HyperChange

Latest Episodes:

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

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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

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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

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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

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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

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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

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🔋 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

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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

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“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

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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

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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!

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