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/
The Realization™
Tesla owner using the new 30-day free FSD trial almost gets T-boned, among other things, while using the software.
The last time Musk launched a 30-day free FSD trial for Tesla owners in March 2024, only 2% chose to buy/rent the flawed product.
Tesla owner using the new 30-day free FSD trial almost gets T-boned, among other things, while using the software.
The last time Musk launched a 30-day free FSD trial for Tesla owners in March 2024, only 2% chose to buy/rent the flawed product.
November 29, 2025 at 2:17 AM
The Realization™
Tesla owner using the new 30-day free FSD trial almost gets T-boned, among other things, while using the software.
The last time Musk launched a 30-day free FSD trial for Tesla owners in March 2024, only 2% chose to buy/rent the flawed product.
Tesla owner using the new 30-day free FSD trial almost gets T-boned, among other things, while using the software.
The last time Musk launched a 30-day free FSD trial for Tesla owners in March 2024, only 2% chose to buy/rent the flawed product.
I don't see how Tesla's Model 3 can survive if Benz can offer an alternative EV this cheap, with this kind of performance, on top of the 15% tariff that it's charged in the US.
Imagine what this model does to Tesla in Europe, where Benz pays no tariffs.
Imagine what this model does to Tesla in Europe, where Benz pays no tariffs.
November 26, 2025 at 11:15 PM
I don't see how Tesla's Model 3 can survive if Benz can offer an alternative EV this cheap, with this kind of performance, on top of the 15% tariff that it's charged in the US.
Imagine what this model does to Tesla in Europe, where Benz pays no tariffs.
Imagine what this model does to Tesla in Europe, where Benz pays no tariffs.
Tesla's stock is resilient amid the market sell-off & a slew of bad news.
The CA DMV ruling will be out by Dec-22nd, and could be really horrible.
But there's much more bad news that Tesla should've traded down on since Musk got his $1 trillion pay package.
open.substack.com/pub/bradmunc...
The CA DMV ruling will be out by Dec-22nd, and could be really horrible.
But there's much more bad news that Tesla should've traded down on since Musk got his $1 trillion pay package.
open.substack.com/pub/bradmunc...
Tesla's Stock is Resilient Despite the Slew of Bad News Since Nov-6th
Tesla is only down 8% this month vs the Mag-6's decline of 6%. This won't last if market sentiment turns more negative or if bad news is taken seriously among Tesla's wide-eyed shareholders.
open.substack.com
November 26, 2025 at 2:04 PM
Tesla's stock is resilient amid the market sell-off & a slew of bad news.
The CA DMV ruling will be out by Dec-22nd, and could be really horrible.
But there's much more bad news that Tesla should've traded down on since Musk got his $1 trillion pay package.
open.substack.com/pub/bradmunc...
The CA DMV ruling will be out by Dec-22nd, and could be really horrible.
But there's much more bad news that Tesla should've traded down on since Musk got his $1 trillion pay package.
open.substack.com/pub/bradmunc...
Great thread of articles here on the dangers & legal liabilities faced by Tesla over FSD & other quality issues.
Musk is untouchable by US regulators so it'll be independent or class-action lawsuits that serve justice in the end.
Next one up by Dec-22: CA DMV lawsuit vs Tesla for consumer fraud.
Musk is untouchable by US regulators so it'll be independent or class-action lawsuits that serve justice in the end.
Next one up by Dec-22: CA DMV lawsuit vs Tesla for consumer fraud.
I don't blame them. Tesla are unsafe fiery death traps all around the world
Elon Musk is a racist failure who kills people with cuts to auto safety and whose rockets deliver 10% their promised payload when they aren't prematurely exploding, first
Elon Musk is a racist failure who kills people with cuts to auto safety and whose rockets deliver 10% their promised payload when they aren't prematurely exploding, first
Tesla Autopilot Lawsuit (2025 Update)
Tesla has always aimed to do things differently than traditional car manufacturers. But being first is not without its problems. A series of lawsuits have been filed against the company due to its Aut...
www.forbes.com
November 25, 2025 at 10:38 PM
Great thread of articles here on the dangers & legal liabilities faced by Tesla over FSD & other quality issues.
Musk is untouchable by US regulators so it'll be independent or class-action lawsuits that serve justice in the end.
