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Motorhead

@bradmunchen.bsky.social
5.8K followers 953 following 1.2K posts

Auto industry expert here to shitpost about Musk, Tesla & other frauds. More serious industry analysis can be found here: bradmunchen.substack.com

PostsRepliesMedia
Motorhead @bradmunchen.bsky.social · 04/10/2026
"NHTSA originally ordered Tesla to respond by Sep 30 to a long list of questions, but [Tesla] obtained an extension, [NHTSA] told CNBC via email". Great nugget from CNBC's Lora Kolodny. Tesla likely violated federal safety laws purposefully with the Cybercab's design. www.cnbc.com/2026/10/03/t...
cnbc.com
Tesla’s Cybercab had a rocky first month in Austin. Now comes the hard part: expanding
Elon Musk's effort to move beyond auto sales largely relies on the success of his company's Cybercab, which launched in Austin a month ago.
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Ian Miles Schlong @tedcruznipples.com · 19/09/2026
It’s really incredible how much shit this administration does purely in service of the vanity of the cabinet members. Like, is there any reason the American people are supposed to give a shit about this? Is this just a photo op for Pete? There’s no reason we need to see so much of these people.
Secretary of War Pete Hegseth
and U.S. Department of War 
51 minutes ago • 
There is NO better way to kick off the SEND ME TOUR than with early morning PT with the Texas A&M Corps of Cadets.
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Motorhead @bradmunchen.bsky.social · 19/09/2026
The Pentagon uses SpaceX's Grok for supply chain management, as SecDef Pete Hegseth did Musk a solid last year by giving Grok a $200 million contract. Anyone who still thinks Elon Musk is a "genius" needs to seek mental help. $SPCX $TSLA
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Uncle Duke @uncleduke1969.bsky.social · 10/09/2026
german porn is just so weird
A black Volkswagen Beetle rests atop an upside-down white Beetle.
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Carl Quintanilla @carlquintanilla.bsky.social · 04/09/2026
Fetterman text to aide: “Why do I have to keep having to meet with [Children’s Hospital of Philadelphia]?” Aide: “Because they are worried about vaccines and Medicaid cuts.” Fetterman: “Well I’m not.” @wsj.com #PAsen www.wsj.com/politics/pol...
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D.E. Rising @theonetruedoktor.bsky.social · 04/09/2026
Love your stuff, but I absolutely can’t afford the monthly subscription. What I could preview was great. Have a look at my piece if you like. I’m still free thestandarddispatchandmail.substack.com/p/the-cyberc...
thestandarddispatchandmail.substack.com
The Cybercab Launch
We’ve seen this one before. Words on tonight’s event, with a look back at the “We, Robot” party two years ago
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Motorhead @bradmunchen.bsky.social · 04/09/2026
In the history of Musk's best inventions (stock pumps), this was the worst. $TSLA bradmunchen.substack.com/p/teslas-cyb...
bradmunchen.substack.com
Tesla’s Cybercab Event Flops Hard
Musk wasn’t in attendance; few numbers divulged; operational in Austin only, as it doesn’t comply with both federal and local safety standards.
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Motorhead @bradmunchen.bsky.social · 04/09/2026
Every automaker I've met considers the J.D. Power IQ survey as the gold standard.
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Motorhead @bradmunchen.bsky.social · 03/09/2026
This will tank Tesla sales in the US in 2027. Musk is more hated than Trump, so this documentary could be the nail in the coffin. The epic Model S & X are gone because Musk was too lazy to renew them. Carmakers with no new model pipelines tend to die (look at Nissan). $TSLA
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Motorhead @bradmunchen.bsky.social · 03/09/2026
If there is an ousting of the current regime in 2028, aside from jailing everyone who was in on Trump's grift, the Dems should also do all it can to raise the level of education in the US.
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Motorhead @bradmunchen.bsky.social · 03/09/2026
This is the level of English of the person hired by Tesla to run its most important Twitter account, after Musk's. The brain drain at Tesla is immense. $TSLA
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Motorhead @bradmunchen.bsky.social · 03/09/2026
Zeekr has some of the coolest EVs in China.
