HyperChange

Palantir, Airbnb, Tesla & Robinhood schemin with Amit Oct 28, 2024

Interview with Amit (aka ‪@amitinvesting‬ ), where we discuss Palantir's valuation and growth prospects, I pitch him on Airbnb stock, we talk about Tesla's Optimus bot, the upcoming election effect on markets and finally on Robinhood stock. It was a blast to scheme with Amit, who does livestreams on his channel for the market open. He has also become the voice of retail shareholders for Robinhood and Palantir and interviewed both CEOs. Give him a follow!

G 2 a Milly #8 ❄️ Humble Pie 🥧 Oct 24, 2024

Tesla stock soared 21% today after a monster Q3 earnings beat. It was a big day for the portfolio. But something wasn't right ... I was still stressing because of my Airbnb options position. So I had to make the tough call to sell my options for a small gain and roll the position into plain, old, boring Airbnb equity. A prudent move in the long term I believe, and one that will serve my sanity. I realize I've been flip flopping like crazy with options, but that is what it is. Cheers to a good day in the portfolio I guess .... This was episode 8 of G 2 a Milly. Day 296. Portfolio worth $29,503. Disclaimer: Nothing in this show is financial advice. I'm long Tesla, Airbnb and Coinbase and my positions may change at anytime.

G 2 a Milly #7 ❄️ Election Chaos 🇺🇸 Oct 22, 2024

With US election just two weeks away, tensions are heating up. This could drive significant market volatility in the short term. I wanted to hop on to explain my take on the recent events with Elon Musk supporting Donald Trump so publicly and how that could impact the stock, depending on the election results. Then I dive into my Airbnb options bet and long term thesis for the company. Let me know your thoughts! This is the 7th installment of G 2 a Milly, where I open-source building my portfolio. This is 294 days in, with a value of $27.686. Here's a link to G 2 a Milly #6 (the previous episode): https://youtu.be/kgWYce5p_xg?si=1CnfurHTSYAwTHtQ0:00 US Election Incoming !!0:39 G 2 a Milly Scoreboard 5:37 Tesla Update8:36 HyperBullish Airbnb Options Bet11:32 Airbnb Longterm Thesis 20:08 Positive on America’s PotentialDisclaimer: Nothing in this show is financial advice. My positions shown in this portfolio could change at any moment without notice. Always do your own research.

New Affordable Tesla Coming in 6 months?! w/ Farzad Oct 16, 2024

Farzad Mesbahi comes on the channel to discuss Tesla's 10/10 event, the Cybercab, Robovan, Optimus and potentially something even bigger that the company didn't reveal on 10/10 ... a new affordable Tesla model that is set to enter production sometime in the first half of 2025. We also discuss Tesla's plans to launch an unsupervised full self driving service in California and Texas sometime in 2025, and how that rollout could play out. Then we dive into the progress Tesla has shown with Optimus and if that may hit the market before Cybercab. Finally, we discuss the upcoming US presidential election and the potential impacts that could have on Tesla with Elon's support of Donald Trump. I had a BLAST with this discussion, huge shoutout to Farzad for coming on the show! Farzad's YT: / @farzyness Farzad's X: https://x.com/farzyness My X: / gfilche HyperChange Patreon :) / hyperchange Disclaimer: I'm long Tesla stock and nothing in this show is financial advice.

We, Robot 😳 Tesla 10/10 Reaction UNCUT Oct 11, 2024

Tesla's 10/10 We, Robot event in Los Angeles, CA looked insane. After just watching the livestream, my FOMO is pumping. The haters will say the timeline is slow, but we just saw the future. Mini Cybertruck robotaxis, Cybercabs, and Robovans ... Optimus robots walking around the party and serving drinks. When will we see Tesla's first autonmous ride like Waymo ... that is still TBD. Sounding like 2025 from the event. Let me know what you think in the comments!! I own Tesla stock, nothing in this show is financial advice.

Disrupting EV Service & Repairs with Joe Pak, Founder of Amber Sep 25, 2024

EVs are more like computers than cars. Early data is showing they can last 500,000+ miles, much further than the legacy gas cars they are disrupting. This is setting the state for an unprecedented change in the transportation economy, where ride sharing and autonomy become the norm over individual car ownership. With Waymo expanding rapidly, and Tesla on the cusp of a major self-driving announcement on 10/10, things are heating up ... This video is my conversation with the Founder and CEO of Amber, Joe Pak. He has a front row seat to the electric + autonomous revolution. Amber is building a quasi-insurance/warranty service specifically for EVs (or robots on wheels). Amber basically offers healthcare to your electric car or robot.The startup has just expanded its EV extended warranty products for Teslas, from 11 to 47 states. The company continues to expand rapidly and you can find the latest on their website. Amber website: https://www.getamber.com/ Amber X: https://x.com/getamberev/ My X: / gfilche HyperChange Patreon :) / hyperchange Disclaimer: I am an advisor to Amber.

G 2 a Milly #5 ❄️ Elon Gets Political & The Airbnb Bullcase Aug 21, 2024

The G 2 a Milly series continues!! Your boy is getting lucky, right now the portfolio is up 24.5% vs 11.7% for the S&P in the same period. In this episode I give an update on my thoughts on Tesla (and how I've been buying since the last portfolio update), and my favorite new stock, Airbnb! I go deep on my love for Airbnb as a customer and why I think Brian Chesky is such a unique founder and why Airbnb may be still in its very early days. Let me know your feedback! It felt great to brush off the haters and give y'all an update!! Email me questions to hyperchangetv@gmail.com and I'll answer them for the show!! My new food YouTube channel Artijano: / @artijano Airbnb financials on Main Street Data: https://mainstreetdata.com/ABNB My note to Elon about getting political: https://x.com/Gfilche/status/18183659...0:00 Scorecard (me vs S&P) 5:16 Tesla Stock, Elon gets political 14:40 Bet on Yourself, Have a Goal 16:43 Airbnb bullcase My X: / gfilche HyperChange Patreon :) / hyperchange Disclaimer: NOTHING in this show is financial advice, I'm not a financial advisor.

Tesla Q2 2024 Earnings Analysis 🤓📊 Jul 24, 2024

Tesla's earnings are hot off the press! Revenue of $25.5B (+2.3%) and profits of $1.6B. On the earnings call CEO Elon Musk stressed the importance of FSD, and how its set to transform Tesla's business. He confirmed the Robotaxi unveiling will be on 10/10, and provided an update on Optimus, saying it will begin Version 1 production in 2025, and Version 2 production to outside customers in 2026. Overall the call was a little boring. We are in a quiet/chill period for Tesla until 2025 when the cheaper model & robotaxi launch. I think a big catalyst may be brewing with another OEM licensing Tesla's FSD. What are your thoughts on the quarter?? Charts / Tesla financial data from Main Street Data: https://mainstreetdata.com/tsla 0:00 Tesla Q2 2024 Financial Results 3:52 Tesla Energy going CRAZY 6:32 Conference Call Notes 7:13 Tesla’s $860B Valuation 11:52 New Cheap Tesla coming in 2025 13:18 First Robotaxi Ride? 14:23 Optimus Robot AHEAD OF SCHEDULE 15:18 Tesla NEEDS To Invest in XAI 17:33 Huge catalyst for Tesla stock brewing 18:55 What’s Next for Tesla Stock

Paddle Scheme #3 🌊 Tesla Robots Baking Bagels Jul 20, 2024

How much do you love the crunch of a fresh bagel ... or the gooey inside of a fresh cinnamon roll 🤤 When the inevitable future of self-driving cars & humanoid robots surrounds us everyday, breakfast will never be the same. Freshly baked goods, I'm talking Cinnamon Rolls, Bagels, Croissants & more, will, be available to the masses. Robots teaming up with human artisans to perfect recipes and bake them perfectly, combining with robotaxis to deliver them! We will have the democratization of baked goods! PS Where is the best bagel in Seattle? 0:00 Imagine Having a Fresh Baked Good Every Morning … 0:37 Self Driving Cars & Humanoid Robots will democratize fresh baked goods 1:02 Tesla Bagel Cybercab 2:04 Looking for Seattle’s Best bagel 2:19 The First Billion Dollar Bakery

Paddle Scheme #2 🌊 Tesla is my Favorite Pokemon Jul 10, 2024

Back on the lake in 90+ degree heat in Seattle pondering Tesla stocks zoom to $250+ per share, and $800B valuation. In this episode I explain my metaphor for analyzing stocks as Pokemon to understand businesses, and layering that framework to understand Tesla. The trifecta of technology pillars that Elon & squad have developed (battery and driving train, self driving & mass market sustainable manufacturing) are combining to disrupt transportation, energy and soon labor (with the Optimus robot). Owning Tesla equity is owning a basket of technologies that are only getting more relevant and whose monetization is on the cusp or ramping dramatically. There is no other way I want to store my hard earned guap, and that is why Tesla stock is still my #1 position and largest investment holding (I've been a shareholder for 13+ years now). 0:00 Tesla Stock is ripping 1:15 Tesla as a Pokemon (my analogy) 2:28 Tesla Cybercab 8/8 Event 2:59 Tesla is the Ford, Chevron & Saudi Aramco of the green energy revolution 4:50 Shoutout Cybervessel 5:00 Why Tesla might be cheap at $800B 10:42 Tesla equity is owning a basket of technology that will create Trillions of value for society 13:23 Tesla’s Growing Intrinsic Earnings Power 16:02 Tesla Energy (Megapack) potential 17:33 Tesla is the Americana Futura vibe we need My X: / gfilche HyperChange Patreon :) / hyperchange Disclaimer: I'm long Tesla (TSLA) stock. This show is not financial advice.

PaddleSchemin 🌊 #1 - Travis Kalanick + Tesla Fairytale, Tesla Paddleboard, Cargo Ships & more! Jul 02, 2024

Welcome to my new super-artisanal-limited-edition Summer Scheme Series: PaddleSchemin!!! This is just me having fun on the lake rambling about all the topics & schemes I'm having. In this episode we cover the following: 0:00 Live from Seattle, WA 1:08 Tesla Deliveries 1:33 Seaplane Takeoff 2:24 Travis Kalanick joining Tesla Cybercab project!? 5:08 Bumping into a big ship 6:15 I love my Paddelboard 6:47 Tesla Cyber Cargo ship with battery swapping 8:30 Tesla Electric Paddleboard would be so awesome 10:35 Tesla Cybercab will change cities 11:00 FSD Update 12:25 PaddleSchemin is available on all podcasting platforms 12:48 Cooking with Chat GPT 16:00 Seaplane Takeoff 16:45 Tesla Self Cleaning Robotaxi patent 17:43 I hope Cyercab looks beautiful 19:00 Tesla Energy & insane Megapack growth 20:24 Megapack financials 20:50 We need better architecture 21:23 Queen Anne Falls Future of Seattle Megascheme

Renting a Tesla instead of taking the bus May 02, 2024

Supercharging rant about how awesome it was to rent a Tesla on Turo and FSD to Grammy's house instead of taking the bus there. And it was only $240! ($290 including post trip supercharging reimbursement) vs ~$220 for the bus. And it took less time because the bus stops (and I didn't have to subway to the bus station). Shoutout Turo! On the drive while listening to BG2 podcast I had so many schemes about the Tesla ridesharing app combined with the Cybercab launch and how stoked I am

Tesla FSD V12 is a “ChatGPT Moment” Apr 25, 2024

Elon Musk is betting on Tesla's autonomous future. The company is going all out to perfect its FSD technology and launch a Uber competitor/ride-sharing app later this year. After hearing Elon's excitement on FSD V12, on the conference call, mentioning the Cybercab, and stressing how important it was for investors to understand ... I've been doing homework on Tesla's self driving tech. I stumbled across the BG2 podcast, Episode 4 about Tesla's FSD v12, which does an INSANELY good job breaking down the incredible progress in Tesla's underlying tech, and how this is Tesla's 'ChatGPT' moment with real world AI. The BG2 podcast is hosted by Bill Gurley and Brad Gerstner. I highly recommend checking it out!!

Tesla Q1 2024 Earnings CRUSH! Cybercab coming soon 👀🤖🚖 Apr 24, 2024

Tesla Q1 2024 earnings are hot off the press! Tesla crushes it with a surprise $1B+ GAAP profit, strong guidance and and absolutely legendary conference call. Tesla is going all in on FSD with the new V12 rewrite, and its Robotaxi event on 8/8, where it looks like the 'Cybercab' will be unveiled. Elon Musk shocked Tesla fans and shareholders on the earnings call when he said the new cheaper vehicle would be ready for production as soon as late 2024 or early 2025. What are your thoughts on the quarter!? I was so stoked I bought $2,000 worth of Tesla stock today!! Also a little bit of a sad call at the end with head of IR Martin Viecha leaving the company.

Unedited Bullish Tesla Rant. Elon goin "balls to the wall" Apr 18, 2024

Tesla stock falls to it's lowest in years, and I'm buying. Here's my rant on everything from the recent layoffs, Elon's motivation & pay package, to the Robotaxi launch on 8/8, Cybertruck progress, Austin factory expansion, FSD taking over & so much more!! I even read my Ode to Austin & Cybertruck Poem lol.

HCBN #4 - Tesla Delivery Estimates, Reddit IPO, Saylor owns 1% of Bitcoin, Robinhood Credit Card Mar 28, 2024

Welcome to Episode 4 of HyperChange Breaking News (HCBN). We're bringing you tech news from the future, with a fun, fair and positive vibe, each week. Experimenting and improving the show as we go. Let us know your feedback!! Hosted by Galileo Russell & Aidan Gold, HyperChange Breaking News (HCBN) is available for free worldwide on YouTube, X & all podcasting platforms!!

Gali X: / gfilche Aidan X: / mrgoldbro 0:00 Intro 0:07 Reddit Hot IPO 0:52 Reddit User Metrics 1:40 Reddit Business & Financial Analysis 4:43 Estimates for Tesla Q1 Deliveries Declining 7:26 FSD Free Trials & New Customer Test Drives 8:48 Starlink Approaches 6K Satellites in Orbit 11:41 MicroStrategy Owns 1% of BTC 13:30 RobinHood Gold Product Launch 14:31 Meta Offers First Dividend 15:21 Cargo Ship Hits Baltimore Bridge - can we fix it? 16:25 $6B US Gov Funding for Decarbonizing Heavy Industry 17:08 Boom Supersonic Completes First Flight 17:44 Startup of the Week - Picogrid 18:21 AI Image of the Week 19:02 Outro

HCBN #3 - Tesla FSD Progress, First Neuralink Patient, Starship Success Mar 21, 2024

Welcome to Episode 3 of HyperChange Breaking News (HCBN). We're bringing you tech news from the future, with a fun, fair and positive vibe, each week. Experimenting and improving the show as we go. Let us know your feedback!! Hosted by Galileo Russell & Aidan Gold, HyperChange Breaking News (HCBN) is available for free worldwide on YouTube, X & all podcasting platforms!! This was a big week, with Neuralink's first patient, Tesla's latest full-self driving software getting rave reviews, Starship's 3rd launch that made it successfully to orbit, Waymo's LA expansion, Grok going opensource & so much more! Gali X: https://twitter.com/gfilche Aidan X: https://twitter.com/MrGoldBro HyperChange Patreon :) https://www.patreon.com/hyperchange 0:00 Intro 0:07 Neuralink First Patient Controls Computer 2:15 Starship Reaches Orbit 4:47 Tesla FSD 12.3 Wows Customers 6:50 Waymo Launches in LA 8:40 Uber Public Transport Idea 10:08 Grok Goes Open Source 10:53 Microsoft Eats Inflection AI Alive 12:21 NVIDIA Releases Most Powerful Chip 13:35 Apple/Google Potential Partnership 15:00 Intel Massive $8B U.S. Gov Funding 16:32 Lithium Mining $2B DOE Funding 17:35 25% Aggregate Inflation in Last 4 Years Disclaimer: this show is not financial advice.

I Sold All My Rivian Stock 😬 Mar 19, 2024

It's going to be a rough 2 years for Rivian. I decided to sell my tiny position, as I think dilution is coming. Rivian has only ~$9B in cash, and is burning $1.4B per quarter. The company can't make money on it's $100K R1S & R1T, so I'm not convinced they will be able to make a profit on the $45,000 R2. I love the company and brand, but the business is really struggling right now, and I'm worried shareholders could get screwed if dilution ramps up. Let me know your thoughts on Rivian, and the comparison to Tesla below!!

HCBN #2 - Bitcoin $70K+, Grok Open Source, AI Funding Rounds Mar 14, 2024

Welcome to Episode 2 of HyperChange Breaking News (HCBN). We're bringing you tech news from the future, with a fun, fair and positive vibe, each week. Experimenting and improving the show as we go. Let us know your feedback!! Hosted by Galileo Russell & Aidan Gold, HyperChange Breaking News (HCBN) is available for free worldwide on YouTube, X & all podcasting platforms!!Elon Musk X saying he'll opensource Grok: https://twitter.com/elonmusk/status/1767108624038449405 Startup of the week Extropic AI: https://www.extropic.ai/Bitcoin price chart: https://coinmarketcap.com/currencies/bitcoin/Gali X: https://twitter.com/gfilcheAidan X: https://twitter.com/MrGoldBro HyperChange Patreon :) https://www.patreon.com/hyperchange Disclaimer: Nothing in this show is financial advice. We own positions in many of the companies we cover and may sell at anytime.

HCBN #1 - Elon vs OpenAI, Rivian R2 Unveil, Tesla and SpaceX Roadster Collab Mar 08, 2024

Welcome to Episode 1 of HyperChange Breaking News (HCBN). We're bringing you tech news from the future, with a fun, fair and positive vibe, each week. Experimenting and improving the show as we go. Let us know your feedback!! Hosted by Galileo Russell & Aidan Gold, HyperChange Breaking News (HCBN) is available for free worldwide on YouTube, X & all podcasting platforms!!

Rivian R2 & R3 Unveil, Initial Thoughts!! Mar 08, 2024

Rivian has officially unveiled it's R2, a $45,000 electric vehicle set to debut in 2026. It was an epic unveiling event, and very highly anticipated by the whole EV community. Rivian didn't just unveil it's R2, but CEO/Founder RJ Scaringe also unveiled a totally new, even smaller R3 platform. This was super unexpected, and paves way for the ultra-performance R3X. There's a lot to digest here forsure, but one thing is clear, Rivian is onto something big. I went to a live-screening of the even and the hype was palpable. If Rivian can work through its financial troubles and deliver an amazing R2 for $45,000 this will be a huge success. Shoutout to Rivian!

Navier Founder Sampriti Bhattacharyya is Building Electric Flying Boats Feb 27, 2024

Interview with Sampriti Bhattacharyya, whose electric flying boat startup, Navier, promises to transform how we move people and goods in our coastal cities. In just 4 years, Navier has gone from concept to entering production. The Alameda, CA based startup has already signed a deal to shuttle Strip employees back and forth across the bay. This is our newest HyperGuap investment (my VC firm) and I couldn't be more fired up about the potential! I rode in a Navier in SF and was blown away at the product, smooth, quiet, and luxurious ... transforming what it means to be on a boat. The company's mission is to be America's next great maritime company, I hope they crush it!!

0:00 Intro

0:30 Turning Waterways into Highways

2:08 Ultra Efficient & Better Boating Experience

6:14 Partnership with Stripe

12:02 Navier’s Pace of Innovation & Progress

16:01 “Prototypes are easy, production is hard” - Elon Musk

23:49 Why now?

26:14 American Dynamism/Manufacturing

28:24 Did Elon Musk ride the boat?!

29:05 What other boats could Navier build?

33:29 Autonomous Boats

35:37 How Navier Could Change our cities

$5.6K | Investing in Rivian + Apple Options Drama ❄️ Feb 13, 2024

Episode #4 of G 2 a Milly. So many moves made! I doubled down on Tesla, bought and sold Apple calls (inspiring a deep life crisis about options) and started my toe in the water position in Rivian. As of the time of this episode, the portfolio consists of 40% Tesla, 27% Apple, 23% Coinbase, 5% Rivian, 4% Bitcoin.

Public referral: https://public.com/hyperchange Main Street Data referral: https://mainstreetdata.com/subscripti...

0:00 Addressing the BEEF 4:57 G 2 a Milly Portfolio Review 9:08 Buying More Tesla 10:47 Buying Rivian Stock 15:23 Selling Apple Options, Buying Apple Stock 21:29 Thoughts on Options 23:34 Caller #1: Invest in Yourself 25:52 Caller #2: Investing in Private Companies 29:15 Caller #3: Dividend stocks 34:13 Caller #4: How does the stock market work? 39:42 Caller #5: Importance of low stress portfolio 44:01 Caller #6: What would make me sell Tesla? 47:55 Caller #7: Lessons from VC/invest in SpaceX 53:50 Caller #8: Deploy now or wait? 56:20 Caller #9: Tesla Options 58:32 Caller #10: Should Tesla buy Lillium? 1:03:43 Caller #11: Is Snap Stock a buy? 1:07:21 Final Vibes

Buying Hella Tesla Stock ⚡ Jan 26, 2024

Tesla stock crumbled 12% after Q4 2024 earnings. Guidance for a lower growth rate in deliveries has analysts missing the bigger picture. On the conference call Tesla announced that both its $25K robotaxi product and Tesla Optimus robot could begin production as soon as 2025! This is huge news for long term shareholders.

$2.7K | Getting Greedy with Tesla & Coinbase ❄️ Jan 18, 2024

Episode 3 of G 2 a Milly!! Day 12, portfolio value $2,719. Power moves were made since the last episode. I took advantage of a down day in the markets to double down on my two favorite positions, Tesla & Coinbase, as well as adding a little bit of Bitcoin. I answered 12 viewer calls in this episode, huge shoutout to everyone who called in, we covered SOOOO many epic topics.

MASSIVE Tesla Share Buyback? Jan 16, 2024

This Elon control/voting power conversation has me SCHEMIN. What if Tesla just did a massive share buy back to reduce its share-count (giving Elon more % control). It might be too early, and would have to start slow, but in the long run this seems like an inevitable way to return capital to shareholders. What's your take on this?

Elon Should Control Tesla Jan 16, 2024

Tesla drama over the long-weekend as Elon Musk posted on X about his ownership and voting control of the company. Now that he's completed his 2018 compensation package, Elon isn't being paid to run Tesla, and has below 25% voting control. Now he's made it clear he wants at least 25% of the voting shares, but a Delaware court case is holding up his discussions with the board of directors to make this happen. I personally am invested in Tesla because of Elon and think we should do whatever it takes to give him control and keep him happy. What are your thoughts on the situation??

