For perspective, in fall of 2020, the Long Range Plus was available with 371 miles of "rated" range for $80,000 before options.
The Model S product seems more compelling - 300+ miles, and an efficient car. But X isn't efficient like S. particularly on the highway, it really takes a hit thanks to the frontal area.
I think another big, big price cut has to be coming. If it's a software lock, nobody is going to spend 90 grand on a car that is nerfed on purpose like this from the factory. If it's hardware, nobody is going to spend $90k on such a limited vehicle when the competitive set has more range and more of a lot of other things. You're never skipping a charger in the winter in that thing if you're road tripping. 90 grand gets you a german midsize EV crossover that will go up to *100 miles* further on a charge in the real world.
I suppose the good thing is, if it really is just software, charging to 100% is probably fine every day, so long as it's locking out the "top" of the pack and not the bottom...
If I were them, I'd leave Plaid at $110k, because halo cars should have halo pricing to some extent, but start S/X pricing in 10-15k range above the top spec 3 and Y. Right now, you're paying *an entire Model Y* more than the base Model Y, without much to show for it except forehead bruises from the doors. You can spend $55k on a base 5-series...or $130k on a 5-series with twice as much power and various other upgrades (M5). Tesla needs to start mining that market for both S and X.