Motorhead
@bradmunchen.bsky.social
Auto industry expert here to shitpost about Musk, Tesla & other frauds. More serious industry analysis can be found here: https://bradmunchen.substack.com/
Reposted by Motorhead
Do you think JD Vance knows the ONLY way he'll ever becomes president is if Trump dies in office or if Trump is found mentally unsound within the next three years?
January 19, 2026 at 1:29 AM
Do you think JD Vance knows the ONLY way he'll ever becomes president is if Trump dies in office or if Trump is found mentally unsound within the next three years?
Reposted by Motorhead
I wrote this in 2023 during the Biden administration and before Musk had gone fully mask off (tho real heads always knew)
Can't tell you the number of liberals who scolded me in that annoyingly obtuse YIMBY manner that it was worth it for rockets and science. This was always inevitable
Can't tell you the number of liberals who scolded me in that annoyingly obtuse YIMBY manner that it was worth it for rockets and science. This was always inevitable
Elon Musk is Above the Law
Hot Rocket Water Rocks Out
blog.esghound.com
January 17, 2026 at 3:36 PM
I wrote this in 2023 during the Biden administration and before Musk had gone fully mask off (tho real heads always knew)
Can't tell you the number of liberals who scolded me in that annoyingly obtuse YIMBY manner that it was worth it for rockets and science. This was always inevitable
Can't tell you the number of liberals who scolded me in that annoyingly obtuse YIMBY manner that it was worth it for rockets and science. This was always inevitable
Reposted by Motorhead
People miss the law of large numbers here also. I wrote about it six years ago after some ARK silliness. Based on ARK's estimated fleet size, miles driven, and 5X better than humans = 274 injuries and 4 deaths per day. seekingalpha.com/article/4287...
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seekingalpha.com
January 17, 2026 at 2:53 PM
People miss the law of large numbers here also. I wrote about it six years ago after some ARK silliness. Based on ARK's estimated fleet size, miles driven, and 5X better than humans = 274 injuries and 4 deaths per day. seekingalpha.com/article/4287...
Reposted by Motorhead
CALL YOUR REPS/SENATORS! TELL THEM TO VOTE NO!!
Musk paid Trump $300M for this: a House bill removing any disclosures of miles per crash, etc., currently required for self-certifying as Level 4 autonomy.
If this bill passes, it's a free pass for Tesla to roll out its deadly robotaxis from day one, unimpeded.
open.substack.com/pub/bradmunc...
If this bill passes, it's a free pass for Tesla to roll out its deadly robotaxis from day one, unimpeded.
open.substack.com/pub/bradmunc...
Cybercab Hearings and FSD Sales Cancelation
House hearing on Cybercab instead of AVs in general, followed by Musk tweeting FSD will be subscription-only from Valentine's Day
open.substack.com
January 17, 2026 at 2:25 PM
CALL YOUR REPS/SENATORS! TELL THEM TO VOTE NO!!
Musk paid Trump $300M for this: a House bill removing any disclosures of miles per crash, etc., currently required for self-certifying as Level 4 autonomy.
If this bill passes, it's a free pass for Tesla to roll out its deadly robotaxis from day one, unimpeded.
open.substack.com/pub/bradmunc...
If this bill passes, it's a free pass for Tesla to roll out its deadly robotaxis from day one, unimpeded.
open.substack.com/pub/bradmunc...
Cybercab Hearings and FSD Sales Cancelation
House hearing on Cybercab instead of AVs in general, followed by Musk tweeting FSD will be subscription-only from Valentine's Day
open.substack.com
January 17, 2026 at 12:27 PM
Musk paid Trump $300M for this: a House bill removing any disclosures of miles per crash, etc., currently required for self-certifying as Level 4 autonomy.
If this bill passes, it's a free pass for Tesla to roll out its deadly robotaxis from day one, unimpeded.
open.substack.com/pub/bradmunc...
If this bill passes, it's a free pass for Tesla to roll out its deadly robotaxis from day one, unimpeded.
open.substack.com/pub/bradmunc...
Dumb and Dumber Part 3
January 13, 2026 at 10:07 AM
Dumb and Dumber Part 3
Here it is: the 2nd video ever of Musk's brother saying he & Elon worked illegally in the US in their early days.
Difference is that, in this video, Musk admits it.
Let's make this go viral.
@meidastouch.com
@aoc.bsky.social
@ronfilipkowski.bsky.social
@atrupar.com
@bencollins.bsky.social
Difference is that, in this video, Musk admits it.
Let's make this go viral.
