<speculation>
Once worked for a company that made a product with free cellular data on device, but there were strong limits on what any particular user could do with that data. Eventually a handful of people figured out how to circumvent restrictions and then use the connection in a tethered state to consume free bandwidth however they pleased. And damn, they were greedy.
I am guessing that Tesla's deal with AT&T is sensitive to abuse meaning, if there are folks abusing bandwidth allocated to Tesla then the entire network could be throttled.
I mean, I am connecting hazy dots, but given that this was improved without a software update and on the Tesla side (not AT&T) I am thinking they blacklisted certain modems effectively booting them off the network and thereby fixing bandwidth availability for everyone else. If we see a regression, it's possible others figure out the same exploit. That seems like something Tesla could fix in software in the future, but could keep recurring until they do so.
</speculation>