Since you're not him, I'm not sure on what authority you can know what he said or what he meant. This is what he said:
" Hardware upgrades refer to changes we make to components that are already installed on your Model S. Through the program, you would be eligible to receive any of the upgrades that we come out with at no extra charge.
For example, when the production team created a better defroster vents for the Model S last year, even older Model S equipped with the previous defroster vents could receive the upgrade. If you had the service plan, this was included"
I don't see how an upgrade to the cell radio from 3G to LTE doesn't fit this explanation.
Now I know that doesn't mean they'll actually honor it, but clearly by definition, this is an upgrade to existing equipment.