One of Tesla's biggest advantages could become its biggest problem (TSLA)

Tesla Tesla is dealing with a spike in demand for its Model S and X vehicles. This again proves that Tesla doesn't have demand problems. But it also shows that the company has two car businesses: one in luxury vehicles that has matured, and one in the mass-market Model 3 that is developing. It's tempting to look at Tesla as being a single unified company, but it actually isn't. Ever since it created Tesla Energy, a battery-storage business, a few years back, Tesla has been a holding company. Bey...