Maybe his "internal" reasoning is rock-solid but the BS he's trying to get us to buy isn't. Its 100% about wanting to charge for subscriptions and selling customer data not that they can do it better or that they don't want Apple controlling the frunk.
Seems like a suspect move. If they were truly having issues with people returning their vehicles then they should look into WHY they were returning those vehicles and address those problems instead. If you believe in your product you should stand behind it. So what that "Telsa doesn't do it".