$1.2K | Diversification or Nah? ❄️ Jan 10, 2024

G 2 A Milly, Episode 2: Diversification or Nah. The portfolio sits at $1,232 as Gali accumulates more Tesla and Coinbase stock. This is the first user Q&A with 5 questions, ranging from the health of legacy automakers, how to analyze a new company like Toast (TOST), to whether or not to diversify. Let me know what you think in the comments! And don't forget to call in by emailing me an audio file (recording on your smartphone) to hyperchangetv@gmail.com!

$1K | Starting the Snowball ❄️ Jan 10, 2024

G 2 A Milly Episode #1!!! Day 1, portfolio value $997. In this episode, I announce this new show where I'll be open-source building a portfolio. The first $1,000 is transferred into my account, and I invest it into Tesla & Coinbase. Also set up a recurring addition of $250 every two weeks into my brokerage account. I'm stoked to roll my snowball on the internet with y'all. Looking for all feedback & questions & ideas to improve in the comments below!! Do you think I'll beat just investing in the S&P 500?!?

About To Buy More Tesla Stock Jan 05, 2024

January 2024 analysis for Tesla stock financials, deliveries and valuation. Covering everything from Robotaxi's, Q4 deliveries, Cybertruck ramp, FSD to valuation impact from Optimus robot. It's been wayyy too long since I did a full brain dump with all my thoughts on Tesla stock so here it is!!

Tesla Energy & Supercharger Profits Are BOOMING 🔋🔌 Dec 28, 2023

Tesla recorded $500M+ in gross profit from its Energy and Services (Supercharging) segments in Q3 2023. Elon Musk noted how strong energy gross margins were on the call, and insinuated strength in these businesses will continue. I think this is a super exciting development for Tesla investors as the company can smooth out cyclicality in it's automotive business with consistent profits from its Energy and Services + Other segments. As the Supercharger network is opened up to more companies like Ford and Rivian, this could become a major profit driver for the company.

Rivian Stock Analysis December 2023 🤓📊 Dec 27, 2023

Rivian has successfully launched it's R1T, R1S and delivery van products, they are amazing. But financially, the company is in a difficult situation. Cash burn is still above $1B per quarter, and the company will need billions more to fund the R2 factory. Going forward it will be fascinating to see the company walk the tightrope between conserving cash, growth and the long march towards profitability. Especially right as the Cybertruck launches as competition. Let me know what you think of Rivian in the comments!!

Did Starlink Just Hit A $100B Valuation? Dec 22, 2023

Starlink has officially announced that it has crossed 2.3M users across 70 countries. A rough financial estimate of $100/month/user in revenue means Starlink is at $2.8B in annual recurring revenue. If you add in hardware revenue, we're likely well over a $3B run-rate. Starlink is fully owned by SpaceX, and is rumored to be going for an IPO in the near future. I got super pumped to see these strong user numbers as it puts SpaceX one step closer to funding Mars!

Tesla Robovan for Packages & People 💫 Dec 21, 2023

From urban package deliveries, to minbus ride-sharing, an autonomous Tesla Robovan has massive potential. Rivian's electric delivery van concept has delivered 10,000 units to Amazon and on the cusp of expanding to numerous other companies (like AT&T). Elon Musk has hinted at a highly configurable robovan concept for people and cargo in the past. If he does indeed launch it, I think it would crush Rivian's model and could quickly ramp to 100,000s of units per year between package delivery, camper vans and urban ridesharing/minibus. Tesla's advantage in battery costs and manufacturing would give it a key edge in this market. What do you think of a Tesla Robovan/Cybervan? The combination a Teslabot + Robovan seems to have HUGE potential :)

ZBiotics: Curing the Hangover with GMO Bacteria 🦠🔬 Dec 20, 2023

ZBiotics is pushing the limits of technology, by creating a new patented bacteria ZB183 that is designed to eat acetaldehyde in your gut, and reduce the negative affects of drinking AKA curing the hangover. I had the amazing privilege of getting an exclusive tour of the Mountain View lab from the CEO Zachary Abbot and COO Stephen Lamb. This genetically-engineered probiotic is the first ever to be sold for human consumption. It's seen viral growth with over 3M vials sold! My venture capital firm HyperGuap is an investor in ZBiotics, so keep in mind I'm totally biased and a HUGE fan of this product. In the future ZBiotics plans to launch many more products based on it's bacteria engineering technology. The future is here!!

YouTube video version (better to see the lab tour): https://youtu.be/Bg3NGwYAhVk?si=mxALr6Bc9ulIGvmX

Rivian's New $1B+ Business (Vans) ⚡📦 Dec 20, 2023

Rivian's electric delivery van (EDV) business has quietly been making some huge moves. It generated over $400M in revenue in Q3 alone, and just signed a new partnership with AT&T. Now that Amazon doesn't have exclusive rights to buy the van Rivian will begin to do pilot projects with a bunch of new customers. Surprisingly, the gross margins on the van are strong, and this will be a key driver of the company's march towards profitability. Rivian's van business/fleet business is already at a $1.2B+ run-rate ... how big do you think it can get??

Cybertruck Sales Projections Dec 20, 2023

Cybertruck deliveries have begun! With a 2M order backlog the question now becomes how many of these will convert into real orders. In this video I share my projections for Cybertruck sales and demand. Five out of the top eight best-selling vehicles in America are pickup trucks, with a combined 2.1M in sales. The addressable market is clearly massive, but will the crazy design, and electric motor be enough to beat the Ford F-Series for the top spot? Let me know your Cybertruck sales projections below. Right now, I'm estimating 500,000 in 2026 sales at an average selling price of $70,000 generating an incremental $35B in sales for Tesla

Tesla's Optimus Robot Has Unlimited TAM 🤖 Dec 16, 2023

Tesla has unveiled Gen 2 of it's Optimus Robot ... and WOW, the progress in the past year has been incredible. Tesla is well on their way to commercializing a humanoid robot later this decade. This represents the biggest change in Tesla's addressable market ever, as the potential sales from a humanoid robot to replace manual labor could be $25T. For long-term Tesla investors this is a must watch project. People thought Elon Musk was crazy when he told the world about this AI project ... but it's getting closer to reality by the day. What do you think? Are you going to buy an Optimus robot? Why?

Elon Buying Twitter Is Amazing, Don’t @ Me Apr 28, 2022

Wow ... It looks like Elon Musk is set to buy Twitter for $44B. My predictions of what happens next for Twitter? Elon scales twitter to 1B+ users, launches a new version of Twitter Blue to verify humans product, open-sources the algorithm, and introduces a cryptocurrency payment layer. Overall I'm STOKED about the potential changes Elon will bring, and how that will make the platform more usable and fun for creatives all around the world! Go free speech!

The Limiting Factor HyperChat 🎙️⚡ Feb 15, 2022

🔋 Legendary podcast with the world's best battery YouTuber, The Limiting Factor, and the world's best battery cell!! I had to leave it unedited because of the energy/vibe. This was a special moment, as we've been speculating Tesla would create this next generation battery for years, and now I was holding it. INSANE. Huge props to Elon, Drew and Tesla's entire team for bringing this amazing tech into the world.

Dave Lee HyperChat 🎙️⚡ Feb 12, 2022

Interview with Dave Lee AKA Hey Dave & Dave Lee on Investing. We cover his X holding company/merger which was praised by Elon, Tesla's FSD Beta program, SpaceX, TeslaBots, and finally Neuralink!! We even ponder if Tesla should buy Neuralink ... which I'm a big fan of. Dave is an OG Tesla Bull, huge shoutout to him for coming on the show!!! 0:00 X Merger Idea 15:55 Tesla FSD Beta 35:27 Tesla Bot/Tesla the AI Company 50:08 Should Tesla Buy Neuralink?

🎙️🧠🤖🚘 Self-Driving Tesla Podcast w/ Whole Mars Feb 08, 2022

“What is Tesla’s doing with FSD is they’re turning your reality into a video game then playing it.” - Omar. In this episode, we test Tesla's FSD Beta software (v10.9) by driving through downtown San Francisco. Omar was on the of the first people to get Tesla's FSD Beta and is renown for his testing and analysis of this cutting edge AI technology. It was a blast chatting to him and watching the Tesla drive itself through SF. Huge thanks to Omar for coming on the show, and Arash for helping us film and hanging!

Tesla Earnings Party With Ross & Meet Kevin Jan 31, 2022

Going live with Ross Gerber and Meet Kevin to discuss Tesla's Q4 2021 results!!! Model Y, 4680s, Cybertruck, factory expansion, Elon Musk, FSD Beta, we're covering everything about Tesla stock, join in!!!!

Tesla FSD & 4680s w/ Rob Maurer of Tesla Daily Jan 31, 2022

Interview with Rob Maurer, friend & host of the popular Tesla Daily podcast. We discuss our first-hand experiences with FSD Beta, it's impact on the company's valuation, Tesla's transition to 4680 battery cells, Model Y sales, the Tesla Semi, Tesla's crypto moves, Tesla Bot, Rivian IPO, Starlink, SpaceX, and more!! Let me know what you think in the comments! Shoutout to Rob for coming onto the show!

Tesla Q4 2021 Earnings!!! 🥳 Jan 26, 2022

Going live for the release of Tesla's Q4 2021 shareholder letter. Filled with updates about the Model Y, financials, Cybertruck, Tesla Semi & more. This is a Superbowl for Tesla shareholders! Tune in and join in the fun :)

Tesla IR (where the letter drops): https://ir.tesla.com/#tab-quarterly-disclosure

Rainbow 🌈 The Hottest Startup In Crypto w/ Co-Founder Mike Demarais Jan 20, 2022

Interview with my homie/Co-Founder of Rainbow Wallet, Mike Demarais. Rainbow is one of the fastest growth Ethereum wallets in the world, and has been praised for its industry leading design and open-source/own-your-keys attitude. I first met Mike/invested in Rainbow in 2019, (then I invested again in 2021), it's a top 5 position in my portfolio. I love the potential of Rainbow to build a UI for Ethereum/the metaverse. I think this is a tremendous business opportunity that will unlock the power of cryptography and put it in the hands of the masses. Go Rainbow! 🌈 Also huge shoutout to Mike for being awesome & coming on the show! Go follow him!

Tesla Funds SpaceX - X Merger Idea Jan 12, 2022

Going live to riff on an idea that's been floating in the Tesla universe. Merge Tesla, SpaceX, Neuralink and the boring company into one entity, X. This corporate structure has numerous advantages for Elon Musk, and his team. Let's scheme on how to pay for Mars and build the future faster!

Tesla's Upcoming Q4 21 Financial Blowout 🤑 Jan 05, 2022

Tesla delivered a record 308,600 vehicles in Q4 2021, and this is setting the automaker up for record financial results. My Tesla Q4 2021 financial predictions are $18.2B in revenue and $2.8B in operating income (EBIT). We will discuss how I got to these numbers, and Tesla's delivery + financial outlook for 2022. Join in!

HyperChange 2022 Preview 🥳 Tesla, SpaceX, Crypto, Startups & More!! Dec 31, 2021

The Roaring 20s have arrived!! My presentation on Tesla, SpaceX, Bitcoin, Ethereum, Coinbase, Rivian, hot startups & more! These are all my thoughts and predictions for the year 2022. Join in at 4:20 PM EST on New Years Eve for the show! :)

Rivian Is Burning $1B+ Per Quarter 😬 Dec 22, 2021

Going live to discuss recent news surrounding Rivian. Starting with Q3 financial results (Rivian burned $1.1B+), deliveries of the R1T and R1S, as well as the Amazon Electric Delivery Van (EDV)! Tune in and ask a question!!

Dear Elon, Thank You For Hope 🙏 Dec 16, 2021

Elon Musk has won Person of the year from Time & The Financial Times! I'm so happy he's getting the recognition he deserves. We need the truth about Elon's accomplishments to go mainstream. Elon works tirelessly to make a brighter future for all of this. So thankful and inspired, go Elon, Tesla & SpaceX!!

Tesla Update: Cybertruck, FSD, Elon Selling & Tesla Energy Dec 05, 2021

Going live to talk Tesla, from the new Cybertruck anouncements, to my thoughts on FSD Beta V10.5, and Elon selling a big chunk of Tesla stock. It's been a while, since we schemed let's do it!

The JOYWorld Mini-Documentary 😃🎨 Dec 02, 2021

This is a documentary/vlog about my roadtrip to Oregon to meet John Orion Young, the founder of JOYWorld and first artist to put 3D art on the blockchain in 2018. Since then, John has been building JOYWorld, a world inside of the metaverse, that is like a painting you can walk into, and own a piece of, all built on the Ethereum blockchain. He has now created 130 original JOYs (original 3D NFTs), and released a collection of 9 JOYToys, with lots more coming. Now his digital art pieces/NFTs go for $100,000s, and have become an iconic symbol for early web 3.0 entrepreneurship. Huge shoutout to JOY for letting me film this!!

Starlink: New Dish, Tesla Supercharger Partnership & India Expansion 📡 Nov 19, 2021

SpaceX's Starlink continues to make rapid progress. They company has just launched a new, smaller, lighter V3 satellite dish, surpassed the 140,000 user milestone, begun installing dishes at Tesla Supercharger locations, and setting up for a big India expansion next year. When do you think Starlink will hit 1M users??

Biden Ignoring Tesla Is A National Embarrassment Nov 18, 2021

President Biden and the US government refuses to acknowledge Tesla for leading the electric revolution, and instead praises companies like GM because of their support of unions, and campaign donations. This blatant disregard for the truth is a national embarrassment. In my opinion, Elon Musk and Tesla are two of our greatest national treasures. Objectively the #1 selling EV company in the country and world, and singlehandedly sparking the revolution to get us off fossil fuels. GM and Mary Barra are should not be praised for accelerating the transition to EVs, they should be blamed for delaying it. I won't be getting political again. Please be nice to me in the comments, just had to get this off my chest :)

$100B IPO: What's Next For Rivian Stock? 📉 Nov 10, 2021

The day has arrived! Rivian's IPO priced at $78, and has exploded in its first day of trading to $100+, putting the valuation over $100B, for a startup that has barely delivered any vehicles! Crazy! we're Going live to talk about the valuation and what's next for Rivian stock.

Starlink Rumor: $70-80B IPO in 2022 📡💸 Nov 04, 2021

Rumor has it Starlink is planning to IPO in about 12 months, for a target valuation of $70-80B. The most recent subscriber update from Elon Musk in late August said Starlink had ~100,000 users ($119M revenue run-rate). My projection is for them to hit 1,000,000 users by the end of 2022, scaling to over a $1B revenue run-rate. Also it looks like Starlink is developing a next generation satellite dish/terminal, that is designed for cheaper shipping, improved performance, and mass production. Would you buy Starlink at $70-$80B when it IPOs?

Why I'm Not Selling Tesla Stock (yet) Nov 01, 2021

Going live to talk about Tesla's valuation surging to well over $1T (almost $1.5T on a fully-diluted basis), and how I'm thinking about valuing the company. Also discussing if/when I'll start selling my shares.

How My VC Invested $17M This Year: HyperGuap 💸 Oct 27, 2021

Keynote presentation filmed in Seattle, for HyperGuap members. Updating the world on our first year disrupting VC, with 800+ members, 6 deals, and $17.7M+ invested. We are just getting started! Invest in the future you believe in :)

Tesla Hits $1,000!!! & $1T Market Cap!! Oct 25, 2021

Tesla hits new all-time highs of more than $1,000 per share, and breaks the legendary $1T market cap barrier, we gotta celebrate!!

Juicy Dets From Tesla’s Q3 21 Call 🤓📞 Oct 20, 2021

Analyzing Tesla's Q3 2021 Earnings call. Going through the highlights about 4680 production, the $25K car, production capacity, the Cybertruck and Tesla insurance.

Tesla's Crazy New 3D/Flop Paint in Berlin 🎨✨ Oct 19, 2021

Exclusive footage from the Tesla Berlin factory showing the 'Easter Egg' of a slightly uncovered Crimson Model Y coming from the new paint shop. This new 3D/Flop paint technology will have Tesla launching crazy new colors, and could be a nice surprise for Gigafactory Berlin orders.

Coinbase To $1T (i bought shares) Oct 18, 2021

Going live to discuss my bullish thesis on Coinbase stock and why I think the company could be worth $1T in the long-term, and has significant potential to reinven the global financial system. I bought some shares today (sold my Square stock). Going live to document the journey and explain my thinking. Remember, nothing in this show is financial advice.

Rivian Isn't Worth $80B 📉 Oct 08, 2021

Rivian has released its S-1 filing in preparation for one of the biggest IPOs of the year. I go step by step through the highlights of the filing to analyze Rivian's financials, business, valuation, and what I think will happen after the IPO. Overall, I think Rivian is a cool startup with a lot of potential but absurdly overvalued at $80B, and worth more like $5-10B at most. I'can't wait to see what happens when it starts trading.

Investing $250K Into SpaceX 🚀 Oct 05, 2021

I recently made (by far) my largest investment ever, into SpaceX. In this video I explain how I got the opportunity to invest, and my thought process behind pulling the trigger on this deal. I had to go into debt which I really don't recommend, and make the decision on the spot .. but investing in SpaceX was a dream come true, and I had to go for it. I also explain my though process behind SpaceX's valuation, how to value the company, and the potential of a Starlink IPO.

Tesla Will Be Bigger Than Apple w/ Mayur Thacker Sep 29, 2021

If Tesla can sell 10M cars in 2030 at $35K, with a 40% ROIC, a 40X multiple on that would be $2.8T. Discounted back at 8%, Mayur comes up with a fair value of $1,167 per share for Tesla's vehicle business. Tesla already has a 23% ROIC today, despite numerous growth tailwinds. This puts them far above auto industry norms, and validates the companies valuation as a technology play/disrupter. Even at Mayur's $2.8T valuation, he is assuming minimal robotaxi revenue, and nothing from energy or Tesla Bots ... imagine if any of those moonshots work.

Tesla's Dojo AI Supercomputer w/ Anastasi in Tech Sep 27, 2021

nterview with Anastasi in Tech about Tesla's AI Day, and ambitious new Dojo supercomputer project. We discuss why Tesla brought chip production in house, how the Dojo D1 chip compares to Nvidia, and Google's TPU, and the strategy behind it. Also how Tesla's FSD/Tesla Vision tech will translate into building a humanoid robot, the Teslabot. Thanks to Anastasi for coming on the show, follow her channel for more awesome Tesla Dojo/chip content

Does Tesla's Valuation Make Sense? 🤓 w/ Mayur Thacker Sep 22, 2021

Deep dive on what is priced in to Tesla's current ~$850B fully-diluted valuation, featuring special guest Mayur Thacker. Starting with Tesla's financials today ($48B revenue & $5.2B EBIT run-rate) and going through the ROIC numbers compared to other automakers and big tech. We try and determine how much robotaxi business or revenue is priced into Tesla stock. Let us know what you think in the comments below! Was Elon right? Is the market giving Tesla a lot of credit for Robotaxi's already?

I Can't Wait For The Rivian IPO Sep 20, 2021

Having a beer and gossiping about Rivian's planned ~$80B IPO. Does the valuation make sense? What is priced in? What about the Rivian rally car, Amazon Delivery Van and their autonomous strategy? Will they be able to compete with the Cybertruck? Let me know what you think!!

My NFT Portfolio: JOYToys & VeeFriends Sep 14, 2021

NFTs on are taking off as a new asset class. Investable art, video games, event tickets, VR worlds, the potential is limitless for what can be created on the Ethereum blockchain as an NFT. In this episode I explain my philosophy for which NFTs I buy & how I pick a good project/artist to support. Shoutout to JOYWorld & VeeFriends!!

Starlink Update: New V3 Terminal, Gen2 Satellites & 100K Customers 📡 Sep 07, 2021

Starlink is reportedly getting ready to rollout a new version of its 'satellite dish' which will be more rectangular. This new V3 terminal will be much cheaper to ship, and is designed for automated mass production (at profitable margins). It's performance is reportedly improved as well. SpaceX has detailed plans to begin launching Gen2 satellites, eventually with Starship. Boosting its capacity for launch from 60 satellites to 400. Elon Musk has confirmed that more than 100K Starlink Terminals have been shipped, by my estimates this puts the company's recurring revenue run-rate at $119M+!

Tesla Bot = Trillions in Potential Market Cap Sep 05, 2021

Tesla's new humanoid robot, the Tesla Bot, Optimus, represents a massive new growth opportunity for the company. We are on the cusp of automating many boring, dangerous and repetitive tasks in society, thanks to emerging technologies like this. As Tesla begins to ramp development efforts on its Robotics/AI division, I think this new growth opportunity should be slowly priced into the stock (as the execution progresses). If Tesla sold 100,000 humanoid robots in 2030 that could be $25B in revenue .. 1M robots = $250B ... you get the point. If this works, there are millions of robots to sell, and huge amounts of profit/cashflow to be made. This also ensures we have a safe/benevolent robot future .. as its built by Elon Musk/Tesla instead of an evil billionaire like Jeff Bezos.

Why Is Ethereum Soaring? NFTs, Cryptopunks, VeeFriends & More! Sep 02, 2021

Ethereum is the world's 2nd most valuable cryptocurrency, with a network value of $442B. Et has recently been outperforming Bitcoin, and gaining major real world traction. From Cryptopunks taking off with Visa, Odell Beckham Jr and Jay Z .. to VeeFriends by Garyvee, to JOY's JOYWorld ... we are in the early innings of the metaverse being created and it is epic!

Tesla AI Day Roundtable 🤖🧠 Aug 30, 2021

Panel discussion with James Wang, Naveen Rao & Dylan Patel about Tesla's AI Day, Dojo chip ambitions and robotaxis. We start with an overview of neural nets, and Tesla's FSD program/approach vs other self-driving startups, then go into a deep discussion about Tesla's in-house Dojo chip program, and how it stacks up vs the industry leaders. Ending the discussion with Tesla Bots and Robotaxi predictions of course! Let me know your thoughts in the comments below!!

