[SneezyRobot]

That would be my guess and would follow Tesla's MO perfectly. They already offer a software "unlock" via their acceleration upgrade (which really just means the LR cars are software limited). FSD capability is built into all cars and yet you need to pay $15k or $200/mo to "add it". Why is anyone surprised that they could/would do the same thing with range.

If true, I think this is a great business move. Theoretically increases the lifespan of the car/battery, would allow the user to actually charge to "100%" on a regular basis without damaging the battery, and it allows Tesla the option to let customers upgrade later if necessary or when the consumer can afford it. Plus it allows more people to get into an awesome car for $10k less.

It's just wins all around. Makes me want one of these "standard" range versions even more.

[SneezyRobot]

I should add, I also think it's possible that Tesla is testing the market with this offer before they manufacture another batter pack configuration and add a potentially unnecessary SKU (smaller battery).