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

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.
Beyond Tes