[droithomme]

The requirement to return and unswap your battery does put quite a crimp on the ability to make trips that aren't strictly plotted out, with no side trips. As this is being promoted for long trips such as vacations, the batteries might need to be shelved for weeks at a time before the user returns. Considering more than a trivial number of users and the storage area required would be vast.

You are correct that this only really would work with leased batteries, but this would require owning up to the actual wholesale manufacturing costs of the batteries, depreciated across the number of miles before the battery is no longer practically usable. Tesla stockholders tend to get upset and confrontational when these numbers are discussed, despite that they are easy to determine since the cost of the Panasonic NCR18650A cell, the number used per Tesla (6831), and the lifespan of the cell, are all known.