Next one up by Dec-22: CA DMV lawsuit vs Tesla for consumer fraud.
Musk is untouchable by US regulators so it'll be independent or class-action lawsuits that serve justice in the end.
Next one up by Dec-22: CA DMV lawsuit vs Tesla for consumer fraud.
This is near 100% confirmation that Tesla won't get a permit to roll out FSD Supervised in Europe.
My hunch is that the Regulator needs Tesla's FSD data, which Tesla has refused to submit even to regulators in California since 2014.
I wonder what Tesla has to hide?
My hunch is that the Regulator needs Tesla's FSD data, which Tesla has refused to submit even to regulators in California since 2014.
I wonder what Tesla has to hide?
November 24, 2025 at 10:58 PM
This is near 100% confirmation that Tesla won't get a permit to roll out FSD Supervised in Europe.
My hunch is that the Regulator needs Tesla's FSD data, which Tesla has refused to submit even to regulators in California since 2014.
I wonder what Tesla has to hide?
My hunch is that the Regulator needs Tesla's FSD data, which Tesla has refused to submit even to regulators in California since 2014.
I wonder what Tesla has to hide?
Dan Loeb called this guy "the genius of our time". 😅
Many morons believe he'll have a driverless ride-hailing service operating next year. 🤣
Both NHTSA's new head & his boss (whom Musk called "Sean Dummy") would love to see him fail. I guess that's a form of genius. 🤷♂️
Many morons believe he'll have a driverless ride-hailing service operating next year. 🤣
Both NHTSA's new head & his boss (whom Musk called "Sean Dummy") would love to see him fail. I guess that's a form of genius. 🤷♂️
November 22, 2025 at 7:49 AM
Dan Loeb called this guy "the genius of our time". 😅
Many morons believe he'll have a driverless ride-hailing service operating next year. 🤣
Both NHTSA's new head & his boss (whom Musk called "Sean Dummy") would love to see him fail. I guess that's a form of genius. 🤷♂️
Many morons believe he'll have a driverless ride-hailing service operating next year. 🤣
Both NHTSA's new head & his boss (whom Musk called "Sean Dummy") would love to see him fail. I guess that's a form of genius. 🤷♂️
Reposted by Motorhead
Odd one for SpaceX to have an explosion this early in the testing process. Even odder to see the booster still standing. That's helpful in the sense that this didn't ruin the test stand or nearby ground equipment. But this means more work before Starship V3 launches.
techcrunch.com/2025/11/21/s...
techcrunch.com/2025/11/21/s...
SpaceX's upgraded Starship suffers explosion during testing | TechCrunch
It may not have been a massive fireball, but SpaceX now has more work to do before it can kick off this next-generation version of Starship.
techcrunch.com
November 21, 2025 at 3:12 PM
Odd one for SpaceX to have an explosion this early in the testing process. Even odder to see the booster still standing. That's helpful in the sense that this didn't ruin the test stand or nearby ground equipment. But this means more work before Starship V3 launches.
techcrunch.com/2025/11/21/s...
techcrunch.com/2025/11/21/s...
Lots of landmines ahead for Tesla before year-end.
1) California DMV lawsuit (Nov-26th?)
2) Delaware appeal ruling on Musk's $50bn bonus
The CA DMV is a "known known", but the Delaware ruling is a "known unknown", which could bite Tesla in the a$$.
open.substack.com/pub/bradmunc...
1) California DMV lawsuit (Nov-26th?)
2) Delaware appeal ruling on Musk's $50bn bonus
The CA DMV is a "known known", but the Delaware ruling is a "known unknown", which could bite Tesla in the a$$.
open.substack.com/pub/bradmunc...
Musk's "Interim Award" Could Wipe Out Tesla's Retained Earnings
If the Delaware Supreme Court upholds its lower court's ruling to nullify Musk's 2018 Grant, Musk's "Interim Award" of $24 billion kicks in and would be a 33% hit to Shareholders' Equity.
open.substack.com
November 21, 2025 at 4:39 PM
Lots of landmines ahead for Tesla before year-end.
1) California DMV lawsuit (Nov-26th?)
