waiting to buy one until it hit 100 kWh. However, the nice thing about more cells in a battery is less draw per each cell, less heat build up and a natural increase in miles per kilogram of batteries. However, why is the addition of 10 kWh only offering 21 more miles over the 90? Chevy Volt owners are getting 40-50 miles out of Gen-1 10.4 kWh. I thought it was 3 miles per kWh for range? If range was really the concern, why not release the 100 klWh battery first in RWD and DWD form, then add P100D and then P100DL. As stated elsewhere, the extra revenue from the "high-end" car feeds down to support the company. So everyone with the means should be ordering one now. By the way, most of you probably think I am "short" the stock or something. No, I am not. I am a rational EV "advocate" who like you said, is "keeping it real". I would not try to sell my neighbor an EV of any kind (including a used Leaf for $8000 which are available at used-car dealers) unless they were really interested in that kind of thing. I know that consumers as a whole have to be educated and the EV landscape needs to go through a long-baking process before people walk into dealerships and ask for an EV en-masse. If Tesla flubs the finances (ie. buys Solar City, over-spends the bonds, whatever) then the stain it would leave if it were to fail would be pretty bad. And the press were bringing up Enron and Solyndra for years after they failed. EVs as a whole need Tesla to survive in a rational manner for longevity.
Look at what GM "said" they would have for Volt demand. In 2011 or so, they said by about 2013, they would be selling 45,000 Volts in N. America and 15,000, RoW. They came haplessly short. That kind of thing does no good for the EV landscape. And now, we await Tesla to make real the claim of 500,000 "cars built by" or "cars build in" 2018. I don't know if this is any different.
If you think my posts are rough on the company - I would expect the institutional bankers to be far stronger when dealing with management to make good with their promises made in the past. But the roughest, strongest, comments can lead to success. In fact, the more "bears" against Tesla, the more possible the success. All comments need to be taken-in by an adult board of directors and financiers and acted upon. It is not all about release parties and assuming the future will be "X". It is basically trying to understand markets and facilitate a financially-sound way of getting there. The most successful bands and tours out there have very boring business people behind them spinning up demand from concertgoers and charging as much as possible for the tickets in order to maintain the tour company and still pay everyone well.
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