Making Roadster the longest travel on a charge production BEV while the large 2-ton Model S is the quickest from 0-60 is completely backwards when you think about it.
Yes, and you could even say that the Roadster 3.0 will have more battery capacity than their long-term flagship car, the Model S - also backwards! However, the Model S will soon be the recipient of the oft-discussed more capacious battery pack, perhaps 110kWh. I project the RWD S60 will be retired.
I'm a Tesla bull as much as anyone on here, but here are some cautious thoughts -
It's only 2,600 cars that can be upgraded, at most. That's really a boutique project.
Even with the low volume involved, which drives up costs, hopefully Tesla will still make decent profit - 30% is their corporate goal. I understand if they would want to charge less, as part of the obvious support for "those who would evangelise," and also those who supported Tesla Motors during the critical early years. By all means, discount away - just please don't lower the overall TSLA profit margin.
The publicity they are garnering from this upgrade isn't
bad, but anything that grows the company's image or brand attractiveness only leads to more demand, which they can't meet, so one wonders what value that provides.
It'll get great goodwill from 2,600 owners - who are probably already evangelising the company, so, what are they going to say after they've upgraded? "Tesla is awesome" - nothing different! Even if Roadster 3.0 causes the purchase of 2,600 more non-Roadster cars later on - they'd just be orders added to the waiting list... doesn't speed up production at all.
There is a slim chance that Roadster 3.0 R&D may be partly amortised across future models, but I don't think that'll be much - cars are too dissimilar, and Tesla Motors already puts big bucks into battery research, Roadster or otherwise.
Hopefully, Roadster 3.0 publicity has just begun. There'll be press and owner reviews of the upgraded car. Does it accelerate faster than P85D? How is the track performance now? Road trip videos - L.A. to San Francisco or Las Vegas, etc.. And of course,
Top Gear UK Review Redux where the Brits realise what the range of the car really is, and kiss+make up with Tesla Motors. Their headline will read "Tesla Motors finally took our review feedback and improved the car"
I've often wondered if JB Straubel will use the 2,600 old batteries as a demonstration of the battery recycling tech at the Gigafactory; I am sure the company will want to deflect FUD that old batteries go to a landfill.