Shows
HyperChangeSpaceX IPO & Tesla Partnership 🚀🦾Elon Musk offered some fascinating insight into the SpaceX IPO and their partnership with Tesla at the shareholder meeting. While SpaceX remains private, and Elon Musk has often dismissed the prospect of doing a traditional IPO ... he seemed to be leaning in that direction for the first time at the 2025 Tesla shareholder meeting. Beyond a SpaceX IPO or direct investments, it's clear that Tesla and SpaceX will have a big partnership. Optimus is the first cargo going to mars, and will be building infrastructure for humans. He also mentioned a dune buggy/rover built by Tesla for the Moon...
2025-11-1405 min
HyperChangeSCHEMIN After Tesla's Wild Shareholder Meeting ⚡I just got back from Tesla's 2025 shareholder meeting and it was EPIC. Watching Tesla vote for Elon, and then hearing him riff about Optimus, Cybercab, Tesla Terrafab, AI5, SpaceX IPO, Sustainable Abundance was a treat. Usually the shareholder meetings don't have much new info, but this was packed with tidbits about the future. I wanted to unpack the biggest ideas from the meeting with ya'll. Let me know what you thought the biggest news / ideas from the presentation were!!0:00 Vibes At The Shareholder Meeting1:01 Elon Musk’s Compensation Package Vote2:38 Optimus: 1M Unit Production Line6:52 Robotaxi & Cybercab9:21 Unsupervised FSD Co...
2025-11-1121 min
HyperChangeTesla Q3 2025 Earnings & Conference Call Analysis 📊📞The results are in! Tesla has released it's Q3 2025 financials results and shareholder letter. It was a record quarter with $28B in revenue, $5B in gross profit and $1.6B in operating income. Additionally, Tesla pumped out $4B in free cash flow ($6B+ from operations). Now all eyes are on the future. It was a FASCINATING conference all as Elon dove deep into Cybercab launch plans, Robotaxi network expansion and the V3 Optimus rollout. 0:00 Intro0:24 Tesla Q3 2025 Financial Results3:00 Conference Call Opening Remarks from Elon6:50 CFO Talks Tesla Financials 8:43 SAY Retail Investor Q&A9:03 Being Paranoid About Robotaxi/FSD Safety10:30...
2025-10-2328 min
HyperChangeG 2 a Milly #13 🐢 Bought Lemonade, Want TeslaThe 13th installment of G 2 a Milly! Where I open-source building my investment portfolio. In this episode I recap my purchase of more Lemonade stock, and how despite seeing the potential there, I can't help but keep thinking all of my money should be in Tesla .. my #1 best idea. What are your thoughts? Can you relate? Leave questions in the comments for me to answer next episode!My X: / gfilche HyperChange Patreon :) / hyperchange 0:00 Portfolio Update1:48 Tesla & Bitcoin Have 10X Potential2:09 Bought A Little More Lemonade4:08 Tesla FOMO Is Strong8:30 Schemin on Zcash (ZEC)10:15 Schemin on Worldcoin (WLD)11:38 Secretly Trying To Buy As...
2025-10-1021 min
HyperChangeToday, I Got Space-Pilled 🚀👨🚀After touring the startup Starcloud today in Redmond, WA (video coming!!) I couldn't help but take a step back to think about the Space Economy .... SpaceX's Starship is on the cusp of radically decreasing the cost and capacity of launching things into space. This will unlock an entire ecosystem of new companies and economies. Starship is the railroads for space, and Starlink is the connectivity. With these puzzle pieces in place, we are about to enter a golden age of space exploration and expansion!!My X: / gfilche HyperChange Patreon :) / hyperchange
2025-10-0909 min
HyperChangeTea & Tesla #3 ⚡🍵 New 'Standard' Model 3 & Y!!Tesla has launched the all-new Standard Model Y and 3. While this may seem trivial at first, it has huge implications for sales and EV adoption. The average new car sale in the US is for $49,000. Tesla is now ~20% or more below that with the new Standard Model 3 & Y. With FSD you can get the Standard Model 3 for under $45K ... WITH FSD for UNDER $45,000!!! This is an incredible deal that I don't see lasting as FSD becomes unsupervised. What were your thoughts on the launch will you be ordering a Tesla? If you do use my referral code!!Gali's Tesla...
2025-10-0715 min
HyperChangeG 2 a Milly #12 🐢 Initiating A Position In Lemonade StockG 2 a Milly #12! Follow along as I open-source building my investment portfolio. In this episode we discuss how I sold some crypto positions to invest in Lemonade. Now I'm beginning the process of researching this as a new company/investment idea with a toe in the water position. I'm not sold on it so far, but I like the potential. Tesla and Bitcoin remain my main holdings with the long term theses intact ... At the end I answer your questions and discuss FOMO about missing Robinhood stock's epic run. Leave questions in the comments for me to answer next...
2025-09-1913 min
HyperChangeTea & Tesla ⚡🍵 Elon Buys $1B of StockTesla stock is RIPPING to $420 per share today as news comes out that Elon Musk purchased $1B of stock on the open market. Excitement is surging ahead of the shareholder meeting in November, and Elon's new $1T compensation package. In addition to Elon getting back onboard, Robotaxi has been expanding and Megablock was just announced. Join me as I sip tea and scheme on the latest Tesla stock news!! Tesla Master Plan part 4: https://www.tesla.com/master-plan-part-4Tea & Tesla #1: Elon Buys $1B of Stock0:00 Tesla Stock hits $420!0:40 Elon Buys $1B of Tesla Stock1:25 Elon hasn’t been paid si...
