When the Stealth was only $2K more than the AWD it was a very good deal. In fact it was so good that when Tesla built a bunch of Stealth cars word spread so quickly that they were all gone in a very short period of time.
Now that the AWD has a $2K software boost, it would make no sense to Tesla to keep selling the Stealth for $2K more than AWD. But it seems they have gone to the opposite extreme by now selling the Stealth for the same price as the P3D+ package. So now I suspect most people will either go for full Performance, or buy the AWD and possibly add the software boost to it.
I still find it odd that Tesla is doing this. It seems like there is a market to sell the Stealths for a price that falls between the AWD+Boost and the full Performance. Having an upgrade package that cost nothing is just weird.