Tesla has big plans for a factory in China — but its lofty ambitions could lead the company to make an old mistake (TSLA)

Tesla is building a factory in China, but the company hasn’t been clear on what the timeline for producing vehicles there will be. This is nothing new for Tesla, but it’s a recurrent problem that highlights a tension between two key audiences that Tesla speaks to. At this juncture, Tesla is big enough that it should address the problem and look to solve it.

As a company, Tesla speaks to three distinct audiences.


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