Top all-time · #8733
Motorhead
Personal blog · bradmunchen.substack.comeconomicsbusiness
Motorhead is a personal blog at bradmunchen.substack.com about economics and business. Since 2023, 9 different Hacker News readers have linked it 9 times, most often “The Tesla Semi from an Insider's View After One Year: "Hot Mess"”. It is still writing: the last post was on 2026-10-30, and you can follow it by feed.
Too few sampled comments (4) to say how often HN recommends it.?
Why HN links it
HN readers link this Substack for its skeptical coverage of Tesla, including an insider report on the Tesla Semi and an argument that Tesla could go bankrupt. Commenters cite it as support for their own views.
Summarised by Claude from a sample of 4 HN comments that link here. Each comment is marked recommending, critical or neutral (citing without judging); how this works.
Fundamental analysis of Tesla, its major automotive rivals, and the electric vehicle supply chain.
Most-linked posts?
- The Tesla Semi from an Insider's View After One Year: "Hot Mess"3 people · 3 mentions · first linked 2023-11-17
What Hacker News says?
I did read them, thanks. I can't articulate it properly without sounding like a conspiracy theory, so I won't. Here is a point of view that's similar to mine: https://bradmunchen.substack.com/p/could-tesla-go-bankrupt-t...
Comment linking /p/could-tesla-go-bankrupt-the-odds
on “Tesla Cybertruck No Match for Car Wash”Submitted The Tesla Files Unveil More Accounting Fraud Than Imagined as a story · 84 points
HN discussionI assume you're referring to this widely circulated blog post [1]? I think what has been written there sounds plausible, but ... I wouldn't write it off as "has worked out terribly" yet. Pepsi is the first one to actually adopt electric trucks, it's inevitable that they're hitting issues now. No one before has ever even considered trying to design an electric vehicle that delivers hundreds of kilowatts of power cont…
Comment linking /p/scoop-the-tesla-semi-from-an-insiders
on “It's Still Funny That 1k People Gave Tesla $250k for a Roadster Six Years Ago”Submitted Tesla's Inventory Data Is Bunk as a story · 6 points
HN discussionSo at first glance this is based on an anonymous second-hand source, and written on the substack of a self-described Tesla short seller. How seriously should we take this? I'll note that in another article[1], the author claimed that the delay in GigaMexico would push the next-gen model to 2027 and possibly bankrupt the company. According to Isaacson's Musk bio, Tesla moved initial production of the vehicle to Austi…
Comment linking /p/teslas-next-gen-model-may-not-launch
on “The Tesla Semi from an Insider's View After One Year: "Hot Mess"”Submitted The Tesla Semi from an Insider's View After One Year: "Hot Mess" as a story · 6 points
HN discussionPretty dammning for that Tesla / Pepsi report from yesterday: https://bradmunchen.substack.com/p/scoop-the-tesla-semi-from... https://news.ycombinator.com/item?id=38297765
Comment linking /p/scoop-the-tesla-semi-from-an-insiders
on “Volvo delivers 74-tonne electric truck”Submitted Tesla Sold 1.2M Cars Without a Key FSD Chip Since Q4 2021 as a story · 4 points
HN discussionSubmitted Tesla Robotaxis: 22 Collisions in 12 Months as a story · 2 points
HN discussion
