Suppose at some point in the near future, Tesla announces a 110kWh pack available next month. How many will be mad that they just took delivery of an 85kWh car? How many will want to sell their 85kWh car and upgrade asap? For those of you who are upset by the way Tesla announces upgrades, what do you expect them to do? Manufacturers that schedule changes on the model year have an inventory buffer that they can discount at the tail end of the cycle. They also have a huge product line and never update it all at once - spreading the changeover cost across many years. Tesla has no buffer, they build on demand. They have exactly one product, and announcing a big upgrade too far in advance could stall the pipeline. If the factory is idle, then they are losing money. It is not one factory out of dozens, it is their entire business. Should they raise prices on all the other cars to plan for a slowdown/discounting when they give an early announcement of a major new feature? It will happen again. What exactly should they do differently?