The only thing I can think of that could eventually offset profit per kWh is if their ADAS offerings get significantly better with a larger and more varied flee

The only thing I can think of that could eventually offset profit per kWh is if their ADAS offerings get significantly better with a larger and more varied fleet. In that case, trading lower profit per kWh on the initial sale for more cars/situations to train their models might be worthwhile, especially if better ADAS also encourages more people to purchase it when they buy the car or after.