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Tesla's critics are ignoring a crucial strength of its business (TSLA)

These are weird, borderline surreal times for Tesla. America hasn't seen a new a major new car company since Chrysler in the 1920s, and in just over a decade, Tesla has gone from being a crazy Silicon Valley dream to a viable automaker that will deliver close to 100,000 vehicles by the end of this year. But Tesla is enduring some serious growing pains, is being ruthlessly reassessed in terms of its future growth potential by Wall Street, and has a CEO in Elon Musk, who could soon be slightly distracted by his desire to colonize Mars within 10 years.
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