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HyperChange

By hyperchange

new wave financial media by Galileo Russell. schemin on stocks, technology, finance, startups & sometimes other random stuff :)
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Model Y Manufacturing & CAPEX Revolution?

HyperChangeAug 26, 2019

00:00
13:46
HCBN #4 - Tesla Delivery Estimates, Reddit IPO, Saylor owns 1% of Bitcoin, Robinhood Credit Card

HCBN #4 - Tesla Delivery Estimates, Reddit IPO, Saylor owns 1% of Bitcoin, Robinhood Credit Card

Welcome 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 11:41 MicroStrategy Owns 1% of BTC 13:30 RobinHood Gold Product Launch 14:31 Meta Offers First Dividend 15:21 Cargo Ship Hits Baltimore Bridge - can we fix it? 16:25 $6B US Gov Funding for Decarbonizing Heavy Industry 17:08 Boom Supersonic Completes First Flight 17:44 Startup of the Week - Picogrid 18:21 AI Image of the Week 19:02 Outro

Mar 28, 202419:18
HCBN #3 - Tesla FSD Progress, First Neuralink Patient, Starship Success
Mar 21, 202418:27
I Sold All My Rivian Stock 😬

I Sold All My Rivian Stock 😬

It's going to be a rough 2 years for Rivian. I decided to sell my tiny position, as I think dilution is coming. Rivian has only ~$9B in cash, and is burning $1.4B per quarter. The company can't make money on it's $100K R1S & R1T, so I'm not convinced they will be able to make a profit on the $45,000 R2. I love the company and brand, but the business is really struggling right now, and I'm worried shareholders could get screwed if dilution ramps up. Let me know your thoughts on Rivian, and the comparison to Tesla below!!

Mar 19, 202411:03
HCBN #2 - Bitcoin $70K+, Grok Open Source, AI Funding Rounds

HCBN #2 - Bitcoin $70K+, Grok Open Source, AI Funding Rounds

Welcome 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/MrGoldBro HyperChange Patreon :) https://www.patreon.com/hyperchange Disclaimer: Nothing in this show is financial advice. We own positions in many of the companies we cover and may sell at anytime.

Mar 14, 202414:59
HCBN #1 - Elon vs OpenAI, Rivian R2 Unveil, Tesla and SpaceX Roadster Collab

HCBN #1 - Elon vs OpenAI, Rivian R2 Unveil, Tesla and SpaceX Roadster Collab

Welcome 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!!

Mar 08, 202412:23
Rivian R2 & R3 Unveil, Initial Thoughts!!

Rivian R2 & R3 Unveil, Initial Thoughts!!

Rivian has officially unveiled it's R2, a $45,000 electric vehicle set to debut in 2026. It was an epic unveiling event, and very highly anticipated by the whole EV community. Rivian didn't just unveil it's R2, but CEO/Founder RJ Scaringe also unveiled a totally new, even smaller R3 platform. This was super unexpected, and paves way for the ultra-performance R3X. There's a lot to digest here forsure, but one thing is clear, Rivian is onto something big. I went to a live-screening of the even and the hype was palpable. If Rivian can work through its financial troubles and deliver an amazing R2 for $45,000 this will be a huge success. Shoutout to Rivian!

Mar 08, 202407:23
Navier Founder Sampriti Bhattacharyya is Building Electric Flying Boats

Navier Founder Sampriti Bhattacharyya is Building Electric Flying Boats

Interview with Sampriti Bhattacharyya, whose electric flying boat startup, Navier, promises to transform how we move people and goods in our coastal cities. In just 4 years, Navier has gone from concept to entering production. The Alameda, CA based startup has already signed a deal to shuttle Strip employees back and forth across the bay. This is our newest HyperGuap investment (my VC firm) and I couldn't be more fired up about the potential! I rode in a Navier in SF and was blown away at the product, smooth, quiet, and luxurious ... transforming what it means to be on a boat. The company's mission is to be America's next great maritime company, I hope they crush it!!


0:00 Intro

0:30 Turning Waterways into Highways

2:08 Ultra Efficient & Better Boating Experience

6:14 Partnership with Stripe

12:02 Navier’s Pace of Innovation & Progress

16:01 “Prototypes are easy, production is hard” - Elon Musk

23:49 Why now?

26:14 American Dynamism/Manufacturing

28:24 Did Elon Musk ride the boat?! 

29:05 What other boats could Navier build?

