Makes sense. I guess the queue of people who ordered AP1.0 hardware but will get AP2.0 is significantly large ? And tesla isn't not willing to write of that $$$. Just a guess - assuming it was 2000 people in the transition queue , that's around 2000 * $2000 = $4 mill in the lower end . Not a lot of money, but not pocket change either.
But figure that they had more than a month of orders in the queue. (If you went to place an order the soonest you were getting quoted was December.) And then on top of that lots of people delay their order up to 6 months.
At a production rate of ~2,300/week figure 8 weeks of orders or 18,400 cars. Figure that half of those were at the old AP price, and half at the new AP price so an average upgrade price of $2,250. For a grand total of $41.4 million of list possible income if they gave it away.