HyperChange

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Rumor: SpaceX Raising $1B At $44B Valuation 🚀💸 Jul 28, 2020

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Bloomberg reports SpaceX is raising $1B in new funding at a $44B valuation (its highest ever). I give my thoughts on SpaceX's funding strategy, why they will never IPO (or it will take forever), and the exciting potential of a Starlink spinout/IPO.

All-In: The World's Best Business Podcast 🃏🎙️🌟 Jul 23, 2020

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The Silicon Valley investor GOATS 🐐Jason Calacanis, Chamath Palihapitiya, David Sacks and David Freiberg have turned their poker squad into the world's best new podcast. With under 5,000 subscribers and 68,000 total views, this is a total hidden gem. I expect this to blow up (rightfully so) as the world's leading business podcast and hit 1M subscribers. I'm so stoked these people I consider hero's of mine are taking the time to spread their knowledge! Go Subscribe!!

Tesla CONFIRMS Biggest Factory Ever In Austin, Texas Jul 23, 2020

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Analysis of Tesla's Q2 2020 shareholder letter, financial results and conference call. It was an EPIC call, with the Austin factory confirmed (on 2,000 acres), and Elon's excitement showing through. Tesla is doing better than ever! The company has reported 4 GAAP Net Income profits in a row, despite the COVID crisis, and is still on track to hit guidance of 500,000 deliveries in 2020. Congrats Tesla!!

Why Tesla Is Worth More Than Toyota Jul 22, 2020

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Interview with Yahoo! Finance on 07/22, pre-Tesla Q2 earnings, discussing what to expect in the upcoming report. I go into the solarroof opportunity, and why Tesla's 'Computers on Wheels' business model justifies a higher market capitalization than Toyota. Huge shoutout to Yahoo! for inviting me on, thank you!

Why NIO Stock Is Soaring 🇨🇳⚡📈 Jul 21, 2020

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Chinese EV-maker NIO has seen its stock price soar 220% in the past year, to a valuation of ~$15B. Is the hype justified for the 'Tesla of China'? I think so. NIO just reported record Q2 deliveries of 10,000+ vehicles, and is set to introduce a lower cost coupe (EC6) later this year. What are your thoughts on NIO stock and it's valuation?

Will Tesla Report A Profit In Q2 2020? 🧐💲 Jul 21, 2020

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My expectations for Tesla's financials in Q2, are $5.9B in revenue and $121M in GAAP operating income. If deliveries continue ramping, Tesla has a good shot of hitting its (pre-COVID) 2020 delivery guidance of 500,000+ units. Additionally, with deliveries beating production by about 8K units in the quarter, cash flow will likely be positive (around $1B). On the conference call I'll be looking for updates on Gigafactory Shanghai, the Tesla Semi and 2H 2020 deliveries. Overall, this was a SUPER impressive quarter. Tesla was able to grow deliveries by 2% despite the pandemic, and has a shot at another profitable quarter.

Tesla's India Opportunity 🇮🇳☀️🏠🔋🛵 w/ Vivas Kumar Jul 18, 2020

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A conversation with Vivas Kumar about potential strategies for Tesla to enter the India market. With only ~4M passenger vehicles sold in India each year, the addressable market for Tesla's 4-wheeled vehicles is small. On the other hand, the opportunity for Powerpack/Powerwall + Solarroof to fix the grid, is massive. Additionally, there could be a huge opportunity to leverage Tesla's battery technology to create a two-wheel or three-wheel EV product ... What are your thoughts on how Tesla should enter what is soon to be the world's most populous economy.

Quibi: $2B to $2M 📉 Jul 17, 2020

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New reports indicate that just ~8% of Quibi's free trial users are converting to the service. My estimate is that Quibi has ~144K paying subscribers, generating about $12M in annual revenue. This is wayyyy below the company's targets, and is not a good sign for the future. Quibi is running out of money and will need to show massive user growth to convince investors to keep pouring in capital. Raising ~$2B before ever launching a consumer product (and finding product market fit) is looking more and more like a huge mistake. I think Quibi will be out of business, or sold at fire sale prices soon. What are your thoughts?

Transition Metal-Free Cathode Breakthrough? w/ Sean Mehta, Battery Scientist Jul 15, 2020

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A conversation with Sean Mehta, a battery scientist at Sila Nanotechnologies, about the potential of transition metal-free Cathodes & their potential to disrupt the battery materials supply chain. I learned a ton in this interview!! What are your thoughts about this exciting technology & lab results??

Starlink Emailed Me About Beta Testing 👀 🛰️ Jul 15, 2020

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SpaceX's low earth orbit satellite project, Starlink, continues to progress at a rapid clip. I got an email last night, asking me to enter my exact address to see if I'm eligible for the beta testing. Starlink is planning to begin delivering internet service THIS SUMMER. With 500+ satellite's already in orbit, and many launches planned in the near future, this seems like it's already a done deal. The potential for Starlink to become a massive, global, internet service provider is real. This won't be sci-fi for much longer folks ... 🛰️

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