HyperChange

Latest Episodes:

Tesla Is Winning The US/China Trade War Sep 08, 2019

Show notes

Tesla's rapidly progressing Shanghai Gigafactory couldn't have better timing. As US/China trade war tensions ramp, a 25% automotive import tariff is set to take effect on December 15th. This is right when Tesla's 'Made In China' Model 3 is set to launch. What do you think about Tesla's prospects in China after Giga 3 has been completed?

Sandy Munro, Maxwell & Being A TeslaTuber w/ Sean Mitchell Sep 01, 2019

Show notes

HyperChat #12. I bring on Sean Mitchell, Denver real-estate agent/TeslaTuber to discuss his recent Sandy Munro interview, Tesla's acquisition of Maxwell Technologies, and his life creating EV content for YouTube.

Tesla Insurance Launches! w/ Sean Mitchell Aug 30, 2019

Show notes

Tesla insurance has finally launched! Starting in California and expanding soon to other states, customers have been able to see 20-30% savings over their legacy providers. In this episode I discuss the implications of Tesla's Insurance program, and how it lays a key foundation for the future of autonomy.

The Snap Bull Thesis w/ Turner Novak Aug 27, 2019

Show notes

HyperChat #11. Turner Novak, expert Snap analyst, breaks down the company's future potential and augmented reality vision. From Spectacles 3, to AR Lenses, to Discover, Snapchat is quietly building a camera operating system for Gen Z. Do you think the company will be succesful in competing against the Zuck empire (Instagram & Facebook)?

Become a #HyperChanger & support us on Patreon to receive the exclusive weekly HyperChange Newsletter!! https://www.patreon.com/hyperchange

Model Y Manufacturing & CAPEX Revolution? Aug 26, 2019

Show notes

New patents show the potential for a manufacturing revolution with the Model Y. First, there is a breakthrough new wiring harness, that reduces the amount of wiring from 1.5KMs (in a M3) to just 100M (in a MY). Additionally, Tesla has patented a massive new casting machine that could be utilized for Model Y body assembly. These innovations at the manufacturing level, show Tesla's industry leading pace of innovation. Both the new wiring, and casting device could lead to increased automation & substantially lower CAPEX.

Become a #HyperChanger & support us on Patreon to receive the exclusive weekly HyperChange Newsletter!! https://www.patreon.com/hyperchange

LINK - Sean Mitchell's new Sandy Munro video: https://youtu.be/i93VJ1PEp6o

LINK - Tesla Wiring Architecture patent: https://patentscope.wipo.int/search/e...

LINK - Tesla Structural Cable patents: https://patentscope.wipo.int/search/e...

LINK - Tesla Casting Machine patent: https://patentscope.wipo.int/search/e...

LINK - Electrek Casting machine article: https://electrek.co/2019/07/23/tesla-...

LINK - Electrek wiring article: https://electrek.co/2019/07/22/tesla-...

LINK - Elon Musk quote about wire length of 100M in MY: https://insideevs.com/news/332386/elo...

LINK - Tesla Q2 2019 shareholder letter: https://ir.tesla.com/static-files/b22...

The Superbottle: A Microcosm of Tesla's Disruption Aug 22, 2019

Show notes

Tesla's Model 3's heating & cooling system is controlled by a single hub, the Superbottle. This innovate design is miles ahead of the competition, and shows the disruptive nature of Tesla's vertically integrated manufacturing approach. Is this tiny little super hero easter egg a clue at a major future Tesla product line? A smart home AC system?

Become a #HyperChanger & support us on Patreon to receive the exclusive weekly HyperChange Newsletter!! https://www.patreon.com/hyperchange

LINK - Sean Mitchell's new Sandy Munro interview: https://youtu.be/i93VJ1PEp6o

LINK - Jalopnik Superbottle episode: https://jalopnik.com/the-tesla-model-...

LINK - OG Tesla AC Moonshot vid: https://www.youtube.com/watch?v=2GP17...

Will Disney+ Crush Netflix? Aug 21, 2019

Show notes

Disney is set to launch its new streaming service (Disney+) in the US on November 12th. Stacked with new original content, and combined with Hulu & ESPN+ for just $12.99/month, will this impact Netflix's streaming dominance?

Become a #HyperChanger & support us on Patreon to receive the exclusive weekly HyperChange Newsletter!! https://www.patreon.com/hyperchange

LINK - Disney's financial data on HyperCharts: https://www.hypercharts.co/dis

LINK - Disney+ website: https://preview.disneyplus.com/

LINK - Disney bundling streaming services: https://www.theverge.com/2019/8/6/207...

Tesla Launches Solar Panels As A Service ☀️ Aug 19, 2019

Show notes

Tesla re-launches its residential solar service with revamped panels, and simplified pricing. Consumers can choose a Small, Medium or Large system depending on home size. Prices start at $50/month with service, installation & maintenance included. Will this reverse the trend of Tesla's falling solar deployments?

LINK - Get Tesla solar panels: https://www.tesla.com/energy/design

LINK - Electrek article about launch: https://electrek.co/2019/08/16/tesla-...

LINK - SolarCity S-1: https://www.sec.gov/Archives/edgar/da...

LINK - NREL residential solar report: https://www.nrel.gov/docs/fy19osti/73...

LINK - SEIA residential solar report: https://www.seia.org/research-resourc...

The Snapchat Turnaround Is Happening 🚀 Aug 01, 2019

Show notes

Snap shares are soaring on the back of a blowout Q2. User growth has returned, with the company adding 13M DAUs sequentially (most since Q2 '16), and accelerating revenue growth to 48%. Has Evan Spiegel officially defeated Instagram's copycat attempts? Or is this quarter a fluke? Personally, I've never been more bullish on Snap. Users, revenue, gross margins, cash flow and product innovation are all gaining momentum.

Become a #HyperChanger & support us on Patreon to receive the exclusive weekly HyperChange Newsletter!! https://www.patreon.com/hyperchange

LINK - Snap on HyperCharts: https://www.hypercharts.co/snap

LINK - Snap IR website: https://investor.snap.com/company-pro...

LINK - Snap Q2 2019 Earnings Slides: https://investor.snap.com/~/media/Fil...

LINK - Snap Lense Studio: https://lensstudio.snapchat.com/lenses/

Tesla Megapack: Utility-Scale Energy Storage 🔋 Jul 30, 2019

Show notes

Tesla launches the Megapack, a utility-scale battery product, born out of the company's wildly succesful Hornsdale battery project (in Australia). Tesla's energy storage deployments have been growing rapidly, and are on pace to hit 2GWh in 2019. This overlooked piece of the company's business could be a huge growth driver in 2020 and beyond.

Become a #HyperChanger & support us on Patreon to receive the exclusive weekly HyperChange Newsletter!! https://www.patreon.com/hyperchange

LINK - Tesla Megapack blog post: https://www.tesla.com/blog/introducin...

LINK - ARK invest research about Peaker Plants/Mega-Batteries: https://ark-invest.com/research/utili...

LINK - Tesla Megapack website: https://www.tesla.com/megapack

LINK - Electrek, V3 solar roof: https://electrek.co/2019/06/13/tesla-...

LINK - NREL Q3/Q4 residential solar market analysis: https://www.nrel.gov/docs/fy19osti/73...