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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/

5,376 Followers  |  888 Following  |  1,096 Posts  |  Joined: 31.05.2023
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Posts by Motorhead (@bradmunchen.bsky.social)

I'm being generous with the "3 years" thing, as carmakers burning cash that long become distressed credit stories.

LiDAR is already $4.5K now, as Waymo makes it in-house. The computer & installation costs are actually the highest, but they will drop when Toyota makes Waymo's cabs.

07.03.2026 22:09 β€” πŸ‘ 1    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

🎯

07.03.2026 21:59 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

The statistics are from Tesla, who reports it to NHTSA, which publishes the data on a monthly basis.

07.03.2026 18:39 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

The analysis is in the report.

07.03.2026 18:38 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

NHTSA, the US traffic safety regulator.

Here's the link: www.nhtsa.gov/laws-regulat...

07.03.2026 18:36 β€” πŸ‘ 1    πŸ” 0    πŸ’¬ 1    πŸ“Œ 0

Tesla can only survive if SpaceX bails them out after going public. And, that would be a hilarious outcome.

07.03.2026 18:20 β€” πŸ‘ 2    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0
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Why does the truth, backed up by facts, rile you up so much?

07.03.2026 18:18 β€” πŸ‘ 2    πŸ” 0    πŸ’¬ 1    πŸ“Œ 0

Comparing those numbers with the entire human driving population is simply bad analysis.

And your apparent dislike of Tesla does not give you the right to spread false or misleading claims.

07.03.2026 17:04 β€” πŸ‘ 0    πŸ” 2    πŸ’¬ 1    πŸ“Œ 0
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And the ones that do have drivers are piloted like this: πŸ‘‡

07.03.2026 15:55 β€” πŸ‘ 25    πŸ” 1    πŸ’¬ 0    πŸ“Œ 0

We're close, I believe. They can only stay at these bubble levels while burning cash this year if they fully rollout paid driverless rides. And that's not going to happen.

07.03.2026 17:22 β€” πŸ‘ 2    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

Some people (hardcore Tesla fans) think that there's massive demand for robotaxis, as no one wants to drive anymore. I disagree, especially if it's with a clearly flawed "self-driving" software.

07.03.2026 17:19 β€” πŸ‘ 2    πŸ” 0    πŸ’¬ 2    πŸ“Œ 0

He's way better than her, as he's not in prison (yet). πŸ˜‰

07.03.2026 17:15 β€” πŸ‘ 5    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0
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For everyone like you who has no problems with FSD, you've got others getting into horrible accidents. The fact is that, even Tesla's Austin "robotaxi" fleet, which has a more advanced version of FSD, is crashing 4x more than human drivers. And that's with a safety driver in front.

07.03.2026 17:14 β€” πŸ‘ 1    πŸ” 1    πŸ’¬ 1    πŸ“Œ 0
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These people are a danger to surrounding cars, cyclists, and pedestrians. The number of fatalities and serious injuries due to FSD breaking traffic laws has spiked. In any normal country, they'd be shut down already.

07.03.2026 17:07 β€” πŸ‘ 4    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

I think Tesla will burn through all of their cash within 3 years, so no, I don't think they can disrupt Waymo. They've hit a dead end with FSD, which now willfully blows through red lights and Tesla can't explain why.

07.03.2026 17:02 β€” πŸ‘ 2    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

🀣

07.03.2026 15:51 β€” πŸ‘ 1    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0
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Why Tesla "Robotaxis" Won't Be Driverless For Another 3 Years Deep dive into FSD crash data shows incidents becoming more dangerous for Tesla owners, while Tesla's Austin robotaxis already crash 4x more frequently than human drivers.

Why Tesla robotaxis can't go driverless:

-4x more likely to crash vs humans
-3x more likely to cause an injury crash vs humans
-FSD knowingly runs red lights/drives the wrong way
-Tesla can't explain why
-Regulatory strangle: 1000s of new FSD crashes found

open.substack.com/pub/bradmunc...

