drees said:
If Tesla hasn't had a good idea of the reliability of their drive-units for at least 2 years now, they would be in severe trouble regardless of this warranty extension.
I'm not sure about that. With such small volumes, failure rates that would give large VM's accountants sleepless nights would not even be noticed in the relatively small fleet. That such failures
are being picked up in such a small fleet suggests to me that Tesla aren't taking the financial hit for these transmission failures and are passing most of the cost to the supplier (who probably agreed to give Tesla that sort of warranty on the drive units).
There may even be penalty clauses in place, and Tesla is actually 'making money' on the transmission failures, albeit with some loss of reputation and workshop time.