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/
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
Reposted by Motorhead
This is true (and the WSJ breakdown is great) but I can’t stress enough how low a bar some of the milestones are compared to what Musk touted over the years.
He used to say Tesla would make 20M cars *per year by 2030*. Now he only needs to sell 20M by 2035 — and Tesla has already sold 8M!
He used to say Tesla would make 20M cars *per year by 2030*. Now he only needs to sell 20M by 2035 — and Tesla has already sold 8M!
easy to miss in the punditry about Musk's pay package:
he only becomes a trillionaire if he meets *a bunch* of milestones
payouts begin at $2 trillion market cap + other conditions
here's a handy graphic
www.wsj.com/business/aut...
he only becomes a trillionaire if he meets *a bunch* of milestones
payouts begin at $2 trillion market cap + other conditions
here's a handy graphic
www.wsj.com/business/aut...
![graphic: Tesla proposed a $1 trillion pay package with 12 tranches [now passed by shareholders] and for Musk to get the first tranche, Tesla must achieve:
* $2 trillion in market capitalization PLUS any one of
* $50 billion Ebitda (a measure of earnings)
* 20 million cars delivered
* 1 million robots sold
* 1 million robotaxis in operation
* 10 million Full Self Driving subscriptions](https://cdn.bsky.app/img/feed_thumbnail/plain/did:plc:fwks525g7gw5wc7ul2wg4wj5/bafkreie4ria67kwkysdoelkwmh2ol4kphfem6umc4oakwtfhvt25jxskcm@jpeg)
November 8, 2025 at 1:05 AM
This is true (and the WSJ breakdown is great) but I can’t stress enough how low a bar some of the milestones are compared to what Musk touted over the years.
He used to say Tesla would make 20M cars *per year by 2030*. Now he only needs to sell 20M by 2035 — and Tesla has already sold 8M!
He used to say Tesla would make 20M cars *per year by 2030*. Now he only needs to sell 20M by 2035 — and Tesla has already sold 8M!
This is a tweet from Omar Qazi, a high priest in the Musk Cult.
As recently as a few months ago, he said on a Twitter Space that he owns $250,000 worth of $TSLA and his parents own $2 million worth of $TSLA.
This, from a guy who also started a GoFundMe to fight against Aaron's lawsuit. 😂
As recently as a few months ago, he said on a Twitter Space that he owns $250,000 worth of $TSLA and his parents own $2 million worth of $TSLA.
This, from a guy who also started a GoFundMe to fight against Aaron's lawsuit. 😂
November 8, 2025 at 2:30 PM
This is a tweet from Omar Qazi, a high priest in the Musk Cult.
As recently as a few months ago, he said on a Twitter Space that he owns $250,000 worth of $TSLA and his parents own $2 million worth of $TSLA.
This, from a guy who also started a GoFundMe to fight against Aaron's lawsuit. 😂
As recently as a few months ago, he said on a Twitter Space that he owns $250,000 worth of $TSLA and his parents own $2 million worth of $TSLA.
This, from a guy who also started a GoFundMe to fight against Aaron's lawsuit. 😂
Reposted by Motorhead
Area cuck chair resident Stephen Miller is upset that they can’t impersonate federal employees and put out propaganda in their name. The replies to his post are wild. These people are truly batshit whacko.
November 8, 2025 at 12:05 PM
Area cuck chair resident Stephen Miller is upset that they can’t impersonate federal employees and put out propaganda in their name. The replies to his post are wild. These people are truly batshit whacko.
It's nice to know that Elon Musk will also be selling $TSLA along with me. The only difference is that I'm using borrowed shares & he'll be selling his own. 😂
November 8, 2025 at 12:58 PM
It's nice to know that Elon Musk will also be selling $TSLA along with me. The only difference is that I'm using borrowed shares & he'll be selling his own. 😂
Reposted by Motorhead
Considering he is the reason that Tesla sales have crashed like the market for hydrogen zeppelins after the Hindenburg, it is clear that the stock has no relationship to value or reality.
November 7, 2025 at 2:02 PM
Considering he is the reason that Tesla sales have crashed like the market for hydrogen zeppelins after the Hindenburg, it is clear that the stock has no relationship to value or reality.
For anyone who doesn't believe that Musk manipulated Tesla's stock as much as possible to get shareholders punch-drunk enough to vote "yes" for his $1 trillion payday, please look at the numbers.
November 7, 2025 at 11:30 AM
For anyone who doesn't believe that Musk manipulated Tesla's stock as much as possible to get shareholders punch-drunk enough to vote "yes" for his $1 trillion payday, please look at the numbers.
As with Tesla, Musk is driving down the brand value of his AI vanity project, xAI.
Musk has reprogrammed xAI's chatbot, Grok, many times over to increasingly resemble himself.
