HyperChange

Latest Episodes:

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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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?

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