HyperChange

Latest Episodes:

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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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

HyperGuap - www.hyperguap.com

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

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