2025-09-1514 min
HyperChangeMoonshot✨ Elon Launches a Genetics Company: xGen 🧬Elon Musk has often mentioned the potential of mRNA as the "future of medicine" and how he has often thought about the potential of a genetics company harnessing this technology to cure diseases. So in this episode of Moonshot Monday I have a conversation with Ryan Tanaka of Neurapod about what Elon's genetic startup would actually look like. Why he'd launch one (colonize mars, cure diseases), how it would happen, and what its potential would be. This is super speculative, and I'm curious what your thoughts are... do you think Elon Musk will start a genetics/mRNA company????Huge...
2025-09-0826 minHyperChangeWill You Get A Brain Chip? 🔌🧠My discussion with Ryan Tanaka, host of Neura pod about the rise of LLMs and how Neuralink will enable humans to communicate in new ways with AI. At first I was a Neuralink skeptic, but after realizing how much better it could make my life and the potential use cases, I've slowly come to the realization that I will probably get a brain chip in my lifetime, scary, but exciting. What are your thoughts on this upcoming sci-fi future? Will you be getting a Neuralink?Ryan Tanaka's channel on Neuralink, Neura Pod: / @neurapod 0:00 Intro1:56 Rise of LLMs, Tying is too sl...
2025-09-0350 min
HyperChangeDisrupting The Snack Industry 🥜 with Josh Schroeter of South 40 SnacksMy conversation with snack industry LEGEND Josh Schroeter, the Founder and CEO of South 40 Snacks. South 40 Snacks is a Seattle-based snack startup selling fruit and nut bars. I've been invested in the company for almost 4 years now and have watched them grow from $1.5M in sales to ~$12M this year. I wanted to talk to Josh on HyperChange about what it's like to build a snack brand and why he thought he was going to be able to disrupt the nut bar category against giants like KIND bar and Peter Rahal's new David Bar. I'm a big fan of...
2025-07-1032 min
HyperChangeWill Tesla get into the Drone Business? 🕹️One of my most controversial ideas about Tesla yet .... will they enter the drone business, possibly in a collab with SpaceX? As discussions heat up between Elon Musk and Naval about the US falling behind in drone manufacturing capabilities (and the national security concerns that come with that) the obvious question arises, will Elon just fix this problem himself? Tesla has the battery, motor and manufacturing tech to pull it off, but is that the future we believe in?? What are your thoughts?My theory is Elon won't do drones if he doesn't own majority/more of Tesla.My...
2025-07-0906 min
HyperChangeHenry Dierkas (@HenryInvests) on Tesla StockAsking the 21 year-old investing wiz Henry Invests about his thoughts on Tesla stock. We discuss the robotaxi launch and how Elon's politics and America party ambitions will effect the company. Henry is the founder of Maple Tree Capital and an investing influencer who has made a name for himself analyzing Upstart stock.Henry Invests on X: https://x.com/HenryInvestsMy X: https://twitter.com/gfilcheHyperChange Patreon :) https://www.patreon.com/hyperchange Disclaimer: This show is not financial advice. I'm long Tesla stock.
2025-07-0805 min
HyperChange21 Year-Old Guru Predicts $1,000 for Upstart StockMy conversation with Henry Invests from Maple Tree Capital. This up and coming 21 year-old financial influencer has made a name for himself covering Upstart stock. The software company uses AI to determine if customers are worth lending too, essentially creating it's own algorithm that is more accurate than the FICO score. Henry pitches us the stock and explains his bullcase. He believe Upstart could eventually be a $1,000 stock, if not more, if they can fulfill their potential as the AI credit platform of the future. What do you think of Henry's Upstart Bullcase?Henry Invests on X: https://x...
2025-07-0832 min
HyperChangeBreaking Down ARK's $2.5T SpaceX Valuation w/ Sam Korus & Aaron Burnett 🚀Bringing back the podcast with a BANGER episode featuring Sam Korus of ARK Invest and Aaron Burnett of Mach33 research. They have teamed up to release potentially the most thorough and in-depth valuation model of SpaceX ever made public. Breaking down the value of Starlink vs the Launch business and how Mars takes the potential valuation to $10T and beyond. I learned a ton from their open-source model and would highly recommend checking it out. Sam Korus on X: https://x.com/skorusARKAaron Burnett on X: https://x.com/aarontburnett
2025-07-0551 min
HyperChangeG 2 a Milly #10 ❄️ Tesla & BitcoinG 2 a Milly update! The show where I open-source building my investment portfolio. In today's update, I discuss cashing out of Airbnb and Coinbase stock to move into Bitcoin. I've been slowly nibbling on Tesla shares but am hesitant to go all-in (despite amazing potential) because of the volatility around the Robotaxi ramp. Bitcoin feels like a safe/almost cash like place to keep my capital for now. If you have any ideas for new companies to buy or questions/ideas for me to discuss on the show let me know in the comments below!!0:00 Performance/Stats2:55 Why I...
2025-07-0215 min
HyperChangeSam Korus on Robotaxi Launch & Expansion (ARK Invest)Sam Korus from ARK Invest joins the show to give his initial take on Tesla's Robotaxi launch in Austin, and the expectations for a broader rollout. We were recording a SpaceX episode (will be released soon)m but I couldn't resist asking him about Tesla's Robotaxi launch. This was our quick discussion about how the first Robotaxi rides have gone so far, and the JUST announced first autonomous Tesla delivery to a customer somewhere in Texas. Exciting times! Shoutout to Sam, hope to get him on a full podcast soon!!Sam Korus on X: https://x.com/skorusARKMy X: / gfi...
