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Motorhead

Tens of paid subscribers

Fundamental analysis of Tesla, its major automotive rivals, and the electric vehicle supply chain.

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Substack
PricingFreemiumPublishesTwice weekly
Issues224Founded4 years agoLast Issue14 days ago
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Latest Issues

Tesla Q3 Deliveries Should Beat Estimates

That doesn’t mean profits will be a beat, as Tesla offered higher discounts in Q3 vs Q2.

Tesla should see Q3 2026 deliveries of 484,000, down 2.6% YoY from a record 497,099 in Q3 2025 (ahead of the September-end expiry of the $7,500 US EV...

14 days ago
8
Paid

FSD Crash Update: July Was the Deadliest Month on Record

July saw a new record high number of crashes, including a new record high number of fatalities in a single month.

FSD Supervised is more dangerous than humans: Based on an estimated cumulative level of 2,132 crashes through mid-August, the...

17 days ago
9
7
Paid

Anthropic’s Call for Safety: SpaceX Valuation is in Peril

A slowdown in AI development for the sake of safety should speed up the commoditization of GPUs, which should lead to lower rental prices of xAI’s GPUs.

This is a quick note about what the implications of an “AI slowdown” are for SpaceX an...

a month ago
16
2
Paid

Tesla’s Cybercab Event Flops Hard

Musk wasn’t in attendance; few numbers divulged; operational in Austin only, as it doesn’t comply with both federal and local safety standards.

The Cybercab launch event in Austin yesterday was highly disappointing to Tesla fans who expect...

a month ago
43
5
Paid

Tesla’s Cybercab Squeeze: Sell Into Strength

The Vested Interests are juicing Tesla shares via the options market ahead of this Thursday’s Cybercab launch event, a classic “sell-the-news” opportunity.

After its huge sell-off on bad Q2 results on July 22nd, Tesla shares have gradually...

a month ago
17
3
Paid

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  • Motorhead

    Automotive long/short manager with over two decades of covering global automotive stocks. Focusing on which carmakers navigate deftly through the "EV revolution". Bearish on Tesla and the prospects of significant EV adoption.

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