2) Delaware appeal ruling on Musk's $50bn bonus
The CA DMV is a "known known", but the Delaware ruling is a "known unknown", which could bite Tesla in the a$$.
open.substack.com/pub/bradmunc...
1) California DMV lawsuit (Nov-26th?)
2) Delaware appeal ruling on Musk's $50bn bonus
The CA DMV is a "known known", but the Delaware ruling is a "known unknown", which could bite Tesla in the a$$.
open.substack.com/pub/bradmunc...
Tesla Q3 2025 California sales were down 9% YoY despite the huge rush for BEVs ahead of the Sept-30th expiry of the $7,500 tax credit.
The BEV market ex-Tesla grew by 29% YoY in Q3, causing Tesla's share of California's BEV market to drop from 57% in Q3 2024 to 48%.
www.cncda.org/news/califor...
The BEV market ex-Tesla grew by 29% YoY in Q3, causing Tesla's share of California's BEV market to drop from 57% in Q3 2024 to 48%.
www.cncda.org/news/califor...
November 21, 2025 at 1:57 AM
Tesla Q3 2025 California sales were down 9% YoY despite the huge rush for BEVs ahead of the Sept-30th expiry of the $7,500 tax credit.
The BEV market ex-Tesla grew by 29% YoY in Q3, causing Tesla's share of California's BEV market to drop from 57% in Q3 2024 to 48%.
www.cncda.org/news/califor...
The BEV market ex-Tesla grew by 29% YoY in Q3, causing Tesla's share of California's BEV market to drop from 57% in Q3 2024 to 48%.
www.cncda.org/news/califor...
If Musk is tweaking Grok this hard, who's going to invest in xAI?
Its real-time content gleaned from Twitter is the only edge it has in the LMArena. In any other usage category, xAI is irrelevant (so far).
Hard to believe that xAI is trying to raise $15bn at a $230bn valuation right now.
Its real-time content gleaned from Twitter is the only edge it has in the LMArena. In any other usage category, xAI is irrelevant (so far).
Hard to believe that xAI is trying to raise $15bn at a $230bn valuation right now.
November 20, 2025 at 4:29 AM
If Musk is tweaking Grok this hard, who's going to invest in xAI?
Its real-time content gleaned from Twitter is the only edge it has in the LMArena. In any other usage category, xAI is irrelevant (so far).
Hard to believe that xAI is trying to raise $15bn at a $230bn valuation right now.
Its real-time content gleaned from Twitter is the only edge it has in the LMArena. In any other usage category, xAI is irrelevant (so far).
Hard to believe that xAI is trying to raise $15bn at a $230bn valuation right now.
Unless Musk gets Secretary Duffy (whom he called "Sean Dummy") to bend the rules, Cybercab output is capped at 2,500.
If Tesla heeds FMVSS by putting a steering wheel & gas/brake pedals in the Cybercab, it'll be a bigger flop than the Cybertruck. Who buys 2-seaters?
www.forbes.com/sites/alanoh...
If Tesla heeds FMVSS by putting a steering wheel & gas/brake pedals in the Cybercab, it'll be a bigger flop than the Cybertruck. Who buys 2-seaters?
www.forbes.com/sites/alanoh...
Elon Musk Can’t Legally Sell The Tesla Cybercab As Promised
The billionaire CEO says the steering wheel-less, pedal-less Cybercab goes into production in April. But Tesla doesn’t have the regulatory exemption needed to sell it.
www.forbes.com
November 20, 2025 at 2:24 AM
Unless Musk gets Secretary Duffy (whom he called "Sean Dummy") to bend the rules, Cybercab output is capped at 2,500.
If Tesla heeds FMVSS by putting a steering wheel & gas/brake pedals in the Cybercab, it'll be a bigger flop than the Cybertruck. Who buys 2-seaters?
www.forbes.com/sites/alanoh...
If Tesla heeds FMVSS by putting a steering wheel & gas/brake pedals in the Cybercab, it'll be a bigger flop than the Cybertruck. Who buys 2-seaters?
www.forbes.com/sites/alanoh...
People who will be denied entry at Saint Peter's gate.
November 19, 2025 at 8:25 AM
People who will be denied entry at Saint Peter's gate.
Proud guests of President Trump's dinner in honor of Mohammed Bin Salman, a slimebag with whom no normal person would eat dinner.
