This post is for P3D- owners, please limit P3D+ posts.
As many of you know by now, the P3D- (Performance trim without +$5,000 Performance Upgrade Package, or PUP) has been effectively discontinued on 10/26/2018 as all Performance models now come with PUP included at no additional cost. Another way to say this is that you can no longer get 18" or 19" wheels on a Performance trim, as this is no longer available in the configurator, without arranging for post-delivery installations at your cost.
Overall, our car trim/type had only existed for 122 days from 6/26/2018 when the AWD/Performance became available in the configurator to this past Friday.
Let's start with the positive. We have a rarer Tesla. In order to get our P3D- equivalent, a newly purchasing buyer would need to order 18" or 19" wheels separately, smaller brakes (to my knowledge the red calipers only fit the 20"), and a raising of their suspension (perhaps optional since tires are same size). They would have to decline installation of the spoiler (though perhaps future releases may include the spoiler pre-installed, unlike it is at the time of this writing, thus you'll need to unmount), and ask for their software to limit their top speed back down to 145mph (as the higher speeds are unsupported by the stock 18" and 19" tires, again to the best of my knowledge).
I say this is a rarer Tesla only because when I configured my P3D- on 6/27/18, I did not want the 20" tires (bumpier, less energy efficient ride) nor the spoiler (thought it looked tacky), so I got exactly the car that I wanted. However, the larger voice on these forums seems to be that more users wanted the PUP, but didn't want to dole out the $5k.
We are still in the early stages of this announcement, so things can change just as rapidly again, however, what is known so far is:
1) Musk tweeted on 10/26 that he would offer a $5k refund to existing P3D+ owners with the compromise of lost free Supercharging (https://twitter.com/elonmusk/status/1056024539832844288); Tesla corporate has NOT confirmed this at time of writing
2) P3D- owners do not currently have any expected concession at time of writing; one user on another thread claimed to have called corporate whom redirected them to a local service center to plea for post-delivery installation of PUP which the service center later declined to do
3) Existing undelivered P3D- configurers are being given the option to upgrade to PUP at no additional cost (needs confirmation, I read only one instance at one service center and does not appear widespread)
The obvious negatives on my mind are immediate loss of equity (for both P3D- and +), thus resale value. I am not planning to sell, but who knows what I will plan to do 4-5 years from now (or if I lose my job tomorrow). If this $5k price cut is temporary, and the cost returns after the "flash sale" ends, then this won't be a big deal to P3D- value, but any permanent discontinuation will more likely than not reduce value. The only way I can see value being preserved is if there are more buyers like me whom did not want PUP even if it came free, though I do not see much of this voice on the forums since 10/26.
This also makes future possible concessions for people like me difficult. If I am offered a $5k refund at the compromise of giving up free Supercharging, I will of course take it, this is a no-brainer for me, though I do not see the two as linked since I received free Supercharging for placing my Performance order before 8/1/18, NOT for ordering a PUP (which I obviously don't have, nor want). I am still awaiting the official Tesla announcement on this.
However, if they do offer all current P3D- owners a free PUP install at their local center, how many of you will take it? I know I won't, I don't want 20" tires. Maybe I'll just come to collect the parts and sell them online, will that even be an option?
What are you thoughts fellow P3D- owners?
Disclaimer: please avoid posting about how the car is the best thing you've ever driven, how its still the best car for its value, or anything else along these lines. We agree, we all agree the car is freaking awesome. Stick to the topic at hand please.