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.