> The only reason to software lock the capacity of the battery in this manner is to extort customers.
I have mixed feelings about schemes like this, but I don't think they're inherently bad.
You start off making 60kWh and 90kWh cars. Customers are happy buying both.
You notice you can save costs overall by just selling the 90kWh cars at the 60kWh price-- but revenue will fall if you don't lock the pack down to 60kWh.
Would it be better to force Tesla to maintain two different physical pack SKUs and incur more costs if they want different pricing for the different capacities?
And you do save some money, even, with the locking-- after all, the 90kWh pack used as a 60kWh one is far less likely to need warranty service-- it has spent less time at the extremes of charge and it can fall all the way from 90 to 54kWh instead of 90 to 81kWh.
This is just like binning with CPUs-- at first, the yields control whether something is an 8 core or 6 core part. Later, you lock some 8 core parts down to be 6 cores so you can sell them at a lower price.