It is all speculative but here is my theory that would explain all the things Tesla has done recently to our old batteries. I believe it is a wider spread issue affecting all old batteries. Tesla has implemented a few measures that all aim at one thing: high cell voltage. With the recent software update, the car now starts aggressively cooling the battery when the cell voltage reaches a certain level close to the top voltage. The software update has significantly reduced charge rate when the battery is nearing 100%. Basically being more careful when charging to high voltage. And some cars have even been voltage capped. This seems to be the last resort when the other two methods are not enough. All these measures deal with issue of cells being at very high voltage. Some cars might have condition X/Y more severe than others. But I think all old batteries are affected. If all cars (with the old type cells) are affected, just at various degrees, then it's degradation. The way to keep them safe depends how severe the condition has developed in each individual car.
Not trying to make any excuses for Tesla, it's just a theory that would explain all the things Tesla has been implementing in our cars.
David thanks for taking the time to explain. Alas I may be one of the, I think, many exceptions that break the rule. I was voltage capped but not charge rate capped. But all that does is query the order of events. Whilst your comment suggests Capping was a final resort, I think capping came first in download terms (2019,16,1,1) and charge rate strangling came second (2019.20.4.2). Is the order important? Don't think so.
As for more aggressive cooling, I am onside. I have certainly experienced much more fan cooling than before, including when not even plugged in, and this is reflected in much higher, but variable (1-5%), Vampire drain. The Loss appears to be higher on warmer nights. I also know a number of pre facelift owners that have not been Capacity capped, (although that could mean they just haven’t noticed it) so I am less persuaded that it it is all pre facelift cars (that have been voltage capped. I am sure the % of charge rate cars is much much higher)
Whilst I find the theory of high voltage persuasive, I only charged to 100% very rarely, ie once per year. I normally operated between 20-80%, sometimes 85%, ironically exactly the position Tesla now puts me in after battery capping. So their fix is to put me in the same position that my car is normally in. The logic, or lack of logic of that position indicates, to me, that high voltage may not be the original trigger.
My theory? As you say, pure speculation. I am attracted to a batch of pre silicon cells that only just made the quality control line. Only the 60, 70 and 85 packs had these cells. The 90s only ever had Silicon Cells; perhaps why they have never been Capacity capped. Tesla, whilst hunting for Dendrite conditions found out that a bunch of these, not sub standard but perhaps poor standard, cells were wearing out faster than expected, and their deterioration rate indicated they might not last until the 8 year warranty had expired. But could last that long if their working conditions were less stressful via max voltage capping. I am conscious that could easily be described as degradation. I prefer 'defect' as it sits more properly in hardware problems. As these cells were still, technically, within specification, Tesla can say with some confidence that our batteries are healthy, by which they mean within spec.
I have often wondered if the battery capping and charge rate capping are actually two separate, but linked, conditions. Particularly as Rate Capping does seem to suggest voltage or temperature issues.