One additional advantage is that a software-limited car is the same hardware SKU as the high capacity one. Software-only options don't change what the manufacturing line produces, so with their focus on simplicity in manufacture, I still think this is a possibility. One might even speculate that the various flavors of software limiting that have occurred on the MS/X products over the years were in some regards preparation for this precise need. It wouldn't surprise me if both battery capacities are offered at launch.
To the concern about profit margin, on these first set of cars (say, for the first quarter), the difference in margin is not going to make much of a difference in the overall financial picture. The importance is getting the manufacturing line automated, refining build quality, and keeping the 400+ thousand reservation holders engaged. Once the volume picks up, they can start adjusting the physical battery capacity to further improve margins.
To the concern about profit margin, on these first set of cars (say, for the first quarter), the difference in margin is not going to make much of a difference in the overall financial picture. The importance is getting the manufacturing line automated, refining build quality, and keeping the 400+ thousand reservation holders engaged. Once the volume picks up, they can start adjusting the physical battery capacity to further improve margins.