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/
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?
Reposted by Motorhead
“.. Not since the U.S. allied with Joseph Stalin during the Lend Lease Act has a White House official enjoyed such frequent, personal access to a Russian or Soviet leader.
“Witkoff has yet to visit Ukraine.”
@wsj.com
www.wsj.com/world/putin-...
“Witkoff has yet to visit Ukraine.”
@wsj.com
www.wsj.com/world/putin-...
December 20, 2025 at 4:28 PM
“.. Not since the U.S. allied with Joseph Stalin during the Lend Lease Act has a White House official enjoyed such frequent, personal access to a Russian or Soviet leader.
“Witkoff has yet to visit Ukraine.”
@wsj.com
www.wsj.com/world/putin-...
“Witkoff has yet to visit Ukraine.”
@wsj.com
www.wsj.com/world/putin-...
Reposted by Motorhead
MAGA: I voted for this!
$400 million ballroom.
Triumphal arch.
Qatari jet.
Renaming an arts center.
Foreign crypto deals.
Blowing up boats.
Saudi golf resorts.
High tariffs on goods.
Record deficits.
Epstein cover up.
Pardons for drug traffickers and rich fraudsters.
$400 million ballroom.
Triumphal arch.
Qatari jet.
Renaming an arts center.
Foreign crypto deals.
Blowing up boats.
Saudi golf resorts.
High tariffs on goods.
Record deficits.
Epstein cover up.
Pardons for drug traffickers and rich fraudsters.
December 20, 2025 at 1:25 AM
MAGA: I voted for this!
$400 million ballroom.
Triumphal arch.
Qatari jet.
Renaming an arts center.
Foreign crypto deals.
Blowing up boats.
Saudi golf resorts.
High tariffs on goods.
Record deficits.
Epstein cover up.
Pardons for drug traffickers and rich fraudsters.
$400 million ballroom.
Triumphal arch.
Qatari jet.
Renaming an arts center.
Foreign crypto deals.
Blowing up boats.
Saudi golf resorts.
High tariffs on goods.
Record deficits.
Epstein cover up.
Pardons for drug traffickers and rich fraudsters.
If you see that the Uber or Lyft you ordered is a Tesla, you can cancel free of charge within 2 to 5 minutes.
December 20, 2025 at 1:42 PM
If you see that the Uber or Lyft you ordered is a Tesla, you can cancel free of charge within 2 to 5 minutes.
Nobody cares. 🤷♂️
Mon (Dec-15)
NHTSA reports Tesla's 8th robotaxi crash.
Tue (Dec-16)
CA judge rules that FSD is a fraud.
Now (Dec-19)
Texas DMV is using the CA DMV's playbook to deal with Musk's illegal plan to go "driverless" by year-end.
bradmunchen.substack.com/p/tesla-will...
Mon (Dec-15)
NHTSA reports Tesla's 8th robotaxi crash.
Tue (Dec-16)
CA judge rules that FSD is a fraud.
Now (Dec-19)
Texas DMV is using the CA DMV's playbook to deal with Musk's illegal plan to go "driverless" by year-end.
bradmunchen.substack.com/p/tesla-will...
Tesla Will Fail to Go Driverless in 2026
The FSD fraud ruling by a California judge and recent robotaxi crash data in Austin will make all state regulators wary about granting Tesla driverless permits.
bradmunchen.substack.com
December 19, 2025 at 8:08 PM
Nobody cares. 🤷♂️
Mon (Dec-15)
NHTSA reports Tesla's 8th robotaxi crash.
Tue (Dec-16)
CA judge rules that FSD is a fraud.
Now (Dec-19)
Texas DMV is using the CA DMV's playbook to deal with Musk's illegal plan to go "driverless" by year-end.
bradmunchen.substack.com/p/tesla-will...
Mon (Dec-15)
NHTSA reports Tesla's 8th robotaxi crash.
Tue (Dec-16)
CA judge rules that FSD is a fraud.
Now (Dec-19)
Texas DMV is using the CA DMV's playbook to deal with Musk's illegal plan to go "driverless" by year-end.
bradmunchen.substack.com/p/tesla-will...
Grok shows how far FSD is from being solved vs rivals using sensor fusion.
While Musk owns Texas, its new AV laws will likely prevent Tesla robotaxis from going driverless, as he proclaimed last week.
And after the CA judge's ruling that FSD isn't "autonomous", all state DMVs will be skeptical.
While Musk owns Texas, its new AV laws will likely prevent Tesla robotaxis from going driverless, as he proclaimed last week.
And after the CA judge's ruling that FSD isn't "autonomous", all state DMVs will be skeptical.
December 17, 2025 at 3:46 PM
Grok shows how far FSD is from being solved vs rivals using sensor fusion.
While Musk owns Texas, its new AV laws will likely prevent Tesla robotaxis from going driverless, as he proclaimed last week.
And after the CA judge's ruling that FSD isn't "autonomous", all state DMVs will be skeptical.
While Musk owns Texas, its new AV laws will likely prevent Tesla robotaxis from going driverless, as he proclaimed last week.
And after the CA judge's ruling that FSD isn't "autonomous", all state DMVs will be skeptical.
Tesla is in full panic mode after a CA judge ruled that they deceived customers by saying Autopilot & FSD are "fully autonomous" even though they're not.
They're downplaying it, saying no one complained.
They forgot the FSD fraud class action in CA with 20K+ members (Case No. 3:22-cv-05240).
They're downplaying it, saying no one complained.
They forgot the FSD fraud class action in CA with 20K+ members (Case No. 3:22-cv-05240).