07.03.2026 15:12 β€” πŸ‘ 570    πŸ” 232    πŸ’¬ 111    πŸ“Œ 18
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This is what happens when you indirectly cause oil prices to go up by attacking Iran. πŸ˜‚

$TSLA

07.03.2026 03:15 β€” πŸ‘ 34    πŸ” 8    πŸ’¬ 10    πŸ“Œ 1

How to spell corruption...

c o r FEDERALAPPEALSCOURT r u p t ELON i o TRUMP n.

And that is how you spell FUCK AMERICA :)

06.03.2026 00:01 β€” πŸ‘ 9    πŸ” 2    πŸ’¬ 0    πŸ“Œ 0
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Explore Financial Disclosures From President Trump and 1,500 of His Appointees - ProPublica Use this database to explore potential conflicts of interest for President Donald Trump and his team. The documents disclose positions officials have held outside government, their assets and their de...

NEW: Over the past year, we've been collecting thousands of financial disclosure documents from across the Trump administration. Now we're making them searchable. Look up names, assets, former employers across 1,500+ Trump appointees and 3,000+ ethics documents.

05.03.2026 12:27 β€” πŸ‘ 982    πŸ” 535    πŸ’¬ 20    πŸ“Œ 48
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Funny how robotaxi operators with Level 4 autonomy disclose why their cars crashed, what they crashed into, whether it was within their ODD, etc.

Tesla, which loudly proclaims to have fully self-driving cars, redacts nearly everything, even which FSD version was in use. 🀑

$TSLA

05.03.2026 11:15 β€” πŸ‘ 87    πŸ” 29    πŸ’¬ 8    πŸ“Œ 1
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Elon Musk Deposition Blocked by Appeals Court in DOGE Fight A federal appeals court has for now shielded billionaire Elon Musk from being questioned under oath about his role last year in shuttering the US Agency for International Development.

If at first you don't succeed, try, try, again.

www.bloomberg.com/news/article...

05.03.2026 00:17 β€” πŸ‘ 22    πŸ” 4    πŸ’¬ 3    πŸ“Œ 2
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Tesla… Making Edsel the SECOND most famous automotive joke in history

04.03.2026 23:19 β€” πŸ‘ 13    πŸ” 4    πŸ’¬ 1    πŸ“Œ 0

πŸ˜‚

04.03.2026 18:30 β€” πŸ‘ 1    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

There's only 1 without a safety driver and you can count the number of rides it's given on both hands. Most of the rides are for Tesla influencers who've signed NDAs. I've never seen a man so desperate to create an illusion this elaborate.

04.03.2026 18:16 β€” πŸ‘ 9    πŸ” 0    πŸ’¬ 1    πŸ“Œ 0
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The vast majority of Tesla Robotaxi rides in Austin still have a safety driver In January, Tesla announced its Robotaxis would begin operating without safety monitors. It doesn’t appear to have scaled up much....

Ask yourself this: if Tesla robotaxis were truly safe--they're now 4x worse than humans--why wouldn't Austin be flooded with them?

Prediction: Unless Musk provides data to the Texas DMV verifying that FSD is a Level 4 ADS, driverless rides end after May 28th.

$TSLA

sherwood.news/tech/the-vas...

04.03.2026 17:49 β€” πŸ‘ 44    πŸ” 10    πŸ’¬ 8    πŸ“Œ 0
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This is Beau. He is a textbook example of a golden retriever. They really will try to be friends with anyone. 13/10 for both (IG: beaugoesoutside)

26.02.2026 21:26 β€” πŸ‘ 11281    πŸ” 1547    πŸ’¬ 243    πŸ“Œ 137

Yes, I think they've maxed out their lease exposure, and they're also starting to cut prices again. One of the two has to stop.

26.02.2026 21:29 β€” πŸ‘ 1    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

utterly shocking that repubs (bunch of unserious dinguses) who are protecting sex pests (Space Karen, Donny, his entire cabinet) would call the wrong witnesses and STILL GET DRAGGED FOR FILTH πŸ˜‚

that's a journey they deserve #ExplodingCigar

26.02.2026 21:10 β€” πŸ‘ 11    πŸ” 2    πŸ’¬ 1    πŸ“Œ 0

🀣🀣🀣

26.02.2026 21:26 β€” πŸ‘ 2    πŸ” 0    πŸ’¬ 1    πŸ“Œ 0