Because the fact that they can do such a thing at a profit means the market is inefficient. Imagine that instead of having a single Tesla, there were two ident

Because the fact that they can do such a thing at a profit means the market is inefficient. Imagine that instead of having a single Tesla, there were two identical companies each selling half of what the actual Tesla does. Now one of them could offer an unlocked 75kWh version at $1 more than the locked-to-60kWh version (since they cost the same to make and they are profitable) and would capture all the market, so the cost of those two products should be the same. So Tesla essentially can only do this because they have a monopoly on Tesla-or-functionally-identical cars.