@meidastouch.com
@aoc.bsky.social
@ronfilipkowski.bsky.social
@atrupar.com
@bencollins.bsky.social
January 13, 2026 at 12:41 AM
Here it is: the 2nd video ever of Musk's brother saying he & Elon worked illegally in the US in their early days.
Difference is that, in this video, Musk admits it.
Let's make this go viral.
@meidastouch.com
@aoc.bsky.social
@ronfilipkowski.bsky.social
@atrupar.com
@bencollins.bsky.social
Difference is that, in this video, Musk admits it.
Let's make this go viral.
@meidastouch.com
@aoc.bsky.social
@ronfilipkowski.bsky.social
@atrupar.com
@bencollins.bsky.social
Reposted by Motorhead
It blows me away that there are still people out there with functioning brains who don’t take his deranged threats seriously. Maybe they will figure this all out in 3 more years.
January 12, 2026 at 12:45 PM
It blows me away that there are still people out there with functioning brains who don’t take his deranged threats seriously. Maybe they will figure this all out in 3 more years.
This is a deathblow to Tesla in Europe, where it benefits the least from this deal, while big rivals can open the floodgates:
Tariffs on made-in-China EVs on top of the 10% standard duty:
Tesla: 7.8%
BYD: 17.0%
Geely: 18.8%
BMW: 20.7%
VW: 20.7%
R.I.P. Giga Berlin. 💀
Tariffs on made-in-China EVs on top of the 10% standard duty:
Tesla: 7.8%
BYD: 17.0%
Geely: 18.8%
BMW: 20.7%
VW: 20.7%
R.I.P. Giga Berlin. 💀
January 12, 2026 at 7:12 PM
This is a deathblow to Tesla in Europe, where it benefits the least from this deal, while big rivals can open the floodgates:
Tariffs on made-in-China EVs on top of the 10% standard duty:
Tesla: 7.8%
BYD: 17.0%
Geely: 18.8%
BMW: 20.7%
VW: 20.7%
R.I.P. Giga Berlin. 💀
Tariffs on made-in-China EVs on top of the 10% standard duty:
Tesla: 7.8%
BYD: 17.0%
Geely: 18.8%
BMW: 20.7%
VW: 20.7%
R.I.P. Giga Berlin. 💀
Tesla continues to decay in China: "Compared to the standard annualized rate of 2.50%, it enables consumers to save up to RMB 33,479 ($4,790)".
This is the longest-term loan contract ever offered by a carmaker in China.
Link: cnevpost.com/2026/01/06/t...
This is the longest-term loan contract ever offered by a carmaker in China.
Link: cnevpost.com/2026/01/06/t...
January 6, 2026 at 1:10 PM
Tesla continues to decay in China: "Compared to the standard annualized rate of 2.50%, it enables consumers to save up to RMB 33,479 ($4,790)".
This is the longest-term loan contract ever offered by a carmaker in China.
Link: cnevpost.com/2026/01/06/t...
This is the longest-term loan contract ever offered by a carmaker in China.
Link: cnevpost.com/2026/01/06/t...
What happened to Tesla removing its safety drivers from its Austin robotaxi fleet by 2025-end?
Why hasn't Tesla accepted any paid rides without safety drivers by now?
1) Because FSD is a Level 2 ADAS
2) Crash & disengagement data in Austin are horrible
Prepare for another "next year" excuse.
Why hasn't Tesla accepted any paid rides without safety drivers by now?
1) Because FSD is a Level 2 ADAS
2) Crash & disengagement data in Austin are horrible
Prepare for another "next year" excuse.
January 4, 2026 at 1:22 PM
What happened to Tesla removing its safety drivers from its Austin robotaxi fleet by 2025-end?
Why hasn't Tesla accepted any paid rides without safety drivers by now?
1) Because FSD is a Level 2 ADAS
2) Crash & disengagement data in Austin are horrible
Prepare for another "next year" excuse.
Why hasn't Tesla accepted any paid rides without safety drivers by now?
1) Because FSD is a Level 2 ADAS
2) Crash & disengagement data in Austin are horrible
Prepare for another "next year" excuse.
January 3, 2026 at 5:10 PM
For anyone who thinks that $TSLA will earn $2.19 in 2026 EPS, please think about its Model Y Standard sales outside of the US: they're below cost.
January 3, 2026 at 5:02 PM
For anyone who thinks that $TSLA will earn $2.19 in 2026 EPS, please think about its Model Y Standard sales outside of the US: they're below cost.
If you thought that Tesla's 9% YoY drop in Q4 2025 deliveries was bad, wait till you see the profits. 😂
They shoved through 33% of their 2025 Taiwan sales in December. Big one-off country sales in 2025 like Turkey & other APAC regions will see a huge declines.
