Coming soon: Elon announces that anyone valuing SpaceX as a rocket company instead of a robotics & AI company is making a mistake. techcrunch.com/2025/11/21/s...

There are so many disgraceful features of the Trump Administration, but its embrace of Putin & betrayal of Ukraine is the very worst of them, and is likely to have the most dire long-term consequences. Why trust the U.S. any longer? www.wsj.com/opinion/trum...

1/ No one, but no one, writes as brilliantly as Kevin D. Williamson @thedispatchmedia.bsky.social.

How fortunate we are that Elon Musk is no longer determined to save humanity with EVs, but instead with artificial intelligence. www.mediaite.com/media/tech/e...

I just read this. I'm dying 😂😂😂 How many days until the end of 2025???? 😂😂😂😂 - finance.yahoo.com/news/stifel-...

Good thing Tesla is no longer a car company. www.bloomberg.com/news/newslet...

Must-listen podcast if you want to understand: - the Texas redistricting fight - how anger makes you crazy - the keen intelligence & fairness of @davidfrenchjag.bsky.social & Sarah Isgur thedispatch.com/podcast/advi...

Whether it’s bragging about military flyovers or nuclear weapons, every day is just an exercise in rubbing the powers of the office all over himself. 🤡

1/ Time for another unpopular opinion here. I think Holman Jenkins, Jr. has it right with at least this part of the analysis:

1/ Tesla got a bit of religion, courtesy of Brett Schreiber, lead attorney in Benavides v. Tesla. x.com/ElectrekCo/s...

Good morning Portland, see you out at the Tesla store in a couple of hours!

Reminder: my Substack is, and (to the extent I have any control) always will be, free. montanaskeptic.substack.com/p/teslas-ann...

1/ Thankfully, we have a serious, intelligent, well-informed Commander-in-Chief in this time of world tension. www.wsj.com/world/middle...

Congrats to Waymo co-CEO Tekedra Mawakana for prompting a step that little old me wasn't able to shame Tesla into nine fucking years (and tens of Autopilot-involved deaths) ago. www.thedailybeast.com/how-tesla-an...

My latest at Substack ponders whether Tesla, at Musk's urging and despite shareholder resistance, will invest in xAI. montanaskeptic.substack.com/p/teslas-ann...

Prepare to be shocked. www.propublica.org/article/kris...

1/ I have, until recently, doubted the Epstein Files really had anything damning about Trump (notwithstanding that I had - and have - no doubt he was a whoremonger and rapist). I thought the Epstein Files stuff was all an alt-right conspiracy theory about all those elite Democrat pedophiles...

Classic Cathie

The "Kimbal Indicator" remains undefeated... $TSLA $TSLAQ

Tesla share price is now down 10% since its closing price just before the start of last week's shareholder meeting. In the words of Bob Dylan, Anyone with any sense had already left town.

Steve Davis is to Elon Musk as Stephen Miller is to Donald Trump.

Tesla's price action since last week's shareholder meeting demonstrates, among many other things, the strong possibility that stock & option trading manipulation by Elon Musk and/or his confederates was responsible for the share price spike preceding the votes on his pay packages.

Another Tesla-Musk documentary about to hit (Nov. 16 premiere in Amsterdam). (Note that the Benavides case has resulted in a large judgment for plaintiff, which Tesla is now attacking on appeal.) Will it matter? TBD variety.com/2025/film/gl...

Dimwitted Bill Pulte, an ignoramus and a troglodyte, fights for a pole position in The Most Corrupt Presidential Administration in U.S. history. www.wsj.com/finance/regu...

“.. Grocery prices. Gas prices. Prescription drug prices. Overall prices. Over just three days, Trump made false claims about all of them. “.. As of September, the year-over-year inflation rate had increased for five consecutive months.” @ddale8.bsky.social www.cnn.com/2025/11/10/p...

"The pole right here, it's been hit several times from high-speed chases. So I came out of my house and saw the car was lodged in between the tree and my house. And then a few minutes later, the car burst into flames. And it was a Tesla, so it's extra dangerous." www.newsbreak.com/wtvr-cbs-6-5...