33:29 Autonomous Boats 

35:37 How Navier Could Change our cities

Feb 27, 202442:44
$5.6K | Investing in Rivian + Apple Options Drama ❄️

$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 in Yourself 25:52 Caller #2: Investing in Private Companies 29:15 Caller #3: Dividend stocks 34:13 Caller #4: How does the stock market work? 39:42 Caller #5: Importance of low stress portfolio 44:01 Caller #6: What would make me sell Tesla? 47:55 Caller #7: Lessons from VC/invest in SpaceX 53:50 Caller #8: Deploy now or wait? 56:20 Caller #9: Tesla Options 58:32 Caller #10: Should Tesla buy Lillium? 1:03:43 Caller #11: Is Snap Stock a buy? 1:07:21 Final Vibes

Feb 13, 202401:08:41
Buying Hella Tesla Stock ⚡

Buying Hella Tesla Stock ⚡

Tesla stock crumbled 12% after Q4 2024 earnings. Guidance for a lower growth rate in deliveries has analysts missing the bigger picture. On the conference call Tesla announced that both its $25K robotaxi product and Tesla Optimus robot could begin production as soon as 2025! This is huge news for long term shareholders.

Jan 26, 202427:08
$2.7K | Getting Greedy with Tesla & Coinbase ❄️

$2.7K | Getting Greedy with Tesla & Coinbase ❄️

Episode 3 of G 2 a Milly!! Day 12, portfolio value $2,719. Power moves were made since the last episode. I took advantage of a down day in the markets to double down on my two favorite positions, Tesla & Coinbase, as well as adding a little bit of Bitcoin. I answered 12 viewer calls in this episode, huge shoutout to everyone who called in, we covered SOOOO many epic topics.

Jan 18, 202423:32
MASSIVE Tesla Share Buyback?

MASSIVE Tesla Share Buyback?

This Elon control/voting power conversation has me SCHEMIN. What if Tesla just did a massive share buy back to reduce its share-count (giving Elon more % control). It might be too early, and would have to start slow, but in the long run this seems like an inevitable way to return capital to shareholders. What's your take on this?

Jan 16, 202403:29
Elon Should Control Tesla

Elon Should Control Tesla

Tesla drama over the long-weekend as Elon Musk posted on X about his ownership and voting control of the company. Now that he's completed his 2018 compensation package, Elon isn't being paid to run Tesla, and has below 25% voting control. Now he's made it clear he wants at least 25% of the voting shares, but a Delaware court case is holding up his discussions with the board of directors to make this happen. I personally am invested in Tesla because of Elon and think we should do whatever it takes to give him control and keep him happy. What are your thoughts on the situation??

Jan 16, 202416:34
$1.2K | Diversification or Nah? ❄️

$1.2K | Diversification or Nah? ❄️

G 2 A Milly, Episode 2: Diversification or Nah. The portfolio sits at $1,232 as Gali accumulates more Tesla and Coinbase stock. This is the first user Q&A with 5 questions, ranging from the health of legacy automakers, how to analyze a new company like Toast (TOST), to whether or not to diversify. Let me know what you think in the comments! And don't forget to call in by emailing me an audio file (recording on your smartphone) to hyperchangetv@gmail.com!

Jan 10, 202428:05
$1K | Starting the Snowball ❄️

$1K | Starting the Snowball ❄️

G 2 A Milly Episode #1!!! Day 1, portfolio value $997. In this episode, I announce this new show where I'll be open-source building a portfolio. The first $1,000 is transferred into my account, and I invest it into Tesla & Coinbase. Also set up a recurring addition of $250 every two weeks into my brokerage account. I'm stoked to roll my snowball on the internet with y'all. Looking for all feedback & questions & ideas to improve in the comments below!! Do you think I'll beat just investing in the S&P 500?!?

Jan 10, 202426:20
About To Buy More Tesla Stock

About To Buy More Tesla Stock

January 2024 analysis for Tesla stock financials, deliveries and valuation. Covering everything from Robotaxi's, Q4 deliveries, Cybertruck ramp, FSD to valuation impact from Optimus robot. It's been wayyy too long since I did a full brain dump with all my thoughts on Tesla stock so here it is!!