They shoved through 33% of their 2025 Taiwan sales in December. Big one-off country sales in 2025 like Turkey & other APAC regions will see a huge declines.
January 3, 2026 at 4:35 PM
If you thought that Tesla's 9% YoY drop in Q4 2025 deliveries was bad, wait till you see the profits. 😂
They shoved through 33% of their 2025 Taiwan sales in December. Big one-off country sales in 2025 like Turkey & other APAC regions will see a huge declines.
They shoved through 33% of their 2025 Taiwan sales in December. Big one-off country sales in 2025 like Turkey & other APAC regions will see a huge declines.
No they're not. You're putting lipstick on a pig.
January 2, 2026 at 10:24 PM
No they're not. You're putting lipstick on a pig.
Tesla's German factory is another cash-burning vanity project of Musk like the Cybertruck.
Tesla's 2025 sales growth:
Norway (EV tax hike in '26): +41% YoY
Sweden: -67%
Belgium: -53%
NL: -45% YoY
France: -38%
Denmark: -38%
Finland: -30%
Italy: -18%
Portugal: -13%
UK: -10%
Spain: -4%
Total: -25%
Tesla's 2025 sales growth:
Norway (EV tax hike in '26): +41% YoY
Sweden: -67%
Belgium: -53%
NL: -45% YoY
France: -38%
Denmark: -38%
Finland: -30%
Italy: -18%
Portugal: -13%
UK: -10%
Spain: -4%
Total: -25%
January 2, 2026 at 9:49 PM
Tesla's German factory is another cash-burning vanity project of Musk like the Cybertruck.
Tesla's 2025 sales growth:
Norway (EV tax hike in '26): +41% YoY
Sweden: -67%
Belgium: -53%
NL: -45% YoY
France: -38%
Denmark: -38%
Finland: -30%
Italy: -18%
Portugal: -13%
UK: -10%
Spain: -4%
Total: -25%
Tesla's 2025 sales growth:
Norway (EV tax hike in '26): +41% YoY
Sweden: -67%
Belgium: -53%
NL: -45% YoY
France: -38%
Denmark: -38%
Finland: -30%
Italy: -18%
Portugal: -13%
UK: -10%
Spain: -4%
Total: -25%
Tough scene for Tesla Robotaxi in Austin, where they racked up 8 crashes between July and October.
Still no definitive show of "removing the safety drivers" by year end, as Musk declared on Dec-8th, Tesla is obviously in full panic mode.
Still no definitive show of "removing the safety drivers" by year end, as Musk declared on Dec-8th, Tesla is obviously in full panic mode.
December 30, 2025 at 1:41 PM
Tough scene for Tesla Robotaxi in Austin, where they racked up 8 crashes between July and October.
Still no definitive show of "removing the safety drivers" by year end, as Musk declared on Dec-8th, Tesla is obviously in full panic mode.
Still no definitive show of "removing the safety drivers" by year end, as Musk declared on Dec-8th, Tesla is obviously in full panic mode.
Tesla posted its Q4 survey of consensus deliveries on its website for the first time ever yesterday.
It's a desperate sign of Tesla trying to lower the benchmark in order to show a beat.
And still no paid driverless rides in Austin.
bradmunchen.substack.com/p/tesla-sets...
It's a desperate sign of Tesla trying to lower the benchmark in order to show a beat.
And still no paid driverless rides in Austin.
bradmunchen.substack.com/p/tesla-sets...
Tesla Sets Up a Q4 Delivery Beat Before Ending 2025 With a Whimper
All of this beat is driven by Norway, where EV tax breaks are set to halve from January 1st, leading to a $3,000 price increase for the cheapest Model Y.
bradmunchen.substack.com
December 30, 2025 at 1:20 PM
Tesla posted its Q4 survey of consensus deliveries on its website for the first time ever yesterday.
It's a desperate sign of Tesla trying to lower the benchmark in order to show a beat.
And still no paid driverless rides in Austin.
bradmunchen.substack.com/p/tesla-sets...
It's a desperate sign of Tesla trying to lower the benchmark in order to show a beat.
And still no paid driverless rides in Austin.
bradmunchen.substack.com/p/tesla-sets...
Tesla is shrinking the supply of robotaxi rides in Austin. That 8th supervised robotaxi crash in Oct must've been bad.
Tesla made more redactions in that crash report than usual, including even what the robotaxi crashed with.
Paid driverless rides for the public in Austin are highly unlikely.
Tesla made more redactions in that crash report than usual, including even what the robotaxi crashed with.
Paid driverless rides for the public in Austin are highly unlikely.
