I'd be clear and transparent with my customers. I would come out and say, "Hey we gave you this super awesome V2 pack that's even better than the original 90s, but we screwed up and it may break the drivetrain. So we can only warranty it for 100 launches, after that we need to limit the power. We're working on a fix and when we have it we'll let you know"
(assuming thats the situation)
Alright... that's certainly an approach that will make the customers happy. Customers will always be happy to get something newer/better/whatever for free.
So.... I'm going to play the devil's advocate for a minute:
1. First there's not a car on the market that you can't kill during the warranty period by driving the snot out of it.
2. There's a bit of fuzziness (that I don't want to get into) about the performance of the P90D V1s - and whether they met spec in specific conditions. The V2 certainly does, and perhaps exceeds it. Is backing V2 down to V1 going to prevent it from meeting spec? Maybe.
3. Very few drivers will hit XXX launches. I've probably got 10-15 on my P85D. I'd never see the limit - ever.
4. I don't know that we know what it is that's failing. But if Tesla did as you suggested, every single P90D owner will be looking for the upgrade. So that's a big $ recall - maybe $100 million?
5. Somebody has talked about buy-back of all of the cars. Well, that's great. And then we can hope that somebody picks up the superchargers out of the ensuing bankruptcy and continues to operate them - but for a fee of course.
Given the above situation, and Tesla's clear financial constraints, it would be financially better for Tesla to let the heavily launched cars fail, and then fix them. Then you'd only be dealing with the small number of drivers who really like to push them. Is that unethical? I don't know but I can assure you that every single automaker does this all the time. They realize they have a problem, and they make a decision to recall or just fix as required. Usually they will just fix as required.
Again, I don't think we know the story fully. I'm going to withhold judgement until we do know more.