Motorhead

with a hat-tip to @bradmunchen.bsky.social, I have 2 comments. first, Kara Swisher played a key role mythologizing Apartheid Clyde early days. she is the Mark Burnett of tech journalists. she's since course-corrected, admirably so, but it just goes to show how mobsters repay fawning coverage.

If you've ever wondered why Elon Musk is such a sick, twisted fuck, look no further than his father, Errol: He had a child with his own stepdaughter & thinks the age of consent should be 12. $TSLA $SPCX

Tesla's Cybercab has gone from the crown jewel of its valuation to a potential liability due to NHTSA's heavy-handed Special Order. Musk fucked around & is about to find out, unless Trump can save him (which would entail cutting safety standards that save lives). tinyurl.com/4dvvr5v4

"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...

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

german porn is just so weird

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...

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...

In the history of Musk's best inventions (stock pumps), this was the worst. $TSLA bradmunchen.substack.com/p/teslas-cyb...

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

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.

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

Musk is toxic. Tesla will have trouble selling their old, stale 1.5 models in the US. $TSLA

This is what happens when you elect a leader with a brain. America should try that.

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...

phenomenal joke gone viral on his own shithole app is a thing I love for Apartheid Clyde 🧢 @bradmunchen.bsky.social

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"

How to get banned from Twitter by Elon Musk.

Time for the classics

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

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

Funny how no one asked russia to halt strikes on Ukrainian civilians.

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!

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

Ouch! #TeslaTakedown

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

A brave firefighter used an oxygen mask to revive a dog that had lost consciousness from inhaling smoke during a fire. Original post

$TSLA $SPCX www.scmp.com/business/chi...

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

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...

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-...

43-time Club Champion.

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. 😆

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...

The Realization™ $TSLA

There's never been a clearer sign of: 1) How bad the cash burn at SpaceX & Tesla is 2) How desperate it's made Musk (eg, amputating Giga Shanghai) 3) How hard it'll be to merge SPCX & TSLA 4) How likely it is that $TSLA & $SPCX shareholders get "Musked" in the process www.wsj.com/business/aut...

This is why Job #1 for the Dems must be to overturn Citizens United immediately. It's caused enough problems for an eternity.

Tesla proudly tweets about having produced its 10 millionth car only 6 years after its 1 millionth, something Toyota does every 10 months. This is how starved Tesla is for any grain of positive news. $TSLA

It's a good thing that Tesla doesn't have to refund customers for features never delivered. It would bankrupt them.

I wonder how many senior Dems in Congress have seen this exchange between the 2 Musk brothers, where the dumber one admits they were illegal immigrants in the US when they received seed money. $TSLA

You can never see this enough.

My hedge fund colleagues and I had a term for brokers as stupid as this person: "Dangerous Idiots". They sound more intelligent than average, but can lose you tons of money if you follow their advice. @teslaboomermama09.bsky.social $TSLA

The Musk fluffers got their Cybercab talking points, now 3 months in production without 1 paid ride or 1 sale to a customer. This epic waste of R&D and development time is proof that Musk is not a genius, but a moron. The $25K Model 2 could've sold like hot cakes by now. $TSLA

Anyone who still believes that Tesla is on the "cusp", or even a year away, from scaling a driverless ride-hailing service, take a look at this from Tampa, FL yesterday. $TSLA $TSLAQ

Great takedown of Elon Musk's image as a "genius", which is a total misconception. $TSLA is -16% YTD vs the Nasdaq's +15%, while $SPCX is now one of the most disappointing IPOs on record. People are realizing how full of shit Musk is with all of this "Robotaxi" & "orbital data center" hype.

Tesla remote operator crashed a ‘Robotaxi’ in Houston, NHTSA data shows "Tesla filed four new “Robotaxi” crash reports with NHTSA. Tthe most revealing one involves a Tesla remote operator driving the vehicle into a tree stump in Houston." $TSLA $SPCX #SPACEX #XAI electrek.co/2026/07/20/t...