And like Musk, Grok's sense of humor is cringe.
www.youtube.com/watch?v=2ifi...
Musk has reprogrammed xAI's chatbot, Grok, many times over to increasingly resemble himself.
And like Musk, Grok's sense of humor is cringe.
www.youtube.com/watch?v=2ifi...
Mom says Tesla’s Grok chatbot told her 12-year-old son to send nudes
YouTube video by CBC News: The National
www.youtube.com
November 7, 2025 at 5:04 AM
As with Tesla, Musk is driving down the brand value of his AI vanity project, xAI.
Musk has reprogrammed xAI's chatbot, Grok, many times over to increasingly resemble himself.
And like Musk, Grok's sense of humor is cringe.
www.youtube.com/watch?v=2ifi...
Musk has reprogrammed xAI's chatbot, Grok, many times over to increasingly resemble himself.
And like Musk, Grok's sense of humor is cringe.
www.youtube.com/watch?v=2ifi...
Reposted by Motorhead
Stolen from Threads....
November 7, 2025 at 4:03 AM
Stolen from Threads....
Reposted by Motorhead
Really worth a read. #$TSLA
Also will flag:
- China's AI beating US on a fraction of the power usage
- The chips/robots/robocars all require rare earths in a full mine to magnet supply chain. China has the US on a 6mo leash (export licensee are 6mo not 12mo) and.. 1/2
Also will flag:
- China's AI beating US on a fraction of the power usage
- The chips/robots/robocars all require rare earths in a full mine to magnet supply chain. China has the US on a 6mo leash (export licensee are 6mo not 12mo) and.. 1/2
Tesla investing in xAI is in limbo due to many abstentions to the vote.
xAI's survival is more crucial to Musk than his $1TR bonus award. I removed the paywall from a 9/26 report on this given today's tepid response.
Musk may need to sell some TSLA to fund xAI.
open.substack.com/pub/bradmunc...
xAI's survival is more crucial to Musk than his $1TR bonus award. I removed the paywall from a 9/26 report on this given today's tepid response.
Musk may need to sell some TSLA to fund xAI.
open.substack.com/pub/bradmunc...
Why Tesla is Being Pumped: xAI Needs a Bailout Like SolarCity Did
Musk is desperate to keep his AI startup alive, which is why the vote to allow Tesla to invest in xAI is urgent and more important than his $1 trillion pay package.
open.substack.com
November 7, 2025 at 3:37 AM
Really worth a read. #$TSLA
Also will flag:
- China's AI beating US on a fraction of the power usage
- The chips/robots/robocars all require rare earths in a full mine to magnet supply chain. China has the US on a 6mo leash (export licensee are 6mo not 12mo) and.. 1/2
Also will flag:
- China's AI beating US on a fraction of the power usage
- The chips/robots/robocars all require rare earths in a full mine to magnet supply chain. China has the US on a 6mo leash (export licensee are 6mo not 12mo) and.. 1/2
Tesla investing in xAI is in limbo due to many abstentions to the vote.
xAI's survival is more crucial to Musk than his $1TR bonus award. I removed the paywall from a 9/26 report on this given today's tepid response.
Musk may need to sell some TSLA to fund xAI.
open.substack.com/pub/bradmunc...
xAI's survival is more crucial to Musk than his $1TR bonus award. I removed the paywall from a 9/26 report on this given today's tepid response.
Musk may need to sell some TSLA to fund xAI.
open.substack.com/pub/bradmunc...
Why Tesla is Being Pumped: xAI Needs a Bailout Like SolarCity Did
Musk is desperate to keep his AI startup alive, which is why the vote to allow Tesla to invest in xAI is urgent and more important than his $1 trillion pay package.
open.substack.com
November 7, 2025 at 12:16 AM
Tesla investing in xAI is in limbo due to many abstentions to the vote.
xAI's survival is more crucial to Musk than his $1TR bonus award. I removed the paywall from a 9/26 report on this given today's tepid response.
Musk may need to sell some TSLA to fund xAI.
open.substack.com/pub/bradmunc...
xAI's survival is more crucial to Musk than his $1TR bonus award. I removed the paywall from a 9/26 report on this given today's tepid response.
Musk may need to sell some TSLA to fund xAI.
open.substack.com/pub/bradmunc...
The vote result of whether Tesla can invest in xAI wasn't announced?
This was more important than Musk's pay package (which he got), and is why Tesla's stock is struggling in the after hours.
xAI should burn ~2x 2025's $13BN in 2026. Musk may have to sell shares to fund this if it's voted down.
This was more important than Musk's pay package (which he got), and is why Tesla's stock is struggling in the after hours.
xAI should burn ~2x 2025's $13BN in 2026. Musk may have to sell shares to fund this if it's voted down.
