What we can be confident in, and I'm going to bring my old pal Occam's Razor in again, is that a f***-up happened at Tesla and they tried to sweep it under the rug, likely in one of the dumbest possible ways. Now they are going to have to deal with the warranty claims, when they occur. Just like every other high-end performance car that has experienced a design screw-up. BMW, for instance, replaces both car batteries at every oil change for some of the turbo models. Nissan had to eat GT-R transmissions. Tesla will analyze the scope of the problem and decide if they should incentivize us to upgrade packs or pay for the problem as it happens. Likely many of us with this issue would happily upgrade to P100D performance at a reasonable price if offered.The fact is we have one data point of ~1000 Launch Mode events triggering a power reduction limit. And zero data on how conservative even that limit is.
And lots of data points of everyone else NOT noticing a decrease in their power under the full range of driving behavior of that large group. I have the fastest 1/4 mile dragstrip time slip scanned into dragtimes for a P85DL -- I notice the performance of my car quite closely. I have no change.
I'm just seeking/waiting for other data before jumping to conclusions about the under engineering or supposed fragility of the hardware. But until then, pretending to be confident about any conclusions about the longevity or fragility of our hardware under various use conditions is weak speculation.