HyperChange

Latest Episodes:

Starlink 🛰️ SpaceX Is Becoming An ISP May 24, 2019

Show notes

SpaceX has successfully launched its first 60 satellites for project Starlink. This marks the begining of SpaceX's journey to offer low-orbit (high-bandwidth, low latency) satellite internet service has begun! According to leaked documents found by the WSJ, SpaceX believes Starlink will be its major revenue (and earnings) driver, long-term. This makes it a key piece of Mars puzzle piece. What do you think about Starlink's potential? Will this moonshot become a reality?

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LINK - Starlink website: https://www.starlink.com/

LINK - SpaceX worth $30B: https://www.cnbc.com/2018/12/18/space...

LINK - SpaceX revenue estimated at $2B for 2018: https://www.cnbc.com/2019/05/20/space...

LINK - WSJ leaks SpaceX's internal projections: https://www.wsj.com/articles/exclusiv...

LINK - Amazon's low-orbit satellite plans: https://qz.com/1587506/jeff-bezos-ama...

Tesla's Autonomy Thesis w/ Tasha Keeney May 21, 2019

Show notes

HyperChat with ARK Invest analyst Tasha Keeney. We discuss Tesla's self-driving strategy, and how its unique vertically integrated approach could lead to significant advantages. From its custom FSD chip, to a fleet of ~500K vehicles training its neural net, Tesla technology is improving rapidly. Will Elon Musk succeed in being a first-mover in the robotaxi race?

*correction* - Tasha refers to the NHTSA as a company, when it is government agency.

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LINK - Tasha Keeney's research: https://ark-invest.com/research/autho...

Maxwell Could Be Worth BILLIONS To Tesla 🔋💸 May 16, 2019

Show notes

Tesla has completed its ~$240M all-stock acquisition of Maxwell Technologies! This could have huge implications for the company's battery technology roadmap. Maxwell's Dry Battery Electrodes offer a cheaper, more efficient and more sustainable way to produce lithium-ion cells. This means cheaper EVs, with more range! According to my research, this will put Tesla EVEN FURTHER ahead in battery technology, compared to legacy OEMs.

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LINK - Latest MXWL presentation w/ DBE slide: http://s21.q4cdn.com/566123494/files/...

LINK - HyperCharts battery forecast: https://www.hypercharts.co/tsla/forecast

LINK - My last video on MXWL: https://youtu.be/v4y8kam__Yg

Tesla's Vertical Autonomy Stack May 16, 2019

Show notes

Deep-dive analysis on Tesla's autonomous strategy, from the self-driving chip, to the neural network. Tesla's vertically integrated, vision-based approach continues to prove itself in the real-world, and be validated by industry academics. When will Wall St wake up and realize the value what Tesla has been developing?

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LINK - Full Tesla Autonomy Investor Day video: https://youtu.be/Ucp0TTmvqOE

LINK - Anthony Levandowski says Elon is right: https://youtu.be/fNgEG5rCav4

Dyson: From Vacuums to EVs!? May 13, 2019

Show notes

The famous vacuum-innovator has been planning a major push into Electric Vehicles. With decades of expertise in electric motors, batteries, aerodynamics and luxury consumer products, this may not be as crazy as it seems. Dyson posted $5.7B in revenue & $1.4B in profit in 2018. The company has plenty of capital and is investing at least $2.7B to bring its EV to market. The car will be build in Singapore, and is planning to launch in 2021.

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

LINK - picture in thumbnail video is from GQ: https://www.gq-magazine.co.uk/article... LINK - CNBC report on Dyson EV plans: https://www.cnbc.com/2019/05/10/vacuu...

LINK - Dyson Website: https://www.dyson.com/en.html

Is Beyond Meat Really Worth $4.2B? 🌿🍔 May 09, 2019

Show notes

The plant-based burger startup rose more than 150% on its first day of trading, and hasn't looked back since. Today, Beyond Meat is worth $4.2B, and on track for ~$175M in revenue in 2019 (my estimates). Would you pay 24X sales for Beyond Meat?

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

LINK - Beyond Meat HyperCharts: https://www.hypercharts.co/bynd

LINK - Beyond Meat investor relations: https://investors.beyondmeat.com/

LINK - Beyond Meat S-1 filing: https://www.sec.gov/Archives/edgar/da...

LINK - HSI report on climate impact of animal agriculture: https://www.humanesociety.org/sites/d...

Carta: Software is Eating Wall St 🦄 May 08, 2019

Show notes

Carta, the Silicon Valley-based equity management platform has just raised $300M (at a $1.7B valuation), from Andreessen-Horowitz, Goldman Sachs & Lightspeed Ventures. This is one of my favorite new startups & a company I see digitizing the shareholder experience and completely disrupting Wall Street as we know it. Let me know what you think in the comments below!! (FYI this episode was not sponsored by Carta in any way, I just love their product/company).

LINK - Carta: https://carta.com/ LINK - Carta Series E blog post: https://carta.com/blog/seriese/

LINK - Carta Series D blog post: https://carta.com/blog/series-d/

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

Amazon's Profits Keep Soaring & Berkshire Is Buying May 07, 2019

Show notes

Amazon's operating income rose more than 100% in Q1 to $4.4B! The company famous for never making money, is quietly becoming a profit machine. Even Warren Buffett/Berkshire Hathaway are buying shares. Does this mean Amazon's days as a growth high-flyer are over? Or will the market continue to give Amazon a huge P/E multiple, despite slowing growth??

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

LINK - Amazon on HyperCharts: https://www.hypercharts.co/amzn

LINK - Amazon Q1 2019 earnings PR: https://ir.aboutamazon.com/news-relea...

Tesla Raising ~$2B In Equity/Debt 💰 May 02, 2019

Show notes

Finally! Tesla has anounced that it's raising $2B in a combination of equity & a convertible note. I've been hoping for this for almost a year! Now Tesla can accelerate its growth plans (Model Y + Semi), while having a much bigger cash cushion in the bank. I think this is a very positive development, even though the price is lower than some of us would have hoped for. What do you think?!

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

LINK - Tesla PR about capital raise: https://ir.tesla.com/news-releases/ne...

LINK - My podcast from July 2018 saying Tesla WILL raise cash in 2019: https://youtu.be/WBfmDgTVFRY

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

How Oscar Is HyperChanging Healthcare w/ Nikita Singareddy May 01, 2019

Show notes

My latest HyperChat with Nikita Singareddy, a population health analyst for Oscar (NYC healthcare startup) and the founder of Negotiating The Terms. We discuss how Oscar is reimagining the US healthcare system with a software/data first approach that aligns incentives.

TIMESTAMPS :)

2:10 What's the Problem w/ US Healthcare?/History of US Healthcare

5:54 Aligning Incentives in Healthcare 23:40 Business Model + Vision of Oscar 40:20 Negotiating The Terms

44:29 IPOs & S-1 filings

45:55 Slack S-1 Analysis

51:41 Tesla Insurance Product

54:52 Thoughts on Elon's Empire?

57:13 Augmented Reality + The Future of the Internet

1:01:28 Wearable Technology

1:03:40 Uber/Lyft IPOs + Robotaxi's

1:07:22 Podcast + Blog recommendations

1:12:00 Why You Should Read Sci-Fi