Aside from the guy who tries to hoard attention with his stupid shoes, which others in this pic will be indicted after Trump leaves the White House?
Aside from the guy who tries to hoard attention with his stupid shoes, which others in this pic will be indicted after Trump leaves the White House?
November 19, 2025 at 8:13 AM
Proud guests of President Trump's dinner in honor of Mohammed Bin Salman, a slimebag with whom no normal person would eat dinner.
Aside from the guy who tries to hoard attention with his stupid shoes, which others in this pic will be indicted after Trump leaves the White House?
Aside from the guy who tries to hoard attention with his stupid shoes, which others in this pic will be indicted after Trump leaves the White House?
Reposted by Motorhead
Outrageous!! 😡😡😡😡
In his futile attempt to justify Musk's $1 trillion pay package, this Musk fluffer overlooks:
-Musk's tax rate on his $450BN is only 2.5% so far.
-Tesla & SpaceX received $3.7BN of US subsidies & loans.
-SpaceX has $22BN in US govt contracts.
-Tesla has received $22BN in US ZEV/GHG/IRA credits.
-Musk's tax rate on his $450BN is only 2.5% so far.
-Tesla & SpaceX received $3.7BN of US subsidies & loans.
-SpaceX has $22BN in US govt contracts.
-Tesla has received $22BN in US ZEV/GHG/IRA credits.
November 14, 2025 at 3:42 AM
Outrageous!! 😡😡😡😡
Tesla's car biz (worth only $78 per share vs Tesla's current price of $402) is imploding.
Overseas sales in Oct were -33%, the lowest start of Q4 sales on record.
US EV sales at carmakers reporting monthly sales were -71% MoM & -49% YoY after Sept EV rush.
open.substack.com/pub/bradmunc...
Overseas sales in Oct were -33%, the lowest start of Q4 sales on record.
US EV sales at carmakers reporting monthly sales were -71% MoM & -49% YoY after Sept EV rush.
open.substack.com/pub/bradmunc...
A Quick Look at How Bad Tesla's Start of Q4 Is
In all countries that report monthly Tesla sales (ex-North America), Tesla's October sales fell by 33% YoY to new lows since 2022's pandemic.
open.substack.com
November 13, 2025 at 11:40 PM
Tesla's car biz (worth only $78 per share vs Tesla's current price of $402) is imploding.
Overseas sales in Oct were -33%, the lowest start of Q4 sales on record.
US EV sales at carmakers reporting monthly sales were -71% MoM & -49% YoY after Sept EV rush.
open.substack.com/pub/bradmunc...
Overseas sales in Oct were -33%, the lowest start of Q4 sales on record.
US EV sales at carmakers reporting monthly sales were -71% MoM & -49% YoY after Sept EV rush.
open.substack.com/pub/bradmunc...
In his futile attempt to justify Musk's $1 trillion pay package, this Musk fluffer overlooks:
-Musk's tax rate on his $450BN is only 2.5% so far.
-Tesla & SpaceX received $3.7BN of US subsidies & loans.
-SpaceX has $22BN in US govt contracts.
-Tesla has received $22BN in US ZEV/GHG/IRA credits.
-Musk's tax rate on his $450BN is only 2.5% so far.
-Tesla & SpaceX received $3.7BN of US subsidies & loans.
-SpaceX has $22BN in US govt contracts.
-Tesla has received $22BN in US ZEV/GHG/IRA credits.
November 13, 2025 at 10:55 AM
In his futile attempt to justify Musk's $1 trillion pay package, this Musk fluffer overlooks:
-Musk's tax rate on his $450BN is only 2.5% so far.
-Tesla & SpaceX received $3.7BN of US subsidies & loans.
-SpaceX has $22BN in US govt contracts.
-Tesla has received $22BN in US ZEV/GHG/IRA credits.
-Musk's tax rate on his $450BN is only 2.5% so far.
-Tesla & SpaceX received $3.7BN of US subsidies & loans.
-SpaceX has $22BN in US govt contracts.
-Tesla has received $22BN in US ZEV/GHG/IRA credits.
I think that more journalists need to look into this exchange between Musk and Epstein again.