December 28, 2025 at 11:16 PM
Tesla is shrinking the supply of robotaxi rides in Austin. That 8th supervised robotaxi crash in Oct must've been bad.
Tesla made more redactions in that crash report than usual, including even what the robotaxi crashed with.
Paid driverless rides for the public in Austin are highly unlikely.
Tesla made more redactions in that crash report than usual, including even what the robotaxi crashed with.
Paid driverless rides for the public in Austin are highly unlikely.
Despite Musk's hype, Tesla can't do paid driverless rides in Austin, which sets up his fans for a huge disappointment.
Musk lies again by promising "driverless rides" in Austin by "year end".
bradmunchen.substack.com/p/teslas-8-r...
Musk lies again by promising "driverless rides" in Austin by "year end".
bradmunchen.substack.com/p/teslas-8-r...
Tesla's 8 Robotaxi Crashes in Austin Point to No Paid Driverless Rides
Aside from the California DMV ruling that FSD is only a Level 2 ADAS, Tesla's Austin robotaxi crash reports to NHTSA should raise eyebrows at the Texas DMV.
bradmunchen.substack.com
December 27, 2025 at 10:36 AM
Despite Musk's hype, Tesla can't do paid driverless rides in Austin, which sets up his fans for a huge disappointment.
Musk lies again by promising "driverless rides" in Austin by "year end".
bradmunchen.substack.com/p/teslas-8-r...
Musk lies again by promising "driverless rides" in Austin by "year end".
bradmunchen.substack.com/p/teslas-8-r...
Tesla only submitted autonomous miles to the CA DMV twice & it was always a grift:
2016: 550 miles due to repeated retakes for the "Paint it Black" video.
2019: 12 miles for Autonomy Day, where Musk said 1M robotaxis in 2020. Tesla did a $2.8BN cap raise 8 days later. But, still no robotaxis.
2016: 550 miles due to repeated retakes for the "Paint it Black" video.
2019: 12 miles for Autonomy Day, where Musk said 1M robotaxis in 2020. Tesla did a $2.8BN cap raise 8 days later. But, still no robotaxis.
December 24, 2025 at 9:15 PM
Tesla only submitted autonomous miles to the CA DMV twice & it was always a grift:
2016: 550 miles due to repeated retakes for the "Paint it Black" video.
2019: 12 miles for Autonomy Day, where Musk said 1M robotaxis in 2020. Tesla did a $2.8BN cap raise 8 days later. But, still no robotaxis.
2016: 550 miles due to repeated retakes for the "Paint it Black" video.
2019: 12 miles for Autonomy Day, where Musk said 1M robotaxis in 2020. Tesla did a $2.8BN cap raise 8 days later. But, still no robotaxis.
Tesla "robotaxis" glitched up while driving in the rain over the weekend in SF.
One kept trying to pull over (LEFT), while another had repeated disengagements (RIGHT). Both saw the safety driver take over.
I pray for Austin if Musk really removes the safety drivers by year end, as promised.
One kept trying to pull over (LEFT), while another had repeated disengagements (RIGHT). Both saw the safety driver take over.
I pray for Austin if Musk really removes the safety drivers by year end, as promised.
December 22, 2025 at 8:34 PM
Tesla "robotaxis" glitched up while driving in the rain over the weekend in SF.
One kept trying to pull over (LEFT), while another had repeated disengagements (RIGHT). Both saw the safety driver take over.
I pray for Austin if Musk really removes the safety drivers by year end, as promised.
One kept trying to pull over (LEFT), while another had repeated disengagements (RIGHT). Both saw the safety driver take over.
I pray for Austin if Musk really removes the safety drivers by year end, as promised.
Reposted by Motorhead
Why did CBS delete this promo and cancel this from airing in full?
December 22, 2025 at 12:41 AM
Why did CBS delete this promo and cancel this from airing in full?
Tesla "robotaxi" had 30 disengagements during a 20 minute ride in the Bay Area because it was raining.
Support told the driver to take over as the rain was "really bothering the front fascia/camera".
Will Musk really have the balls to remove the Austin safety drivers?
Support told the driver to take over as the rain was "really bothering the front fascia/camera".
Will Musk really have the balls to remove the Austin safety drivers?
December 21, 2025 at 9:55 PM
Tesla "robotaxi" had 30 disengagements during a 20 minute ride in the Bay Area because it was raining.
Support told the driver to take over as the rain was "really bothering the front fascia/camera".
Will Musk really have the balls to remove the Austin safety drivers?
Support told the driver to take over as the rain was "really bothering the front fascia/camera".
Will Musk really have the balls to remove the Austin safety drivers?