Tesla 4680 Update: Moving Through Production Hell Aug 27, 2021

Update from Kato Road; Tesla is making huge progress on its 4680 battery cell line. Minor delays in turning the cathode powder into a sheet, mean that the Model Y in Berlin & Austin will launch with the 2170, before switching to the 4680. This is probably also the reason the Cybertruck won't begin deliveries until ~Q3 2022. Let me know what you've been hearing in the comments below! Overall I think this is good news, Tesla is 6-12 months from producing the 4680 at scale.

Tesla Is Building Humanoid Robots 🤯 Aug 20, 2021

The moonshot rumor was true, Tesla is building a humanoid robot (Tesla Bot), and unveiled it at AI Day. Based on the company's FSD Tesla Vision technology, this friendly robot is designed to automate boring, repetitive and dangerous tasks. The first version is expected to be completed next year. My guess is it could take 5-10 years before these are roaming the streets, but when they do, it will feel like we are living in a Black Mirror episode. This new humanoid robotics product line will unlock trillions in value for Tesla. In my opinion it will make them more money than EVs, energy storage, or solar ... it's a gamechanger for the trajectory of the company.

HyperChange 22⚡ Tesla Impact Report & Shanghai Export Hub Aug 16, 2021

0:00 Tesla Impact Report

22:29 Shanghai, Tesla’s New Export Hub

24:56 $25K Tesla Made In China?

26:33 AirBnb Q2 analysis

32:32 Pipe: Nasdaq for revenue

37:09 Traeger Grills IPO

43:32 Tesla AI Vision Robots Moonshot

HyperChange 21⚡ Biden Snubs Tesla + Neuralink Disrupting Apple Aug 09, 2021

Biden snubs Tesla at his White House Event, proving that lobbying is institutionalized bribery in the United States. Bitcoin and Ethereum's biggest threat is legislation from the US government as they threaten hegemony of the traditional banking system and hegemony of the US Dollar. Neuralink raises $205M to accelerate development of its brain machine interface technology. And more!

Tesla Humanoid Robot at AI Day? 🤖 Aug 05, 2021

Tesla AI day is on August 19th, and the rumors are swirling ... Dennis Hong is tweeting a storm, the invite says that Tesla will show what the AI can do beyond the car ... is Tesla getting ready to show us a humanoid robot, something like Ex-Machina?!?! Elon has something up his sleeve, what do you think it is!?

HyperChange 20⚡ Tesla AI Day Jul 30, 2021

*SORRY FOR THE ROMAN CRICKETS IN THE BACKGROUND* Elon Musk has confirmed that Tesla will be hosting AI day on August 19th! I cover what I'm expecting from the event, with FSD Beta rollout, Tesla Vision, Andrej Karpathy & the Dojo supercomputer! Also, Rivian IPO gossip, Redwood Materials capital raise, Lightship RV (a new startup I'm working with), and me begging to get Snap Spectacles again ...

HyperChange 19⚡ SpaceX Buys Bitcoin Jul 25, 2021

The weekly HyperChange podcast! SpaceX buys Bitcoin, Bitcoin's energy usage, Rivian charging network and IPO gossip, Synthesis is disrupting education, Bitcoin and Ethereum versus other crypto, FSD causing deflation, and more!!

Nic Carter on Tesla & Elon's Role in Bitcoin Jul 24, 2021

Interview with Nic Carter, Bitcoin thought leader, Twitter legend, and Partner at Castle Island Ventures. We discuss Bitcoin's energy usage, and the role Tesla could play in mining Bitcoin with renewable energy at the utility scale. We also discuss when/if Central Banks will start buying Bitcoin, and Jack Dorsey's manifestation of Bitcoin adoption through Square and Twitter. This was an honor, thank you Nic for coming on the show! :)

HyperScheme: Tesla FSD V9 Thoughts 🚘🧠 Jul 18, 2021

After spending a week driving Tesla's FSD V9 software all around Seattle, here are my thoughts. This is V1 of Tesla Vision (no radar), and it already preforms better than V8.2 (vision + radar), additionally, huge improvements have been made to the visualization, and 'Mind of Car' view. Although we are still 1-2 years away (at least, probably) from a truly self-driving car, Tesla's FSD software is already providing huge value, but driving well in most highway/urban situations.

Can Alex Mashinsky get me to join Celsius? Jul 16, 2021

Interview with Celsius CEO/Founder Alex Mashinsky. We discuss how Celsius is building a new type of crypto bank, offering a suite of financial services for 14 different blockchains, including Bitcoin and Ethereum. Celsius allows users to earn interest/income on their crypto, with rates as high as 8-9% annually. We dive into how this business model works, and whether or not I should start using Celsius to store my Bitcoin and earn some income. This was an EPIC interview, huge thanks for Alex Mashinsky for taking the time, I came away very impressed with what Celsius is doing (although I'm not a customer yet, I'm researching it actively, and will keep you posted ...).

HyperScheme: My Investment Portfolio Jul 11, 2021

Showing you my stock/crypto/startup portfolio. We go through why I own Tesla, SpaceX, Bitcoin, Ethereum (and 23 more investments), as well as how I think about structuring my portfolio and balance conviction with upside potential. Please let me know what you think in the comments below!! I want to scheme on this! :) Also next week's podcast will include a lot more Patreon Qs, sorry I couldn't get to them in this one!! I was having too much fun lol

HyperScheme: Inflation, Robinhood IPO & TSLA Valuation Jul 07, 2021

US inflation is rising rapidly, is this the new normal? Robinhood is set to IPO for a ~$50B market cap, do you think they will brush off all the SEC fines and controversy? The Boring Company is no longer just a tweet, it's got a fully functional Loop tunnel in Las Vegas! Tesla's near term stock movement will probably have a lot to do with FSD progress ... and more covered in this epic HyperScheme!

Tesla Production Surpasses 800K Cars Per Year 🎉 Jul 02, 2021

Tesla reports 201,250 deliveries for Q2 2021, an increase of more than 100% from last year. This puts Tesla on track for the magical 1M/car/yr run-rate by the end of 2021. These awesome delivery numbers imply ~$11.5B in revenue and huge profits/cashflow. That's great, but we are just getting started, Tesla is poised to post record deliveries again in Q3 and Q4, and probably for years to come as they scale to their eventual 20M+/cars/yr goal.

HyperCharts: First Principles of Stock Research 🤓📊 w/ Moe Salih Jun 29, 2021

Interview with Moe Salih, Co-Founder of HyperCharts, about how he's using software to turn SEC filing data/complex financials into easy to read charts. One chart is worth 1,000 numbers! In just two years we've expanded HyperCharts from 5 companies (at launch) to 200+ and all the top cryptocurrencies. HyperCharts is my favorite tool for investment research, and it's the first thing I do to analyze a new stock/company/IPO someone tells me about! Huge shoutout to Moe for all the work he's done and being the CEO of HyperCharts!

Seattle Is Melting! Elon, we need Tesla AC! 🥵 Jun 28, 2021

Seattle is poised to hit a record 108 degrees this week! By far the hottest ever! You've never needed AC in Seattle before, but climate change is coming in hot, literally. The time is now for Tesla and Elon Musk to push their AC/smarthome HVAC product forward. We need an energy efficient way to heat and cool our homes, and Seattle is just the first city to encounter this problem. What are your thoughts? Would you buy an AC from Tesla?

Boxabl Founder Interview w/ Galiano Tiramani Jun 24, 2021

Interview with Boxabl Founder Galiano Tiramani, about the new Casita foldable home concept, and rumors that Elon Musk is living in a Boxabl unit in Texas. Boxabl's goal is to revolutionize the manufacturing process behind homebuilding, and by doing so reduce housing costs and make buildings more energy efficient. What are your thoughts on the startup Boxabl?

BOXABL IS CONSIDERING UNDERTAKING AN OFFERING OF SECURITIES UNDER TIER 2 OF REGULATION A. NO MONEY OR OTHER CONSIDERATION IS BEING SOLICITED, AND IF SENT IN RESPONSE, WILL NOT BE ACCEPTED. NO OFFER TO BUY THE SECURITIES CAN BE ACCEPTED AND NO PART OF THE PURCHASE PRICE CAN BE RECEIVED UNTIL THE OFFERING STATEMENT FILED BY THE COMPANY WITH THE SEC HAS BEEN QUALIFIED BY THE SEC. ANY SUCH OFFER MAY BE WITHDRAWN OR REVOKED, WITHOUT OBLIGATION OR COMMITMENT OF ANY KIND, AT ANY TIME BEFORE NOTICE OF ACCEPTANCE GIVEN AFTER THE DATE OF QUALIFICATION. AN INDICATION OF INTEREST INVOLVES NO OBLIGATION OR COMMITMENT OF ANY KIND. A COPY OF OUR PRELIMINARY OFFERING CIRCULAR MAY BE OBTAINED HERE, https://www.sec.gov/Archives/edgar/data/1816937/000109690621000494/box_1aa.htm

Should Tesla Buy Boxabl? Jun 23, 2021

We're schemin! Elon Musk is living in a Boxabl house in Starbase, Texas. Is this a fun fact, or clue about Tesla's next crazy product line/acquisition? Maybe a little of both. Boxabl's $50,000 Casita could be the future of housing on Earth and Mars ... combining it with Tesla engineers, smart HVAC, solarroof, Starlink and a battery = the future of carbon neutral living. What do you think? Is Tesla getting ready to acquire Boxabl? Would you buy Boxabl if you were Elon?

Tesla HVAC: The Gamechanger No One Expects 🏠 Jun 16, 2021

Elon Musk continues to hint about scaling up Tesla's HVAC technology into homes. I think this could be Tesla's next big unannounced product line. Between 40-50% of household energy consumption comes from heating and cooling. Tesla has the opportunity to install more energy efficient systems, combined with smart heating/cooling, and air filtration to hyperchange this industry. I think Tesla is working on an HVAC product, and maybe a full smarthome offering (where they build a house with a solar roof, powerwall, starlink and HVAC) ... What are your thoughts about this moonshot? Do you think Elon will put these Tesla HVAC ambitions into motion?

Unisocks: $60 to $91,777, My Best Investment Ever 🧦💸 Jun 04, 2021

The story of my craziest investment ever ... how Venmoing my friend Mike Demarais $60 in May 2019 for a pair of limited edition crypto socks (Unisocks) would turn into $91,777 today, a solid 152,691% return in about two years. Unisocks have turned into a piece of blockchain history! What are your thoughts on this ridiculousness?

Why I LOVE The Ford Lightning 😍 Jun 02, 2021

Ford's push to electrify its flagship F150 is admirable. The EV era is upon us. Seeing Tesla inspire legacy automotive to go all in on EVs, and electrify their best-selling most profitable product, is incredible! Elon's mission has been accomplished! Whether you think the Cybertruck is better or not, there's no denying that Ford's F150 Lightning is good for the planet. It pushes customers, suppliers and competition away from fossil fuels ... that is great. I've been critical of many legacy auto EVs in the past (like the Porsche Taycan, and Mach-E, and Ford Lightning), because I think they are very overpriced for their battery/drivetrain/software technology ... at least relative to Tesla. But for the auto industry? Compared to an ICE vehicle? There's no doubt this new EV push is a good thing. So I'm making this video to say props to Ford for making the bold move, and good luck! You're going to need it!!

Genies: Your Avatar For The Neuralink Matrix w/ Akash Nigam Jun 01, 2021

Interview with Akash Nigam, CEO of Genies, the custom digital avatar startup. Initially for celebrities like Justin Beiber and Jared Goff, Genies has just raised $65M to bring its technology to the masses. When you think about where the world is going, Ready Player One, Neuralink, and our general shift towards deeper immersion in the metaverse ... Genies is at the forefront. Allowing customers to express themselves and connect in ways that we've never seen before. This is my newest startup investment (shoutout Niv!), and I can't wait to see what Genies does next!!

Cybertruck has 1M+ Preorders: RIP Ford F-150 Lightning May 25, 2021

Tesla's Cybertruck has unofficially crossed 1M net reservations/pre-orders. This represents a ~$60B backlog. Tesla's Cybertruck reservations spiked after the Ford F-150 Lightning EV unveiling. In this video I break down how the electric pickup industry will unfold as the Cybertruck and Ford Lightning go head to head. Hint: I think Ford is going to have a very tough road ahead. With worse specs all around, no SuperCharging or FSD/Autopilot ... I know I'm sticking to my Cybertruck order lol.

Rally Makes Everything A Tradeable Asset w/ CEO George Leimer May 25, 2021

nterview with Rally CEO George Leimer. Rally just raised a $30M Series B to fulfill its mission of making everything in the world a tradeable asset. I've seen Rally scale from classic cars to a dozen categories, and think this company is poised to become a massive platform as it securitizes everything from sports cards, to art, to the declaration of independence to Boring Company Flamethrowers, or even Tesla Tequila!!

How much would SpaceX be worth if it did an IPO? 🚀 May 18, 2021

Let's say SpaceX broke the internet and announced they were doing an IPO. How much do you think they would be worth? In this moonshot, I breakdown SpaceX's business model, from government contracts and launches to Starlink's internet service. And show you how I arrive at a multi hundred billion valuation for Elon Musk's rocket company. Leave your guess on SpaceX's valuation in the comments below!

Elon/Tesla Ditching Bitcoin For Doge!? 🤔 May 14, 2021

Elon Musk has announced that Tesla has suspended vehicle purchases using Bitcoin due to the network's increasing energy consumption. Additionally, he just tweet that he's working with Dogecoin developers to make that network more efficient. Just two days ago, he put out a poll asking his followers whether or not Tesla should allow Doge as payment. The response was an overwhelming yes (78.2% on ~4M votes). Now it's anybody's guess what Elon Musk/Tesla's next crypto move will be .. what's you're take? Is Elon trying to ditch Bitcoin for Doge?

Elon on SNL: World's Biggest Influencer May 05, 2021

Elon Musk is set to appear on Saturday Night Live (SNL) on May 8th!! Will he mention Dogecoin!? Seriously though, Elon Musk is the 23rd most followed Twitter account in the world, and gaining millions of followers per month. Additionally, on Google Trends he is more searched for than Taylor Swift or Kim Kardashian!! This is a major X factor in Elon's empire, his brand/celeb status = free marketing dollars and exposure for his vision! It's so cool to watch the internet support Elon and his companies that are building a brighter future. When do you think Elon will hit 100M Twitter followers??

HyperScheme: Neuralink Monkey Mind Pong May 04, 2021

Elon Musk's brain-chip company Neuralink doesn't get anywhere near the attention it should. This breakthrough in electronics, and biotechnology is opening up new possibilities for medical treatment, and may eventually make the smartphone obsolete. Is Neuralink the biggest threat to Apple? Will Neuralink become bigger than Tesla and SpaceX, and be the biggest companny in the world? Join me for this podast/scheme/update about Elon Musk's Neuralink.

Gali Gets Interviewed Apr 30, 2021

My friend Aidan asked if he could interview me for HyperChange. At first I wasn't sure what to expect, but we had an epic conversation about my career pre-HyperChange, why I started the channel, my goals for the future, HyperGuap, startup investing and being a creator. This was a ton of fun and huge shoutout to Aidan for making it happen!

Tesla Getting Into Bitcoin Mining? 🤯 Apr 27, 2021

Tesla bought $1.5B of Bitcoin in early 2021, and accepts Bitcoin as payment. On the company's Q1 conference call, CFO Zach Kirkhorn hinted at future Bitcoin/crypto product announcements. My prediction/moonshot is that Tesla will launch crypto mining as part of its new solarroof + powerwall package. When Tesla's customer generate excess energy they will be able to monetize it via crypto networks. This will accelerate the ROI for all renewables, and offer Tesla Powerwall/solar owners a potential revenue stream. What are your thoughts? Am I crazy? Or is Tesla working on this? ;)

Tesla Q1 2021 Earnings Summary 🤓📊 Apr 27, 2021

Walkthrough of Tesla's key financial results & conference call highlights from Q1 2021. From Plaid Model S, Shanghai Model Y Ramp, Dojo supercomputer, Bitcoin mining, Tesla Energy, Giga Berlin, Giga Austin & more! Let me know your thoughts on Tesla's quarter in the comments below!

Tesla Q1 Blowout Coming? w/ Mayur Thacker Apr 24, 2021

Tesla Q1 2021 earnings preview. I'm joined by Mayur Thacker to discuss Tesla's upcoming earnings. Can Shanghai's rapidly scaling deliveries offset weak Model S/X sales to lead Tesla to a record profit?! Will the Dojo AI supercomputer lead to an AWS like business for Tesla? We cover it all and more!

Tesla FSD Beta 1 Month Review 🚘🧠 Apr 23, 2021

What better way to talk about my first month using Tesla's FSD Beta (full self driving) software, then by doing a podcast while on FSD!? I cover how often I use FSD, frequency of interventions, whether I think FSD is fairly priced at $10K, financial implications, projections for true L5 autonomy and so much more ...

Talking Startup Investing on Tesla FSD w/ Niv Dror Apr 21, 2021

In this FSD ride/podcast I interview Niv Dror, founder of Shrug Capital. We cover his firm Shrug, how he started, and what his investing philosophy is. Then go on to the state of the VC market, and how smaller/creator driven funds are changing the industry. This was so fun, Niv is a good friend and responsible for me getting so into startup/angel investing, huge thanks him for coming on the show!! 🙏

Major Tesla FSD Price Overhaul Coming!? 🤔 Apr 13, 2021

Tesla's new V9 FSD software rollout is right around the corner. Right now about ~2,000 people are testing the company's self-driving software, and they are about to roll it out to a bunch more people. As the FSD on city streets functionality goes mainstream, I think Tesla will be able to justify a huge increase in FSD pricing. Additionally, Elon Musk has said Tesla will introduce FSD subscriptions this quarter. After having the FSD Beta for a month, I think it's already worth $25,000 ... What are your thoughts? Do you think we are on the cusp of a major FSD price hike?

Moonshot: Tesla Develops Sustainable Tires Apr 11, 2021

Tires are a huge source of pollution in both our oceans and the air we breath. As a leader in reducing the environmental footprint of our transportation industry, Tesla has the opportunity to disrupt the status quo. By leveraging the company's materials science team (collab with SpaceX), I believe Tesla could develop a sustainable, biodegradable, non-toxic tire product.

Tesla On Track For 1M Deliveries In 2021 🤯 Apr 11, 2021

Tesla posted Q1 2021 deliveries of 184,800, up more than 100% year over year. This blockbuster quarter (despite no Plaid Model S/X), shows how strong of a year Tesla is gearing up for. This quarter puts the company on track for almost 1M deliveries this year 🤯How many cars do you think Tesla will deliver in 2021? Let me know in the comments below! Also your guesses for Tesla's Q1 financials! :)

Building JOYWORLD ft John Orion Young 🎨 Apr 05, 2021

Interview with artist and digital creator, John Orion Young. Also known as JOY, he is building JOYWORLD, a happy metaverse of art on the Ethereum blockchain. We discuss how he started getting into crypto, making NFTs, and what the future holds for JOYWORLD. It was so much fun having John on the show, thank you!!!

Tesla Will Be The World's Biggest Company Apr 01, 2021

My full bull thesis for Tesla, and why I'm holding all my shares. My forecast is for a $4T market cap/fair value to be achieved by ~2027, driven by a combination of a successful launch of the robotaxi business and Tesla Energy going all the way.

Starlink Launching SpaceX To $100B+ Valuation 🚀 Mar 27, 2021

As Starlink expand rapidly and preps for an IPO, SpaceX's valuation is set to rocket past $100B (if it hasn't already). This is amazing news, as Starlink's financial success will give SpaceX the resources it needs to colonize Mars, and fund the Starship program. I can't wait to see Starlink expand and IPO!

Tesla Insurance = Billions In Investable Cashflow Mar 24, 2021

Tesla's in-house insurance business is on the cusp of expanding to new states. As this expands, Tesla will have a growing stream of investable cashflow from insurance premiums. How will Elon and Zach Kirkhorn invest this cash? Bitcoin? Megabatteries? New factories? Robotaxis? All of the above?

ARK's Tesla Price Target Is $3,000 In 2025 🤖🚖 Mar 22, 2021

ARK Invest's Tasha Keeney is out with a new report, valuing Tesla at $3,000 per share in 2025. This new price target relies on Tesla's successful execution of a robotaxi network, and bringing a truly autonomous vehicle to market. In it's bullcase scenario, ARK estimates Tesla could be selling 10M cars a year by 2025, be generating ~$700B in revenue, and worth $4T. Is ARK crazy with these targets, or just understanding of Elon Musk's disruptive potential?

NFTs & Art To $10T Mar 20, 2021

NFTs or Non-Fungible Tokens are taking off. These 1 of 1 art pieces are stored and traded on the Ethereum blockchain, and are exploding in popularity. The NFT market has expanded ~10X in the past two years to $300M+, and continues to grow daily. I think in the long-run this is a digital part of the art market that will become a larger piece of our economy. Right now the world's art is valued at $1.7T, I believe that will scale rapidly to $10T+ and NFTs are a huge part of that.

What's It Like To Drive An Arcimoto w/ Ross Gerber & Mark Frohnmayer Mar 20, 2021

Ross just spent the day with an Arcimoto, driving it around LA and Venice Beach. In this interview, I talk with Ross and Mark about his first ride in the FUV, and his takeaways from the test-drive. We also discuss Arcimoto's plan for mass production, and more! Thanks to Ross and Mark for joining the show!

Tesla FSD Beta Expanding!! w/ Omar Qazi Mar 13, 2021

Tesla has just expanded its FSD Beta program to 2,000 participants, and is on the cusp of launching an 'FSD Beta Button' where users can request access to the program. This is a huge milestone for Tesla's self-driving ambitions and autonomous vehicle software. In this episode I speak with Omar Qazi (Whole Mars) about his experience with FSD Beta, Tesla's AI strategy. This was a blast! Thanks to Omar for coming on the show!

Tesla Will Fix The US Grid ⚡🔋 Mar 08, 2021

Bloomberg reports that Tesla is building a 100 megawatt battery 40 miles South of Houston. This megabattery project can power up to 20,000 homes on a hot day, and is rumored to be helping stablize the Texas grid. In this episode I explain why this is a preview for the future of Tesla's energy business, and how they will fix the US grid :) Let me know your thoughts below, and if you've heard anything about this project!!