November 6, 2025 at 10:30 PM
The vote result of whether Tesla can invest in xAI wasn't announced?
This was more important than Musk's pay package (which he got), and is why Tesla's stock is struggling in the after hours.
xAI should burn ~2x 2025's $13BN in 2026. Musk may have to sell shares to fund this if it's voted down.
This was more important than Musk's pay package (which he got), and is why Tesla's stock is struggling in the after hours.
xAI should burn ~2x 2025's $13BN in 2026. Musk may have to sell shares to fund this if it's voted down.
Spot the Musk Fluffers. I'll start.
$TSLA
$TSLA
November 6, 2025 at 11:17 AM
Spot the Musk Fluffers. I'll start.
$TSLA
$TSLA
If Musk gets his $1 trillion award & approval for Tesla to invest in xAI: buy the rumor, "SELL THE NEWS".
If Musk gets his $1 trillion award, but no approval for Tesla to invest in xAI: "SELL THE NEWS" more significant.
If Musk gets neither, "LOOK OUT BELOW".
$TSLA
If Musk gets his $1 trillion award, but no approval for Tesla to invest in xAI: "SELL THE NEWS" more significant.
If Musk gets neither, "LOOK OUT BELOW".
$TSLA
November 6, 2025 at 10:58 AM
If Musk gets his $1 trillion award & approval for Tesla to invest in xAI: buy the rumor, "SELL THE NEWS".
If Musk gets his $1 trillion award, but no approval for Tesla to invest in xAI: "SELL THE NEWS" more significant.
If Musk gets neither, "LOOK OUT BELOW".
$TSLA
If Musk gets his $1 trillion award, but no approval for Tesla to invest in xAI: "SELL THE NEWS" more significant.
If Musk gets neither, "LOOK OUT BELOW".
$TSLA
Don't mess with Tesla? 😂
Oct-2025 sales % YoY:
Sweden: -89%
Denmark: -86%
Belgium: -69%
Finland: -68%
Austria: -65%
Suisse: -60%
Portugal: -59%
Germany: -54%
Norway: -50%
NL: -48%
UK: -47%
Italy: -47%
Spain: -31%
China: -10%
France: +2% (new subsidies)
Oct-2025 sales % YoY:
Sweden: -89%
Denmark: -86%
Belgium: -69%
Finland: -68%
Austria: -65%
Suisse: -60%
Portugal: -59%
Germany: -54%
Norway: -50%
NL: -48%
UK: -47%
Italy: -47%
Spain: -31%
China: -10%
France: +2% (new subsidies)
November 5, 2025 at 12:25 PM
Don't mess with Tesla? 😂
Oct-2025 sales % YoY:
Sweden: -89%
Denmark: -86%
Belgium: -69%
Finland: -68%
Austria: -65%
Suisse: -60%
Portugal: -59%
Germany: -54%
Norway: -50%
NL: -48%
UK: -47%
Italy: -47%
Spain: -31%
China: -10%
France: +2% (new subsidies)
Oct-2025 sales % YoY:
Sweden: -89%
Denmark: -86%
Belgium: -69%
Finland: -68%
Austria: -65%
Suisse: -60%
Portugal: -59%
Germany: -54%
Norway: -50%
NL: -48%
UK: -47%
Italy: -47%
Spain: -31%
China: -10%
France: +2% (new subsidies)
If Musk doesn't get the cult members to vote in favor of Tesla taking a stake in xAI, it'll be worse for him than not getting his $1 trillion pay package approved.
He'll have to sell more TSLA shares to bail xAI out. They burned through $12 billion in the 14 months through July 2025.
He'll have to sell more TSLA shares to bail xAI out. They burned through $12 billion in the 14 months through July 2025.
November 5, 2025 at 8:02 AM
If Musk doesn't get the cult members to vote in favor of Tesla taking a stake in xAI, it'll be worse for him than not getting his $1 trillion pay package approved.
He'll have to sell more TSLA shares to bail xAI out. They burned through $12 billion in the 14 months through July 2025.
He'll have to sell more TSLA shares to bail xAI out. They burned through $12 billion in the 14 months through July 2025.
A look at Q3 results at Tesla , GM and Ford shows how weak Tesla's earnings power is, despite a huge rush for EVs in Q3.
Exports from China remain key for profits, but they're -19% YTD & falling more.
With US ZEV credits gone, 2026 should be horrible.
bradmunchen.substack.com/p/take-the-m...
Exports from China remain key for profits, but they're -19% YTD & falling more.
With US ZEV credits gone, 2026 should be horrible.
bradmunchen.substack.com/p/take-the-m...