2025-07-0104 min
HyperChangePublic: The Startup Growing Faster Than Robinhood ⚡ Interview with CEO/Founder Jannick MallingI sit down with Public Co-Founder/CEO Jannick Malling to discuss the company's breakout 2024, competing with Robinhood, surviving the market/startup crash of 2021/2022, crypto, a new bond offering & so much more! I've been working with Public for years and it's been impressive to see them hit 1M users and continue to double revenue every year (even through the market downturn). I'm excited to see what features they launch next. Testing out alpha has been a lot of fun.Sign up for a new Public account & get $25 for free using my link: https://public.com/hyperchange0:00 0:00 Public’s Br...
2025-03-1635 min
HyperChangeIs Palantir Stock a Bubble??Palantir stock exploded to $103/share on the back of its Q4 2024 earnings report and guidance. This represents a $258B valuation and a whopping 90X price/revenue. Strong AI numbers have accelerated topline growth to 36% in 2024, but guidance implied growth slowing to 31% in 2025. What are your thoughts? Can Alex Karp take Palantir all the way? Is it crazy overvalued?? Has Palantirs hype as an AI stock gone too far??
Palantir Q4 earnings report: https://investors.palantir.com/news-d...
My X: / gfilche
HyperChange Patreon :) / hyperchange
Disclaimer: I'm not long Palantir and this show is not financial advice.
2025-02-0514 min
HyperChangeI've Never Heard Elon Musk so Bullish on Tesla 🤩⚡It was a legendary Tesla conference call!! Elon Musk sounded insanely focused and dialed in as he explained Tesla is planning to launch an self-driving robotaxi service in Austin in June of THIS YEAR. He also clarified he expects Tesla to launch full self driving in many regions across the US in 2025. Additionally, with Optimus and Cybercab Elon retierates he believes not only that Tesla will be the world's most valuable company ... but more valuable than the world's next 5 largest companies combined. Wow. As crazy as it sounds, it just might be true! What are your thoughts on the...
2025-01-3033 min
HyperChangeTesla Q4 2024 Earnings/Stock Analysis 📊⚡Tesla has released Q4 2024 earnings!! The financial results were a little disappointing, but the guidance of "volume production" for Cybercab in 2026 has investors excited, with shares jumping back above $400 after hours.
The update is full of new financials, guidance about the updated Model Y, Tesla Semi, energy storage business, Cybercab rollout, Optimus progress and so much more! Let me know what you think of the results in the comments below!!
Tesla shareholder letter: https://digitalassets.tesla.com/tesla...
Tesla financials on Main Street Data: https://mainstreetdata.com/TSLA
My X: / gfilche
HyperChange Patreon :) / hyperchange
Disclaimer: I'm long Tesla stock and this s...
2025-01-2918 min
HyperChangeG 2 a Milly #9 ❄️ Tempted to go all in TeslaG 2 a Milly hit the 1 year mark! Woo!! In this video series I'm documenting building a stock portfolio, open-sourced. Now we are 366 days in, and the portfolio is worth $38,673, with 64% in Tesla, 26% in Airbnb and 10% in Coinbase. 2025 is bringing a ton of interesting dynamics to markets, we discuss the post-election Trump Bump, Tesla's robotaxi ambitions, what Airbnb will do next ... and most of all is it worth owning anything besides Tesla stock??? You tell me in the comments below!!
My X: / gfilche
HyperChange Patreon :) / hyperchange
Disclaimer: I'm long Airbnb, Coinbase and Tesla and this show is not financial advice.
2025-01-0316 min
HyperChangeTesla Reports Q4 2024 Deliveries & Energy Storage Records!Tesla's Q4 2024 deliveries are hot off the press. Tesla delivered 495,000 cars in Q4, and just under 1.8M for the full year. Additionally, it was a huge quarter and year for energy storage with deployments hitting 11GWh in Q4. The stock was down about 6% on these numbers, after its huge run up in the final months of 2024. What are your thoughts on the numbers? Cybertruck weaker than expected? Nothing matters with Cybercab around the corner? Semi ramping next year? Let me know in the comments below.
Tesla financials & KPI's on Main Street Data: https://mainstreetdata.com/home
Official Tesla Q4 2024...
2025-01-0205 min
HyperChangeAnalyzing the Elon Musk Empire 🚀Elon Musk is the leader of 6 major companies changing our world: Tesla, SpaceX, X (formerly Twitter), XAI, Neuralink and The Boring Company. Today his companies are valued between $1.5-$2.5T depending on who you ask, and we think they are on track to be worth $100+ when it's all said and done. This is the Roman Empire of Capitalism, being built before our eyes. In this episode, me and Aidan break down all of Elon's companies one by one and explain why he started them and the impact they are making. From Tesla's journey in making EVs mainstream, to now...
2024-11-221h 55
HyperChangeThe American Techno Renaissance 🇺🇸🦾A new era of HyperChange is upon; The American Technological Renaissance. In this long-form podcast, we discuss our optimism surrounding the potential of using technology to improve our daily lives. We hold nothing back in this episode, covering Elon Musk's role in the new American government under Donald Trump, the idea of DOGE (Department of Government Efficiency), what that means for the future of American builders and innovation in our country. We discuss Super-Intelligence AI apps like Grok, and ChatGPT, Tesla's dominance in self driving cars and humanoid robots, SpaceX's ushering in of the new space age where we...
2024-11-171h 26
HyperChangeWhat a Trump win means for Tesla stockDonald Trump has just won the US Presidential election. Tesla stock is up 15% to its highest level in more than a year. What does this new American era mean for Tesla investors? A lot of the regulatory scrutiny (FSD, Elon's Pay Package) seems like it will go away. The regulatory approval path for FSD / Cybercab got way easier. And mainly, I think investors are just hyped because it means Elon and Tesla will be left alone to execute on their massive vision. There will be volatility, and it's way to early to tell how this will all play out...
