Tesla needs to bring the cost of the Model S and X down to be more competitive with luxury ICEs, and do that without relying on any federal or state EV tax credits (which will likely phase out by the end of 2018, if not earlier).
If switching to 2170 batteries brings the cost of the 75 and 100 battery packs down - then that should be a high priority for Tesla.
While there is a market for a $150K P100DL, that isn't a huge long-term market, and for Tesla to sell the Model S and X in volume, they need to bring the prices down to be competitive with luxury ICEs (without tax credits).
Tesla can justify charging more for FSD (at least in the short term), to provide a feature that will likely take other manufacturers years longer to bring to the market.
But for EV technology, Tesla needs to bring the vehicles costs down to be more competitive with ICEs.
If switching to 2170 batteries brings the cost of the 75 and 100 battery packs down - then that should be a high priority for Tesla.
While there is a market for a $150K P100DL, that isn't a huge long-term market, and for Tesla to sell the Model S and X in volume, they need to bring the prices down to be competitive with luxury ICEs (without tax credits).
Tesla can justify charging more for FSD (at least in the short term), to provide a feature that will likely take other manufacturers years longer to bring to the market.
But for EV technology, Tesla needs to bring the vehicles costs down to be more competitive with ICEs.