HyperChange

Latest Episodes:

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

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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

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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

Show notes

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

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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

Show notes

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

Show notes

*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

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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

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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

Show notes

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

Show notes

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 ...).

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