Hey everyone, So now we have an S60 that is actually an S75 software limited to perform like a 60 until you pay a bunch of money to unlock the extra capacity. I haven't found a post discussing the financial effect of this yet. What do people think? 1) If the pack cost is $190 per kWh is Tesla just willing to plunk another $2850 of COGS into the vehicle and hope to make it up in time? That's something on the order of a 3-5% gross margin hit depending on what selling price you assume. 2) Or is the cost of the pack now somehow significantly less than we've typically been thinking? At $100 per kWh it's only a $1500 hit to the cost of building a Model S. Not so bad considering the upside from higher demand - folks LOVE knowing they can upgrade later. 3) Or is Tesla just nuts?