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
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
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...