HyperChange

Latest Episodes:

Sempo: Disaster Response 2.0 & Colonizing Space w/ Tristan Cole Apr 26, 2019

Show notes

Sempo is a startup providing disaster response 2.0, by digitizing aid payments for NGOs. I sat down with the Co-Founder Tristan Cole, to discuss the company's overall vision, to bank the unbanked and democratize access to mobile payment wallets. At the end of the discussion we talk about SpaceX's mission to make reusable rockets, and how that could be a major catalyst for the space industry.

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LINK - Sempo website: https://sempo.ai/

LINK - Sempo Twitter: https://twitter.com/teamsempo

LINK - Tristan Cole Twitter: https://twitter.com/tristanhcole

Tesla Q1 2019 Earnings & CC Analysis 📊📞 Apr 25, 2019

Show notes

Tesla reports Q1 '19 revenue of $4.5B (+33%), with an operating loss of $521M. The company is still on track to deliver between 360-400K cars in 2019 (guiding for 90-100K deliveries in Q2). Earnings outlook is for a loss in Q2 (although much smaller) and profitability in Q3. Tesla's cash position ended the quarter at $2.2B, and should climb every quarter sequentially from here. This was a tough quarter, but I'm as optimistic as ever about the long-term thesis.

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

LINK - Tesla Q1 2019 shareholder letter: https://ir.tesla.com/static-files/b22...

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IMO Uber Is Only Worth $50B 📉 Apr 16, 2019

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Uber's S-1 is finally public! The company reported revenue of $11.3B in 2018, with an operating loss of $3B. Growth was 42% for the full year, but slowed to just 22% in Q4 2018. Uber Eats is a bright spot, with Gross Bookings of $2.6B in Q4 2018 (+129%). But overall, I'm extremely skeptical of Uber's IPO prospects at a $100B+ valuation. The company is nowhere near making money, and growth is already slowing down. This business is worth closer to 4X price/sales Vs the 8X management is going for, IMO. What are your thoughts? Is the Lyft IPO hurting/rushing Uber?

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LINK - Uber on HyperCharts: https://www.hypercharts.co/uber

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

Tesla Autonomy Investor Day Preview 🤖🚕 Apr 15, 2019

Show notes

On April 22nd, Tesla will be hosting an Autonomy Investor Day at its HQ in Palo Alto. This showcase of the company's self-driving technology, could be a game changer for the market's perception of Tesla. Here's my analysis of what to expect from the event, and why it's of importance to Elon Musk. Let me know what you think in the comments below!!

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INK - Lex Fridman's interview with Musk: https://youtu.be/dEv99vxKjVI

LINK - Blog post from Tesla about recent pricing changes/leasing: https://www.tesla.com/blog/update-our...

LINK - Tesla Master Plan Part Duex: https://www.tesla.com/blog/master-pla...

LINK - Lex Fridman on Twitter: https://twitter.com/lexfridman

Dandelion's Geothermal Systems Electrify Heating & Cooling w/ Kathy Hannun Apr 14, 2019

Show notes

Google X moonshot Dandelion, is electrifying residential heating & cooling with geothermal heat pumps. I sat down with CEO/Founder Kathy Hannun to discuss the companies ambitious plans to reduce fossil fuel consumption & bring geothermal into the mainstream.

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LINK - Dandelion's website: https://dandelionenergy.com/

LINK - CNBC article about Dandelion spinout from Google X: https://www.cnbc.com/2017/07/06/googl...

LINK - Google X/Dandelion site: https://x.company/projects/dandelion/

Facebook Stablecoin Backed By Foreign Currencies!? 🤯 Apr 11, 2019

Show notes

NY Times reporter Nathaniel Popper reports that Facebook is looking to raise $1B from outside investors for its stablecoin/cryptocurrency. This would make the token appear less centralized, and it will be backed by a basket of foreign currencies. If succesful, a Facebook Stablecoin could be a huge new revenue growth driver & way to increase engagement across the platform. Let me know what you think in the comments!

