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/
Total of 7 crashes in Austin so far (between July & September), despite Tesla "safety monitors" sitting in the front seat. You can't make this stuff up.
futurism.com/advanced-tra...
futurism.com/advanced-tra...
Tesla's Robotaxi Crashes Four Times In a Single Month
Tesla Robotaxis have now crashed at least for times in a single month — and that's just what's been reported so far.
futurism.com
November 25, 2025 at 10:21 PM
Total of 7 crashes in Austin so far (between July & September), despite Tesla "safety monitors" sitting in the front seat. You can't make this stuff up.
futurism.com/advanced-tra...
futurism.com/advanced-tra...
Oh, believe me, we're going to do much better. Here's a sneak preview to how bad things are, albeit possibly too early to judge on just one month of sales.
bradmunchen.substack.com/p/a-quick-lo...
bradmunchen.substack.com/p/a-quick-lo...
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.
bradmunchen.substack.com
November 21, 2025 at 4:47 PM
Oh, believe me, we're going to do much better. Here's a sneak preview to how bad things are, albeit possibly too early to judge on just one month of sales.
bradmunchen.substack.com/p/a-quick-lo...
bradmunchen.substack.com/p/a-quick-lo...
100% agree. 48% market share (number 2 in the state in terms of volume, after Toyota) is too good for them. But they'll be in the gutter from this quarter onward.
November 21, 2025 at 3:15 AM
100% agree. 48% market share (number 2 in the state in terms of volume, after Toyota) is too good for them. But they'll be in the gutter from this quarter onward.
I should change my handle. I'm an auto analyst and love hard rock, so thought it would be a good name. Oh, well.
November 21, 2025 at 3:14 AM
I should change my handle. I'm an auto analyst and love hard rock, so thought it would be a good name. Oh, well.
Because of the subsidy ending, they said they saw North American sales (99% US) rise by "28% sequentially" in Q3, similar to the numbers in CA.
But their sales in Turkey and APAC were very strong due to some one-off factors as well. So from Q4 onwards, they go down the drain.
But their sales in Turkey and APAC were very strong due to some one-off factors as well. So from Q4 onwards, they go down the drain.
November 21, 2025 at 3:08 AM
Because of the subsidy ending, they said they saw North American sales (99% US) rise by "28% sequentially" in Q3, similar to the numbers in CA.
But their sales in Turkey and APAC were very strong due to some one-off factors as well. So from Q4 onwards, they go down the drain.
But their sales in Turkey and APAC were very strong due to some one-off factors as well. So from Q4 onwards, they go down the drain.
You can't make permanent FMVSS without Congress getting involved, and that would be a 3-5+ year process.
November 21, 2025 at 1:07 AM
You can't make permanent FMVSS without Congress getting involved, and that would be a 3-5+ year process.
I think it's over $10bn at 12.5%.
November 20, 2025 at 7:17 PM
I think it's over $10bn at 12.5%.
David Sacks spent part of his childhood in a murderous dictatorship: Apartheid South Africa.
November 19, 2025 at 8:37 AM
David Sacks spent part of his childhood in a murderous dictatorship: Apartheid South Africa.
Didn't need proof, but always nice to get more.
November 19, 2025 at 8:36 AM
Didn't need proof, but always nice to get more.