Tesla Exporting $25K Car From China? Mar 04, 2021

Going live to discuss Tesla's Shanghai factory and China business. We will dive into how much Tesla grew in China the past couple years, and what is next for the company in the region. From a Cybertruck launch, to the Tesla Semi to FSD, I think Tesla is just getting started in China. And the rumors are growing that they will unveil a new mass-market $25K built in China this year, and may even export it globally.

The Future of Bitcoin with Michael Saylor Mar 04, 2021

I sat down w/ Michael Saylor, CEO of MicroStrategy, to discuss Tesla's Bitcoin purchase, and the future of the cryptocurrency. He predicts, that in 5 years, more than 1 billion people will own Bitcoin. We cover who in big tech will move next, why inflation will continue, and the evolution of the monetary system as we leave the fiat standard. I had a blast, huge thanks to Michael for joining the show! Let me know your thoughts in the comments below!!

Public Hits 1M Users w/ Jannick Malling Mar 02, 2021

Interview with Public Co-CEO Jannick Malling. Public is the social investing app, and one of the hottest companies in fintech. Public just completed a new $220M funding round at a $1B+ valuation, and now boasts 1M users on its platform. In this episode, I sit down with Public's Founder Jannick Malling to discuss his vision for Public, and the future of financial markets. I had a blast interviewing Jannick, huge thanks to him for taking the time to come on the show :) Full disclosure: I am an advisor to public and have some stock in the company.

Tesla Society of Columbia Q&A Mar 01, 2021

Last week I was asked to present to the Tesla Society of Columbia University. Here is a recording of the club's meeting, where I answered questions on HyperChange, Tesla stock, meeting Elon, the Cybertruck and so much more. Thanks for having me!

Bitcoin's Energy Consumption Feb 25, 2021

Bitcoin's energy consumption has stayed flat since mid 2018 (almost 3 years), despite huge growth in users, and dollars moved on the network. Many skeptics point to the irony of Tesla buying Bitcoin (because of its focus on renewable energy), but fail to understand this. The monetary system requires energy. Yes, Bitcoin consumes a lot, but it's not more than we can handle, especially if the trend of rising average transaction values continues. What are your thoughts on this? Was it hypocritical for Tesla to buy Bitcoin? Are you happy they did?

Warren Buffett Buys Chevron 🙈😭 Feb 18, 2021

We need our billionaires and investment idols to inspire us to live more sustainably, and invest in the future they believe in. I'm ashamed as a Warren Buffett fan that he/his company Berkshire Hathaway bought Chevron. It shows they put profit over people and the planet. Lame. Going live to give my hot take on this. Nothing on the show is financial advice.

Clubhouse Is The Next Big Thing 👋 Feb 15, 2021

Drop-in audio chat app Clubhouse is booming. Despite being invite only. Clubhouse has accumulated 2M+ users, and a $1B+ valuation. The app allows you to listen and join various live conversations. It's a live audio-only social network. I'm obsessed with the creative potential this product has. I think this is the next big thing, and I'd buy stock hand over fist in Clubhouse at $1B if they let me. Huge thanks to everyone who participated in the call and joined the show!!

Why Tesla Bought Bitcoin Feb 08, 2021

Moonshot confirmed! Tesla has purchased $1.5B worth of Bitcoin! Instead of hoarding the usual bonds and fiat as reserve assets, Tesla has decided to move ~7% of it's $19.4B in cash into Bitcoin. I think this is a genius move, and will set off a wave of rapid institutionalization of Bitcoin. Who will be the next big tech company to get in?? Are you worried about Bitcoin's energy consumption being counterproductive to Tesla's mission?

HyperChange 17⚡ The $25K Tesla In China? Feb 05, 2021

Tesmanian reports that Tesla is moving forward with a Phase 2 of its Shanghai factory, and is expanding to build the production line of a new vehicle (not the Model 3/Y). Filings with the Chinese government appear to indicate the Model 2 is on track to begin production and deliveries as soon as 2022 (next year!). This seems wayyy ahead of schedule and almost too good to be true. But the breadcrumbs keep coming. Do you think Tesla is getting ready to announce a $25,000 mass market car made in China?

HyperChange 16⚡ Robinhood & Perceived Solvency Feb 03, 2021

Perceived Solvency = to continue to operate (and stay solvent) a company must maintain the perception of solvency among all of its stakeholders. Startups that burn cash are reliant on this notion of perceived solvency. Robinhood was asked to put up $3B in capital suddenly, and this appears to have caused a liquidity crisis at the firm. In the last week, Robinhood has raised $3.4B of new funding. Did Robinhood almost go bankrupt? What are your thoughts on perceived solvency?

HyperChange 15⚡ Jeff Bezos Leaves Amazon Feb 02, 2021

In a shocking move Jeff Bezos has announced he will be stepping down as Amazon CEO in Q3 2021. He will become Executive Chairman of the board, and be replaced by Andy Jassy, a 24 year Amazon veteran, the Founder and CEO of AWS (Amazon Web Services). Jeff Bezos claims Amazon is at peak inventiveness right now, do you think the company will continue innovating without its founder at the helm!? Let me know in the comments!

HyperChat 16🎙️ Ross Gerber & Arcimoto CEO Mark Frohnmayer Feb 02, 2021

Interview with Ross Gerber and Mark Frohnmayer. In this podcast, we go deep on the background behind Arcimoto, and the vision for the company. My friend, and CEO of Gerber Kawasaki, Ross, asks Mark Frohnmayer detailed questions about the company, and we get to listen in! This was a total treat. Covering everything from Mark's background, to the production ramp, to the Deliverator, Arcimoto's financial strategy & more! Huge thanks to Mark and Ross for joining the show :)

HyperChange 14⚡ Tesla Q4 20 Earnings Analysis Jan 28, 2021

Breakdown of Tesla's Q4 2020 financial results, shareholder letter and conference call. The big news was Plaid Model S! Tesla has officially announced it will begin deliveries of the Plaid Model S in ~1 month, and then begin delivering the Plaid Model X shortly thereafter. Tesla's interior refresh shows a focus on autonomy and in-car gaming. This is an epic preview of where the company is headed. Let me know all your thoughts below!!

HyperChange 13⚡ My Portfolio 🤑 Jan 27, 2021

Showing you my current investment portfolio. From Tesla, Bitcoin, SpaceX, UniSocks to all my startup investments. I'm taking y'all behind the scenes to scheme on my investment strategy and how I think about structuring my financial portfolio. I think I've got a basket of the coolest companies & assets HyperChanging our world.

HyperChange 12⚡ Tesla Q4 20 Earnings Preview Jan 25, 2021

Tesla reports Q4 2020 financials on January 27th! Here are my projections/estimates for Tesla's Q4 & what I'm expecting to hear on the conference call. Plaid Model S?! 4680 cells ramping?! Berlin, Austin and Shanghai factories all expanding like crazy?! FSD beta rollout!? Tesla Energy update?! What are you most excited to hear about from Elon on the earnings call??

HyperChange 11⚡ Amazon's Autonomy Strategy Jan 23, 2021

Amazon is building a self-driving car. From investments in Rivian and Aurora Innovations, to buying Zoox outright, Jeff Bezos is making a push towards autonomous EVs. With thousands of delivery vans and trucks driving around our cities, delivering packages, Amazon has a key asset in he self-driving race. An existing business to subsidize data collection. Tesla is years ahead in developing self-driving tech, and Amazon is desperate to catchup. What are your thoughts?

HyperChange 10⚡ HyperChanging HyperChange Jan 21, 2021

Popping a bottle of Tesla Tequila & taking y'all behind the scenes of HyperChange?!!? Yes please! In this 'behind the scenes' of HyperChange episode I talk about strategy for the channel, how it started, my long-term vision, and what big projects I've been working on. It's been a wild ride over the past 3 years, and I wanted to take a moment to thank all my Patreons & subscribers. You are amazing! We are just getting started! Crack open the Tesla Tequila, and join me! :)

HyperChange 9⚡ Starlink Is Coming Jan 17, 2021

SpaceX's Starlink, a low earth orbit satellite internet service, has successfully launched its beta test. What's next? An IPO and massive global expansion? I think so. In this episode I dive into the current state of Starlink, and why it makes sense for Elon Musk and SpaceX to spin it out, and have the highly anticipate 'Starlink IPO' sometime in the next 12-24 months. In the episode I walk through my projections for Starlink's user-growth and revenue through 2025. What would you value Starlink at?

Ethereum 2.0, Rainbow & Yeezy's on the blockchain w/ Mark Demarais Jan 13, 2021

Interview with Rainbow Wallet co-founder Mike Demarais, about all things Ethereum. From the scaling of the network, to Uniswap and tokenizing Yeezy's, we cover the current state of the Ethereum ecosystem. Mike put me on to Unisocks at $60 per pair, and they are now trading for thousands. What are your thoughts on the future of Ethereum?

Plaid Model S Coming!? 😉 4680s Ramping!? Jan 03, 2021

Elon Musk replied to my tweet about the Plaid Model S with a winky face ... #hmm. Tesla is on the cusp of launching the Plaid Model S variant, with 520+ miles of range, 200mph top speed, and sub 2 second 0-60 time. For just $139,990, it's yours! Could the Model S Plaid be coming even sooner than "late 2021" ... like in a few months? If so, it will be the first Tesla product with the new 4680 battery cells (unveiled at Battery Day). If Tesla can get the Plaid Model S with the new battery cells on the road in 2021, it will be a great sign for the company's battery skunkworks/in-house battery cell program. When do you think the first Model S Plaid delivery will be?

Tesla Q4 2020 Deliveries 🥳📊 ANOTHER record! Jan 03, 2021

Tesla's Q4 2020 delivery report is hot off the press!!! It's ANOTHER record quarter, with deliveries of 180,570 and production of 179,757. This represents 29% sequential growth (from Q3's record), and 61% year over year growth. For the full year, Tesla delivered 499,550 cars, just a smidge shy of the company's original (pre-COVID) 2020 delivery guidance. WOW! What a year for Tesla ... and it looks like the fun is just getting started. In Q4 Tesla averaged an annual delivery rate of 722,000. Sometime this year (2021), we will pass the 1M vehicle production rate mark, an EPIC achievement that will officially cement Tesla as one of the world's largest automotive companies. What are your predictions for Tesla's deliveries in 2021!

Masterworks: The Startup IPOing Paintings 🎨 🤑 w/ Scott Lynn Dec 31, 2020

Masterworks is democratizing fine art investing. The startup has created an online platform that allows consumers to invest in paintings for as little as $20. By securitizing multi-million dollar paintings and opening them up to the masses, Masterworks is disrupting the art collection & resale market. There are already 100,000 investors on the Masterworks platform. In this interview, I discuss art investing, Masterworks & more, with CEO/Founder Scott Lynn.

QuantumScape Deep-Dive w/ The Limiting Factor 🔋🤷‍♂️ Dec 21, 2020

nterview with Jordan Giesige from The Limiting Factor about QuantumScape, what to make of the latest investor day/battery data presentation. We discuss what it will take to scale QuantumScape's pouch cell into a full pack, and how they seemed to ignore the advances from Tesla's Battery Investor Day. I think QuantumScape's valuation of ~$26B ($73.73 per share), seems ridiculous based on what the company has achieved thus far. What are your thoughts on QuantumScape's technology and IPO?

Tesla 2021 Financial Projections 📊HyperCharts Dec 19, 2020

Walkthrough of my open-source model for Tesla's 2021 financials. From vehicle deliveries, to revenue, gross profit, EBIT, to cashflow, I cover all my projections for Tesla's next 5 quarters. Between increasing FSD prices, and ramping production, Tesla's intrinsic earnings power appears to be compounding at 100%+.

Should Tesla Convert It's Cash To Bitcoin? w/ Michael Saylor Dec 16, 2020

Interview with Michael Saylor, CEO of MicroStrategy. His company has an $800M Bitcoin position and is buying more. As Bitcoin becomes better understood as a store of value (digital gold 2.0), should more companies adopt MicroStrategy's approach and keep Bitcoin instead of cash/treasuries on the balance sheet?! My vote is yes. As a Bitcoin investor and enthusiast since 2013, it's fascinating to see this news develop. What are your thoughts on Tesla holding some BTC on it's balance sheet instead of cash? Will Apple and Amazon be forced to do this, after Square & Paypal have moved?

HyperChat w/ Zachary, the 12 Year-old 'Young Investor' Dec 15, 2020

I sat down with Zachary, a 12 year-old investor and financial YouTuber. We discuss how he picks stocks, what got him into the market, and what companies he's following. From Arcimoto, to Tesla, Square, Cash App, Bitcoin, Paypal, Paysafe, Roblox & more ... we cover it all. I had a blast talking to Zachary, the 'Young Investor', thanks for coming on the show!! :)

Who Will Be The First Social Media Billionaire? w/ Luke Pappas Dec 10, 2020

The influencer business is booming. From Gwyneth Paltrow's Goop, Jake Paul's boxing matches, Travis Scott's Fortnite concerts to Genies digital avatars. We are in the golden age of influencers, and it's just getting started. In this interview with my friend Luke Pappas, a Principal at the Silicon Valley VC firm NEA, we discuss the evolving social media landscape, and power of personal brands. Who do you think will be the first social media billionaire? Let me know in the comments below!!

Can Tesla Stock Keep Going Up Forever? Dec 08, 2020

Tesla stock closed today at an all-time high of $642 per share, valuing the company at ~$650B. That values Tesla at 18.6X price/sales, 78X price/gross profit and 203X price/EBIT ... based on Q3 2020 financials. In this rant I breakdown why I'm still holding my shares despite this seemingly 'crazy' valuation, and how I philosophically think about valuing technology equities. Please leave your thoughts below! What's your intrinsic value for Tesla? Do you think Robotaxi's will happen and generate billions of free cash flow??

Tesla Schemin With Gali Dec 03, 2020

Going live to talk to you about Tesla! I got a bunch of random schemes to share with you and ideas to bounce around!! I think I have 10 different ideas of $100B companies, Tesla could create, let's talk about em! :) Remember, nothing in the show is financial advice and I'm a biased Tesla shareholder!

Tesla S&P 500! Index Tracking Fund Squeeze? 📈 w/ James Stephenson Dec 01, 2020

It's official, Tesla is joining the S&P 500 on December 21st, and it's not happening in tranches. Is this going to trigger panic buying, a potential Index Tracking Fund Squeeze? I call up my friend, and legendary Tesla Twitter member James Stephenson to get the inside scoop on what this news means for Tesla shareholders! Huge thanks to James for joining!

How Much Money Is Zoom Making!? 🤯🤑 Dec 01, 2020

This is one of the most fascinating business case studies in the world right now. Zoom has enabled the whole world to work from home! Going live to watch Zoom Q3 2020 earnings come out and analyze them on HyperCharts! Let's see how much money Zoom is making :)

Interview with Lynn Frohnmayer, Arcimoto's First Customer Nov 29, 2020

I had the honor of sitting down with Arcimoto's first customer, Eugene-legend, Lynn Frohnmayer. We discuss what it was like getting used to owning an Arcimoto, how safe it is, if it will ever use Tesla batteries, and how it lives up to the name 'Fun Utility Vehicle.' Huge thank you to Mark for hosting me in Eugene, and Lynn for podcasting. This was so much fun!

Buffett Should've Watched HyperChange Tesla Videos Nov 23, 2020

Rumors are that Warren Buffett has secretly taken a large stake in Tesla. This would be very uncharacteristic of Buffett to make a big bet on a bold CEO, leading a fast growing technology firm. But I think it's possible and makes total sense. We pitched a moonshot in 2017 that Warren Buffett should buy 5% of Tesla for $3B (which would now be worth more than $20B). It's ok, better late than never! What do you think ? Are the rumors true? Is Buffett buying Tesla?!?!

Tesla's Mining Strategy ⚒️ w/ Rodney Hooper Nov 17, 2020

Interview with Rodney Hooper of RK Equity about Tesla's raw materials supply chain strategy. We cover Battery Day announcements, Tesla's plan to get into clay lithium mining, how the EV boom will impact raw material prices (lithium, nickel, graphite and more). I think Tesla's ability to source high quality battery materials is a key competitive advantage

Nosotros: The Startup Behind Tesla Tequila ⚡ Nov 10, 2020

An interview with Carlos Soto, the Founder of Nosotros Tequila, the startup behind the legendary Tesla Tequila product. We talk about the special 15 month aged Anejo that was developed especially for Tesla. Each bottle comes in a hyper-artisanal handblown glass lightning bolt bottle (eerily similar to the HyperChange logo ;). In the podcast we discuss how Carlos started Nosotros, what makes them different from 'big tequila', what type of Agave they use, and his plan to bring incredible, drinkable, high quality tequila (and now mezcal!) to the masses. Huge thanks to Carlos for joining the show! I can say after trying Nosotros two Tequilas, they are THE BOMB :)

Why Tesla Could Be Cheap At $400B 🤓 📊 w/ Mayur Thacker Nov 03, 2020

Nerding out on Tesla's financials, revenue, gross profit, return on assets, unlevered free cash flow, FSD revenue, and so much more with Mayur Thacker. We come the conclusion that Tesla is one of the most fascinating business case studies to watch, defying almost all auto industry financial norms. Tesla's simultaneous growth and efficiency improvements are unheard of, and (in our opinion) justify this massive run up in valuation. What are your thoughts on how to value Tesla?

Tesla Battery Day Post-Mortem 🔋 w/ The Limiting Factor Oct 30, 2020

I caught up with Jordan Giesige of The Limiting Factor, my favorite battery YouTuber. We analyzed all aspects of Tesla's battery investor day, from the new 4680's tabless design, to cell to structure manufacturing, the $25,000 Model 2, silicon anodes, cathode production, clay mining, tesla airplanes & even a Tesla cyber cargo ship!!! It was EPIC! thanks so much to Jordan for joining.

The Future of Social Media w/ Turner Novak Oct 27, 2020

Interview with Turner Novak, partner & Chief Meme Officer at Gelt VC. Turner is an expert & thought leader on consumer social apps, especially Tik Tok, Snapchat & Instagram. In this episode we dive into the future of social media and why everybody is working on a smartphone (and why Tik Tok should launch one).

Tesla's Mind-blowing CAPEX Efficiency 👾⚙️💰 Oct 26, 2020

Tesla has increased it's CAPEX guidance, and plans to spend between $4.5-$6B on Capital Expenditures over each of the next two years. These investments are to ramp vehicle production, and build out new battery production lines for the 4680 cell (my guess). This is a super exciting development as Tesla invests like crazy to scale to millions of vehicles per year. These are the moves that will put them wayyyy ahead in 2025 ;)

Arcimoto Partners With DHL for FUV Deliveries Oct 26, 2020

Arcimoto announced a partnership this morning with DHL, to deliver the Fun Utility Vehicle (FUV) to the 48 continental United States. This is really exciting news, as Arcimoto ramps up production and gears up for its goal of producing (and delivering) 50,000 units per year. I'm joined by Mark Frohnmayer CEO & Founder of Arcimoto to discuss this news.

Tesla Q3 Earnings Review w/ Motley Fool Oct 26, 2020

Going over Tesla's Q3 2020 earnings, shareholder letter & conference call wit Brian Feroldi of the Motley fool. We cover the blowout Q3 financial results, new FSD beta rollout, Tesla Berlin, Tesla Austin, the solarroof and more. This was recorded on Thursday, 10/22

Tesla Releases FSD beta!! 🧠🚘💸 Oct 22, 2020

Tesla's highly anticipated 'FSD beta' software update is now being set out to a handful of lucky customers. Although you have to oversee the vehicle, this new feature allows you to plug in a destination and the car to start driving there (all by itself). Wow. This is already going viral, and it should be. Tesla is leveraging the data from these early customers to improve the system, before a wide release later this year. I'm at the edge of my seat waiting for the update! Additionally, Tesla will be raising the price of FSD by $2K on Monday, making it a $10,000 package. This is the first time the price has gone up by more than $1,000 and is a strong signal that it will keep climbing rapidly. FSD will be a gamechanger for the planet and Tesla's business model, as it unfolds.

Will Tesla Deliver 1M Cars In 2021? 📊📞🤓 Oct 22, 2020

Analyzing Tesla's Q3 2020 Earnings & conference call!! Sharing my thoughts and analysis on Tesla's record breaking quarter after the conference call!

Tesla Q3 Earnings Preview 📊🤓 Oct 20, 2020

Tesla Q3 2020 earnings preview! I'm projecting Tesla will grow revenue by more than 30% to ~$8.3B, and produce about ~$500M in operating income (excluding any impact from Elon's stock compensation package). What I'm most curious about on the conference call is the production ramp of Tesla's new 4680 battery cell, and any details surrounding the plans announced at Battery Day! What are you expecting from Wednesday's shareholder letter & conference call?

Announcing HyperGuap ⚡💸 Oct 15, 2020

Announcing HyperGuap! I'm launching a syndicate group for accredited investors!

HyperGuap - www.hyperguap.com

Music by Gali: https://soundcloud.com/galimusic

Tesla Battery Day Implications w/ Motley Fool Oct 06, 2020

My interview with Brian Feroldi of the Motley Fool, covering Tesla's Battery Day, the new 4680 battery cell, the Plaid Model S, Cybertruck, Tesla Semi, solarroofs and more. This was recorded on Friday, 10/02/2020. Thanks to the Motley Fool for having me!

Tesla Q3 Deliveries Imply Record Profits 🤑 Oct 03, 2020

Tesla reports record Q3 deliveries of 139,300, up 43% year over year. These record breaking numbers (in delivery & production) imply a huge financial beat and profit coming. The best part is this is just the start of Tesla posting consecutive quarters, of record deliveries and revenue. I think the company could still hit its (pre-COVID) guidance of 500K deliveries this year. An EPIC achievement while the whole auto industry is in shambles.

Tesla's Battery Skunkworks Unlocks The Model 2 Oct 02, 2020

Full breakdown of Tesla's Battery investor day. From the new 4680 cell, to the tabless electrode, to the potential of the Model 2 ... I try and summarize one of the most important days in Tesla history. The cat is out of the bag, Tesla is bringing cell production in house and scaling like crazy. They plan to hit 100GWh/yr by 2022 of this new cell. That's triple Tesla's 2020 battery consumption. This implies Tesla is getting ready to sell Ms of vehicles per year.

