For ground transportation, the percentage of the weight dedicated to batteries is important, but so is the ratio of wind resistance to battery power.
For low speed start and stop traffic, it is true that if your car is already 90% battery by weight, adding battery won’t help. For freeway driving, this doesn’t hold at all, since most of the energy is being lost to wind resistance.
The reason teslas have so much storage space is that air doesn’t weigh much, and the empty space helps them design for aerodynamics. Filling the space with batteries would make the vehicle too expensive.
Accelerating more mass takes more energy. While you can recover it with regen, you can never break even.
Bottom line: batteries do scale - at least in terms of weight.
In return you get way better battery life because there’s loads of excess capacity in the battery compared to nameplate capacity
The 60kWh one was fairly popular and battery prices were much greater back then, so a physically different battery was justified.
Only later did the 60kWh version shrink enough in sales for Tesla to apply this trick to it.
I agree with your general point, but at the same time, the cost of batteries are getting exponentially cheaper. It's just a matter of time for all transport to be BEV, so it makes sense for companies to want to be ready for the new market realities.
I don't think the price of batteries tells the whole story. Until the tech is viable, people are not going to buy an inferior car.
Most roads, at least in America, have weight limits per axle. A van or semi can only be so heavy, and having batteries take up half your cargo budget is a huge disincentive. This is on top of the severly limited range of a big, heavy, full-of-cargo EV.
Think of the progression. We have had electric scooters for a while already. We have just started to see electric cars going mainstream. We have seen a lot of interest in large electric vehicles like semi-trucks and commercial vans, but nothing viable yet.
EDIT: Another way of thinking about this problem: Why do Teslas have so much storage space? You could easily fill the frunk with batteries and still have competitive storage space. The reason they don't is because adding more battery really doesn't help.