@Doug_G, it's those sort of cars that we really need to make meaning of the statistics, and why it's a shame the survey data isn't ongoing. (And of course to an extent the upgraded pack has spoilt such an exercise anyway. It was self selecting for cars that may be approaching that point to have upgraded anyway.)
I do know of one owner, (a countryman of mine who's name is not to be mentioned on TMC). That had what could only be explained as a cascading roll off (and not at a particularly high mileage or age, but I do suspect it was driven hard with lots of deep cycling, another potential difference in pack treatment vs longevity.).
Personally I'm comfortable with my S's pack, at least during my ownership period. What will be more interesting is how the pack holds up into the 2nd and 3rd ownership experiences, and what eventually sends it off to the junkyard as beyond economic repair. Let's not kid ourselves, for the S's that is what will happen. They are good cars, but not immortal* and will have a design life. (*Unlike the Roadsters, which I'm sure owners will keep on the road, official Tesla support or not!
)
So getting somewhat back on topic: Is throttling simply because with greater inside knowledge and a larger sampling base than the PiA survey, Tesla trying to ensure the Model S meets the original internal design lifespan for the cars.
I'm not referring to the 8 year warranty here, rather something further away to be confident they don't have significant recourse if it's a typical bath tub curve.. i.e. warrant for 8 years/ 120k miles (the original Model S terms) but aim for 12 years & 250k miles to give a safety buffer.
I guess all we can do is sit back, and watch this play out.