December 17, 2025 at 4:53 AM
Tesla is in full panic mode after a CA judge ruled that they deceived customers by saying Autopilot & FSD are "fully autonomous" even though they're not.
They're downplaying it, saying no one complained.
They forgot the FSD fraud class action in CA with 20K+ members (Case No. 3:22-cv-05240).
They're downplaying it, saying no one complained.
They forgot the FSD fraud class action in CA with 20K+ members (Case No. 3:22-cv-05240).
The CA DMV won their lawsuit vs Tesla for FSD fraud & will suspend Tesla's sales & output in CA for 30 days.
The profit impact (<$1B) is nothing. The legal precedent is huge: FSD is not "self-driving" & Tesla lies.
This bolsters 2 class actions against $TSLA FSD fraud & more.
A quick 🧵
1/6
The profit impact (<$1B) is nothing. The legal precedent is huge: FSD is not "self-driving" & Tesla lies.
This bolsters 2 class actions against $TSLA FSD fraud & more.
A quick 🧵
1/6
December 17, 2025 at 2:23 AM
The CA DMV won their lawsuit vs Tesla for FSD fraud & will suspend Tesla's sales & output in CA for 30 days.
The profit impact (<$1B) is nothing. The legal precedent is huge: FSD is not "self-driving" & Tesla lies.
This bolsters 2 class actions against $TSLA FSD fraud & more.
A quick 🧵
1/6
The profit impact (<$1B) is nothing. The legal precedent is huge: FSD is not "self-driving" & Tesla lies.
This bolsters 2 class actions against $TSLA FSD fraud & more.
A quick 🧵
1/6
Ashok obviously has no clue about what it means to be someone's bitch in prison versus being Elon's bitch.
December 15, 2025 at 7:01 PM
Ashok obviously has no clue about what it means to be someone's bitch in prison versus being Elon's bitch.
After seeing Morgan Stanley's new $TSLA analyst awarding a $210bn ($60/share) valuation for Tesla's (non-existent) Optimus program, I've been gathering a list of Musk's "fails".
Interesting to find that, since his "homerun" with the Model Y, Musk's been on a non-stop downward spiral of innovation.
Interesting to find that, since his "homerun" with the Model Y, Musk's been on a non-stop downward spiral of innovation.
December 9, 2025 at 5:47 PM
After seeing Morgan Stanley's new $TSLA analyst awarding a $210bn ($60/share) valuation for Tesla's (non-existent) Optimus program, I've been gathering a list of Musk's "fails".
Interesting to find that, since his "homerun" with the Model Y, Musk's been on a non-stop downward spiral of innovation.
Interesting to find that, since his "homerun" with the Model Y, Musk's been on a non-stop downward spiral of innovation.
Morgan Stanley's new Tesla analyst cut his rating to Hold from Buy, with a price target of $425 ($1.5tr market cap).
He's negative, given his 34% cut to Tesla's Auto & Energy valuations to $95/share.
But, he makes up for this by hiking non-existent business valuations by 106% to $330/share. 🤡
He's negative, given his 34% cut to Tesla's Auto & Energy valuations to $95/share.
But, he makes up for this by hiking non-existent business valuations by 106% to $330/share. 🤡
December 8, 2025 at 6:27 PM
Morgan Stanley's new Tesla analyst cut his rating to Hold from Buy, with a price target of $425 ($1.5tr market cap).
He's negative, given his 34% cut to Tesla's Auto & Energy valuations to $95/share.
But, he makes up for this by hiking non-existent business valuations by 106% to $330/share. 🤡
He's negative, given his 34% cut to Tesla's Auto & Energy valuations to $95/share.
But, he makes up for this by hiking non-existent business valuations by 106% to $330/share. 🤡
Reposted by Motorhead
Tesla's UK sales don't seem to be doing so good!
December 4, 2025 at 2:49 PM
Tesla's UK sales don't seem to be doing so good!
The top-10 carmakers by market cap make up 75% of global passenger car sales.
Tesla makes up less than 2%.
The Tesla bubble will be widely documented in history books.
Tesla makes up less than 2%.
The Tesla bubble will be widely documented in history books.
December 4, 2025 at 2:27 PM
The top-10 carmakers by market cap make up 75% of global passenger car sales.
Tesla makes up less than 2%.
The Tesla bubble will be widely documented in history books.
Tesla makes up less than 2%.
The Tesla bubble will be widely documented in history books.
Reposted by Motorhead
Since I haven’t seen anyone mention this: When the U.S. commits war crimes it puts our troops in danger also, as it gives a green light to other countries that they can do the same to us
December 2, 2025 at 4:27 AM
Since I haven’t seen anyone mention this: When the U.S. commits war crimes it puts our troops in danger also, as it gives a green light to other countries that they can do the same to us
Despite aggressive (1.99%) financing programs and below-cost lease deals, almost all trims of Tesla's Model 3 & Y are "Available Today" in America.
Barring some kind of miracle, Tesla should be swimming in red ink and incinerating cash in 2026.
Barring some kind of miracle, Tesla should be swimming in red ink and incinerating cash in 2026.
December 2, 2025 at 6:17 AM
Despite aggressive (1.99%) financing programs and below-cost lease deals, almost all trims of Tesla's Model 3 & Y are "Available Today" in America.
Barring some kind of miracle, Tesla should be swimming in red ink and incinerating cash in 2026.
Barring some kind of miracle, Tesla should be swimming in red ink and incinerating cash in 2026.
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. 🤷♂️