It's a timely subject, and I'd bet a signed dollar bill that Musk wouldn't take kung fu lessons even if he received government subsidies to do so.
🧵
1/5
It's a timely subject, and I'd bet a signed dollar bill that Musk wouldn't take kung fu lessons even if he received government subsidies to do so.
🧵
1/5
November 13, 2025 at 9:41 AM
I think that more journalists need to look into this exchange between Musk and Epstein again.
It's a timely subject, and I'd bet a signed dollar bill that Musk wouldn't take kung fu lessons even if he received government subsidies to do so.
🧵
1/5
It's a timely subject, and I'd bet a signed dollar bill that Musk wouldn't take kung fu lessons even if he received government subsidies to do so.
🧵
1/5
There were few indictments of Wall Street professionals after the 2000 Dotcom bubble and the 2008 Great Financial Crisis.
Let's hope things get tougher this time and $MS Adam Jonas meets karma.
Let's hope things get tougher this time and $MS Adam Jonas meets karma.
November 12, 2025 at 7:09 PM
There were few indictments of Wall Street professionals after the 2000 Dotcom bubble and the 2008 Great Financial Crisis.
Let's hope things get tougher this time and $MS Adam Jonas meets karma.
Let's hope things get tougher this time and $MS Adam Jonas meets karma.
It's so over for Tesla in China.
The Xiaomi YU7, a Model Y rival, not only outsold Tesla's Model Y in October, but it outsold Tesla's *total* October sales of 26,006 vehicles by 29%.
💀☠️
The Xiaomi YU7, a Model Y rival, not only outsold Tesla's Model Y in October, but it outsold Tesla's *total* October sales of 26,006 vehicles by 29%.
💀☠️
November 12, 2025 at 2:53 AM
It's so over for Tesla in China.
The Xiaomi YU7, a Model Y rival, not only outsold Tesla's Model Y in October, but it outsold Tesla's *total* October sales of 26,006 vehicles by 29%.
💀☠️
The Xiaomi YU7, a Model Y rival, not only outsold Tesla's Model Y in October, but it outsold Tesla's *total* October sales of 26,006 vehicles by 29%.
💀☠️
"'Wherever he goes, he wants to leave'-that's because when he gets there, he has brought his own self along; & whatever club he's invited to join has been devalued by the invitation".
Joyce Carol Oates on Elon Musk, 2025 Nov 10
This woman deserves an Academy Award™ for 2025's Best Troll of Musk. 😆
Joyce Carol Oates on Elon Musk, 2025 Nov 10
This woman deserves an Academy Award™ for 2025's Best Troll of Musk. 😆
November 11, 2025 at 12:19 PM
"'Wherever he goes, he wants to leave'-that's because when he gets there, he has brought his own self along; & whatever club he's invited to join has been devalued by the invitation".
Joyce Carol Oates on Elon Musk, 2025 Nov 10
This woman deserves an Academy Award™ for 2025's Best Troll of Musk. 😆
Joyce Carol Oates on Elon Musk, 2025 Nov 10
This woman deserves an Academy Award™ for 2025's Best Troll of Musk. 😆
This is what "getting your ass kicked" looks like.
And this is through October with a refreshed Model Y and the new 3-row Model "YL".
And this is through October with a refreshed Model Y and the new 3-row Model "YL".
November 11, 2025 at 11:45 AM
This is what "getting your ass kicked" looks like.
And this is through October with a refreshed Model Y and the new 3-row Model "YL".
And this is through October with a refreshed Model Y and the new 3-row Model "YL".
China just extended its lending facility to Tesla by $2.38 billion last quarter.
Now he disses them right after getting his $1 trillion pay package approved.
Tesla shareholders are stupider than followers of Jim Jones.
Now he disses them right after getting his $1 trillion pay package approved.
Tesla shareholders are stupider than followers of Jim Jones.
November 10, 2025 at 9:13 AM
China just extended its lending facility to Tesla by $2.38 billion last quarter.
Now he disses them right after getting his $1 trillion pay package approved.
Tesla shareholders are stupider than followers of Jim Jones.
Now he disses them right after getting his $1 trillion pay package approved.
Tesla shareholders are stupider than followers of Jim Jones.
Reposted by Motorhead
November 9, 2025 at 10:01 AM