HyperChange

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Tesla Designing New EV In China For Export?! 🤯 Jan 08, 2020

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At the Model 3 delivery event in Shanghai, Elon Musk hinted at Tesla's future plans in China. The company will set up a new design and engineering center, where they are planning to design a new EV from scratch, for "worldwide consumption." Does this imply Tesla is working on a smaller car/new EV form factor that they will build in China and export around the world? It sounds like it!

Tesla: The Computer On Wheels Company 📱🍏🚘 Jan 08, 2020

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Apple changed the way we think about phones, and Tesla is going to change the way we think about cars. Software is eating the world, and the automotive market is no exception. Tesla's software-first approach to building EVs & the collection of billions of miles of Autopilot data, is ushering in the future of the transportation industry. This isn't a car company, it's a computer on wheels on company :)

Tesla Starts Delivering 'Made In China' Model 3s! 🥂 Dec 29, 2019

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Tomorrow (December 30th), Tesla will deliver its first 15 'Made In China' Model 3s! This marks a huge milestone for Gigafactory 3 Shanghai, which began construction in 2019, and has vehicles rolling off the line just 11 months later ... This may be the fastest a factory has been built in the history of the automotive industry. Now the question is how fast will these sales ramp? I'm estimating Tesla will deliver ~80,000 Model 3's in China in 2020, and end the year at a ~150,000 cars/yr production rate.

The Future Of Gaming In Your Tesla 🎮 Dec 21, 2019

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Is your Model 3 a $40,000 electric vehicle, or a $40,000 video game console? Both!! In the past year Tesla has began to launch video games you can play in your car. I think this is a sneak preview of entertainment in a self-driving/autonomous future & an amazing example of the possibilities that over the air software updates enable. In the long-term, Tesla's active user/driver/rider-base will be in the Ms (~800K today) and offer a compelling opportunity for 3rd party app & game developers ... I think video games alone could be a $1B+ business for the company in the long-run ... Am I crazy?

Tesla On Track To Deliver 600,000+ Cars In 2020 📈 Dec 19, 2019

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Tesla stock hits all-time highs as the market begins to look towards 2020, and the company's growth potential with Gigafactory 3 Shanghai and the Model Y. Per my estimates, Tesla could deliver 615,000 cars in 2020, produce $36B in revenue and be significantly profitable. What are your projections for next year??

Tesla Enabling New Mobility Platforms w/ Rahul Sonnad Dec 17, 2019

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Exclusive interview with Rahul Sonnad, the CEO/Co-Founder of Tesloop, a Tesla rental service. Tesloop has operated a fleet of 8 Tesla's (and growing) and driven them millions of miles offering rides & rentals to its customers. Through this process, they have incredible data proving the service & maintenance savings of operating an EV versus an ICE car. This conversation is a sneak peak at how Tesla's ride-sharing ambitions will expand, and how the transportation industry will change as a result of self-driving (or even partially self-driving) vehicles.

Scaling Arcimoto's FUV Production w/ Mark Frohnmayer Dec 16, 2019

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An interview with Arcimoto CEO/Founder Mark Frohnmayer in LA at the LD Micro conference. Arcimoto is currently ramping production & deliveries of its Fun Utility Vehicle, a 3-wheel, all-electric two-seater that can go 100 miles per charge. In this video we also discuss the company's latest funding round, and the potential for partnerships with bigger companies like Uber & Tesla.

AR Smartglasses & Becoming Cyborgs w/ Alex Heath Dec 08, 2019

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A conversation with Alex Heath, reporter with The Information. Alex is a thought leader in the world of augmented reality smartglasses, reporting on Snap Spectacles, Apple's rumored smartglasses, Facebook's mind control device project & more.

CyberTruck Could Add $50B+ To Tesla's Valuation Nov 28, 2019

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Tesla has launched the Cybertruck. Available for delivery in late 2021, starting at $39,900, and made out of a steel alloy exoskeleton. This Bladerunner-looking vehicle has taken over the internet and generated 250,000 pre-orders in just 5 days. Are we looking at the future of trucks, or has Elon Musk lost his mind? I think demand will be at least 350,000 units per year, and drive significant shareholder value. If the Cybertruck sells 1M units per year (as much as the Ford F-series), it could generate $50B of incremental revenue & $5B in incremental profit for Tesla.

Tesla Working On Goodenough's Glass/Solid-State Battery? Nov 09, 2019

Show notes

This episode is brought to you by FOUR Organic Lip Balm, use the code 'hyperchange' for 10% off :) https://fourorganicsnyc.com/

My moonshot/conspiracy theory that Tesla has been secretly working with John Goodenough, to commercialize his next generation solid-state lithium-ion glass electrolyte battery. The timeline of the research paper, clues about Tesla testing solid state batteries, and the move into cell production make me think something is up. Am I crazy?

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