Reminiscing On The Tesla 10 Bagger w/ James Stephenson Sep 13, 2020

Interview with James Stephenson, fellow Tesla shareholder, and prominent Tesla Twitter community member. James has been fighting the FUD with incredible analysis on Twitter for years, and has even been applauded by Elon Musk for his insight. In this podcast we discuss how Tesla has evolved in the two years since we were featured in a Wall Street Journal article about the company going private at $420 per share #funding secured

How I Value My Tesla Shares 🤓 Sep 10, 2020

Tesla now trades at a valuation of ~$400B, making it the world's largest automaker and one of the largest public companies in the world. Can the current financials justify this valuation? How far out, and what assumptions must you have for TSLA to make sense at these prices? In this video I walk through my thinking as a long-term investor, and why I'm still very bullish on Tesla and have never been more confident in the company. From robotaxis, to solarroofs, Tesla is much more than a car company. Eventually, I believe we are looking at multi-trillion dollar tech behemoth, that will have changed our energy and transportation systems forever.

GM & Nikola Partner... lol 😂🤣 Sep 09, 2020

GM is partnering with Nikola Motors to build its EV and FCEV pickups and semi trucks. As part of the deal, Nikola is issuing $2B in new stock to GM for "in-kind" services. It looks like both companies are super desperate. Nikola needed an OEM partner to build the Badger, and GM wanted good press for it's EV division (along with $2B in shares). What are your thoughts on this deal? Should Tesla be concerned (lol)?

HyperChange Is Getting A Tesla!!!! 🍾🥳 Sep 01, 2020

I can't even believe it! I'm getting a Model Y!!!!! Tesla stock has been going up so much, I just couldn't resist. We will be documenting the whole process of the HyperShip, from ordering to delivery, to epic roadtrips!! Huge thank you to all the HyperChangers & Patreons for making this possible. It's a dream come true :)

Projecting Tesla's 2020 Financial Results 🤓📈 Aug 27, 2020

Putting pen to paper and estimating Tesla's financials for Q3 and Q4 of 2020. As the stock price keeps soaring to new highs, I thought it was the perfect time to get back to fundamentals :) I'm expecting back to back record quarters of deliveries, revenue and profitability, starting this quarter. My biggest questions heading into the end of the year are ... how fast will China ramp? is Model Y cannabalizing Model 3 in the US/North America? Is the Plaid Model S/X launching at battery investor day?

Tesla + Amprius = VTOL Jet? 🔋⚡🛩️ Aug 25, 2020

Rumors are swirling. Tesla has sent out battery day invites with a teaser image that appears to show 'silicon nanowires' ... Amprius Technologies, a silicon anode/nanowire startup just relocated right next to Tesla's top secret Project Roadrunner Battery facility ... and Elon Musk is replying to Amprius tweets about reaching an energy density of 400Wh/kg, confirming it's only 3-4 years away from mass production. This is huge!!

Tesla Stock At $2,000: Are We Crazy? Aug 24, 2020

Tesla stock is up 822% in the past year, to $2,000+. The market capitalization is almost $400. I'm holding all my shares. Are we crazy? Is this a ridiculous valuation? Or will Tesla's Autopilot self-driving software justify a market capitalization worth Trillions? How many factories are already price in? We cover everything. going through the mind of a long-term Tesla investor in this 'chill' style podcast.

Redwood Materials Partnership at Tesla Battery Investor Day? Aug 22, 2020

There's no doubt Tesla will announce a battery recycling initiative at the upcoming battery investor day, but will it involve Redwood Materials? Tesla CTO/Co-Founder JB Straubel founded a battery/materials recycling company in 2017, and they are now scaling quickly. Is Redwood a part of Tesla's battery recycling plans, what's the relationship between the two companies?

Menē: Disrupting Jewelry & Gold Investing Aug 19, 2020

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Spotify Will Disrupt Podcast Monetization & Discovery 🎙️ Aug 17, 2020

Spotify is on its way to disrupt and dominate the podcast industry. Recently, the company has signed exclusive deals with Joe Rogan, Kim Kardashian, DC Comics and Michelle Obama for content. But that's only half the excitement, Spotify has also launched a new podcast advertising format: Streaming Ad Insertion (SAI). This will be a game-changer for podcast monetization, and makes me super pumped as a creator trying to monetize my own podcast. Additionally, Spotify is set to make podcasts discoverable (solving a huge problem for the industry). I think they should launch discover weekly playlists curated for content like Audiobooks and podcasts, expanding well beyond music.

Spotify Stock Analysis 🎧🤓 August 2020 Aug 17, 2020

Spotify grew its premium user-base 27% in Q2, to 138M subscribers. Overall Monthly Active Users (MAUs), were up 29% to 299M. Revenue increased 13%, to €1.889B. I'm more bullish on Spotify than ever as the company pushes into original podcasting content, signing deals with creators like Joe Rogan, Michelle Obama and Kim Kardashian. My biggest insight from the Q2 conference call was that advertising revenue will grow dramatically with podcasting in the coming quarters.

NIO Stock Analysis 📊🤓 August 2020 Aug 12, 2020

NIO reports Q2 2020 revenue of $527M (+140%), with a positive gross margin of 8.4%. This was a huge sequential improvement across the board, and sets NIO up on the path towards profitability, with its upcoming EC6. NIO's newest EV, the EC6 is already accepting orders on the NIO app, and is set for customer deliveries in September. This should accelerate revenue and deliveries growth.

Tesla Announces 5 For 1 Stock Split 💰🤪 Aug 11, 2020

Tesla announces a 5 for 1 forward stock split. The deal will be completed in August, and means for every 1 share you have, you will now have 5. I love this move as it opens up Tesla stock to more investors by making it easier to buy a single share! Let me know what you think in the comments below!

How Tesla Will Scale Battery Production 🙊 Aug 06, 2020

*SPOILER ALERT* Do not watch this if you want to be surprised at Tesla Battery Investor Day. This video is my entire theory of how Tesla tested Maxwell's tech in 2017/18, bought the company in 2019, and has been scaling in house battery cell production with the DBE technology, ever since. Tesla's biggest constraint on growth is they don't have enough batteries. On Battery Investor Day they will announce they are bringing cell production in house and will bring a new battery cell to market to solve this problem IMO. It's going to be epic :) Plz comment your theories below. Remember this is all a guess!! I have no idea what Tesla will actually announce.

Augur: Decentralized Prediction Markets 🔮 w/ Tom Kysar Aug 05, 2020

Interview with Tom Kysar, the head of Operations at Augur. Augur is a decentralized betting platform/prediction market that is built on the Ethereum blockchain. It originally launched a V1 beta version a couple years ago that generated $25M in bets. Now they have relaunched Augur V2, and you can use it to place decentralized bets today! I think this is one of the most promising Dapp projects in Crypto and am excite to follow its progress. Shoutout to Tom from Augur for taking the time for this interview!

Will Tesla Launch An Electric Rickshaw for India? Aug 04, 2020

If Tesla designed a vehicle from scratch for the Indian market, what would that look like? How about an electric rickshaw, the Cybershaw. This is a moonshot concept that I think has a lot of potential to move people & cargo around urban environments. Projections show Indian electric rickshaw sales could hit 20M units per year, at $2.5K per unit, that's a $50B market.

Tesla + Panasonic Upgrading 2170 🔋s at Nevada Gigafactory Jul 30, 2020

The head of Panasonic's US EV business (and in charge of working with Tesla at the Nevada Gigafactory), has revealed details about the company's battery cell technology roadmap. Panasonic expects energy density to improve 20% in 5 years, and significant cobalt reductions even sooner. It's interesting to see Tesla continually upgrading its Panasonic lines, and continue building this relationship ... with rumors heating up about Tesla building its own battery cells in house. The Battery Investor Day speculation continues!

Rumor: SpaceX Raising $1B At $44B Valuation 🚀💸 Jul 28, 2020

Bloomberg reports SpaceX is raising $1B in new funding at a $44B valuation (its highest ever). I give my thoughts on SpaceX's funding strategy, why they will never IPO (or it will take forever), and the exciting potential of a Starlink spinout/IPO.

All-In: The World's Best Business Podcast 🃏🎙️🌟 Jul 23, 2020

The Silicon Valley investor GOATS 🐐Jason Calacanis, Chamath Palihapitiya, David Sacks and David Freiberg have turned their poker squad into the world's best new podcast. With under 5,000 subscribers and 68,000 total views, this is a total hidden gem. I expect this to blow up (rightfully so) as the world's leading business podcast and hit 1M subscribers. I'm so stoked these people I consider hero's of mine are taking the time to spread their knowledge! Go Subscribe!!

Tesla CONFIRMS Biggest Factory Ever In Austin, Texas Jul 23, 2020

Analysis of Tesla's Q2 2020 shareholder letter, financial results and conference call. It was an EPIC call, with the Austin factory confirmed (on 2,000 acres), and Elon's excitement showing through. Tesla is doing better than ever! The company has reported 4 GAAP Net Income profits in a row, despite the COVID crisis, and is still on track to hit guidance of 500,000 deliveries in 2020. Congrats Tesla!!

Why Tesla Is Worth More Than Toyota Jul 22, 2020

Interview with Yahoo! Finance on 07/22, pre-Tesla Q2 earnings, discussing what to expect in the upcoming report. I go into the solarroof opportunity, and why Tesla's 'Computers on Wheels' business model justifies a higher market capitalization than Toyota. Huge shoutout to Yahoo! for inviting me on, thank you!

Why NIO Stock Is Soaring 🇨🇳⚡📈 Jul 21, 2020

Chinese EV-maker NIO has seen its stock price soar 220% in the past year, to a valuation of ~$15B. Is the hype justified for the 'Tesla of China'? I think so. NIO just reported record Q2 deliveries of 10,000+ vehicles, and is set to introduce a lower cost coupe (EC6) later this year. What are your thoughts on NIO stock and it's valuation?

Will Tesla Report A Profit In Q2 2020? 🧐💲 Jul 21, 2020

My expectations for Tesla's financials in Q2, are $5.9B in revenue and $121M in GAAP operating income. If deliveries continue ramping, Tesla has a good shot of hitting its (pre-COVID) 2020 delivery guidance of 500,000+ units. Additionally, with deliveries beating production by about 8K units in the quarter, cash flow will likely be positive (around $1B). On the conference call I'll be looking for updates on Gigafactory Shanghai, the Tesla Semi and 2H 2020 deliveries. Overall, this was a SUPER impressive quarter. Tesla was able to grow deliveries by 2% despite the pandemic, and has a shot at another profitable quarter.

Tesla's India Opportunity 🇮🇳☀️🏠🔋🛵 w/ Vivas Kumar Jul 18, 2020

A conversation with Vivas Kumar about potential strategies for Tesla to enter the India market. With only ~4M passenger vehicles sold in India each year, the addressable market for Tesla's 4-wheeled vehicles is small. On the other hand, the opportunity for Powerpack/Powerwall + Solarroof to fix the grid, is massive. Additionally, there could be a huge opportunity to leverage Tesla's battery technology to create a two-wheel or three-wheel EV product ... What are your thoughts on how Tesla should enter what is soon to be the world's most populous economy.

Quibi: $2B to $2M 📉 Jul 17, 2020

New reports indicate that just ~8% of Quibi's free trial users are converting to the service. My estimate is that Quibi has ~144K paying subscribers, generating about $12M in annual revenue. This is wayyyy below the company's targets, and is not a good sign for the future. Quibi is running out of money and will need to show massive user growth to convince investors to keep pouring in capital. Raising ~$2B before ever launching a consumer product (and finding product market fit) is looking more and more like a huge mistake. I think Quibi will be out of business, or sold at fire sale prices soon. What are your thoughts?

Transition Metal-Free Cathode Breakthrough? w/ Sean Mehta, Battery Scientist Jul 15, 2020

A conversation with Sean Mehta, a battery scientist at Sila Nanotechnologies, about the potential of transition metal-free Cathodes & their potential to disrupt the battery materials supply chain. I learned a ton in this interview!! What are your thoughts about this exciting technology & lab results??

Starlink Emailed Me About Beta Testing 👀 🛰️ Jul 15, 2020

SpaceX's low earth orbit satellite project, Starlink, continues to progress at a rapid clip. I got an email last night, asking me to enter my exact address to see if I'm eligible for the beta testing. Starlink is planning to begin delivering internet service THIS SUMMER. With 500+ satellite's already in orbit, and many launches planned in the near future, this seems like it's already a done deal. The potential for Starlink to become a massive, global, internet service provider is real. This won't be sci-fi for much longer folks ... 🛰️

HyperChange X Motley Fool Tesla Deep Dive Jul 10, 2020

My interview from last month with the Motley Fool. We cover all things Tesla and my long-term investing thesis on the company. Huge shoutout to Buck Hartzell & The Motley Fool for inviting me!! This interview was recorded on June 11th, 2020.

Tesla Raises FSD to $8K, Will Be $20K+ Eventually 🧠🚘💸 Jul 09, 2020

Tesla has raised the price of it's Full-Self Driving (FSD) packaged yet again, from $7K to $8K. Elon Musk has hinted that the long-term value could be $100K+, once general autonomy and regulatory approval has been achieved. In the meantime, incremental gross margin expansion because of raising FSD prices will be a massive financial tailwind for the company. This will justify the 'Computers on Wheels' thesis and Tesla's significantly higher P/S, P/EBIT ratio than the rest of the auto industry. What are you predictions for the price of FSD???

Dadi is HyperChanging Male Fertility 🍆💦🥼🧪 w/ Tom Smith Jul 07, 2020

Interview with Tom Smith, the CEO/Founder of Brooklyn-based male-fertility startup Dadi. Previously, Tom worked at Apple HQ and then founded Imoji, a sticker company that sold to GIPHY in 2017. His newest venture, Dadi, offers direct to consumer at-home sperm testing, and storage. He's bringing much needed disruption to the male fertility space, by leveraging the power of technology to help families get started. I'm a huge fan of Tom, Dadi and the company's mission, so I decide to invest in Dadi!

How Many Cybertrucks Will Tesla Sell In China? Jul 07, 2020

Tesla has opened Cybertruck pre-orders in the world's 2nd largest pickup market, China! This is a huge clue that Tesla is moving forward with possible local Cybertruck production plans in China, and will be selling the truck there soon! What are your estimates for Chinese Cybertruck demand??

Tesla Drops Limited Edition S3XY Short Shorts 🤣 Jul 06, 2020

This is not a drill. Tesla has released official Short Shorts in its merch store for $69.420. These limited edition red & gold shorts wit 'S3XY' on the butt are an inside joke for Tesla shareholders. Tesla has been one of the most shorted & criticized stocks for years... with numerous billionaire short-sellers/skeptics. Now those haters have been proven wrong, as the stock is up 228% so far in 2020, and 415% in the past year. Tesla now trades at a market valuation of ~$250B, and may be on the cusp of reporting its 4th profitable quarter in a row!! Congrats Tesla & Elon! I hope you were able to snag a pair of Short Shorts, I know I got mine!

Why Did Amazon Buy Zoox? 🤖🚖📦 Jul 05, 2020

Amazon has purchased Zoox for $1.2B. The San Francisco based startup is developing autonomous vehicle technology. Zoox has raised more than $1B in funding, and was valued at over $3B in 2018. The question is why did Amazon get the on the cheap and what technology was so valuable? What we do know, is that Amazon continues to vertically integrate its logistics network, and is constantly testing new way to get us packages faster ;)

Arcimoto Raises ~$17M, Stock Soaring w/ Mark Frohnmayer Jul 04, 2020

Arcimoto stock has soared more than 450% in the past 3 months, on the back of ramping deliveries and new financing. In June, the company raised $17M, giving them enough funding to put the pedal to the metal. I caught up with CEO/Founder Mark Frohnmayer, to get his take on the recent Hyrecar partnership & funding news.

Tesla Q2 2020 Production & Deliveries 🚘📊 Jul 02, 2020

Tesla beats everyone's estimates and reports deliveries of 90,650 for Q2 2020. Despite over a month of the Fremont factory being shutdown and a global pandemic, Tesla was able to grow its deliveries by 2% sequentially. My projections indicate the company is still on track to hits its annual 2020 delivery guidance of 500,000+ vehicles. This would be 36% growth from 2019, despite the world falling apart. Tesla was able to report a profit last quarter with deliveries of 88,000... the chance of them reporting another GAAP profit is looking good. What are your thoughts on the quarter?

How Many Cars Will Tesla Deliver In Q2 2020? Jun 29, 2020

Tesla Q2 2020 Deliveries & Production Preview. A strong quarter from Gigafactory Shanghai and Model Y could push Tesla deliveries to 90,000+ (my estimate) for the quarter. This is wayyyy higher than any of us were thinking at the end of Q1, and puts profitability for the quarter within reach!

Will Tesla Cause A Lithium Shortage? 🔋⚒️ w/ Vivas Kumar Jun 28, 2020

Interview with Vivas Kumar, ex Battery Supply Chain Manager for Tesla, now a Principal at Benchmark Mineral Intelligence. Vivas prepared a 34 slide presentation about the state of the Lithium industry, and battery materials supply chain. As EV sales climb from 1M/year to 50M/year over the next decade or two, massive investments need to be made in the raw materials supply chain. This is an in depth look at the mining & lithium industry from now, until 2030.

Tesla's Roadrunner Battery Cells Are Ramping 🤫🔋 Jun 25, 2020

New documents confirm Tesla is expanding battery manufacturing and R&D operations in Palo Alto. This essentially confirms Tesla's 'Project Roadrunner', a top secret initiative with the goal of producing battery cells in house (with a cost below $100kWh). With up to 100 people working in 4 shifts 24/7, it seems like Tesla is truly ramping capacity of these new cells. But many questions remain ... Do these cells use the Maxwell Dry Battery Electrode (DBE) tech? Are these cells going into the new Plaid Model S? How many battery packs can Tesla produce in Palo Alto/Fremont?

Closing Out My Spotify Options Trade 📈 Jun 22, 2020

Update on my Spotify options trade from 3/4 weeks ago. I decided to close out my position with a 110% profit & return to my option retirement! I'm still holding all my Spotify shares and am very pumped about the future they are building. Remember nothing on HyperChange is financial advice!!

Tesla Impact Report Sets A New Standard ♼🌎 Jun 18, 2020

Tesla has posted it's most in-depth corporate sustainability report yet. This analysis of the company's ever improving carbon emissions per vehicle, shows why Tesla is way ahead of the pack. From tailpipe emissions, to battery efficiency, to water usage, Tesla continues to push the envelope on becoming as sustainable as possible! This makes me so proud to be a shareholder :)

Model Y production is booming! 🎙 Jun 16, 2020

Doing a live radio broadcast about Tesla’s ramping Model Y deliveries! I just saw my first two in the wild! This was my first time trying this content format & having people call in, it was so fun, thanks for joining!

Arcimoto Announces Sandy Munro Partnership, Exclusive Mark Frohnmayer Interview Jun 10, 2020

I caught up with Arcimoto CEO/Founder Mark Frohnmayer to discuss his new partnership with Sandy Munro, to help bring the FUV into mass production. These are two of my favorite people in the EV/transportation world, and I think Sandy Munro will add a lot of value to Arcimoto's production ramp. His industry expertise can cut costs, improve ramp speed, and bring decades of Detroit experience to Arcimoto's team.

Nikola’s $12B Valuation Makes No Sense w/ Matt Joyce Jun 08, 2020

Deep dive into Nikola Motors, the hydrogen/electric truck startup that recently completed a reverse merger to list on the NASDAQ, and trades for a valuation of ~$12B ($35.97 per share). I'm joined by Matt Joyce to break down the company's strategy & CEO Trevor Milton's ambitious vision. The company's claims to have breakthrough battery and hydrogen fuel cell technology, seem too good to be true. And a valuation of ~$12B+ for a company with less than $1M in revenue last year and an operating loss of $88M? Only time will tell if Nikola is the real deal. For now, I'm very skeptical.

Can Zoom become a $100B company? Jun 03, 2020

Zoom reports Q1 FY21 revenue of $328M, up 169%. The company reported record EBIT of $23M, and $251M of free cash flow in the quarter. Revenue guidance for the full year has increased to $1.775-$1.8B, implying 187% growth from last year. With a market capitalization of $60B, this implies a 34X forward price/sales ratio. Will Zoom's fundamentals be able to grow fast enough to justify a $200/share price? I'm torn. On one hand, I see huge potential for Zoom to be a digital communication layer connecting our global economy ... on the other hand I see a company that needs to double revenue for the next 2 years (after FY21) to justify its sky high valuation ... what are your thoughts?

Synthetic Graphite For Next Generation EV Batteries w/ Dr. Chris Burns Jun 01, 2020

Interview with Novonix COO and Co-Founder, Dr. Chris Burns. The former Jeff Dahn researcher turned advanced battery materials entrepreneur, is on the cusp of commercializing a new synthetic graphite called PureGraphite. Tesla battery researcher Jeff Dahn has been touting Novonix's new dry particle microgranulation (DPMG) breakthrough as having huge potential. Panasonic/Sanyo (who supplies Tesla's batteries) and Samsung are already partnered with Novonix and working to commercialize the PureGraphite. Could there be a Tesla/Novonix partnership announced at Battery Investor Day?

What’s Tesla/Maxwell’s Relationship with the Battery 500 Consortium? May 29, 2020

Could a Department of Energy project known as the Battery 500 Consortium be working with Tesla to commercialize next generation lithium ion batteries? On May 19th, the Battery 500 Consortium released an update about its project, saying they've achieved an energy density of 350 Wh/kg., that can last for 350 charge cycles. This is a huge improvement from a couple years ago, and signals the technology is on the path towards commercialization. Shirley Meng is one of the leading researchers in the group, and has worked with Maxwell Technologies extensively in the past (before Tesla acquired them). Maxwell is also an electrode supplier for the Battery 500 Consortium's project. What do all these clues mean? Is this breakthrough in academia tied to what Tesla will announce at its upcoming battery investor day??

Breaking Down My Spotify Options Trade 🎧💹 May 28, 2020

Ever since the Joe Rogan news, I've been thinking more and more about Spotify's push into video content later this year. Not only did I buy stock, but. also bought some long-term call options (which I almost never do). In this video I break down the structure of my trade and thoughts behind it! More Spotify videos soon about the valuation!