Jan 05, 202427:44
Tesla Energy & Supercharger Profits Are BOOMING 🔋🔌

Tesla Energy & Supercharger Profits Are BOOMING 🔋🔌

Tesla recorded $500M+ in gross profit from its Energy and Services (Supercharging) segments in Q3 2023. Elon Musk noted how strong energy gross margins were on the call, and insinuated strength in these businesses will continue. I think this is a super exciting development for Tesla investors as the company can smooth out cyclicality in it's automotive business with consistent profits from its Energy and Services + Other segments. As the Supercharger network is opened up to more companies like Ford and Rivian, this could become a major profit driver for the company.

Dec 28, 202304:01
Rivian Stock Analysis December 2023 🤓📊

Rivian Stock Analysis December 2023 🤓📊

Rivian has successfully launched it's R1T, R1S and delivery van products, they are amazing. But financially, the company is in a difficult situation. Cash burn is still above $1B per quarter, and the company will need billions more to fund the R2 factory. Going forward it will be fascinating to see the company walk the tightrope between conserving cash, growth and the long march towards profitability. Especially right as the Cybertruck launches as competition. Let me know what you think of Rivian in the comments!!

Dec 27, 202319:57
Did Starlink Just Hit A $100B Valuation?

Did Starlink Just Hit A $100B Valuation?

Starlink has officially announced that it has crossed 2.3M users across 70 countries. A rough financial estimate of $100/month/user in revenue means Starlink is at $2.8B in annual recurring revenue. If you add in hardware revenue, we're likely well over a $3B run-rate. Starlink is fully owned by SpaceX, and is rumored to be going for an IPO in the near future. I got super pumped to see these strong user numbers as it puts SpaceX one step closer to funding Mars!

Dec 22, 202304:21
Tesla Robovan for Packages & People 💫

Tesla Robovan for Packages & People 💫

From urban package deliveries, to minbus ride-sharing, an autonomous Tesla Robovan has massive potential. Rivian's electric delivery van concept has delivered 10,000 units to Amazon and on the cusp of expanding to numerous other companies (like AT&T). Elon Musk has hinted at a highly configurable robovan concept for people and cargo in the past. If he does indeed launch it, I think it would crush Rivian's model and could quickly ramp to 100,000s of units per year between package delivery, camper vans and urban ridesharing/minibus. Tesla's advantage in battery costs and manufacturing would give it a key edge in this market. What do you think of a Tesla Robovan/Cybervan? The combination a Teslabot + Robovan seems to have HUGE potential :)

Dec 21, 202304:42
ZBiotics: Curing the Hangover with GMO Bacteria 🦠🔬

ZBiotics: Curing the Hangover with GMO Bacteria 🦠🔬

ZBiotics is pushing the limits of technology, by creating a new patented bacteria ZB183 that is designed to eat acetaldehyde in your gut, and reduce the negative affects of drinking AKA curing the hangover. I had the amazing privilege of getting an exclusive tour of the Mountain View lab from the CEO Zachary Abbot and COO Stephen Lamb. This genetically-engineered probiotic is the first ever to be sold for human consumption. It's seen viral growth with over 3M vials sold! My venture capital firm HyperGuap is an investor in ZBiotics, so keep in mind I'm totally biased and a HUGE fan of this product. In the future ZBiotics plans to launch many more products based on it's bacteria engineering technology. The future is here!!


YouTube video version (better to see the lab tour): https://youtu.be/Bg3NGwYAhVk?si=mxALr6Bc9ulIGvmX

Dec 20, 202321:12
Rivian's New $1B+ Business (Vans) ⚡📦

Rivian's New $1B+ Business (Vans) ⚡📦

Rivian's electric delivery van (EDV) business has quietly been making some huge moves. It generated over $400M in revenue in Q3 alone, and just signed a new partnership with AT&T. Now that Amazon doesn't have exclusive rights to buy the van Rivian will begin to do pilot projects with a bunch of new customers. Surprisingly, the gross margins on the van are strong, and this will be a key driver of the company's march towards profitability. Rivian's van business/fleet business is already at a $1.2B+ run-rate ... how big do you think it can get??