2024-11-0708 min
HyperChangeNew Affordable Tesla Coming in 6 months?! w/ FarzadFarzad Mesbahi comes on the channel to discuss Tesla's 10/10 event, the Cybercab, Robovan, Optimus and potentially something even bigger that the company didn't reveal on 10/10 ... a new affordable Tesla model that is set to enter production sometime in the first half of 2025. We also discuss Tesla's plans to launch an unsupervised full self driving service in California and Texas sometime in 2025, and how that rollout could play out. Then we dive into the progress Tesla has shown with Optimus and if that may hit the market before Cybercab. Finally, we discuss the upcoming US presidential election and the potential...
2024-10-161h 04
HyperChangeDisrupting EV Service & Repairs with Joe Pak, Founder of AmberEVs are more like computers than cars. Early data is showing they can last 500,000+ miles, much further than the legacy gas cars they are disrupting. This is setting the state for an unprecedented change in the transportation economy, where ride sharing and autonomy become the norm over individual car ownership. With Waymo expanding rapidly, and Tesla on the cusp of a major self-driving announcement on 10/10, things are heating up ...
This video is my conversation with the Founder and CEO of Amber, Joe Pak. He has a front row seat to the electric + autonomous revolution. Amber is building a quasi-insurance...
2024-09-251h 01
HyperChangeG 2 a Milly #5 ❄️ Elon Gets Political & The Airbnb BullcaseThe G 2 a Milly series continues!! Your boy is getting lucky, right now the portfolio is up 24.5% vs 11.7% for the S&P in the same period. In this episode I give an update on my thoughts on Tesla (and how I've been buying since the last portfolio update), and my favorite new stock, Airbnb! I go deep on my love for Airbnb as a customer and why I think Brian Chesky is such a unique founder and why Airbnb may be still in its very early days. Let me know your feedback! It felt great to brush off the...
2024-08-2136 min
HyperChangePaddle Scheme #2 🌊 Tesla is my Favorite PokemonBack on the lake in 90+ degree heat in Seattle pondering Tesla stocks zoom to $250+ per share, and $800B valuation. In this episode I explain my metaphor for analyzing stocks as Pokemon to understand businesses, and layering that framework to understand Tesla. The trifecta of technology pillars that Elon & squad have developed (battery and driving train, self driving & mass market sustainable manufacturing) are combining to disrupt transportation, energy and soon labor (with the Optimus robot). Owning Tesla equity is owning a basket of technologies that are only getting more relevant and whose monetization is on the cusp or ramping dramatically...
2024-07-1018 min
HyperChangeHCBN #4 - Tesla Delivery Estimates, Reddit IPO, Saylor owns 1% of Bitcoin, Robinhood Credit CardWelcome to Episode 4 of HyperChange Breaking News (HCBN). We're bringing you tech news from the future, with a fun, fair and positive vibe, each week. Experimenting and improving the show as we go. Let us know your feedback!! Hosted by Galileo Russell & Aidan Gold, HyperChange Breaking News (HCBN) is available for free worldwide on YouTube, X & all podcasting platforms!!
Gali X: / gfilche
Aidan X: / mrgoldbro 0:00 Intro
0:07 Reddit Hot IPO
0:52 Reddit User Metrics
1:40 Reddit Business & Financial Analysis
4:43 Estimates for Tesla Q1 Deliveries Declining
7:26 FSD Free Trials & New Customer Test Drives
8:48 Starlink Approaches 6K Satellites in Orbit
11:4...
2024-03-2819 min
HyperChangeHCBN #3 - Tesla FSD Progress, First Neuralink Patient, Starship SuccessWelcome to Episode 3 of HyperChange Breaking News (HCBN). We're bringing you tech news from the future, with a fun, fair and positive vibe, each week. Experimenting and improving the show as we go. Let us know your feedback!! Hosted by Galileo Russell & Aidan Gold, HyperChange Breaking News (HCBN) is available for free worldwide on YouTube, X & all podcasting platforms!!
This was a big week, with Neuralink's first patient, Tesla's latest full-self driving software getting rave reviews, Starship's 3rd launch that made it successfully to orbit, Waymo's LA expansion, Grok going opensource & so much more!
Gali X: https://twitter.com...
2024-03-2118 min
HyperChangeHCBN #2 - Bitcoin $70K+, Grok Open Source, AI Funding RoundsWelcome to Episode 2 of HyperChange Breaking News (HCBN). We're bringing you tech news from the future, with a fun, fair and positive vibe, each week. Experimenting and improving the show as we go. Let us know your feedback!! Hosted by Galileo Russell & Aidan Gold, HyperChange Breaking News (HCBN) is available for free worldwide on YouTube, X & all podcasting platforms!!Elon Musk X saying he'll opensource Grok: https://twitter.com/elonmusk/status/1767108624038449405
Startup of the week Extropic AI: https://www.extropic.ai/Bitcoin price chart: https://coinmarketcap.com/currencies/bitcoin/Gali X: https://twitter.com/gfilcheAidan X: https://twitter.com...
2024-03-1414 min
HyperChangeHCBN #1 - Elon vs OpenAI, Rivian R2 Unveil, Tesla and SpaceX Roadster CollabWelcome to Episode 1 of HyperChange Breaking News (HCBN). We're bringing you tech news from the future, with a fun, fair and positive vibe, each week. Experimenting and improving the show as we go. Let us know your feedback!! Hosted by Galileo Russell & Aidan Gold, HyperChange Breaking News (HCBN) is available for free worldwide on YouTube, X & all podcasting platforms!!