Tesla Cuts Prices Across The Board (Except Model Y) May 27, 2020

Tesla has dropped the prices of the US made Model 3 by $2,000 and the Model S and X by $5,000. Does this signal that the Model Y is cannibalizing sales of Tesla's other vehicles? Is the global recession finally catching up to Tesla? Or is this just Tesla passing along manufacturing efficiencies to its customers? I think it's a combination of all 3 factors ... and possibly to clear out inventory for a new Plaid Model S coming later this year ;)

Tesla Preparing V2G Virtual Power Plant Feature? ↔️⚡ May 25, 2020

Electrek, Sandy Munro and Jeff Dahn are all hinting at Tesla's having the capability for bi-directional charging and vehicle-to-grid (V2G) features. Is Tesla getting ready to announce a new software feature that will allow its vehicles to put energy back on the grid? V2G has long been touted in academic circles as having the potential to stabilize the grid, and solve the expense (and very pollutive) dispatch curve problem. If Tesla succeeds with massive batteries and virtual power plants, peaker plants could be a thing of the past. ARK Invest pegs this as an ~$800B global market opportunity.

Disrupting Financial Media w/ Jeremy of Financial Education Channel May 21, 2020

An interview with Jeremy, the creator of the Financial Education Youtube channel. He is a pioneer of being an independent video creator in the financial space, and inspired me to start HyperChange. Today Jeremy has almost 500,000 subscribers on his main channel, and makes videos about the stocks market and personal finance.

Why I'm Not Buying The Nikola Motors IPO May 19, 2020

Nikola Motors, a battery/fuel-cell startup is getting ready to list on the NASDAQ via a IPO/reverse merger with VectoIQ. While I'm a fan of the company's ambitious vision, after analyzing the business strategy and Founder Trevor Milton's track record, I'm skeptical. What's your take on this IPO? Would you buy in at a $6B+ valuation?

Vehicle-To-Grid + Autobidder = Gamechanger for Teslas May 18, 2020

Leaked slides from a recent Jeff Dahn presentation imply that Tesla's new 1M mile battery cells, will be capable of vehicle to grid charging. This hardware capability combined with Tesla's new Autobidder software, could generate major revenue from utilities, for Tesla owners. Renewables are causing increasing strain to the grid without storage, and Tesla's vehicles could be the perfect buffer to store this intermittent power. Do you think Tesla will announce V2G at Battery Investor Day??

Spotify Should Let Us Invest In Artists 💰🎨 May 12, 2020

Spotify's new partnership with Cash App, Fundraising for Artists, has got me scheming! This payment layer within the Spotify App could be the future of democratizing/digitizing the record label model, and letting us invest in our favorite musicians & podcasters! I would love to be able to invest in my favorite musician's next big project.

Sandy Munro Is Long Tesla Stock May 07, 2020

Interview with Sandy Munro of Munro & Associates about his Model Y teardown!! We cover the Octovalve, new stamping machine, Cybertruck, Sandy's work on a VTOL jet and his thoughts on Elon Musk's idea for a home HVAC system. Sandy is a Detroit/auto industry legend, it was a pleasure having him on the show and hearing how excited he is about Tesla's technology.

Speculating on Tesla’s DBE Maxwell Cell w/ The Limiting Factor May 06, 2020

An interview with The Limiting Factor about Tesla's upcoming Battery Investor Day. We analyze the potential for Tesla to bring battery cell production in house, with Maxwell's Dry Battery Electrode technology. These new battery cells can be produced cheaper and faster, while being more efficient, lasting longer and maintaining very little (or no) cobalt. If Tesla announces this it is poised to be a gamechanger for the EV & transportation industry.

Tesla Q1 2020 📊 Texas Cybertruck Terafactory, Elon Rant & Robotaxis Apr 30, 2020

Full analysis of Tesla's Q1 2020 financial results & conference all. Elon musk hints at a new Gigafactory for the Cybertruck, and says battery investor day will be in late May, in either California or Texas. Overall, Tesla continues to invest rapidly in new growth initiatives as demand is strong, and cashflow improves. Despite a depressing macro situation, the future has never looked brighter for Tesla!

Tesla Q1 2020 Earnings Preview 🔮 Apr 27, 2020

Preview of what I'm expecting Tesla to report as part of its Q1 2020 earnings on Wednesday. My estimates are for $5.7B in revenue, and an operating loss of $270M. I also think there is a good chance that Tesla confirms (or at least doesn't drop) its guidance for deliveries of 500,000+ cars in 2020.

Investing Long-term in Bitcoin w/ Pomp Apr 24, 2020

A conversation with Anthony 'Pomp' Pompliano about Bitcoin. We cover how he got involved with cyrpto, why he is long Bitcoin, whether recent stimulus will lead to inflation, Jack Dorsey + Square's involvement in Bitcoin, how sustainable Bitcoin's energy usage is, whether small countries are getting into Bitcoin mining & so much more! Pomp is one of my favorite crypto content creators and I recommend you follow all his stuff!!

Starlink Launching Private Beta In ~3 Months Apr 23, 2020

SpaceX has successfully completed its 6th Starlink launch. This means they have deployed over 420 low earth orbit satellites. On Twitter, Elon Musk confirmed that Starlink would be launching in a private beta in 3 months, and a public beta in 6 months. I can't believe how fast this is happening! This is a huge inflection in SpaceX's business, as they become their own launch customer (by launching their own satellites). Long-term this has the potential to add $Bs of revenue, and fund SpaceX/Elon Musk's Mars ambitions.

Why Snap Is Crushing It w/ Turner Novak Apr 23, 2020

A conversation with Turner Novak about Snaps Q1 2020 earnings results, and the company's long term business model. A growing user base combined with increasing ARPU, has the potential to drive revenue growth and improving margins for years to come. Snap's AR features like Lenses and Bitmoji are gaining major traction, and driving engagement. I think Snap's long-term potential remains severely misunderstood, and this was a great quarter.

Is Netflix Overvalued At $185B? Apr 22, 2020

Netflix reported blowout Q1 2020 financials, with subscribers increasing by 15.7M, and positive free cash flow. Although management was very cautious about guidance, and said this bump is temporary, there is a lot to be optimistic about. This quarter proved that Netflix has reached enough scale to be a profitable business. After years of increasingly negative cashflow, many (including myself) were skeptical this would ever happen.

The Oil Market Is Imploding 📉🛢️ Apr 22, 2020

Oil futures went negative for the first time in history yesterday, hitting -$37 per barrel. What does this tell us about the state of over supply in the oil industry, and how difficult it will be for companies (like Exxon and Chevron) to compete with nation states (like Russia & Saudi Arabia) in the current price war. Things are so bad Trump is considering a bailout for oil & gas companies.

Arcimoto FUV Production Update w/ Mark Frohnmayer Apr 19, 2020

A conversation with Arcimoto CEO/Founder Mark Frohnmayer. Arcimoto just reported it's full year 2019 financials, and provided us with a business update. The company is launching its first Deliverator pilot program in Q2 with a major national grocery chain, and has delivered its first Rapid Responder to the Eugene-Springfield fire department. Let me know what you think in the comments below! This interview was recorded on 4/17/2020.

The Trifecta of Financial Tailwinds Driving Tesla Stock w/ Mayur Thaker Apr 17, 2020

A conversation with Mayur Thaker (@freshjiva) about Tesla's financial transformation since the launch of the Model 3. Tesla's business model has been significantly de-risked, as cashflow improves, net debt is reduced, and revenue continues to grow. The future has never looked brighter. This deep dive into Tesla's evolving financial picture shows why the stock has outperformed so dramatically over the past year. Huge thanks to Mayur for joining!

Amazon Is A COVID Economy Winner 📦📈 Apr 14, 2020

Amazon shares are out-preforming as the company hires 175,000 additional employees, to handle overwhelming demand. The company is also putting aside $500M to increase employee wages. Jeff Bezos' empire could be a structural winner from this macroeconomic crisis. The transition from brick and mortar to ecommerce is poised to accelerate, given the new normal. What are your thoughts?

Tesla Q1 2020 US Marketshare 📊🚘🇺🇸 Apr 13, 2020

The Model 3 sold ~44,500 units in the US in Q1, making it BY FAR the best-selling EV, and best-selling small/mid-size luxury vehicle in the United States. On a revenue adjusted basis, The Model 3 was neck and neck with the Toyota Camry, and by my estimates was the #1 selling passenger car in the US by revenue in Q1. This marketshare dominance implies huge sales for the Model Y as production ramps later this year. What are your thoughts on Tesla's US marketshare dominance??

Giga Shanghai Production Could Be 200K+ In 2020 Apr 10, 2020

Official Q1 2020 sales data from China has been released from the CPCA. Tesla delivered ~16,700 Model 3's in China in March, with ~10K coming just in March. This implies that Gigafactory Shanghai is at a 150K/yr Model 3 production rate TODAY. The Shanghai ramp is progressing way faster than expected. I think this is a an epic storyline that will come to light on Tesla's Q1 earnings call.

Casper Stock Trading At 0.4X Price/Sales Apr 08, 2020

Just a year ago, Casper was flying high at a private market valuation of $1.1B, hitting unicorn status. Today, after a broken IPO and the economic criss, Casper trades at a market capitalization of just $180M. Can this mattress startup complete its transformation into an encompassing sleep/wellness brand? If CEO Philip Krim is successful, I think the equity price has a lot of upside.

RANT Quibi is going to be a major flop Apr 07, 2020

Quibi is a mobile-only short form video app that launched yesterday. It's founded by Jeffrey Katzenberg, and run by Meg Whitman. In total, Quibi has raise $1.75B and recruited top Hollywood talent for its content. The problem? Nobody needs what they are building. IMO this is setting up to be one of the biggest tech fails of 2020. What's your take on Quibi?

Tesla replaces Superbottle with …. OCTOVALVE 🐙 Apr 06, 2020

Sandy Munro's Model Y teardown has revealed a new easter egg: The Octovalve. This steampunk-esque Octopus with a snowflake on its forehead, is the new mascot of Tesla's breakthrough thermal management/heat pump in the Model Y. This appears to be the replacement of the Superbottle, that was used for heating/cooling in the Model 3. Could this be a sneak preview of Tesla's ambitions to build a smart home HVAC / AC system? I think this is one of the nerdiest/most exciting Tesla quirks we've seen in 2020!

Longterm Square & Cash App Bullcase w/ ARK Invest Apr 05, 2020

A conversation with George Whitridge & Max Friedrich of ARK Invest's Fintech team. We discuss Square stock, and the company's long-term potential to merge its seller (Square retail POS) and consumer (Cash App) businesses to become a digital bank. The interview was recorded on 03/30/2020.

Tesla Shanghai Production Hitting Record Highs 📈 Apr 02, 2020

Tesmanian reports that Tesla delivered 9,367 Model 3's in Q1 2020 in China (according to the China Passenger Car Association), with 3,900 alone being delivered in March. This shows that Tesla Shanghai production is hitting record highs. My guess is Tesla could deliver 15-20K 'Made In China' Model 3's in Q2, helping to offset declines in the US and European markets. I think this is a silver lining to the Tesla story right now that not enough people appreciate. Revenue, profits and cashflow from Tesla Shanghai are growing by the day.

Tesla Q1 2020 Production & Deliveries 🚘📊 Apr 02, 2020

Tesla reports record Q1 production of 103K vehicles, and record Q1 deliveries of 88K. Model Y production is scaling, and Shanghai Gigafactory output keeps climbing. These numbers were far better than my estimates, and signal Tesla's business was thriving before the economic shutdown. Here's my take on the delivery & production report.

How Many Cars Will Tesla Deliver In Q1 2020? Mar 31, 2020

I'm conservatively expecting Tesla will deliver ~65,000 cars in Q1, growing about 5% year over year. This factors in the factory shutdown at the end of March, and the macro economic crisis that has been unfolding. I've updated my full year delivery estimates to just 350,000. I hope I'm being too negative, but am preparing for the worst. In this video I show how this level of deliveries will impact Tesla's financials.

Peloton: The Apple Of Fitness? 🚲 Mar 31, 2020

Is Peloton selling a $2,245 exercise bike? Or democratizing home fitness? A little bit of both. This dynamic business model combination of luxury hardware and premium software streaming classes, is disrupting the fitness industry. I'm a new Peloton shareholder, and think the company has huge potential to expand into new products (like the Tread and rowing machine), lower prices, and expand into digital content (Peloton App).

Are GM And Ford Going Bankrupt? Mar 26, 2020

GM and Ford reported huge (and growing) losses in Q4 2019, before the economic crisis began. Both companies have suspended 2020 guidance and have drawn down $15B+ on credit lines. Are we witnessing a slow motion implosion/bankruptcy for America's two largest automakers? It looks like it. Reuters reports, both companies are planning to make 320,000 EVs for North America in 2026 (combined!) ... that would be less than Tesla did in 2019. This is super disappointing, and makes their chance of a turnaround look even lower.

Why I’m Buying Bitcoin #NIRP Mar 24, 2020

I've been adding to my Bitcoin position in the past week. The cryptocurrency currently trades at a network value of $120B, or just about 4.5% of the $2.7T it moves annually. This compares to fintech companies like Paypal, that trade at ~14% of annualized money moved. I think the long-term thesis for Bitcoin to become digital gold, and be worth several $T in network value is more intact than ever. Governmental policies reacting to this economic crisis will fuel more fiat currency printing, and potentially negative interest rates ... these macroeconomic conditions are making more more bullish on the need for Bitcoin than ever. The only way to get out of this crisis will be to print absurd amounts of capital (for both the US and Europe). What are your thoughts about Bitcoin's potential and valuation??

How Much Further Could The S&P Fall? 📉 Mar 23, 2020

S&P 500 earnings estimates for 2020 are dropping rapidly, as analysts price in the impact of this unprecedented economic crisis. Estimates have fallen more than 4% in just the past month, and I think they will fall another 10% (at least) next month. Right now, my rough guesstimate for 2020 S&P 500 EBIT per share is $100 ... about 39% lower than they were in 2019 (~$163). What is your guess? Do you think markets will fall lower?

Trump Encourages Tesla, GM & Ford To Make Ventilators Mar 22, 2020

Today on Twitter Donald Trump gave the go ahead to Tesla, GM and Ford to begin manufacturing ventilators, to deal with a potential shortage. Tesla has significant experience building HVAC systems in house, since the days of its original roadster (2008), as well as 'BioWeapon Defense Mode' for the Model X. I think this is an awesome story, and is a reason I'm proud to own Tesla stock!

Tesla Shutting Down Fremont Factory Mar 20, 2020

Tesla has released an official 'Operational Update' about dealing with the current economic crisis. The company is shutting down both its Fremont, CA and Buffalo, NY factories for an indefinite period of time (my guess is at least two weeks). Tesla says it has plenty of cash on hand to "successfully navigate an extended period of uncertainty." I think the silver lining to all of this Tesla news is Shanghai's Gigafactory. It appears to be up and running and producing vehicles at record levels. This should help offset losses from Fremont going forward. At this time, Gigafactory Nevada will remain open.

Zoom Stock Zooming: Is The Hype Real? Mar 20, 2020

Zoom stock is up 82% in 2020, outperforming nearly every asset in the world. Can this recent video conference IPO live up to the hype of its $40B valuation? In this video, I analyze Zoom's financials, growth rate, and what the long-term potential will be if Eric Yuan's vision is realized. What are your thoughts on Zoom?

Tesla To Make Emergency Medical Supplies? 🏥 Mar 19, 2020

Elon Musk offered to help make medical supplies for US hospitals (like ventilators, masks, etc) and Mayor de Blasio is taking him up on the offer. After a long twitter exchange (prompted by Nate Silver), it appears as if Tesla/SpaceX are reaching out to the New York City government and may supply them with direly needed medical equipment. I think this is an awesome initiative by Elon, and could be a win/win. NYC gets help, and Tesla's factory employees have something to do.

Should We Bailout The Airlines? ✈️ 💲 Mar 17, 2020

The WSJ reports that US airlines are looking for a ~$50B bailout/stimulus package in this midst of this economic turmoil. This has become a hot topic, as airlines spent tens of billions buying back their own stock during the past decade. Now they are turning to taxpayers to get them out of this rut .. when they should have been fortifying their balance sheets. What do you think? Is this fair? Should we bail them out? I think this is just the beginning of a lot of government stimulus ...

Will Tesla Survive A Global Depression? Mar 16, 2020

The market continues to free-fall as concerns mount about how a prolonged shutdown will impact the global economy. In this video I explore what will happen to Tesla's financials if a multi-quarter slowdown in the global economy unfolds. Will Tesla need more capital? Will they be able to survive?

Tesla Solarglass Roof: $1B+ Revenue Runrate Mar 15, 2020

Tesla has reach a production run-rate of 1,000 roofs/week (4MW), for its highly anticipated solarglass roof product. At $30K/roof, this implies a revenue run-rate of $1.5B+, and is likely growing rapidly. This milestone should accelerate energy generation (solar) deployment growth for Tesla in the coming quarters.

Waymo Is Failing Mar 15, 2020

Waymo has partnered with Transdev to hire a fleet of drivers for its 'robotaxi' network. This deal, potentially in the hundreds of millions, signals Waymo is falling behind on its ambitious plans for Waymo One, its self-driving service. Waymo just raised $2.25B from outside investors at a $30B valuation, another sign Alphabet is distancing itself from the project. I still think Tesla is winning the self-driving race.

Allowing Rivian & Tesla To Sell Direct In Colorado w/ Sean Mitchell Mar 13, 2020

Sean Mitchell has been on the ground working to pass bill 167, which would allow electric vehicle makers to sell direct to consumers in the state of Colorado. This has gained major traction, and will make it easier for startups like Tesla & Rivian to compete in the state. If this is successful, this could cause a domino effect and allow Tesla to sell direct in other states where its been previously banned (Texas, Connecticut, etc).Thanks to Sean for coming on the show, and props for all of the work on this!

CyberGigafactory USA? 🇺🇸 Texas, Nashville? Mar 11, 2020

Elon Musk has confirmed via Tweet that Tesla is scouting locations for a "central US" gigafactory to build the Cybertruck & Model Y (for the east coast). Initially rumored to be in Texas, reports also indicate Nashville is in the running for this new location. My personal guess is the Austin, TX area will be selected ...

Jack Dorsey To Remain Twitter CEO 🎉 Mar 10, 2020

Twitter has come to an agreement with activist funds Elliott Management and Silver Lake Partners, that will keep Jack Dorsey on as CEO. Twitter is also issuing 2020 guidance for 20% mDAU growth, and accelerating revenue growth. Additionally, the company is launching a $2B share buyback. What are your thoughts on these changes??

Cash App is Worth $10-15B & Growing💲 Mar 09, 2020

Cash App posted Q4 2019 revenue of $361M (+147%) year, and is on pace to post more than $1.5B+ in 2020 revenue. Recent launches of stock investing (with no minimums) and international payments show a rapid pace of innovation & represent exciting new revenue opportunities. Cash App is quietly becoming a digital bank. With 24M MAU's (growing 60%), this is poised to be a growth driver for Square for years to come.

GM EV Day 😬 .... #nodetails Mar 05, 2020

Today GM held an 'EV Day' to announce its plans for electrifying it's vehicle lineup. I commend the effort ... but the presentation was full of boring/meaningless business lingo and very short on any details about pricing, timing, specifications or profitability. I'm eagerly awaiting details on the Bolt EUV, Cadillac Lyric & Hummer EV that should be released in the coming months ...

Plaid Model S = Big Profits For Tesla Mar 04, 2020

According to tweets by Elon Musk, Tesla is poised to release a new 'Plaid' Model S sometime later this year. This new tri-motor powertrain/battery design will improve performance and be the 'next generation' of Tesla's technology. I think there is a huge pent of demand for 'Plaid' and Tesla has an opportunity to make billions in incremental gross profit if they price it accordingly.

Billionaire Wants Jack Dorsey Out of Twitter Mar 03, 2020

Elliott Management/Billionaire Paul Singer have reportedly taken a stake in Twitter, and are pushing for Jack Dorsey to be removed as CEO. This is BS. Elliott Management doesn't even use Twitter, and they are completely ignoring the progress Jack has made since returning to Twitter in late 2015. In this video I break down the metrics justifying Dorsey's success and my argument for why he should remain on as CEO.

Patreon: Empowering The Next Generation of Creatives w/ Jack Conte Mar 02, 2020

Interview with Jack Conte, about his journey from creative to CEO/Co-Founder of Patreon. By allowing artists to monetize their work, and build relationships with their closest fans, Patreon is empowering a new generation of creatives. I think the world desperately needs this artistic and creative energy, and Patreon has huge potential to build an incredible business around it. Kevin & I have been huge fans of Jack for years, and we were so thankful for this opportunity to hangout with one of the most inspirational entrepreneurs & creators in the world. Thank you Jack!!

Will Lyft Survive As A Standalone Company? Feb 25, 2020

Lyft shares are down ~37% from their IPO, as losses keep mounting and competitive pressure increases. Revenue growth has slowed dramatically from 100%+ a year ago, to 54% in Q4, to guidance for just 28% in 2020. Will the company survive and be able to fend off Uber? Or is Lyft a sweet acquisition candidate for Google/Waymo ... or even Amazon?

Tesla: Cell To Pack Battery Technology Coming? Feb 21, 2020

Elon Musk claims Tesla's battery modules are no longer necessary, and hints that cell to pack technology could be the future of batteries. This lines up with an October 2019 "aggregated battery system" patent filed by Tesla Cell Engineer Kevin Matthews. Additionally, Tesla is rumored to be working with CATL on a new battery supply agreement. In late 2019, CATL announced new cell to pack technology that greatly reduced the cost, complexity and increased the energy efficiency of its batteries. My guess is, Tesla will announce a redesigned battery pack without modules at April's Battery & Powertrain investor day.

Snap Grows 45% In 2019 📈 Feb 21, 2020

Snap grew its userbase 17% in 2019 to 218M DAUs, revenue hit $1.7B (+45%), and profitability improved. What's next for 2020? If Snap can continue to grow its engagement, it will get very close to profitability. I'm waiting for a new version of Spectacles to be released, with more AR features. Do you think Evan Spiegel can compete with Instagram and TikTok?

Tesla + CATL = LFP, Cobalt-free, Prismatic Batteries?! Feb 19, 2020

Reuters is reporting that Tesla is partnering with Chinese battery supplier CATL, to build Lithium Iron Phosphate (LFP), Cobalt-free, Prismatic battery cells for the Made In China Model 3. WHAT!? This is huge/totally unexpected news about Tesla's battery supply chains, and brings up far more questions than answers. Why is Tesla using less energy dense cells? Are they that much cheaper? Is Maxwell's DBE tech involved?!