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Motorhead @bradmunchen.bsky.social · 03/09/2026
Musk is toxic. Tesla will have trouble selling their old, stale 1.5 models in the US. $TSLA
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All Kinds Of Nope @woozleweasels.bsky.social · 28/08/2026
This is what happens when you elect a leader with a brain. America should try that.
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Motorhead @bradmunchen.bsky.social · 28/08/2026
Tesla's "robotaxi" premium is slowly deteriorating, as Musk's promised rollout continues to miss each quarter. This is why he's orchestrating a second "Cybercab Launch" event on September 3rd (pure desperation). Paywall removed in this report. $TSLA bradmunchen.substack.com/p/teslas-rob...
bradmunchen.substack.com
Tesla’s “Robotaxi” Premium is Fading
Tesla’s share price has underperformed the market since Q3 2025, with each of its quarterly earnings misses, indicating a waning interest in Musk’s “robotaxi” ambitions.
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Motorhead @bradmunchen.bsky.social · 26/08/2026
Brilliant. 😂
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iWillVote.com Pollock ➡️ turn 🔔 on @willpollock.com · 25/08/2026
phenomenal joke gone viral on his own shithole app is a thing I love for Apartheid Clyde 🧢 @bradmunchen.bsky.social
Manda's tweet from Leon's hellsite: Elon Musk sounds like the name of a lesbian deoderant
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e.w. niedermeyer @niedermeyer.online · 15/08/2026
this isn't the worst possible story on the topic, but there is literally zero mention of the more than 60 documented US deaths using these systems, or really anything about their safety at all beyond the usual assurances from users that it "does 95% of driving" and is "safer than they are"
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Motorhead @bradmunchen.bsky.social · 16/08/2026
Yes ! 😂
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Motorhead @bradmunchen.bsky.social · 16/08/2026
How to get banned from Twitter by Elon Musk.
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Henrik Johansen 🇩🇰 @henrikjohansen.eurosky.social · 15/08/2026
Time for the classics
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Motorhead @bradmunchen.bsky.social · 15/08/2026
You can tell how far down the ket hole he went since then, as he went from "jack ass" in Dec 2022 to "go fvck yourself" at the NYT Book Deal conference shortly thereafter.
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Motorhead @bradmunchen.bsky.social · 15/08/2026
Many think Elon Musk is a "genius" or the "Edison of our time" (as HF manager Dan Loeb referred to him 😂). This is due to Musk's skill of sounding like an expert on things he knows little about (it's why he's a great liar). Listen to Musk get destroyed when an expert smells his bullshit. $TSLA
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iWillVote.com Pollock ➡️ turn 🔔 on @willpollock.com · 14/08/2026
Kenny Paxton ain't just a philandering scuzzball charged with multiple felonies, he's also a courthouse creeper and thief. #ThePen via @teamtalaricohq.bsky.social
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Kate from Kharkiv @kateinkharkiv.bsky.social · 12/08/2026
Funny how no one asked russia to halt strikes on Ukrainian civilians.
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Motorhead @bradmunchen.bsky.social · 12/08/2026
It's been ludicrous since 2009. That's 17 years of insanity, which, unfortunately, won't end well.
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Motorhead @bradmunchen.bsky.social · 12/08/2026
I count around 6 robotaxi startups in the US. If the average 2027 Price/Earnings multiple for the auto sector is 11x, $TSLA should trade at $25, but it trades at $333 due to its "Robotaxi" premium. $333-25 = $308, which means Tesla's "Robotaxi" premium is priced at $1 trillion. This is insane!
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Motorhead @bradmunchen.bsky.social · 12/08/2026
They're so desperate that they're going after grandmas who shouldn't be driving, and now, people with physical disabilities. It's so cringe, but will likely be yet another piece of evidence for many FSD class actions that will come home to roost. $TSLA
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Motorhead @bradmunchen.bsky.social · 12/08/2026
But Starlink has those huge spectrums they bought from EchoStar last year, so won't that be extra competition?
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Motorhead @bradmunchen.bsky.social · 12/08/2026
How soon until this causes pain to Starlink?