2024-03-0812 min
HyperChange$5.6K | Investing in Rivian + Apple Options Drama ❄️Episode #4 of G 2 a Milly. So many moves made! I doubled down on Tesla, bought and sold Apple calls (inspiring a deep life crisis about options) and started my toe in the water position in Rivian. As of the time of this episode, the portfolio consists of 40% Tesla, 27% Apple, 23% Coinbase, 5% Rivian, 4% Bitcoin.
Public referral: https://public.com/hyperchange
Main Street Data referral: https://mainstreetdata.com/subscripti...
0:00 Addressing the BEEF
4:57 G 2 a Milly Portfolio Review
9:08 Buying More Tesla
10:47 Buying Rivian Stock
15:23 Selling Apple Options, Buying Apple Stock
21:29 Thoughts on Options
23:34 Caller #1: Invest...
2024-02-131h 08
HyperChangeHyperChange 2022 Preview 🥳 Tesla, SpaceX, Crypto, Startups & More!!The Roaring 20s have arrived!! My presentation on Tesla, SpaceX, Bitcoin, Ethereum, Coinbase, Rivian, hot startups & more! These are all my thoughts and predictions for the year 2022. Join in at 4:20 PM EST on New Years Eve for the show! :)
2022-01-011h 26
HyperChangeHyperChange 22⚡ Tesla Impact Report & Shanghai Export Hub0:00 Tesla Impact Report
22:29 Shanghai, Tesla’s New Export Hub
24:56 $25K Tesla Made In China?
26:33 AirBnb Q2 analysis
32:32 Pipe: Nasdaq for revenue
37:09 Traeger Grills IPO
43:32 Tesla AI Vision Robots Moonshot
2021-08-1647 min
HyperChangeHyperChange 21⚡ Biden Snubs Tesla + Neuralink Disrupting AppleBiden snubs Tesla at his White House Event, proving that lobbying is institutionalized bribery in the United States. Bitcoin and Ethereum's biggest threat is legislation from the US government as they threaten hegemony of the traditional banking system and hegemony of the US Dollar. Neuralink raises $205M to accelerate development of its brain machine interface technology. And more!
2021-08-0930 min
HyperChangeHyperChange 20⚡ Tesla AI Day*SORRY FOR THE ROMAN CRICKETS IN THE BACKGROUND* Elon Musk has confirmed that Tesla will be hosting AI day on August 19th! I cover what I'm expecting from the event, with FSD Beta rollout, Tesla Vision, Andrej Karpathy & the Dojo supercomputer! Also, Rivian IPO gossip, Redwood Materials capital raise, Lightship RV (a new startup I'm working with), and me begging to get Snap Spectacles again ...
2021-07-3035 min
HyperChangeHyperChange 19⚡ SpaceX Buys BitcoinThe weekly HyperChange podcast! SpaceX buys Bitcoin, Bitcoin's energy usage, Rivian charging network and IPO gossip, Synthesis is disrupting education, Bitcoin and Ethereum versus other crypto, FSD causing deflation, and more!!
2021-07-2534 min
HyperChangeTesla HVAC: The Gamechanger No One Expects 🏠Elon Musk continues to hint about scaling up Tesla's HVAC technology into homes. I think this could be Tesla's next big unannounced product line. Between 40-50% of household energy consumption comes from heating and cooling. Tesla has the opportunity to install more energy efficient systems, combined with smart heating/cooling, and air filtration to hyperchange this industry. I think Tesla is working on an HVAC product, and maybe a full smarthome offering (where they build a house with a solar roof, powerwall, starlink and HVAC) ... What are your thoughts about this moonshot? Do you think Elon will put these...
2021-06-1608 min
Mark WinsteinResponse to HyperChange - Funding Seaspiracy solutions businesses and remaking government policiesI'm a big fan of HyperChange, a modern finance and investing channel. The creator Gali was recently interviewed about his vision for the future. I was excited to hear he'd watched Seaspiracy, and wanted to help fund companies that address our devastated oceans and create new government rules favorable to these types of businesses. This episode offers solutions from my own life experiences building purpose-driven businesses and shifting government policy which can be applied to any large-scale challenge, and are part of the core design of Vegan Launch.
HyperChange YouTube channel: https://www.youtube.com/channel/UC1...
2021-05-2512 min
HyperChangeGali Gets InterviewedMy friend Aidan asked if he could interview me for HyperChange. At first I wasn't sure what to expect, but we had an epic conversation about my career pre-HyperChange, why I started the channel, my goals for the future, HyperGuap, startup investing and being a creator. This was a ton of fun and huge shoutout to Aidan for making it happen!
2021-04-301h 14
HyperChangeTesla Society of Columbia Q&ALast week I was asked to present to the Tesla Society of Columbia University. Here is a recording of the club's meeting, where I answered questions on HyperChange, Tesla stock, meeting Elon, the Cybertruck and so much more. Thanks for having me!
2021-03-0146 min
HyperChangeHyperChange 17⚡ The $25K Tesla In China?Tesmanian reports that Tesla is moving forward with a Phase 2 of its Shanghai factory, and is expanding to build the production line of a new vehicle (not the Model 3/Y). Filings with the Chinese government appear to indicate the Model 2 is on track to begin production and deliveries as soon as 2022 (next year!). This seems wayyy ahead of schedule and almost too good to be true. But the breadcrumbs keep coming. Do you think Tesla is getting ready to announce a $25,000 mass market car made in China?