Tesla Announces $2B+ Capital Raise Feb 14, 2020

Tesla surprises the market and announces a $2B+ capital raise. This will give the company capital to accelerate new Gigafactory plans (Texas?), and ramp battery production (Maxwell?), while only diluting by 1.5%. In its newly release 10K, Tesla has upped its CAPEX guidance to $2.5-$3.5B annually, for the next 2-3 years. Additionally, this raise will give the company a bigger cash cushion if a recession were to hit.

Did Tesla Acquihire A Colorado Battery Startup? Feb 12, 2020

Louisville Colorado (just 20 minutes north of Denver), has become a hotbed for next generation EV batteries. Now Tesla is hiring for a 'Cell Technician' in the area to "assist anode development and optimization R&D." Additionally, the candidate is required to understand "electrode fabrication, delicate assembly of coin cells, cell dissection, running cell tests and data analysis & lab-scale electrode slurry mixing and electrode coating" .... Interesting! Could Tesla be partnering with one of these startups, Solid Power, Forge Nano or SilLion?

How & Why SpaceX Should IPO 🚀🔔 Feb 11, 2020

SpaceX COO Gwynne Shotwell hinted at a potential IPO/spinout of SpaceX's internet satellite project, Starlink, at a recent investor conference. This is incredibly exciting for all Elon Musk supporters, but begs the question ... why not just IPO SpaceX? In this off the cuff podcast, I discuss a potential strategy SpaceX could use to direct list its shares on a new private exchange like Carta, to make its equity accessible to its biggest supporters.

Rivian's Self-Driving Strategy Feb 08, 2020

A breakdown of Rivian's self-driving hardware, and how the company plans to rollout autonomy features for its customers. With 10 cameras, 4 radars, 2 lidars, ultrasonic sensors and high-precision GPS, each Rivian is equipped with more tech than a Tesla! But does that mean they will be able to compete on true general autonomy???

Coronavirus Impact On Financial Markets & Tesla 😷🤔 Feb 06, 2020

The coronavirus originating in Wuhan China has infected 24,000+ people in 24 countries. If it keeps spreading, this could be a near-term headwind for the macro growth environment. Is this a threat to global financial markets? Will this significantly delay the growth of Tesla's Shanghai Gigafactory?

Tesla Q4 2019: $1B In Free Cash Flow 📊📞 Jan 30, 2020

Analysis of Tesla's Q4 2019 financials, shareholder letter and conference call. Revenue hit a record high of $$7.4B, EBIT was $359M and Free Cash Flow came in at $1B. Model Y deliveries start in Q1, Demand for the Cybertruck and Made in China Model 3's is overwhelming. Battery investor day will likely be in April, and will have some huge announcements about scaling battery production and Tesla's next generation Plaid powertrain

Will Netflix Be Able To Reverse Its Cashflow Trend? Jan 29, 2020

Netflix reported record revenue ($20B) and record earnings ($2.6B) in 2019 ... but also record negative operating cashflow of $2.9B. The company claims cashflow will improve from here as subscriber growth and revenue outpace original content spending. Will this be possible in the wake of massive competition from Disney, Comcast and others ... ?

Tesla Q4 2019 Earnings Preview 👀 Jan 27, 2020

Tesla will report its earnings after the bell on Wednesday. I'm estimating revenue of ~$7B, and EBIT of ~$400M, with exceptionally strong free cash flow ($700M!?). Additionally, I'll be looking for an update on Model Y deliveries, Gigafactory Shanghai production ramp and 2020 delivery guidance. What are your expectations for Tesla's report later this week??

Tesla CyberJet 🛸How Elon's Electric VTOL Jet Will Change Flying w/ Matt Joyce Jan 19, 2020

An interview with Matt Joyce about Elon Musk's VTOL Electric Jet idea & how it could revolutionize the flying experience. Assuming ~5% annual improvements in battery energy density, this technology could be ready as soon as 2028.

Tesla Designing New EV In China For Export?! 🤯 Jan 08, 2020

At the Model 3 delivery event in Shanghai, Elon Musk hinted at Tesla's future plans in China. The company will set up a new design and engineering center, where they are planning to design a new EV from scratch, for "worldwide consumption." Does this imply Tesla is working on a smaller car/new EV form factor that they will build in China and export around the world? It sounds like it!

Tesla: The Computer On Wheels Company 📱🍏🚘 Jan 08, 2020

Apple changed the way we think about phones, and Tesla is going to change the way we think about cars. Software is eating the world, and the automotive market is no exception. Tesla's software-first approach to building EVs & the collection of billions of miles of Autopilot data, is ushering in the future of the transportation industry. This isn't a car company, it's a computer on wheels on company :)

Tesla Starts Delivering 'Made In China' Model 3s! 🥂 Dec 29, 2019

Tomorrow (December 30th), Tesla will deliver its first 15 'Made In China' Model 3s! This marks a huge milestone for Gigafactory 3 Shanghai, which began construction in 2019, and has vehicles rolling off the line just 11 months later ... This may be the fastest a factory has been built in the history of the automotive industry. Now the question is how fast will these sales ramp? I'm estimating Tesla will deliver ~80,000 Model 3's in China in 2020, and end the year at a ~150,000 cars/yr production rate.

The Future Of Gaming In Your Tesla 🎮 Dec 21, 2019

Is your Model 3 a $40,000 electric vehicle, or a $40,000 video game console? Both!! In the past year Tesla has began to launch video games you can play in your car. I think this is a sneak preview of entertainment in a self-driving/autonomous future & an amazing example of the possibilities that over the air software updates enable. In the long-term, Tesla's active user/driver/rider-base will be in the Ms (~800K today) and offer a compelling opportunity for 3rd party app & game developers ... I think video games alone could be a $1B+ business for the company in the long-run ... Am I crazy?

Tesla On Track To Deliver 600,000+ Cars In 2020 📈 Dec 19, 2019

Tesla stock hits all-time highs as the market begins to look towards 2020, and the company's growth potential with Gigafactory 3 Shanghai and the Model Y. Per my estimates, Tesla could deliver 615,000 cars in 2020, produce $36B in revenue and be significantly profitable. What are your projections for next year??

Tesla Enabling New Mobility Platforms w/ Rahul Sonnad Dec 17, 2019

Exclusive interview with Rahul Sonnad, the CEO/Co-Founder of Tesloop, a Tesla rental service. Tesloop has operated a fleet of 8 Tesla's (and growing) and driven them millions of miles offering rides & rentals to its customers. Through this process, they have incredible data proving the service & maintenance savings of operating an EV versus an ICE car. This conversation is a sneak peak at how Tesla's ride-sharing ambitions will expand, and how the transportation industry will change as a result of self-driving (or even partially self-driving) vehicles.

Scaling Arcimoto's FUV Production w/ Mark Frohnmayer Dec 16, 2019

An interview with Arcimoto CEO/Founder Mark Frohnmayer in LA at the LD Micro conference. Arcimoto is currently ramping production & deliveries of its Fun Utility Vehicle, a 3-wheel, all-electric two-seater that can go 100 miles per charge. In this video we also discuss the company's latest funding round, and the potential for partnerships with bigger companies like Uber & Tesla.

AR Smartglasses & Becoming Cyborgs w/ Alex Heath Dec 08, 2019

A conversation with Alex Heath, reporter with The Information. Alex is a thought leader in the world of augmented reality smartglasses, reporting on Snap Spectacles, Apple's rumored smartglasses, Facebook's mind control device project & more.

CyberTruck Could Add $50B+ To Tesla's Valuation Nov 28, 2019

Tesla has launched the Cybertruck. Available for delivery in late 2021, starting at $39,900, and made out of a steel alloy exoskeleton. This Bladerunner-looking vehicle has taken over the internet and generated 250,000 pre-orders in just 5 days. Are we looking at the future of trucks, or has Elon Musk lost his mind? I think demand will be at least 350,000 units per year, and drive significant shareholder value. If the Cybertruck sells 1M units per year (as much as the Ford F-series), it could generate $50B of incremental revenue & $5B in incremental profit for Tesla.

Tesla Working On Goodenough's Glass/Solid-State Battery? Nov 09, 2019

This episode is brought to you by FOUR Organic Lip Balm, use the code 'hyperchange' for 10% off :) https://fourorganicsnyc.com/

My moonshot/conspiracy theory that Tesla has been secretly working with John Goodenough, to commercialize his next generation solid-state lithium-ion glass electrolyte battery. The timeline of the research paper, clues about Tesla testing solid state batteries, and the move into cell production make me think something is up. Am I crazy?

Tesla Partnering With CATL For Batteries? Nov 08, 2019

This episode is brought to you by FOUR Organic Lip Balm, use the code 'hyperchange' for 10% off :) https://fourorganicsnyc.com/

Bloomberg reports that Tesla has signed a preliminary partnership with Chinese battery maker CATL, to supply battery cells for the Model 3 at Gigafactory Shanghai. What does this mean for Tesla's relationship with Panasonic, and the company's potential to build there own battery cells??

What Stocks I Own & Why (11/05/2019) Nov 06, 2019

This episode is brought to you by FOUR Organic Lip Balm, use the code 'hyperchange' for 10% off :) https://fourorganicsnyc.com/

An inside look at my (Galileo Russell's) personal investment portfolio. From Tesla, Bitcoin, Maker, Arcimoto to Snap, I walk step-by-step through each of my stocks/cryptoassets and explain my investment thesis.

Truman's, Cleaning & Concentrates w/ Alex Reed Oct 30, 2019

HyperChat #15 - A sit down with Truman's CMO/Co-Founder Alex Reed to talk about disrupting the cleaning market, and entrepreneurship in 'boring' industries. Truman's DTC concentrate products, promise a simpler and more sustainable solution to household cleaning.

Tesla Launches V3 Solar Glass Roof ☀️🏠 Oct 27, 2019

Tesla's solar roof is ready for primetime. The company has announced the launch of a V3 solar tiles, greatly reducing costs and installation time. Elon Musk claims the company is planning to ramp to installing 1,000 roofs/week in the next few months, and 10-20,000 per week in the long-term. This could be a multi-billion dollar revenue stream for Tesla in the coming years.

Tesla Q3 2019 Earnings & CC Analysis 📊📞 Oct 24, 2019

Full analysis and recap of Tesla's Q3 '19 financial results and conference call. So much news! Model Y is confirmed to arrive early (Summer 2020), Gigafactory 3 Shanghai is already building prototype Model 3s, and there will be a solar roof announcement tomorrow! Financially, the results were also impressive. A strong sequential improvement in gross margin, and tight cost control led to positive operating income of $261M, and free cash flow of $371M. With more cash than ever, and an epic product pipeline, Tesla's future has never been brighter.

The Future of Personal Mobility w/ Mark Frohnmayer Oct 06, 2019

HyperChat #14 - Arcimoto has began production of its 3-wheel EV, the Fun Utility Vehicle (FUV). This marks a major milestone for the Eugene, Oregon based startup, that has been developing this technology/product for over a decade now. In this episode I talk with CEO/Founder Mark Frohnmayer about Arcimoto's vision for the future or personal mobility.

Cathodes & Building 1M Mile Batteries w/ Dan Blondal Sep 30, 2019

HyperChat #13 🎙️- An interview with Dan Blondal, the CEO of Nano One Materials, a battery manufacturing technology company. The company's patented process allows for faster, cheaper and more efficient production of cathodes (22% of lithium-ion batteries). Will this Canadian startup have success with some of its big name partners like Volkswagen & Pulead in bringing this tech to market?

AirBnB Worth ~$100B, IPO In 2020 🏠 Sep 26, 2019

AirBnb has anounced its plans to IPO in 2020. By my estimates the travel startup is on track to hit $10B in revenue in 2021, and could justify a valuation of $100B at the time of IPO. This is one of my favorite companies (and services) in the entire world. AirBnb is democratizing travel, making the world more accessible and empowering underserved communities ... I love it!

Giga 3 Update: Production Around The Corner 😁 Sep 19, 2019

Tesla's Gigafactory 3 Shanghai continues to make rapid progress. With substation activation on track for the end of September, is the start of production right around the corner? It looks like it. A succesful Gigafactory 3 means Tesla will substantially grow its revenue, profits and cashflow. I think major catalyst is being overlooked by Wall Street & the financial media.

WeWork & Adam Neumann, Bubble or Visionary? #IPO Sep 09, 2019

WeWork's S-1 IPO filing has been met with huge skepticism. From rapidly growing losses and weak gross margins, to self-dealing real-estate & IP deals with CEO/Founder Adam Neumann, The We Company is a fascinating case study. The company is rumored to be cutting its valuation in half (or more) after tepid demand from Wall Street. What are your thoughts on the IPO? Are we at peak startup bubble, or is this a disrupter??

Tesla Is Winning The US/China Trade War Sep 08, 2019

Tesla's rapidly progressing Shanghai Gigafactory couldn't have better timing. As US/China trade war tensions ramp, a 25% automotive import tariff is set to take effect on December 15th. This is right when Tesla's 'Made In China' Model 3 is set to launch. What do you think about Tesla's prospects in China after Giga 3 has been completed?

Sandy Munro, Maxwell & Being A TeslaTuber w/ Sean Mitchell Sep 01, 2019

HyperChat #12. I bring on Sean Mitchell, Denver real-estate agent/TeslaTuber to discuss his recent Sandy Munro interview, Tesla's acquisition of Maxwell Technologies, and his life creating EV content for YouTube.

Tesla Insurance Launches! w/ Sean Mitchell Aug 30, 2019

Tesla insurance has finally launched! Starting in California and expanding soon to other states, customers have been able to see 20-30% savings over their legacy providers. In this episode I discuss the implications of Tesla's Insurance program, and how it lays a key foundation for the future of autonomy.

The Snap Bull Thesis w/ Turner Novak Aug 27, 2019

HyperChat #11. Turner Novak, expert Snap analyst, breaks down the company's future potential and augmented reality vision. From Spectacles 3, to AR Lenses, to Discover, Snapchat is quietly building a camera operating system for Gen Z. Do you think the company will be succesful in competing against the Zuck empire (Instagram & Facebook)?

Become a #HyperChanger & support us on Patreon to receive the exclusive weekly HyperChange Newsletter!! https://www.patreon.com/hyperchange

Model Y Manufacturing & CAPEX Revolution? Aug 26, 2019

New patents show the potential for a manufacturing revolution with the Model Y. First, there is a breakthrough new wiring harness, that reduces the amount of wiring from 1.5KMs (in a M3) to just 100M (in a MY). Additionally, Tesla has patented a massive new casting machine that could be utilized for Model Y body assembly. These innovations at the manufacturing level, show Tesla's industry leading pace of innovation. Both the new wiring, and casting device could lead to increased automation & substantially lower CAPEX.

Become a #HyperChanger & support us on Patreon to receive the exclusive weekly HyperChange Newsletter!! https://www.patreon.com/hyperchange

LINK - Sean Mitchell's new Sandy Munro video: https://youtu.be/i93VJ1PEp6o

LINK - Tesla Wiring Architecture patent: https://patentscope.wipo.int/search/e...

LINK - Tesla Structural Cable patents: https://patentscope.wipo.int/search/e...

LINK - Tesla Casting Machine patent: https://patentscope.wipo.int/search/e...

LINK - Electrek Casting machine article: https://electrek.co/2019/07/23/tesla-...

LINK - Electrek wiring article: https://electrek.co/2019/07/22/tesla-...

LINK - Elon Musk quote about wire length of 100M in MY: https://insideevs.com/news/332386/elo...

LINK - Tesla Q2 2019 shareholder letter: https://ir.tesla.com/static-files/b22...

The Superbottle: A Microcosm of Tesla's Disruption Aug 22, 2019

Tesla's Model 3's heating & cooling system is controlled by a single hub, the Superbottle. This innovate design is miles ahead of the competition, and shows the disruptive nature of Tesla's vertically integrated manufacturing approach. Is this tiny little super hero easter egg a clue at a major future Tesla product line? A smart home AC system?

Become a #HyperChanger & support us on Patreon to receive the exclusive weekly HyperChange Newsletter!! https://www.patreon.com/hyperchange

LINK - Sean Mitchell's new Sandy Munro interview: https://youtu.be/i93VJ1PEp6o

LINK - Jalopnik Superbottle episode: https://jalopnik.com/the-tesla-model-...

LINK - OG Tesla AC Moonshot vid: https://www.youtube.com/watch?v=2GP17...

Will Disney+ Crush Netflix? Aug 21, 2019

Disney is set to launch its new streaming service (Disney+) in the US on November 12th. Stacked with new original content, and combined with Hulu & ESPN+ for just $12.99/month, will this impact Netflix's streaming dominance?

Become a #HyperChanger & support us on Patreon to receive the exclusive weekly HyperChange Newsletter!! https://www.patreon.com/hyperchange

LINK - Disney's financial data on HyperCharts: https://www.hypercharts.co/dis

LINK - Disney+ website: https://preview.disneyplus.com/

LINK - Disney bundling streaming services: https://www.theverge.com/2019/8/6/207...

Tesla Launches Solar Panels As A Service ☀️ Aug 19, 2019

Tesla re-launches its residential solar service with revamped panels, and simplified pricing. Consumers can choose a Small, Medium or Large system depending on home size. Prices start at $50/month with service, installation & maintenance included. Will this reverse the trend of Tesla's falling solar deployments?

LINK - Get Tesla solar panels: https://www.tesla.com/energy/design

LINK - Electrek article about launch: https://electrek.co/2019/08/16/tesla-...

LINK - SolarCity S-1: https://www.sec.gov/Archives/edgar/da...

LINK - NREL residential solar report: https://www.nrel.gov/docs/fy19osti/73...

LINK - SEIA residential solar report: https://www.seia.org/research-resourc...

The Snapchat Turnaround Is Happening 🚀 Aug 01, 2019

Snap shares are soaring on the back of a blowout Q2. User growth has returned, with the company adding 13M DAUs sequentially (most since Q2 '16), and accelerating revenue growth to 48%. Has Evan Spiegel officially defeated Instagram's copycat attempts? Or is this quarter a fluke? Personally, I've never been more bullish on Snap. Users, revenue, gross margins, cash flow and product innovation are all gaining momentum.

Become a #HyperChanger & support us on Patreon to receive the exclusive weekly HyperChange Newsletter!! https://www.patreon.com/hyperchange

LINK - Snap on HyperCharts: https://www.hypercharts.co/snap

LINK - Snap IR website: https://investor.snap.com/company-pro...

LINK - Snap Q2 2019 Earnings Slides: https://investor.snap.com/~/media/Fil...

LINK - Snap Lense Studio: https://lensstudio.snapchat.com/lenses/

Tesla Megapack: Utility-Scale Energy Storage 🔋 Jul 30, 2019

Tesla launches the Megapack, a utility-scale battery product, born out of the company's wildly succesful Hornsdale battery project (in Australia). Tesla's energy storage deployments have been growing rapidly, and are on pace to hit 2GWh in 2019. This overlooked piece of the company's business could be a huge growth driver in 2020 and beyond.

Become a #HyperChanger & support us on Patreon to receive the exclusive weekly HyperChange Newsletter!! https://www.patreon.com/hyperchange

LINK - Tesla Megapack blog post: https://www.tesla.com/blog/introducin...

LINK - ARK invest research about Peaker Plants/Mega-Batteries: https://ark-invest.com/research/utili...

LINK - Tesla Megapack website: https://www.tesla.com/megapack

LINK - Electrek, V3 solar roof: https://electrek.co/2019/06/13/tesla-...

LINK - NREL Q3/Q4 residential solar market analysis: https://www.nrel.gov/docs/fy19osti/73...

Bubble: Building Software Without Code w/ Emmanuel Straschnov Jul 29, 2019

HyperChat #10. I sat down with Bubble Co-CEO/Founder Emmanuel Straschnov to discuss how his company is accelerating the trend of 'Software Eating The World'. Bubble allows users to build custom (and scalable) apps in just weeks, with no coding required.

Become a #HyperChanger & support us on Patreon to receive the exclusive weekly HyperChange Newsletter!!https://www.patreon.com/hyperchange

LINK - Bubble's website: https://bubble.is/

LINK - Emmanuel's twitter: https://twitter.com/estraschnov

LINK - Bubble's Twitter: https://twitter.com/Bubble_Group

LINK - Bubble blog about funding round: https://blog.bubble.is/bubble-raises-...

Tesla Q2 2019 Earnings & CC Analysis 📊📞 Jul 25, 2019

Analysis and recap of Tesla's Q2 2019 shareholder letter & conference call. With $5B in cash, and a rapidly growing business, Tesla's financial health has never been stronger. The company reported revenue of $6.3B (+59%), with an operating loss of $167, and free cash flow of $614B.

Become a #HyperChanger & support us on Patreon to receive the exclusive weekly HyperChange Newsletter!! https://www.patreon.com/hyperchange

LINK - Tesla Q2 2019 Shareholder Letter: https://ir.tesla.com/static-files/1e7...

LINK - Tesla on HyperCharts: https://www.hypercharts.co/tsla

Milfoil & Restoring Freshwater Ecosystems w/ Joe Markman, The Milfoil King Jul 19, 2019

HyperChat #9. From repopulating endangered turtle species, to removing algae and milfoil, the Milfoil King is an untold entrepreneurial success story. Joe Markman, my good friend & CEO/Founder of The Milfoil King comes on the podcast to discuss his freshwater ecosystem management business, which I think is on the front lines of fighting climate change.

LINK - Original HyperChange documentary on Joe/The Milfoil King startup: https://youtu.be/BG8VnBlgBXw

LINK - Milfoil King website (and how to contact Joe): https://www.seattlemilfoil.com/

LINK - Blue-Green algae blooms: https://www.greatlakesnow.org/2018/09...

LINK - Effects of Aquatic Invasive Species on Home Prices study: https://www.jstor.org/stable/27759685... LINK - Woodland Park Zoo Turtle initiative: https://www.zoo.org/turtles

Neuralink: A Hyperloop For The Mind 🧠🚆 Jul 18, 2019

Analysis of Neuralink's first public event in San Francisco, where they unveiled the N1 chip, and brain machine interface technology. Are we witnessing the birth of the next great computing platform? Will BMIs like Neuralink's N1 disrupt the smartphone? Do you think Elon Musk can pull this off?