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Tesla Takedown UK @teslatakedownuk.bsky.social · 11/08/2026
Ouch! #TeslaTakedown
yahoo.com
Tesla Faces New Scrutiny After Record 207 Driver-Assist Crashes Reported in One Month
Self-driving technology promised safer roads, but startling new statistics and data suggest that promise hasn’t quite held up. Fuel Cells Works published a detailed report in July 2026, stating that t...
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Motorhead @bradmunchen.bsky.social · 12/08/2026
Note that the Tesla Files, which whistleblower Lukasz Krupski revealed, showed that Tesla removed a crucial FSD chip from cars exported from China during the automotive chip shortage. Tesla shipped 80,560 cars to the UK without this chip between Q4 2021 & at least Q1 2023. Beware & be careful.
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Motorhead @bradmunchen.bsky.social · 11/08/2026
Many Tesla FSD crashes have similarities: here's an FSD crash cluster where Tesla left blank the Precrash Speed of the Tesla, as well as the posted speed limit. Note: 1) 1/3 of the crashes were fatal 2) A string of crashes from Jan-Oct 2022 3) 58% redactions on whether ADAS was on/off
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Massimo (mirror) @rainmaker1973-m.bsky.social · 11/08/2026
A brave firefighter used an oxygen mask to revive a dog that had lost consciousness from inhaling smoke during a fire. Original post
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Sleepin Dogo @sleepindogo.bsky.social · 11/08/2026
$TSLA $SPCX www.scmp.com/business/chi...
scmp.com
Tesla faces uphill battle against Beijing’s new standards for self-driving cars
Data regulation is a key issue facing the US electric vehicle giant in China, according to experts.
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اسلیم کلیک ها @sneakyness.com · 10/08/2026
Just saw another post about it “taking racing lines through mountain roads”, that’s uh… not what I want a robot without LiDAR doing.
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Motorhead @bradmunchen.bsky.social · 11/08/2026
Like many fields in the crash reports, Tesla entered "Unknown" for what the Tesla crashed with, so we won't know.
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Motorhead @bradmunchen.bsky.social · 10/08/2026
Here's the data from NHTSA, to whom Tesla reports its FSD crash data. I also found it hard to believe. The fact that the airbag was deployed could've meant it was slowing down abruptly.
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Motorhead @bradmunchen.bsky.social · 10/08/2026
STRANGEST FSD FATAL CRASH NHTSA ID: 13781-11318 Date: July 2025 Precrash Speed: 4 mph Airbags: Deployed Crashed With: Unknown Road Type: Unknown Tesla Contact Area: Unknown Telematics Data On Hand: Yes EDR Data On Hand: Yes Why so many Unknowns with a 4-mph fatal crash? $TSLA
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Motorhead @bradmunchen.bsky.social · 05/08/2026
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...
bradmunchen.substack.com
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.
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iWillVote.com Pollock ➡️ turn 🔔 on @willpollock.com · 05/08/2026
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-...
autoblog.com
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.
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Ron Filipkowski @ronfilipkowski.bsky.social · 04/08/2026
43-time Club Champion.
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Motorhead @bradmunchen.bsky.social · 04/08/2026
That's not what the article is about. It's an analysis of how much money Musk has taken out of China to prepare for China being too risky, but how retail shareholders are the biggest obstacle to a Tesla-SpaceX merger.
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Motorhead @bradmunchen.bsky.social · 03/08/2026
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. 😆
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Motorhead @bradmunchen.bsky.social · 03/08/2026
Isn't this a bad take on Matt Walsh's "What is a Woman" video?
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Motorhead @bradmunchen.bsky.social · 03/08/2026
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...
open.substack.com
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.
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Motorhead @bradmunchen.bsky.social · 31/07/2026
The Realization™ $TSLA
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Greg Wester @gwestr.me · 31/07/2026
Getting baggy out there
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Motorhead @bradmunchen.bsky.social · 31/07/2026
I hope they at least make it back with their depreciating stock options.
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Motorhead @bradmunchen.bsky.social · 31/07/2026
Serious question: what do you mean by "the market's positioning has already reflected this dynamic"? Because if the market's dynamic had realized the real downside, the stock should be limit-down in the premarket, yet it's up by 3.5%.
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