2021-02-0504 min
HyperChangeHyperChange 16⚡ Robinhood & Perceived SolvencyPerceived Solvency = to continue to operate (and stay solvent) a company must maintain the perception of solvency among all of its stakeholders. Startups that burn cash are reliant on this notion of perceived solvency. Robinhood was asked to put up $3B in capital suddenly, and this appears to have caused a liquidity crisis at the firm. In the last week, Robinhood has raised $3.4B of new funding. Did Robinhood almost go bankrupt? What are your thoughts on perceived solvency?
2021-02-0305 min
HyperChangeHyperChange 15⚡ Jeff Bezos Leaves AmazonIn a shocking move Jeff Bezos has announced he will be stepping down as Amazon CEO in Q3 2021. He will become Executive Chairman of the board, and be replaced by Andy Jassy, a 24 year Amazon veteran, the Founder and CEO of AWS (Amazon Web Services). Jeff Bezos claims Amazon is at peak inventiveness right now, do you think the company will continue innovating without its founder at the helm!? Let me know in the comments!
2021-02-0315 min
HyperChangeHyperChange 14⚡ Tesla Q4 20 Earnings AnalysisBreakdown of Tesla's Q4 2020 financial results, shareholder letter and conference call. The big news was Plaid Model S! Tesla has officially announced it will begin deliveries of the Plaid Model S in ~1 month, and then begin delivering the Plaid Model X shortly thereafter. Tesla's interior refresh shows a focus on autonomy and in-car gaming. This is an epic preview of where the company is headed. Let me know all your thoughts below!!
2021-01-2831 min
HyperChangeHyperChange 13⚡ My Portfolio 🤑Showing you my current investment portfolio. From Tesla, Bitcoin, SpaceX, UniSocks to all my startup investments. I'm taking y'all behind the scenes to scheme on my investment strategy and how I think about structuring my financial portfolio. I think I've got a basket of the coolest companies & assets HyperChanging our world.
2021-01-2748 min
HyperChangeHyperChange 12⚡ Tesla Q4 20 Earnings PreviewTesla reports Q4 2020 financials on January 27th! Here are my projections/estimates for Tesla's Q4 & what I'm expecting to hear on the conference call. Plaid Model S?! 4680 cells ramping?! Berlin, Austin and Shanghai factories all expanding like crazy?! FSD beta rollout!? Tesla Energy update?! What are you most excited to hear about from Elon on the earnings call??
2021-01-2512 min
HyperChangeHyperChange 11⚡ Amazon's Autonomy StrategyAmazon is building a self-driving car. From investments in Rivian and Aurora Innovations, to buying Zoox outright, Jeff Bezos is making a push towards autonomous EVs. With thousands of delivery vans and trucks driving around our cities, delivering packages, Amazon has a key asset in he self-driving race. An existing business to subsidize data collection. Tesla is years ahead in developing self-driving tech, and Amazon is desperate to catchup. What are your thoughts?
2021-01-2415 min
HyperChangeHyperChange 10⚡ HyperChanging HyperChangePopping a bottle of Tesla Tequila & taking y'all behind the scenes of HyperChange?!!? Yes please! In this 'behind the scenes' of HyperChange episode I talk about strategy for the channel, how it started, my long-term vision, and what big projects I've been working on. It's been a wild ride over the past 3 years, and I wanted to take a moment to thank all my Patreons & subscribers. You are amazing! We are just getting started! Crack open the Tesla Tequila, and join me! :)
2021-01-211h 10HyperChangeHyperChange 9⚡ Starlink Is ComingSpaceX's Starlink, a low earth orbit satellite internet service, has successfully launched its beta test. What's next? An IPO and massive global expansion? I think so. In this episode I dive into the current state of Starlink, and why it makes sense for Elon Musk and SpaceX to spin it out, and have the highly anticipate 'Starlink IPO' sometime in the next 12-24 months. In the episode I walk through my projections for Starlink's user-growth and revenue through 2025. What would you value Starlink at?
2021-01-1722 min
HyperChangeBuffett Should've Watched HyperChange Tesla VideosRumors are that Warren Buffett has secretly taken a large stake in Tesla. This would be very uncharacteristic of Buffett to make a big bet on a bold CEO, leading a fast growing technology firm. But I think it's possible and makes total sense. We pitched a moonshot in 2017 that Warren Buffett should buy 5% of Tesla for $3B (which would now be worth more than $20B). It's ok, better late than never! What do you think ? Are the rumors true? Is Buffett buying Tesla?!?!
2020-11-2312 min
HyperChangeNosotros: The Startup Behind Tesla Tequila ⚡An interview with Carlos Soto, the Founder of Nosotros Tequila, the startup behind the legendary Tesla Tequila product. We talk about the special 15 month aged Anejo that was developed especially for Tesla. Each bottle comes in a hyper-artisanal handblown glass lightning bolt bottle (eerily similar to the HyperChange logo ;). In the podcast we discuss how Carlos started Nosotros, what makes them different from 'big tequila', what type of Agave they use, and his plan to bring incredible, drinkable, high quality tequila (and now mezcal!) to the masses. Huge thanks to Carlos for joining the show! I can say after...
