HyperChange

Latest Episodes:

Bubble: Building Software Without Code w/ Emmanuel Straschnov Jul 29, 2019

Show notes

HyperChat #10. I sat down with Bubble Co-CEO/Founder Emmanuel Straschnov to discuss how his company is accelerating the trend of 'Software Eating The World'. Bubble allows users to build custom (and scalable) apps in just weeks, with no coding required.

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

LINK - Bubble's website: https://bubble.is/

LINK - Emmanuel's twitter: https://twitter.com/estraschnov

LINK - Bubble's Twitter: https://twitter.com/Bubble_Group

LINK - Bubble blog about funding round: https://blog.bubble.is/bubble-raises-...

Tesla Q2 2019 Earnings & CC Analysis 📊📞 Jul 25, 2019

Show notes

Analysis and recap of Tesla's Q2 2019 shareholder letter & conference call. With $5B in cash, and a rapidly growing business, Tesla's financial health has never been stronger. The company reported revenue of $6.3B (+59%), with an operating loss of $167, and free cash flow of $614B.

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

LINK - Tesla Q2 2019 Shareholder Letter: https://ir.tesla.com/static-files/1e7...

LINK - Tesla on HyperCharts: https://www.hypercharts.co/tsla

Milfoil & Restoring Freshwater Ecosystems w/ Joe Markman, The Milfoil King Jul 19, 2019

Show notes

HyperChat #9. From repopulating endangered turtle species, to removing algae and milfoil, the Milfoil King is an untold entrepreneurial success story. Joe Markman, my good friend & CEO/Founder of The Milfoil King comes on the podcast to discuss his freshwater ecosystem management business, which I think is on the front lines of fighting climate change.

LINK - Original HyperChange documentary on Joe/The Milfoil King startup: https://youtu.be/BG8VnBlgBXw

LINK - Milfoil King website (and how to contact Joe): https://www.seattlemilfoil.com/

LINK - Blue-Green algae blooms: https://www.greatlakesnow.org/2018/09...

LINK - Effects of Aquatic Invasive Species on Home Prices study: https://www.jstor.org/stable/27759685... LINK - Woodland Park Zoo Turtle initiative: https://www.zoo.org/turtles

Neuralink: A Hyperloop For The Mind 🧠🚆 Jul 18, 2019

Show notes

Analysis of Neuralink's first public event in San Francisco, where they unveiled the N1 chip, and brain machine interface technology. Are we witnessing the birth of the next great computing platform? Will BMIs like Neuralink's N1 disrupt the smartphone? Do you think Elon Musk can pull this off?

LINK - Neuralink website (w/ job postings): https://www.neuralink.com/

LINK - Neuralink launch event livestream: https://youtu.be/r-vbh3t7WVI

Tesla Shareholder Roundtable w/ Rob Maurer & Matt Joyce Jul 16, 2019

Show notes

HyperChat #8, with Rob Maurer of Tesla Daily & Matt Joyce of Toom Dips. This hour conversation with two of the smartest bulls I know, covers everything from Tesla's valuation, electric airplanes/VTOL jets, Maxwell Technology/battery cell production, to the FUD & so much more!! Filmed 07/07/2019 Somewhere In Wisconsin.

TIMESTAMPS

1:12 Tesla Q2 Production & Deliveries Report & Potential S&P 500 inclusion

4:20 Short Position In Tesla/Short-Squeeze Theory

6:30 How to value Tesla, P/E, P/S? 9:37 Tesla’s Rapidly Improving FCF

12:34 What happens when Autonomy/Tesla Network hits

15:02 Why did Matty Mogul by FSD?

18:16 Model S/X Refresh 21:52 The Core Efficiency Table

25:50 ICE is Tesla’s Real Competition

26:47 Maxwell & Tesla’s Battery Cell Scaling Solution

31:58 Elon's Electric VTOL jet

32:55 The Cheaper the Battery Tech, The More Industries Tesla Will Disrupt

36:56 Will Tesla launch a commercial electric plane?/Master Plan Part Trois

38:59 Tesla Insurance

43:44 Valuation of Cruise Automation Vs Tesla

45:02 Media, FUD & TSLAQ

51:30 Gigafactory 3 Shanghai/Tesla’s China Opportunity

59:54 Closing Comments, Big Picture Summary

Tesla & The REVolution w/ Sam Korus Jul 03, 2019

Show notes

I sat down with Sam Korus, analyst at ARK Invest, to discuss all things EV and Tesla. From vertical integration into battery cell production, to China's goal to become an EV exporter, this is a deep dive into the REVolution!

**All statements made by Sam Korus regarding companies or securities are strictly beliefs and points of view held by ARK and are not endorsements or recommendations by ARK to buy, sell or hold any security**

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

LINK - Sam Korus' research for ARK: https://ark-invest.com/research/autho...

LINK - Sam Korus on Twitter: https://twitter.com/skorusark?lang=en

Amazon Should Buy Rivian Jul 02, 2019

Show notes

Amazon continues to vertically integrate in the shipping/logistics space, but has yet to make a hardware play. Is a February, ~$700M investment into Rivian a pre-cursor of what is to come? My Moonshot is that Amazon fully acquires Rivian (for $5-10B) and begins building on top of the company's electric skateboard technology (launching electric trucks, cars & delivery vehicles).

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

LINK - OG Moonshot Monday, 'Ford Needs To Buy Rivian': https://youtu.be/DBDSir3Fu9M

LINK - Rivian/Amazon PR: http://media.rivian.com/rivian-announ...

LINK - Rivian/Ford PR: http://media.rivian.com/rivian-announ...

LINK - Rivian website: https://www.rivian.com/

Made In China Model 3 Coming in ~6 Months Jun 25, 2019

Show notes

Tesla's Gigafactory 3 in Shanghai continues to make rapid progress. Now the shell is complete, and production/tooling has begun. The facility is on track to produce cars in late 2019, and begin customer deliveries in December of this year. My estimates show China could be a $10B business for Tesla in 2021, if things go well.

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

Analysis of Tesla's 2019 Shareholder Meeting Jun 14, 2019

Show notes

Full recap of Tesla's 2019 shareholder meeting. Elon Musk updates us on demand, Model Y ramp, Cyberpunk Pickup truck and drops key hints about an upcoming battery investor day. Huge shoutout to all the Tesla fans/shareholders I met at the event!

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

LINK - Full video of Tesla Shareholder meeting: https://youtu.be/Va5i42D13cI

Investing In A Bright Future & Tesla w/ Ross Gerber Jun 08, 2019

Show notes

I sat down with Ross Gerber, the Co-Founder of Gerber Kawasaki to discuss investing & Tesla. From social media, to climate change, to self-driving cars, we discuss how new technologies are changing the world around us. Interview was recorder on June 5th 2019, in Los Angeles.

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

LINK - Follow Ross on Twitter: https://twitter.com/GerberKawasaki

LINK - Gerber Kawasaki's website: https://gerberkawasaki.com/

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