Pretty much - with the added benefit of being able to torque vector for better steering/handling and stability control.
Not a large difference, no, but with the P100DL already putting state of the art road tires on the friction limit all the way to 60, little gains are all that's possible until better tires come along, unless you put on semi-slicks...
There is a YouTube from a few months ago where someone proved that what the P100DL can do now is pretty close to the limits of Physics with a street legal car. I can't find the video right now. I think his theoretical best was around 2.5s or something like that.
Of course there will be larger batteries. Otherwise, what will entice a current Tesla owner to trade for a newer model? I have a S85D. Moving to the S100D isn't a large enough range increase to justify the cost of the trade. With Lucent supposedly coming out with a 130KW battery option, Tesla will not be left behind. By 2020 Porsche, Audi, BMW, Toyota, Dyson, Mercedes, etc., will have caught up to Tesla, where they are today. In order for Tesla to maintain their lead, they will have to have a 130 KW battery or larger.
Tesla has been preying on their existing customers up to this point in part because they are in a very limited market. But there is no need to do that going forward.
Tesla could easily cede the high end of the market and achieve their goals. Just because they have been dominant in the high end sedan and drag racing markets doesn't mean they plan to continue dominating those markets. Ultimately the high end is a small market with limited sales. Selling a mainstream car that appeals to middle class buyers and is also affordable is where the real victory lies.
Before the mid-19 teens, cars were a luxury item for the wealthy. They were mostly hand built and were luxury goods. Henry Ford's Model T wasn't all that revolutionary as a car. The revolutionary thing was it was mass produced and the price came down to something average people could afford. The cars weren't as fancy as what went before, but Ford made a heck of a lot more money selling millions of Model Ts than Rolls Royce did selling hundreds.
Tesla appears to be dedicated to continuing the Model S and X lines, and Elon has said they will get the new tech first. This is similar to the way other car makers work. They tend to roll out new tech on their high end cars, then mainstream it when the bugs are completely worked out.
Oldsmobile had air bags back in the 80s, they became common to all cars in the 90s. Back up cameras were a premium feature on only the most expensive cars, then became a premium feature on the highest trim models of cheaper cars, and finally all new cars have the tech.
I expect going forward the Model S/X will be the technology demonstrator cars and will be nicer trim than the mass produced cars, but they will no longer be the top performing sports car. As a sedan or CUV that's also fun to drive, they will remain the gold standard, but the sports car makers can have the glory of the super sports cars. Tesla got there first, but they don't need to remain first.
The same type of logic you're using to dismiss the four motor can be used to support a three motor, though.
As of this week, the P100DL is the only car still using the old larger rear motor.
How much does it cost Tesla to hold the production line open for this part solely for the performance model? (and spares for replacement when they can't rebuild, though I think those are very rare.)
If they can use two of the existing small motors and reduction boxes with minimal new parts it might be cheaper overall to do that, while at the same time giving higher performance and letting Tesla explore the brave new world of torque vectoring...
Within the realm of possibility, but I'm not sure they will do it. There is the point about having to keep the production lines open for the larger motor which they wouldn't need to do if all cars used the same motor.
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Minor point, but just to be clear, unlimited supercharging is continuing past the end of the month. The $1000 credit is going away, but unlimited supercharging is continuing. End date is really unknown. All we know from the wording is that the referral order has to be placed by the end of Jan 2018.
Referral Program
It wasn't completely clear from the e-mail I got from them. Thanks for clarifying.