Not arguing, just expanding on your points...Unanswered is whether those larger batteries cost more, or more relevantly, what the cost comparison is. I believe Tesla is ahead there, too. But there are options: a different battery chemistry or battery design could allow faster charging, higher speed driving (although I think we learned with Model 3 motor analysis that that is more based upon motor heating than battery heating), or some other tradeoff that doesn't result in more range. If they spaced their charger setups in such a way they could "fill" like a gas station, then that might, in their mind, solve the "range" issue. I'd hate to have to "fill" twice a day just to go to work, though, if the alternative is plugging in my EV every time I come home. But those are European, so perhaps their idea of "long range" is a lot smaller.
My paragraph begs the question: do their motors keep up with Autobahn speeds for hours at a time? I still want to know how well the Model 3 Performance does on the Autobahn for extended periods of time (not in heavy traffic); we know the Model S and X fall short, and the Model 3 should be theoretically better. I could do my own tests here in California if someone wants to loan me their Performance model.
In theory what you are saying could be true. But I think we have sufficient circumstantial evidence, that it is not what`s happening here. I may be oversimplifying this, but to me battery cost comes down to 3 factors:
- cell chemistry cost
- cell manufacturing cost
- pack component & manufacturing cost
On cell chemistry we haven't heard of any significant breakthrough in production or being close to it. Again, if anything the biggest recent breakthrough came from Tesla integrating more and more silicon into the anode and reducing the cobalt content significantly.
This leaves cell manufacturing. Again, oversimplifying, but that bit comes down to volumes. Tesla/Pana is the biggest producer of li-ion cells globally. In order for someone to get lower costs while doing lower volumes, they would have to have significantly better manufacturing techniques. I have not seen any reporting on that.
So for now, it is very hard to imagine how Jag and Audi would have a lower pack level cost of their 90-95 packs than Tesla`s 75 does.
As for Autobahn overheating... I`ve only driven there maybe 2-3 times in my life and tried how fast my car could go but even with my 190-ish (km/h) top speed it was hard not to get into traffic within a few minutes. Not to mention fuel consumption at those levels. Could just be my smaill 1.6L engine, but my consumption went up more than 2x of 130 km/h (the normal speed limit in most of Europe). I think this is more of an actual problem for those who like to track their cars on the weekends, and an image problem in Germany with normal users. Not that you can`t get into a situation at 1am on a weekend when you *could* do 200 km/h for minutes and minutes, but seriously, that`s not the problem Tesla should focus on right now.