LINK - Neuralink website (w/ job postings): https://www.neuralink.com/

LINK - Neuralink launch event livestream: https://youtu.be/r-vbh3t7WVI

Tesla Shareholder Roundtable w/ Rob Maurer & Matt Joyce Jul 16, 2019

HyperChat #8, with Rob Maurer of Tesla Daily & Matt Joyce of Toom Dips. This hour conversation with two of the smartest bulls I know, covers everything from Tesla's valuation, electric airplanes/VTOL jets, Maxwell Technology/battery cell production, to the FUD & so much more!! Filmed 07/07/2019 Somewhere In Wisconsin.

TIMESTAMPS

1:12 Tesla Q2 Production & Deliveries Report & Potential S&P 500 inclusion

4:20 Short Position In Tesla/Short-Squeeze Theory

6:30 How to value Tesla, P/E, P/S? 9:37 Tesla’s Rapidly Improving FCF

12:34 What happens when Autonomy/Tesla Network hits

15:02 Why did Matty Mogul by FSD?

18:16 Model S/X Refresh 21:52 The Core Efficiency Table

25:50 ICE is Tesla’s Real Competition

26:47 Maxwell & Tesla’s Battery Cell Scaling Solution

31:58 Elon's Electric VTOL jet

32:55 The Cheaper the Battery Tech, The More Industries Tesla Will Disrupt

36:56 Will Tesla launch a commercial electric plane?/Master Plan Part Trois

38:59 Tesla Insurance

43:44 Valuation of Cruise Automation Vs Tesla

45:02 Media, FUD & TSLAQ

51:30 Gigafactory 3 Shanghai/Tesla’s China Opportunity

59:54 Closing Comments, Big Picture Summary

Tesla & The REVolution w/ Sam Korus Jul 03, 2019

I sat down with Sam Korus, analyst at ARK Invest, to discuss all things EV and Tesla. From vertical integration into battery cell production, to China's goal to become an EV exporter, this is a deep dive into the REVolution!

**All statements made by Sam Korus regarding companies or securities are strictly beliefs and points of view held by ARK and are not endorsements or recommendations by ARK to buy, sell or hold any security**

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LINK - Sam Korus' research for ARK: https://ark-invest.com/research/autho...

LINK - Sam Korus on Twitter: https://twitter.com/skorusark?lang=en

Amazon Should Buy Rivian Jul 02, 2019

Amazon continues to vertically integrate in the shipping/logistics space, but has yet to make a hardware play. Is a February, ~$700M investment into Rivian a pre-cursor of what is to come? My Moonshot is that Amazon fully acquires Rivian (for $5-10B) and begins building on top of the company's electric skateboard technology (launching electric trucks, cars & delivery vehicles).

Become a #HyperChanger & support us on Patreon to receive the exclusive weekly HyperChange Newsletter!! https://www.patreon.com/hyperchange

LINK - OG Moonshot Monday, 'Ford Needs To Buy Rivian': https://youtu.be/DBDSir3Fu9M

LINK - Rivian/Amazon PR: http://media.rivian.com/rivian-announ...

LINK - Rivian/Ford PR: http://media.rivian.com/rivian-announ...

LINK - Rivian website: https://www.rivian.com/

Made In China Model 3 Coming in ~6 Months Jun 25, 2019

Tesla's Gigafactory 3 in Shanghai continues to make rapid progress. Now the shell is complete, and production/tooling has begun. The facility is on track to produce cars in late 2019, and begin customer deliveries in December of this year. My estimates show China could be a $10B business for Tesla in 2021, if things go well.

Become a #HyperChanger & support us on Patreon to receive the exclusive weekly HyperChange Newsletter!! https://www.patreon.com/hyperchange

Analysis of Tesla's 2019 Shareholder Meeting Jun 14, 2019

Full recap of Tesla's 2019 shareholder meeting. Elon Musk updates us on demand, Model Y ramp, Cyberpunk Pickup truck and drops key hints about an upcoming battery investor day. Huge shoutout to all the Tesla fans/shareholders I met at the event!

Become a #HyperChanger & support us on Patreon to receive the exclusive weekly HyperChange Newsletter!! https://www.patreon.com/hyperchange

LINK - Full video of Tesla Shareholder meeting: https://youtu.be/Va5i42D13cI

Investing In A Bright Future & Tesla w/ Ross Gerber Jun 08, 2019

I sat down with Ross Gerber, the Co-Founder of Gerber Kawasaki to discuss investing & Tesla. From social media, to climate change, to self-driving cars, we discuss how new technologies are changing the world around us. Interview was recorder on June 5th 2019, in Los Angeles.

Become a #HyperChanger & support us on Patreon to receive the exclusive weekly HyperChange Newsletter!! https://www.patreon.com/hyperchange

LINK - Follow Ross on Twitter: https://twitter.com/GerberKawasaki

LINK - Gerber Kawasaki's website: https://gerberkawasaki.com/

Starlink 🛰️ SpaceX Is Becoming An ISP May 24, 2019

SpaceX has successfully launched its first 60 satellites for project Starlink. This marks the begining of SpaceX's journey to offer low-orbit (high-bandwidth, low latency) satellite internet service has begun! According to leaked documents found by the WSJ, SpaceX believes Starlink will be its major revenue (and earnings) driver, long-term. This makes it a key piece of Mars puzzle piece. What do you think about Starlink's potential? Will this moonshot become a reality?

Become a #HyperChanger & support us on Patreon to receive the exclusive weekly HyperChange Newsletter!! https://www.patreon.com/hyperchange

LINK - Starlink website: https://www.starlink.com/

LINK - SpaceX worth $30B: https://www.cnbc.com/2018/12/18/space...

LINK - SpaceX revenue estimated at $2B for 2018: https://www.cnbc.com/2019/05/20/space...

LINK - WSJ leaks SpaceX's internal projections: https://www.wsj.com/articles/exclusiv...

LINK - Amazon's low-orbit satellite plans: https://qz.com/1587506/jeff-bezos-ama...

Tesla's Autonomy Thesis w/ Tasha Keeney May 21, 2019

HyperChat with ARK Invest analyst Tasha Keeney. We discuss Tesla's self-driving strategy, and how its unique vertically integrated approach could lead to significant advantages. From its custom FSD chip, to a fleet of ~500K vehicles training its neural net, Tesla technology is improving rapidly. Will Elon Musk succeed in being a first-mover in the robotaxi race?

*correction* - Tasha refers to the NHTSA as a company, when it is government agency.

Become a #HyperChanger & support us on Patreon to receive the exclusive weekly HyperChange Newsletter!! https://www.patreon.com/hyperchange

LINK - Tasha Keeney's research: https://ark-invest.com/research/autho...

Maxwell Could Be Worth BILLIONS To Tesla 🔋💸 May 16, 2019

Tesla has completed its ~$240M all-stock acquisition of Maxwell Technologies! This could have huge implications for the company's battery technology roadmap. Maxwell's Dry Battery Electrodes offer a cheaper, more efficient and more sustainable way to produce lithium-ion cells. This means cheaper EVs, with more range! According to my research, this will put Tesla EVEN FURTHER ahead in battery technology, compared to legacy OEMs.

Become a #HyperChanger & support us on Patreon to receive the exclusive weekly HyperChange Newsletter!! https://www.patreon.com/hyperchange

LINK - Latest MXWL presentation w/ DBE slide: http://s21.q4cdn.com/566123494/files/...

LINK - HyperCharts battery forecast: https://www.hypercharts.co/tsla/forecast

LINK - My last video on MXWL: https://youtu.be/v4y8kam__Yg

Tesla's Vertical Autonomy Stack May 16, 2019

Deep-dive analysis on Tesla's autonomous strategy, from the self-driving chip, to the neural network. Tesla's vertically integrated, vision-based approach continues to prove itself in the real-world, and be validated by industry academics. When will Wall St wake up and realize the value what Tesla has been developing?

Become a #HyperChanger & support us on Patreon to receive the exclusive weekly HyperChange Newsletter!! https://www.patreon.com/hyperchange

LINK - Full Tesla Autonomy Investor Day video: https://youtu.be/Ucp0TTmvqOE

LINK - Anthony Levandowski says Elon is right: https://youtu.be/fNgEG5rCav4

Dyson: From Vacuums to EVs!? May 13, 2019

The famous vacuum-innovator has been planning a major push into Electric Vehicles. With decades of expertise in electric motors, batteries, aerodynamics and luxury consumer products, this may not be as crazy as it seems. Dyson posted $5.7B in revenue & $1.4B in profit in 2018. The company has plenty of capital and is investing at least $2.7B to bring its EV to market. The car will be build in Singapore, and is planning to launch in 2021.

Become a #HyperChanger & support us on Patreon to receive the exclusive weekly HyperChange Newsletter!! https://www.patreon.com/hyperchange

LINK - picture in thumbnail video is from GQ: https://www.gq-magazine.co.uk/article... LINK - CNBC report on Dyson EV plans: https://www.cnbc.com/2019/05/10/vacuu...

LINK - Dyson Website: https://www.dyson.com/en.html

Is Beyond Meat Really Worth $4.2B? 🌿🍔 May 09, 2019

The plant-based burger startup rose more than 150% on its first day of trading, and hasn't looked back since. Today, Beyond Meat is worth $4.2B, and on track for ~$175M in revenue in 2019 (my estimates). Would you pay 24X sales for Beyond Meat?

Become a #HyperChanger & support us on Patreon to receive the exclusive weekly HyperChange Newsletter!! https://www.patreon.com/hyperchange

LINK - Beyond Meat HyperCharts: https://www.hypercharts.co/bynd

LINK - Beyond Meat investor relations: https://investors.beyondmeat.com/

LINK - Beyond Meat S-1 filing: https://www.sec.gov/Archives/edgar/da...

LINK - HSI report on climate impact of animal agriculture: https://www.humanesociety.org/sites/d...

Carta: Software is Eating Wall St 🦄 May 08, 2019

Carta, the Silicon Valley-based equity management platform has just raised $300M (at a $1.7B valuation), from Andreessen-Horowitz, Goldman Sachs & Lightspeed Ventures. This is one of my favorite new startups & a company I see digitizing the shareholder experience and completely disrupting Wall Street as we know it. Let me know what you think in the comments below!! (FYI this episode was not sponsored by Carta in any way, I just love their product/company).

LINK - Carta: https://carta.com/ LINK - Carta Series E blog post: https://carta.com/blog/seriese/

LINK - Carta Series D blog post: https://carta.com/blog/series-d/

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Amazon's Profits Keep Soaring & Berkshire Is Buying May 07, 2019

Amazon's operating income rose more than 100% in Q1 to $4.4B! The company famous for never making money, is quietly becoming a profit machine. Even Warren Buffett/Berkshire Hathaway are buying shares. Does this mean Amazon's days as a growth high-flyer are over? Or will the market continue to give Amazon a huge P/E multiple, despite slowing growth??

Become a #HyperChanger & support us on Patreon to receive the exclusive weekly HyperChange Newsletter!! https://www.patreon.com/hyperchange

LINK - Amazon on HyperCharts: https://www.hypercharts.co/amzn

LINK - Amazon Q1 2019 earnings PR: https://ir.aboutamazon.com/news-relea...

Tesla Raising ~$2B In Equity/Debt 💰 May 02, 2019

Finally! Tesla has anounced that it's raising $2B in a combination of equity & a convertible note. I've been hoping for this for almost a year! Now Tesla can accelerate its growth plans (Model Y + Semi), while having a much bigger cash cushion in the bank. I think this is a very positive development, even though the price is lower than some of us would have hoped for. What do you think?!

Become a #HyperChanger & support us on Patreon to receive the exclusive weekly HyperChange Newsletter!! https://www.patreon.com/hyperchange

LINK - Tesla PR about capital raise: https://ir.tesla.com/news-releases/ne...

LINK - My podcast from July 2018 saying Tesla WILL raise cash in 2019: https://youtu.be/WBfmDgTVFRY

LINK - Tesla HyperCharts: https://www.hypercharts.co/tsla

How Oscar Is HyperChanging Healthcare w/ Nikita Singareddy May 01, 2019

My latest HyperChat with Nikita Singareddy, a population health analyst for Oscar (NYC healthcare startup) and the founder of Negotiating The Terms. We discuss how Oscar is reimagining the US healthcare system with a software/data first approach that aligns incentives.

TIMESTAMPS :)

2:10 What's the Problem w/ US Healthcare?/History of US Healthcare

5:54 Aligning Incentives in Healthcare 23:40 Business Model + Vision of Oscar 40:20 Negotiating The Terms

44:29 IPOs & S-1 filings

45:55 Slack S-1 Analysis

51:41 Tesla Insurance Product

54:52 Thoughts on Elon's Empire?

57:13 Augmented Reality + The Future of the Internet

1:01:28 Wearable Technology

1:03:40 Uber/Lyft IPOs + Robotaxi's

1:07:22 Podcast + Blog recommendations

1:12:00 Why You Should Read Sci-Fi

Follow Nikita on Twitter! https://twitter.com/singareddynm

Sempo: Disaster Response 2.0 & Colonizing Space w/ Tristan Cole Apr 26, 2019

Sempo is a startup providing disaster response 2.0, by digitizing aid payments for NGOs. I sat down with the Co-Founder Tristan Cole, to discuss the company's overall vision, to bank the unbanked and democratize access to mobile payment wallets. At the end of the discussion we talk about SpaceX's mission to make reusable rockets, and how that could be a major catalyst for the space industry.

Become a #HyperChanger & support us on Patreon to receive the exclusive weekly HyperChange Newsletter!! https://www.patreon.com/hyperchange

LINK - Sempo website: https://sempo.ai/

LINK - Sempo Twitter: https://twitter.com/teamsempo

LINK - Tristan Cole Twitter: https://twitter.com/tristanhcole

Tesla Q1 2019 Earnings & CC Analysis 📊📞 Apr 25, 2019

Tesla reports Q1 '19 revenue of $4.5B (+33%), with an operating loss of $521M. The company is still on track to deliver between 360-400K cars in 2019 (guiding for 90-100K deliveries in Q2). Earnings outlook is for a loss in Q2 (although much smaller) and profitability in Q3. Tesla's cash position ended the quarter at $2.2B, and should climb every quarter sequentially from here. This was a tough quarter, but I'm as optimistic as ever about the long-term thesis.

LINK - Tesla financials on HyperCharts: https://www.hypercharts.co/tsla

LINK - Tesla Q1 2019 shareholder letter: https://ir.tesla.com/static-files/b22...

Become a #HyperChanger & support us on Patreon to receive the exclusive weekly HyperChange Newsletter!! https://www.patreon.com/hyperchange

IMO Uber Is Only Worth $50B 📉 Apr 16, 2019

Uber's S-1 is finally public! The company reported revenue of $11.3B in 2018, with an operating loss of $3B. Growth was 42% for the full year, but slowed to just 22% in Q4 2018. Uber Eats is a bright spot, with Gross Bookings of $2.6B in Q4 2018 (+129%). But overall, I'm extremely skeptical of Uber's IPO prospects at a $100B+ valuation. The company is nowhere near making money, and growth is already slowing down. This business is worth closer to 4X price/sales Vs the 8X management is going for, IMO. What are your thoughts? Is the Lyft IPO hurting/rushing Uber?

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FREE AirPods! https://www.thewatercoolest.com/hyper... Become a #HyperChanger & support us on Patreon to receive the exclusive weekly HyperChange Newsletter!! https://www.patreon.com/hyperchange

LINK - Uber on HyperCharts: https://www.hypercharts.co/uber

LINK - Uber S-1 filing: https://www.sec.gov/Archives/edgar/da...

Tesla Autonomy Investor Day Preview 🤖🚕 Apr 15, 2019

On April 22nd, Tesla will be hosting an Autonomy Investor Day at its HQ in Palo Alto. This showcase of the company's self-driving technology, could be a game changer for the market's perception of Tesla. Here's my analysis of what to expect from the event, and why it's of importance to Elon Musk. Let me know what you think in the comments below!!

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INK - Lex Fridman's interview with Musk: https://youtu.be/dEv99vxKjVI

LINK - Blog post from Tesla about recent pricing changes/leasing: https://www.tesla.com/blog/update-our...

LINK - Tesla Master Plan Part Duex: https://www.tesla.com/blog/master-pla...

LINK - Lex Fridman on Twitter: https://twitter.com/lexfridman

Dandelion's Geothermal Systems Electrify Heating & Cooling w/ Kathy Hannun Apr 14, 2019

Google X moonshot Dandelion, is electrifying residential heating & cooling with geothermal heat pumps. I sat down with CEO/Founder Kathy Hannun to discuss the companies ambitious plans to reduce fossil fuel consumption & bring geothermal into the mainstream.

Become a #HyperChanger & support us on Patreon to receive the exclusive weekly HyperChange Newsletter!! https://www.patreon.com/hyperchange

LINK - Dandelion's website: https://dandelionenergy.com/

LINK - CNBC article about Dandelion spinout from Google X: https://www.cnbc.com/2017/07/06/googl...

LINK - Google X/Dandelion site: https://x.company/projects/dandelion/

Facebook Stablecoin Backed By Foreign Currencies!? 🤯 Apr 11, 2019

NY Times reporter Nathaniel Popper reports that Facebook is looking to raise $1B from outside investors for its stablecoin/cryptocurrency. This would make the token appear less centralized, and it will be backed by a basket of foreign currencies. If succesful, a Facebook Stablecoin could be a huge new revenue growth driver & way to increase engagement across the platform. Let me know what you think in the comments!

Become a #HyperChanger & support us on Patreon to receive the exclusive weekly HyperChange Newsletter!! https://www.patreon.com/hyperchange

LINK - Facebook on HyperCharts: https://www.hypercharts.co/fb

LINK - Nathaniel Popper Tweetstorm on FB's stablecoin: https://twitter.com/nathanielpopper/status/1115331482384388098

LINK - Bloomberg, Facebook developing Stablecoin to launch in WhatsApp: https://www.bloomberg.com/news/articles/2018-12-21/facebook-is-said-to-develop-stablecoin-for-whatsapp-transfers

LINK - a16z buys 6% of MKR: https://medium.com/makerdao/a16z-crypto-purchases-6-of-mkr-backing-stablecoin-vanguard-makerdao-ff410a692393

Lyft Should Buy A Fleet of Teslas Apr 09, 2019

Moonshot! Lyft should partner with Tesla & purchase a fleet of Model 3's to expand both its Green Mode & Driver Express (leasing) offering. This is a way for Tesla to get exposure to the exploding ride-sharing market before the Tesla Network launches. Do you think this will ever happen!?

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Design shoutout to Chanan from CleanTechnica! https://twitter.com/ChananBos

Design shoutout to Geniuzavp! https://twitter.com/geniuzavp

LINK - Lyft Investor Relations website: https://investor.lyft.com/investor-relations

LINK - Tesla Master Plan, Part Deux: https://www.tesla.com/blog/master-plan-part-deux

LINK - Lyft Blog, all rides now Carbon Neutral: https://medium.com/@johnzimmer/all-lyft-rides-are-now-carbon-neutral-55693af04f36

LINK - Express Drive from Lyft: https://www.lyft.com/expressdrive

LINK - ARK Research, Tesla Autonomy thesis: https://ark-invest.com/research/teslas-autonomous-opportunity

LINK - ARK Research, cost of Model 3 vs Camry: https://ark-invest.com/research/model-3-vs-camry

LINK - Verge, Lyft hires COO from Tesla: https://www.theverge.com/2018/2/8/16990808/lyft-coo-jon-mcneill-tesla

LINK - YouTuber Andy Slye surprises Uber customers in a Model 3: https://youtu.be/0Z3ZjnwbA3s

Tesla Q1 '19 Deliveries, How Bad Is It? Apr 05, 2019

Tesla reports deliveries of 63,000 units in Q1 2019 (+110%), consisting of 50,900 Model 3's & 12,100 Model S/X. This was below my expectations & shows that EV demand may not be as strong as Tesla/Elon originally anticipated. This hasn't changed my long-term belief in the story, but is undoubtably a near term setback. Watch until the end to hear my rant about why I think Tesla should raise capital.

Tesla Q1 2019 Deliveries & Production PR: http://ir.tesla.com/news-releases/news-release-details/tesla-q1-2019-vehicle-production-deliveries

Tesla's Efficiency Edge & Electric Jet w/ Matt Joyce Apr 01, 2019

HyperChange sits down with Loup Ventures Contributor & Toom Dips founder Matt Joyce, to talk Tesla. From his coined 'Efficiency Ratio' to electric airplanes, Matt is a long-term growth investor focused on consumer facing technology companies. This interview took place 03/29/2019 at Betaworks Studios in NYC (https://betaworks.com/).

Become a #HyperChanger & support us on Patreon to receive the exclusive weekly HyperChange Newsletter!! https://www.patreon.com/hyperchange

LINK - Toom Dips: http://toomdips.com/

LINK - CNBC article on Toom Dips: https://www.cnbc.com/2016/07/19/look-out-hummus-this-dip-wants-to-steal-sales.html

LINK - Loup Ventures: https://loupventures.com/

LINK - Elon Musk referencing electric VTOL jet idea: https://www.youtube.com/watch?v=yx3auTD85Fw

LINK - Tesla/Maxwell delaying acquisition: https://electrek.co/2019/03/28/tesla-yet-close-battery-company-acquisition-extends-deadline/

LINK - Maxwell Technologies investor presentation: http://s21.q4cdn.com/566123494/files/doc_presentations/Corporate-Presentation-August-2018.pdf

LINK - Tesla Daily podcast: https://itunes.apple.com/us/podcast/tesla-daily-tesla-news-analysis/id1273643094?mt=2

Disclaimer: This podcast is purely my opinion and should not be regarded as factual information. I am not a financial advisor. This is not a recommendation to buy or sell securities. Do not assume any facts and numbers in this video are accurate. Always do your own due diligence. As of 03/31/2019 HyperChange host (Galileo Russell) is invested in shares of Tesla (TSLA), Arcimoto (FUV) and long Maker & Bitcoin. The guest on this episode, Matt Joyce, is long Tesla January 2021 calls.

Lyft IPO Analysis / S-1 Walkthrough Mar 27, 2019

Full analysis of Lyft's upcoming IPO. The ride-sharing startup is rumored to list at a valuation of ~$25B. Revenue in 2018 was $2.2B (+103%), with an operating loss of $978M. Do you think this is a fair valuation? What are your thoughts on Lyft's financials & future?

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