Take the Money and Run: Tesla Faces Losses as Musk Faces a $1 Trillion Pay Package
A review of Q3 financials shows how weak Tesla's profitability has become even when its largest market sees a rush in EV demand. 2026 should be a sea of red ink.
bradmunchen.substack.com
November 4, 2025 at 8:34 PM
A look at Q3 results at Tesla , GM and Ford shows how weak Tesla's earnings power is, despite a huge rush for EVs in Q3.
Exports from China remain key for profits, but they're -19% YTD & falling more.
With US ZEV credits gone, 2026 should be horrible.
bradmunchen.substack.com/p/take-the-m...
Exports from China remain key for profits, but they're -19% YTD & falling more.
With US ZEV credits gone, 2026 should be horrible.
bradmunchen.substack.com/p/take-the-m...
Reposted by Motorhead
If this is not the Tesla accounting fraud that everyone is looking for, then somebody has to explain to me why it’s not. They added 1.69 billion of resale value guarantees in Q3! That is $3380 per _delivered_ vehicle (but keep in mind its all lease related). Isnt this insane?
October 23, 2025 at 10:47 AM
If this is not the Tesla accounting fraud that everyone is looking for, then somebody has to explain to me why it’s not. They added 1.69 billion of resale value guarantees in Q3! That is $3380 per _delivered_ vehicle (but keep in mind its all lease related). Isnt this insane?
Reposted by Motorhead
I was meaning to post this the other week; the Washington Post now has fewer subscribers than the membership of the Green Party of England and Wales
Some news: The Washington Post is preparing to cut newsroom staff even after several high profile exits. Bezos’ new opinion editor has privately told people The Post is in “severe financial distress.” Details in @status.news www.status.news/p/washington...
Pain at The Post
As morale sinks and top talent exits, staffers at The Washington Post are bracing for more pain ahead of the holidays—raising questions about Will Lewis’ leadership, nearly two years into his tenure a...
www.status.news
October 23, 2025 at 1:24 PM
I was meaning to post this the other week; the Washington Post now has fewer subscribers than the membership of the Green Party of England and Wales
If you can't grow your profits or margins on 11% YoY revenue growth, you're Tesla. And you're screwed from this quarter, without the $7,500 EV subsidies and ZEV credits in the US.
bradmunchen.substack.com/p/teslas-q3-...
bradmunchen.substack.com/p/teslas-q3-...
Tesla's Q3 EPS Misses by 15% and Profitability Struggles
The weak improvement in profit margins, despite the surge in revenues, points to potential losses in 2026.
bradmunchen.substack.com
October 23, 2025 at 12:17 PM
If you can't grow your profits or margins on 11% YoY revenue growth, you're Tesla. And you're screwed from this quarter, without the $7,500 EV subsidies and ZEV credits in the US.
bradmunchen.substack.com/p/teslas-q3-...
bradmunchen.substack.com/p/teslas-q3-...
Reposted by Motorhead
The former head of NASA Jim Bridenstine warned Congress that the reliance on SpaceX to get America back on the moon was fraught with peril.
This is a prudent move to possibly ditch SpaceX.
www.cnbc.com/2025/10/20/n...
This is a prudent move to possibly ditch SpaceX.
www.cnbc.com/2025/10/20/n...
Transportation Secretary Duffy says Musk's SpaceX is behind on moon trip and he will reopen contracts
Duffy said he will open the contract to other space companies that can help get to the moon quicker as it races against China.
www.cnbc.com
October 21, 2025 at 10:19 AM
The former head of NASA Jim Bridenstine warned Congress that the reliance on SpaceX to get America back on the moon was fraught with peril.
This is a prudent move to possibly ditch SpaceX.
www.cnbc.com/2025/10/20/n...
This is a prudent move to possibly ditch SpaceX.
www.cnbc.com/2025/10/20/n...
Musk insults Sean Duffy, the US Secretary of the Department of Transportation (DOT) in this tweet.
Few realize how bad this is, as the DOT controls NHTSA, the US traffic safety regulator, which needs to approve Tesla's Cybercab to be produced in 2026 without a steering wheel or gas/brake pedals.
Few realize how bad this is, as the DOT controls NHTSA, the US traffic safety regulator, which needs to approve Tesla's Cybercab to be produced in 2026 without a steering wheel or gas/brake pedals.
October 21, 2025 at 9:48 AM
Musk insults Sean Duffy, the US Secretary of the Department of Transportation (DOT) in this tweet.
Few realize how bad this is, as the DOT controls NHTSA, the US traffic safety regulator, which needs to approve Tesla's Cybercab to be produced in 2026 without a steering wheel or gas/brake pedals.
Few realize how bad this is, as the DOT controls NHTSA, the US traffic safety regulator, which needs to approve Tesla's Cybercab to be produced in 2026 without a steering wheel or gas/brake pedals.