mreynolds767
Member
It is just a software change, pretty much all of us agree on that. My personal opinion is there are only a few AWD's that fall outside the envelop to be able to handle Performance levels of current reliably. That could change with future generations of SiC MOSFETs but currently, the yield is negatively affected if the specs are too stringent. In any case, changing your P3D- to an AWD would be simple with no downside to Tesla other than the lost revenue consisting of the price difference between the two models. (since they have a surplus of P3D capable units relative to market demand).
By not offering it yet they create demand for the new model. Beginning of Q3 there was a worry of decreased US demand
This could have been planned well in advance
The software unlock does not help sales at all and in some rare cases may take away from new sales ; it is a revenue boost they will save till needed
Maybe end of Q4; maybe start of 2020