Subscribe
Sign in
Home
Notes
Chat
Archive
About
Tesla Will Fail to Go Driverless in 2026
The FSD fraud ruling by a California judge and recent robotaxi crash data in Austin will make all state regulators wary about granting Tesla driverless…
Dec 19, 2025
•
Motorhead
31
12
6
Latest
Top
Discussions
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…
12 hrs ago
•
Motorhead
13
1
Tesla's China Operations Are Getting Crushed
While exports were up by 113% YoY, domestic sales in China were down by 45% YoY, which is bad, given that 75% of Tesla's China output is for the…
Feb 13
•
Motorhead
16
5
Elon Musk: When in Doubt, Lie and Merge
Why is there talk of a Tesla + SpaceX + xAI 3-way merger now? Because Musk knows that Tesla & xAI are staring into the abyss.
Feb 3
•
Motorhead
27
10
2
Tesla Q4 2025 Results: 2026 Cash Burn All But Confirmed
While Q4 2025 EPS beat by 25%, guidance of over $20 billion in 2026 capex assures huge cash burn if carried out.
Jan 29
•
Motorhead
22
14
2
Tesla Q4 2025 Earnings Preview: 33% EPS Miss
While my estimates might be too bearish, consensus estimates are way too bullish.
Jan 27
•
Motorhead
23
5
1
More Tesla Driverless PR Stunts in Austin
Musk's "Robotaxi" circus act continues ahead of stricter Texas AV laws from May 28th.
Jan 23
•
Motorhead
15
4
Cybercab Hearings and FSD Sales Cancelation
House hearing on Cybercab instead of AVs in general, followed by Musk tweeting FSD will be subscription-only from Valentine's Day
Jan 14
•
Motorhead
19
5
4
See all
Motorhead
Fundamental analysis of Tesla, its major automotive rivals, and the electric vehicle supply chain.
Subscribe
Recommendations
View all 27
The Merciless Trade
Eric S Lipchus
Sinocism
Bill Bishop
Substack FAQ
Linda
Conks
Conks
MeTacheles
Sascha Pallenberg
Motorhead
Subscribe
About
Archive
Recommendations
Sitemap
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts