These arguments seem quite silly.
Tesla was doing just fine on margins when they were selling the S60 before. Add ~3-4 more years of gradual battery cost decreases, and you can be assured that they're still getting healthy margins even with a software-locked 75 kwh battery.
This doesn't mean that they're no longer demand constrained, just that they expect to no longer be demand constrained in the near-future. I think Tesla has done a very wonderful job balancing between demand and production constrained in the past year or so by pulling their levers slowly but surely.
If Tesla put through zero improvements or demand levers in the past few years to their cars, they could probably be running 30-35%+ profit margins--but they'd only be selling a tiny fraction of the cars. And as always, the more Teslas out there, the more awareness there is. The lower the entry price becomes, exponentially more buyers become interested (S70, Model 3, etc.). This is just a continuation of everything Tesla has been doing since day1 of the Model S, so if in retrospect you consider autopilot hardware, parking sensors, free OTA updates, etc. good decisions then you should also consider this a good decision.