HyperChange

Latest Episodes:

Biden Ignoring Tesla Is A National Embarrassment Nov 18, 2021

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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

Show notes

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

Show notes

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

Show notes

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

Show notes

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

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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

Show notes

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

Show notes

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

Show notes

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

Show notes

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.

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