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 average EV/Sales ratio is: 1) Telecoms stocks: 1x 2) Defense contractor stocks: 2x SpaceX: 27x 2030 estimates. bradmunchen.substack.com/p/spacex-mus...
SpaceX: Musk Ruins its First Earnings Call
Despite having dropped nearly 15% below its IPO price after 43 trading days, Musk's pumping of AI compute capacity growth caused an 8% sell-off in SpaceX shares.
bradmunchen.substack.com
Elmo’s shitty cars are shitty for the sole reason he’s an talentless, incompetent blowhard cc @bradmunchen.bsky.social www.autoblog.com/news/nearly-...
Nearly 1.2 Million Teslas Face Investigation Over Suspension Failures
The NHTSA is taking a closer look at reports involving Tesla's suspension system, launching a new probe covering several Model 3 and Model Y model years.
autoblog.com
This is animal abuse! She's ignorant to the fact that her dog is waiting to eat the rabbit the minute she's not there. 😆
WeRateDogs@weratedogs.com · 2d agoThis is Brady. He gets excited to wake up his bunny every morning. Promised he would be a responsible pet owner, and we think he's doing an excellent job. 13/10 (IG: goodboyscann)
Musk seems desperate enough to amputate Tesla's China ops (70% of global profits), just to merge $TSLA with $SPCX. The question is why, and how he'll overcome the biggest hurdle to a merger: Tesla's rabid retail investors. open.substack.com/pub/bradmunc...
Would Musk Amputate Tesla China for a Merger With SpaceX? He's Desperate
Reports of Tesla severing its China operations in order to merge with SpaceX show just how complex, and time-consuming a merger will be. It also begs the question of why it's necessary at this point.
open.substack.com
There's never been a clearer sign of: 1) How bad the cash burn at SpaceX & Tesla is 2) How desperate it's made Musk (eg, amputating Giga Shanghai) 3) How hard it'll be to merge SPCX & TSLA 4) How likely it is that $TSLA & $SPCX shareholders get "Musked" in the process www.wsj.com/business/aut...
Exclusive | Tesla Weighs Sale of China Business to Pave Way for Potential SpaceX Merger
The U.S. automaker could sell or spin off the business in its second-largest market over geopolitical concerns.
wsj.com
This is why Job #1 for the Dems must be to overturn Citizens United immediately. It's caused enough problems for an eternity.
Tesla proudly tweets about having produced its 10 millionth car only 6 years after its 1 millionth, something Toyota does every 10 months. This is how starved Tesla is for any grain of positive news. $TSLA
It's a good thing that Tesla doesn't have to refund customers for features never delivered. It would bankrupt them.
Electrek@electrek.co · last wk.Volvo drops lidar for good on EX90 and ES90, pays owner compensation
I wonder how many senior Dems in Congress have seen this exchange between the 2 Musk brothers, where the dumber one admits they were illegal immigrants in the US when they received seed money. $TSLA
You can never see this enough.
言霊 Kotodama, SKG Murphy@bluelotusoftheeast.bsky.social · 2y agoDana Carvey crushed Elon Musk on SNL a couple months ago with an impression mocking him perfectly. Elon loathes the skit, so be sure to steal, screen record & share. "[oaf chuckle] I run the country now [oaf chuckle]." #DeportElonMusk
My hedge fund colleagues and I had a term for brokers as stupid as this person: "Dangerous Idiots". They sound more intelligent than average, but can lose you tons of money if you follow their advice. @teslaboomermama09.bsky.social $TSLA
The Musk fluffers got their Cybercab talking points, now 3 months in production without 1 paid ride or 1 sale to a customer. This epic waste of R&D and development time is proof that Musk is not a genius, but a moron. The $25K Model 2 could've sold like hot cakes by now. $TSLA
Tesla remote operator crashed a ‘Robotaxi’ in Houston, NHTSA data shows "Tesla filed four new “Robotaxi” crash reports with NHTSA. Tthe most revealing one involves a Tesla remote operator driving the vehicle into a tree stump in Houston." $TSLA $SPCX #SPACEX #XAI electrek.co/2026/07/20/t...
Tesla remote operator crashed a 'Robotaxi' in Houston, NHTSA data shows
Tesla's latest NHTSA filings show four new 'Robotaxi' crashes, including a Houston incident where a remote operator drove the car into a tree stump.
electrek.co
Motorhead@bradmunchen.bsky.social · 2w ago
Outdated, but as far as TSLA goes, 2025 sales were 1.6M in 2025 (-8.6% from 2024). The below gives the idea
Over 60 people have died from Musk's "baby stages" in his experiment with "AI" in "self-driving" cars. He's bad at AI & admitted xAI needs to be rebuilt. Waymo robotaxis have 0 human deaths, albeit they were at fault for one feline fatality. Why can't people 👇 understand that FSD is dangerous?
🎙️ 𝐌𝐢𝐤𝐞 𝐃𝐚𝐢𝐥𝐲 🎙️@mikedaily.bsky.social · 3w agoWhy is it so hard for ppl to get that we’re in the baby stages of AI? Ppl getting off on these big owns - as if working out the bugs means AI is only hype. You’re all going to look like morons when it’s so damn good that you’re only option will be moving the goalposts and whining about windows.
Another genius idea from the genius
Motorhead@bradmunchen.bsky.social · 3w agoThey've had 22 crashes *with* safety drivers in only 12 months, including: 1) 2 minor injuries (1 hospitalized) 2) 18 property damages 3) 12 at-fault crashes (55% of total) 4) 3 tow-aways Human drivers are 3.5x safer. This is history's most elaborate dog-and-pony show. $TSLA
Self-driving cars make as much sense as self-firing guns.
The toxic influencer who has made "hyper-masculinity" his brand was arresting wearing Doris Day clam-digger slacks and a kicky purple blouse.
They've had 22 crashes *with* safety drivers in only 12 months, including: 1) 2 minor injuries (1 hospitalized) 2) 18 property damages 3) 12 at-fault crashes (55% of total) 4) 3 tow-aways Human drivers are 3.5x safer. This is history's most elaborate dog-and-pony show. $TSLA
Tesla's crash data hides FSD injuries. * 99% of crashes in 2026: "unknown" injuries * 100% of all ≥60mph crashes: Injury Level "unknown" * Precrash Movement "unknown": 6%->58% in 3yrs Guess why Musk says "safety first" before scaling robotaxis. 🧵 1/4 bradmunchen.substack.com/p/teslas-cra...
Tesla's Crash Reports Hide FSD Injuries
Analysis of all crash data to date shows that 99% of recent incidents don't disclose injury levels, despite high-impact crashes; other serious incidents with various redactions show data missing.
bradmunchen.substack.com
A few weeks after this lame pump, Tesla settled out of court with the family of a pedestrian killed by a Model Y on FSD that couldn't see her because of the sun's glare. $TSLA
