Tesla's German factory is another cash-burning vanity project of Musk like the Cybertruck. Tesla's 2025 sales growth: Norway (EV tax hike in '26): +41% YoY Sweden: -67% Belgium: -53% NL: -45% YoY France: -38% Denmark: -38% Finland: -30% Italy: -18% Portugal: -13% UK: -10% Spain: -4% Total: -25%

Tough scene for Tesla Robotaxi in Austin, where they racked up 8 crashes between July and October. Still no definitive show of "removing the safety drivers" by year end, as Musk declared on Dec-8th, Tesla is obviously in full panic mode.

Tesla posted its Q4 survey of consensus deliveries on its website for the first time ever yesterday. It's a desperate sign of Tesla trying to lower the benchmark in order to show a beat. And still no paid driverless rides in Austin. bradmunchen.substack.com/p/tesla-sets...

Tesla is shrinking the supply of robotaxi rides in Austin. That 8th supervised robotaxi crash in Oct must've been bad. Tesla made more redactions in that crash report than usual, including even what the robotaxi crashed with. Paid driverless rides for the public in Austin are highly unlikely.

Despite Musk's hype, Tesla can't do paid driverless rides in Austin, which sets up his fans for a huge disappointment. Musk lies again by promising "driverless rides" in Austin by "year end". bradmunchen.substack.com/p/teslas-8-r...

Tesla only submitted autonomous miles to the CA DMV twice & it was always a grift: 2016: 550 miles due to repeated retakes for the "Paint it Black" video. 2019: 12 miles for Autonomy Day, where Musk said 1M robotaxis in 2020. Tesla did a $2.8BN cap raise 8 days later. But, still no robotaxis.

Tesla "robotaxis" glitched up while driving in the rain over the weekend in SF. One kept trying to pull over (LEFT), while another had repeated disengagements (RIGHT). Both saw the safety driver take over. I pray for Austin if Musk really removes the safety drivers by year end, as promised.

Why did CBS delete this promo and cancel this from airing in full?

Tesla "robotaxi" had 30 disengagements during a 20 minute ride in the Bay Area because it was raining. Support told the driver to take over as the rain was "really bothering the front fascia/camera". Will Musk really have the balls to remove the Austin safety drivers?

“.. Not since the U.S. allied with Joseph Stalin during the Lend Lease Act has a White House official enjoyed such frequent, personal access to a Russian or Soviet leader. “Witkoff has yet to visit Ukraine.” @wsj.com www.wsj.com/world/putin-...

MAGA: I voted for this! $400 million ballroom. Triumphal arch. Qatari jet. Renaming an arts center. Foreign crypto deals. Blowing up boats. Saudi golf resorts. High tariffs on goods. Record deficits. Epstein cover up. Pardons for drug traffickers and rich fraudsters.

If you see that the Uber or Lyft you ordered is a Tesla, you can cancel free of charge within 2 to 5 minutes.

Nobody cares. 🤷‍♂️ Mon (Dec-15) NHTSA reports Tesla's 8th robotaxi crash. Tue (Dec-16) CA judge rules that FSD is a fraud. Now (Dec-19) Texas DMV is using the CA DMV's playbook to deal with Musk's illegal plan to go "driverless" by year-end. bradmunchen.substack.com/p/tesla-will...

Grok shows how far FSD is from being solved vs rivals using sensor fusion. While Musk owns Texas, its new AV laws will likely prevent Tesla robotaxis from going driverless, as he proclaimed last week. And after the CA judge's ruling that FSD isn't "autonomous", all state DMVs will be skeptical.

Tesla is in full panic mode after a CA judge ruled that they deceived customers by saying Autopilot & FSD are "fully autonomous" even though they're not. They're downplaying it, saying no one complained. They forgot the FSD fraud class action in CA with 20K+ members (Case No. 3:22-cv-05240).

The CA DMV won their lawsuit vs Tesla for FSD fraud & will suspend Tesla's sales & output in CA for 30 days. The profit impact (<$1B) is nothing. The legal precedent is huge: FSD is not "self-driving" & Tesla lies. This bolsters 2 class actions against $TSLA FSD fraud & more. A quick 🧵 1/6

Ashok obviously has no clue about what it means to be someone's bitch in prison versus being Elon's bitch.

After seeing Morgan Stanley's new $TSLA analyst awarding a $210bn ($60/share) valuation for Tesla's (non-existent) Optimus program, I've been gathering a list of Musk's "fails". Interesting to find that, since his "homerun" with the Model Y, Musk's been on a non-stop downward spiral of innovation.

Morgan Stanley's new Tesla analyst cut his rating to Hold from Buy, with a price target of $425 ($1.5tr market cap). He's negative, given his 34% cut to Tesla's Auto & Energy valuations to $95/share. But, he makes up for this by hiking non-existent business valuations by 106% to $330/share. 🤡

Tesla's UK sales don't seem to be doing so good!

The top-10 carmakers by market cap make up 75% of global passenger car sales. Tesla makes up less than 2%. The Tesla bubble will be widely documented in history books.

Since I haven’t seen anyone mention this: When the U.S. commits war crimes it puts our troops in danger also, as it gives a green light to other countries that they can do the same to us

Despite aggressive (1.99%) financing programs and below-cost lease deals, almost all trims of Tesla's Model 3 & Y are "Available Today" in America. Barring some kind of miracle, Tesla should be swimming in red ink and incinerating cash in 2026.

The Realization™ Tesla owner using the new 30-day free FSD trial almost gets T-boned, among other things, while using the software. The last time Musk launched a 30-day free FSD trial for Tesla owners in March 2024, only 2% chose to buy/rent the flawed product.

I don't see how Tesla's Model 3 can survive if Benz can offer an alternative EV this cheap, with this kind of performance, on top of the 15% tariff that it's charged in the US. Imagine what this model does to Tesla in Europe, where Benz pays no tariffs.

Tesla's stock is resilient amid the market sell-off & a slew of bad news. The CA DMV ruling will be out by Dec-22nd, and could be really horrible. But there's much more bad news that Tesla should've traded down on since Musk got his $1 trillion pay package. open.substack.com/pub/bradmunc...

lmao

Great thread of articles here on the dangers & legal liabilities faced by Tesla over FSD & other quality issues. Musk is untouchable by US regulators so it'll be independent or class-action lawsuits that serve justice in the end. Next one up by Dec-22: CA DMV lawsuit vs Tesla for consumer fraud.

This is near 100% confirmation that Tesla won't get a permit to roll out FSD Supervised in Europe. My hunch is that the Regulator needs Tesla's FSD data, which Tesla has refused to submit even to regulators in California since 2014. I wonder what Tesla has to hide?

Dan Loeb called this guy "the genius of our time". 😅 Many morons believe he'll have a driverless ride-hailing service operating next year. 🤣 Both NHTSA's new head & his boss (whom Musk called "Sean Dummy") would love to see him fail. I guess that's a form of genius. 🤷‍♂️

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...

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...

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...

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.

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...

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?

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...

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.

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

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.

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%. 💀☠️

"'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. 😆

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".

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.

New EV registrations in Germany for October 2025, top 20: As you can see, no #Tesla

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!

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. 😂