Fine essay from Rahm Emanuel. Who I hope gets traction in a presidential bid. He could win & be effective. And I say that as a Ronald Reagan conservative. With the Republicans now certifiably Trump insane, someone needs to pull the Democrats to the center. www.wsj.com/opinion/brok...

1/ Stunning and somewhat scary story in the weekend @wsj.com from @emilyglazer.bsky.social. www.wsj.com/tech/biotech...

becky knows- without meeting most targets laid out for him by the board, Musk could still get more than $50B (by hitting a handful of the more attainable goals). there’s also a list of “covered events” that allow Musk to get shares without meeting operational milestones. www.cnbc.com/2025/11/06/t...

1/ "What kind of electric vehicles would we get if policy incentives were genuinely aimed at replacing gasoline-driven miles to produce a net reduction in greenhouse emissions? ...

1/ Sometimes I find @bradmunchen.bsky.social a bit too bearish on Tesla, but not with today's piece. Like me, Motorhead believes Musk will achieve none of the "trillion dollar" tranches. Rather, Proposal 7 (xAI investment) was the crucial vote yesterday. bradmunchen.substack.com/p/the-partys...

The brilliant Kevin D. Williamson @thedispatchmedia.bsky.social has the very best advice Mayor Mamdani will get. Alas, there's no chance Mamdani will take it. thedispatch.com/article/mamd...

The only truly important vote at today's Tesla Church of Scientology meeting. Musk is desperate to raid Tesla's cash for xAI. www.wsj.com/tech/tesla-x...

The danger of surrounding yourself with lickspittles & toadies is that they'll tell you only what they think you want to hear.

🚨 Tesla China Wholesale - October Update 61,497 units sold from the Shanghai factory in Oct. YTD is down 10.2% from 2024, unlikely to improve. Domestic/Export data not yet available. Insurance reg's not published for the past 2 weeks, but it looks like 3/4 of the units were domestic sales.

Justice Alito, doing his best to lean for Trump's tariff arguments, still has some reservations. I'm now thinking 7-2 is best case loss for Trump, but even 9-0 is possible. Neil Katyal is a superb appellate advocate. Makes Sauer look like a carnival barker.

Meanwhile, Trump's natural ally, Elon Musk, continues to screw over Americans in his own special way. www.reuters.com/legal/govern...

Xpeng rolling out some real stuff. Not Musk & Tesla bullshit.

Justice Gorsuch now working Sauer over. We'll need to see how the justices treat the appellees when they stand to argue, but I'm feeling a Trump loss coming up. I count at least six justices with deep skepticism over Sauer's arguments.

John Sauer, besides being a shameless Trump sycophant and a mediocre lawyer, has a very annoying voice.

Continuing to listen to oral argument on tariff case on C-Span. CJ Roberts ain't buying what Sauer is selling.

Following ScotusBlog as argument progresses on tariffs. Sensing some skepticism of Govt's case from both ends of the spectrum.

Schwab lines up behind Musk for Thursday's vote. Just my personal view, but I hope all three corrupt Musk proposals (3 for 208 million shares, 4 for $1T package, & 7 for xAI investment) pass. The worse, the better.

Musk, who has spent the past several months promoting alt-right propaganda and genuflections to Trump, is back in Trump's good graces. Look for SpaceX to be forgiven all its Artemis III sins, and to be awarded more contracts. Some for xAI, too. Sorry to report it, but it's so.

1/ In #TeslaTakedown news today, Tesla sales are dropping hard in Europe... "new car registrations dropped 89% in Sweden, 86% in Denmark, 50% in Norway and 48% in the Netherlands, local industry data showed. Its sales in Spain were down 31% in October..." www.reuters.com/business/aut...

1/ Gerard Baker with a thoughtful piece about Mamdani @wsj.com

NY State Data Month Tesla's Registered 10/24 1,117 9/25 937 10/25 322 (67% drop with the expiration of the federal tax credit) Q4 is going to be a disaster. @montanaskeptic.bsky.social @tbpinvictus.bsky.social