2020-11-1025 min
HyperChangeHyperChange Is Getting A Tesla!!!! 🍾🥳I can't even believe it! I'm getting a Model Y!!!!! Tesla stock has been going up so much, I just couldn't resist. We will be documenting the whole process of the HyperShip, from ordering to delivery, to epic roadtrips!! Huge thank you to all the HyperChangers & Patreons for making this possible. It's a dream come true :)
2020-09-0141 min
HyperChangeMenē: Disrupting Jewelry & Gold InvestingHyperChange X Menē $50 discount code!!! ➡️ https://mene.com/?promo=HyperChange
2020-08-1928 min
HyperChangeSpotify Will Disrupt Podcast Monetization & Discovery 🎙️Spotify is on its way to disrupt and dominate the podcast industry. Recently, the company has signed exclusive deals with Joe Rogan, Kim Kardashian, DC Comics and Michelle Obama for content. But that's only half the excitement, Spotify has also launched a new podcast advertising format: Streaming Ad Insertion (SAI). This will be a game-changer for podcast monetization, and makes me super pumped as a creator trying to monetize my own podcast. Additionally, Spotify is set to make podcasts discoverable (solving a huge problem for the industry). I think they should launch discover weekly playlists curated for content like...
2020-08-1708 min
HyperChangeSpotify Stock Analysis 🎧🤓 August 2020Spotify grew its premium user-base 27% in Q2, to 138M subscribers. Overall Monthly Active Users (MAUs), were up 29% to 299M. Revenue increased 13%, to €1.889B. I'm more bullish on Spotify than ever as the company pushes into original podcasting content, signing deals with creators like Joe Rogan, Michelle Obama and Kim Kardashian. My biggest insight from the Q2 conference call was that advertising revenue will grow dramatically with podcasting in the coming quarters.
2020-08-1718 min
HyperChangeNIO Stock Analysis 📊🤓 August 2020NIO reports Q2 2020 revenue of $527M (+140%), with a positive gross margin of 8.4%. This was a huge sequential improvement across the board, and sets NIO up on the path towards profitability, with its upcoming EC6. NIO's newest EV, the EC6 is already accepting orders on the NIO app, and is set for customer deliveries in September. This should accelerate revenue and deliveries growth.
2020-08-1208 min
HyperChangeTesla Announces 5 For 1 Stock Split 💰🤪Tesla announces a 5 for 1 forward stock split. The deal will be completed in August, and means for every 1 share you have, you will now have 5. I love this move as it opens up Tesla stock to more investors by making it easier to buy a single share! Let me know what you think in the comments below!
2020-08-1204 min
HyperChangeHow Tesla Will Scale Battery Production 🙊*SPOILER ALERT* Do not watch this if you want to be surprised at Tesla Battery Investor Day. This video is my entire theory of how Tesla tested Maxwell's tech in 2017/18, bought the company in 2019, and has been scaling in house battery cell production with the DBE technology, ever since. Tesla's biggest constraint on growth is they don't have enough batteries. On Battery Investor Day they will announce they are bringing cell production in house and will bring a new battery cell to market to solve this problem IMO. It's going to be epic :) Plz comment your theories below. Remember...
2020-08-0615 min
HyperChangeAugur: Decentralized Prediction Markets 🔮 w/ Tom KysarInterview with Tom Kysar, the head of Operations at Augur. Augur is a decentralized betting platform/prediction market that is built on the Ethereum blockchain. It originally launched a V1 beta version a couple years ago that generated $25M in bets. Now they have relaunched Augur V2, and you can use it to place decentralized bets today! I think this is one of the most promising Dapp projects in Crypto and am excite to follow its progress. Shoutout to Tom from Augur for taking the time for this interview!
2020-08-0555 min
HyperChangeHyperChange X Motley Fool Tesla Deep DiveMy interview from last month with the Motley Fool. We cover all things Tesla and my long-term investing thesis on the company. Huge shoutout to Buck Hartzell & The Motley Fool for inviting me!! This interview was recorded on June 11th, 2020.
2020-07-1039 min
HyperChangeClosing Out My Spotify Options Trade 📈Update on my Spotify options trade from 3/4 weeks ago. I decided to close out my position with a 110% profit & return to my option retirement! I'm still holding all my Spotify shares and am very pumped about the future they are building. Remember nothing on HyperChange is financial advice!!
2020-06-2204 min
HyperChangeDisrupting Financial Media w/ Jeremy of Financial Education ChannelAn interview with Jeremy, the creator of the Financial Education Youtube channel. He is a pioneer of being an independent video creator in the financial space, and inspired me to start HyperChange. Today Jeremy has almost 500,000 subscribers on his main channel, and makes videos about the stocks market and personal finance.
2020-05-2132 min
HyperChangeTesla Working On Goodenough's Glass/Solid-State Battery?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?
2019-11-0913 min
HyperChangeTesla Partnering With CATL For Batteries?This episode is brought to you by FOUR Organic Lip Balm, use the code 'hyperchange' for 10% off :) https://fourorganicsnyc.com/
Bloomberg reports that Tesla has signed a preliminary partnership with Chinese battery maker CATL, to supply battery cells for the Model 3 at Gigafactory Shanghai. What does this mean for Tesla's relationship with Panasonic, and the company's potential to build there own battery cells??
2019-11-0805 min
HyperChangeWhat Stocks I Own & Why (11/05/2019)This episode is brought to you by FOUR Organic Lip Balm, use the code 'hyperchange' for 10% off :) https://fourorganicsnyc.com/
An inside look at my (Galileo Russell's) personal investment portfolio. From Tesla, Bitcoin, Maker, Arcimoto to Snap, I walk step-by-step through each of my stocks/cryptoassets and explain my investment thesis.
