The fact that Tesla was not willing to trust the Insurance companies to price insurace going forward on the same basis should be a clue that there are people revisiting their priors. And I doubt they are reading PR pieces, they may even have less ambiguous data than what we looked at here. In any event its clear tha the range from the 'rosy' projection to the 'strict' comparison is an order of magnitude in variation. It seems implausible to argue that there is 'no material change' in risk from these new data. Regardless if the issue is just a design one (and nothing really inherent with EV vs ICE).