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

LINK - Facebook on HyperCharts: https://www.hypercharts.co/fb

LINK - Nathaniel Popper Tweetstorm on FB's stablecoin: https://twitter.com/nathanielpopper/status/1115331482384388098

LINK - Bloomberg, Facebook developing Stablecoin to launch in WhatsApp: https://www.bloomberg.com/news/articles/2018-12-21/facebook-is-said-to-develop-stablecoin-for-whatsapp-transfers

LINK - a16z buys 6% of MKR: https://medium.com/makerdao/a16z-crypto-purchases-6-of-mkr-backing-stablecoin-vanguard-makerdao-ff410a692393

Lyft Should Buy A Fleet of Teslas Apr 09, 2019

Show notes

Moonshot! Lyft should partner with Tesla & purchase a fleet of Model 3's to expand both its Green Mode & Driver Express (leasing) offering. This is a way for Tesla to get exposure to the exploding ride-sharing market before the Tesla Network launches. Do you think this will ever happen!?

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Design shoutout to Chanan from CleanTechnica! https://twitter.com/ChananBos

Design shoutout to Geniuzavp! https://twitter.com/geniuzavp

LINK - Lyft Investor Relations website: https://investor.lyft.com/investor-relations

LINK - Tesla Master Plan, Part Deux: https://www.tesla.com/blog/master-plan-part-deux

LINK - Lyft Blog, all rides now Carbon Neutral: https://medium.com/@johnzimmer/all-lyft-rides-are-now-carbon-neutral-55693af04f36

LINK - Express Drive from Lyft: https://www.lyft.com/expressdrive

LINK - ARK Research, Tesla Autonomy thesis: https://ark-invest.com/research/teslas-autonomous-opportunity

LINK - ARK Research, cost of Model 3 vs Camry: https://ark-invest.com/research/model-3-vs-camry

LINK - Verge, Lyft hires COO from Tesla: https://www.theverge.com/2018/2/8/16990808/lyft-coo-jon-mcneill-tesla

LINK - YouTuber Andy Slye surprises Uber customers in a Model 3: https://youtu.be/0Z3ZjnwbA3s

Tesla Q1 '19 Deliveries, How Bad Is It? Apr 05, 2019

Show notes

Tesla reports deliveries of 63,000 units in Q1 2019 (+110%), consisting of 50,900 Model 3's & 12,100 Model S/X. This was below my expectations & shows that EV demand may not be as strong as Tesla/Elon originally anticipated. This hasn't changed my long-term belief in the story, but is undoubtably a near term setback. Watch until the end to hear my rant about why I think Tesla should raise capital.

Tesla Q1 2019 Deliveries & Production PR: http://ir.tesla.com/news-releases/news-release-details/tesla-q1-2019-vehicle-production-deliveries

Tesla's Efficiency Edge & Electric Jet w/ Matt Joyce Apr 01, 2019

Show notes

HyperChange sits down with Loup Ventures Contributor & Toom Dips founder Matt Joyce, to talk Tesla. From his coined 'Efficiency Ratio' to electric airplanes, Matt is a long-term growth investor focused on consumer facing technology companies. This interview took place 03/29/2019 at Betaworks Studios in NYC (https://betaworks.com/).

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

LINK - Toom Dips: http://toomdips.com/

LINK - CNBC article on Toom Dips: https://www.cnbc.com/2016/07/19/look-out-hummus-this-dip-wants-to-steal-sales.html

LINK - Loup Ventures: https://loupventures.com/

LINK - Elon Musk referencing electric VTOL jet idea: https://www.youtube.com/watch?v=yx3auTD85Fw

LINK - Tesla/Maxwell delaying acquisition: https://electrek.co/2019/03/28/tesla-yet-close-battery-company-acquisition-extends-deadline/

LINK - Maxwell Technologies investor presentation: http://s21.q4cdn.com/566123494/files/doc_presentations/Corporate-Presentation-August-2018.pdf

LINK - Tesla Daily podcast: https://itunes.apple.com/us/podcast/tesla-daily-tesla-news-analysis/id1273643094?mt=2

Disclaimer: This podcast is purely my opinion and should not be regarded as factual information. I am not a financial advisor. This is not a recommendation to buy or sell securities. Do not assume any facts and numbers in this video are accurate. Always do your own due diligence. As of 03/31/2019 HyperChange host (Galileo Russell) is invested in shares of Tesla (TSLA), Arcimoto (FUV) and long Maker & Bitcoin. The guest on this episode, Matt Joyce, is long Tesla January 2021 calls.

Lyft IPO Analysis / S-1 Walkthrough Mar 27, 2019

Show notes

Full analysis of Lyft's upcoming IPO. The ride-sharing startup is rumored to list at a valuation of ~$25B. Revenue in 2018 was $2.2B (+103%), with an operating loss of $978M. Do you think this is a fair valuation? What are your thoughts on Lyft's financials & future?

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