2019-11-0625 min
Tesla Daily: Tesla News & AnalysisQ3-19 Earnings Preview With Galileo Russell of HyperChange (10.21.19)– Previewing the TSLA Q3 2019 earnings report with Galileo Russell of HyperChange – Video Link: https://youtu.be/3Gi_bixFQak – Google Doc Link: https://docs.google.com/spreadsheets/d/1omKIHMSrctpYY-lslxz6qWVMliwZbQOHYQe74vtaJ1c/edit?usp=sharing Links: Email > tesladailypodcast@gmail.com Twitter > @teslapodcast Patreon > patreon.com/tesladailypodcast Executive producer Rob Gill Executive producer Jeremy Cooke Executive producer Rish Singh Executive producer Nick Wood Executive producer Fela Winkelmolen Executive producer Troy Cherasaro Music by Evan Schaeffer Disclosure: Rob Maurer is long TSLA stock & derivatives The po...
2019-10-2139 min
HyperChangeThe Snap Bull Thesis w/ Turner NovakHyperChat #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
2019-08-281h 24
HyperChangeModel Y Manufacturing & CAPEX Revolution?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 N...
2019-08-2613 min
HyperChangeThe Superbottle: A Microcosm of Tesla's DisruptionTesla'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 Su...
2019-08-2211 min
HyperChangeWill Disney+ Crush Netflix?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...
2019-08-2109 min
HyperChangeThe Snapchat Turnaround Is Happening 🚀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 ...
2019-08-0111 min
HyperChangeTesla Megapack: Utility-Scale Energy Storage 🔋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://ar...
2019-07-3110 min
HyperChangeBubble: Building Software Without Code w/ Emmanuel StraschnovHyperChat #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...
2019-07-3027 min
HyperChangeTesla Q2 2019 Earnings & CC Analysis 📊📞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
2019-07-2529 min
HyperChangeMilfoil & Restoring Freshwater Ecosystems w/ Joe Markman, The Milfoil KingHyperChat #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...
...
2019-07-1948 min
HyperChangeTesla & The REVolution w/ Sam KorusI 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
...
2019-07-0356 min
HyperChangeAmazon Should Buy RivianAmazon 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 ...
2019-07-0214 min
HyperChangeMade In China Model 3 Coming in ~6 MonthsTesla'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
2019-06-2518 min
HyperChangeAnalysis of Tesla's 2019 Shareholder MeetingFull 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
2019-06-1427 min
HyperChangeInvesting In A Bright Future & Tesla w/ Ross GerberI 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/
2019-06-081h 02
HyperChangeStarlink 🛰️ SpaceX Is Becoming An ISPSpaceX 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?
Become a #HyperChanger & support us on Patreon to receive the exclusive weekly HyperChange Newsletter!! https://www.patreon.com/hyperchange
LINK - Starlink website: https://ww...
2019-05-2510 min
HyperChangeTesla's Autonomy Thesis w/ Tasha KeeneyHyperChat 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.
Become a #HyperChanger & support us on Patreon to receive the exclusive weekly HyperChange Newsletter!! https://www.patreon.com/hyperchange
LINK - Tasha Keen...
2019-05-2151 min
HyperChangeMaxwell Could Be Worth BILLIONS To Tesla 🔋💸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.
Become a #HyperChanger & support us on Patreon to receive the exclusive weekly HyperChange Newsletter!! https://www.patreon.com/hyperchange
LINK - Latest MXWL presentation w/ DBE slide: http://s21.q4cdn.com/566123494/f...
2019-05-1613 min
HyperChangeTesla's Vertical Autonomy StackDeep-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?
Become a #HyperChanger & support us on Patreon to receive the exclusive weekly HyperChange Newsletter!! https://www.patreon.com/hyperchange
LINK - Full Tesla Autonomy Investor Day video: https://youtu.be/Ucp0TTmvqOE
LINK - Anthony Levandowski says Elon is right: https://youtu.be/fNgEG5rCav4
2019-05-1631 min
HyperChangeDyson: From Vacuums to EVs!?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 - pi...
2019-05-1310 min
HyperChangeIs Beyond Meat Really Worth $4.2B? 🌿🍔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/Arch...
2019-05-0918 min
HyperChangeCarta: Software is Eating Wall St 🦄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...
2019-05-0811 min
HyperChangeAmazon's Profits Keep Soaring & Berkshire Is BuyingAmazon'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: htt...
2019-05-0712 min
HyperChangeTesla Raising ~$2B In Equity/Debt 💰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 ca...
2019-05-0211 min
HyperChangeSempo: Disaster Response 2.0 & Colonizing Space w/ Tristan ColeSempo 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.
Become a #HyperChanger & support us on Patreon to receive the exclusive weekly HyperChange Newsletter!! https://www.patreon.com/hyperchange
LINK - Sempo website: https://sempo.ai/
LINK...
2019-04-261h 05
HyperChangeTesla Q1 2019 Earnings & CC Analysis 📊📞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 l...
2019-04-2543 min
HyperChangeIMO Uber Is Only Worth $50B 📉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?
S...
2019-04-1616 min
HyperChangeTesla Autonomy Investor Day Preview 🤖🚕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!!
Sign up for The Water Coolest & win a chance to get FREE AirPods! https://www.thewatercoolest.com/hyper...
Become a #HyperChanger & support us on Patreon to receive the exclusive weekly HyperChange Newsletter!! ht...
2019-04-1512 min
HyperChangeDandelion's Geothermal Systems Electrify Heating & Cooling w/ Kathy HannunGoogle 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.
Become a #HyperChanger & support us on Patreon to receive the exclusive weekly HyperChange Newsletter!! https://www.patreon.com/hyperchange
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/
2019-04-1439 min
HyperChangeFacebook Stablecoin Backed By Foreign Currencies!? 🤯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...
2019-04-1112 min
HyperChangeTesla's Efficiency Edge & Electric Jet w/ Matt JoyceHyperChange 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
2019-04-0153 min