Dec 20, 202305:43
Cybertruck Sales Projections

Cybertruck Sales Projections

Cybertruck deliveries have begun! With a 2M order backlog the question now becomes how many of these will convert into real orders. In this video I share my projections for Cybertruck sales and demand. Five out of the top eight best-selling vehicles in America are pickup trucks, with a combined 2.1M in sales. The addressable market is clearly massive, but will the crazy design, and electric motor be enough to beat the Ford F-Series for the top spot? Let me know your Cybertruck sales projections below. Right now, I'm estimating 500,000 in 2026 sales at an average selling price of $70,000 generating an incremental $35B in sales for Tesla

Dec 20, 202306:25
Tesla's Optimus Robot Has Unlimited TAM 🤖

Tesla's Optimus Robot Has Unlimited TAM 🤖

Tesla has unveiled Gen 2 of it's Optimus Robot ... and WOW, the progress in the past year has been incredible. Tesla is well on their way to commercializing a humanoid robot later this decade. This represents the biggest change in Tesla's addressable market ever, as the potential sales from a humanoid robot to replace manual labor could be $25T. For long-term Tesla investors this is a must watch project. People thought Elon Musk was crazy when he told the world about this AI project ... but it's getting closer to reality by the day. What do you think? Are you going to buy an Optimus robot? Why?

Dec 16, 202303:50
Elon Buying Twitter Is Amazing, Don’t @ Me

Elon Buying Twitter Is Amazing, Don’t @ Me

Wow ... It looks like Elon Musk is set to buy Twitter for $44B. My predictions of what happens next for Twitter? Elon scales twitter to 1B+ users, launches a new version of Twitter Blue to verify humans product, open-sources the algorithm, and introduces a cryptocurrency payment layer. Overall I'm STOKED about the potential changes Elon will bring, and how that will make the platform more usable and fun for creatives all around the world! Go free speech!

Apr 28, 202221:45
The Limiting Factor HyperChat 🎙️⚡

The Limiting Factor HyperChat 🎙️⚡

🔋 Legendary podcast with the world's best battery YouTuber, The Limiting Factor, and the world's best battery cell!! I had to leave it unedited because of the energy/vibe. This was a special moment, as we've been speculating Tesla would create this next generation battery for years, and now I was holding it. INSANE. Huge props to Elon, Drew and Tesla's entire team for bringing this amazing tech into the world.

Feb 15, 202201:07:21
Dave Lee HyperChat 🎙️⚡
Feb 12, 202201:02:01
🎙️🧠🤖🚘 Self-Driving Tesla Podcast w/ Whole Mars

🎙️🧠🤖🚘 Self-Driving Tesla Podcast w/ Whole Mars

“What is Tesla’s doing with FSD is they’re turning your reality into a video game then playing it.” - Omar. In this episode, we test Tesla's FSD Beta software (v10.9) by driving through downtown San Francisco. Omar was on the of the first people to get Tesla's FSD Beta and is renown for his testing and analysis of this cutting edge AI technology. It was a blast chatting to him and watching the Tesla drive itself through SF. Huge thanks to Omar for coming on the show, and Arash for helping us film and hanging!

Feb 08, 202201:06:15
Tesla Earnings Party With Ross & Meet Kevin

Tesla Earnings Party With Ross & Meet Kevin

Going live with Ross Gerber and Meet Kevin to discuss Tesla's Q4 2021 results!!!  Model Y, 4680s, Cybertruck, factory expansion, Elon Musk, FSD Beta, we're covering everything about Tesla stock, join in!!!!

Jan 31, 202201:41:10
Tesla FSD & 4680s w/ Rob Maurer of Tesla Daily

Tesla FSD & 4680s w/ Rob Maurer of Tesla Daily

Interview with Rob Maurer, friend & host of the popular Tesla Daily podcast. We discuss our first-hand experiences with FSD Beta, it's impact on the company's valuation, Tesla's transition to 4680 battery cells, Model Y sales, the Tesla Semi, Tesla's crypto moves, Tesla Bot, Rivian IPO, Starlink, SpaceX, and more!! Let me know what you think in the comments! Shoutout to Rob for coming onto the show!

Jan 31, 202250:55
Tesla Q4 2021 Earnings!!! 🥳

Tesla Q4 2021 Earnings!!! 🥳

Going live for the release of Tesla's Q4 2021 shareholder letter. Filled with updates about the Model Y, financials, Cybertruck, Tesla Semi & more. This is a Superbowl for Tesla shareholders! Tune in and join in the fun :) 


 Tesla IR (where the letter drops): https://ir.tesla.com/#tab-quarterly-disclosure

Jan 26, 202224:23
Rainbow 🌈 The Hottest Startup In Crypto w/ Co-Founder Mike Demarais

Rainbow 🌈 The Hottest Startup In Crypto w/ Co-Founder Mike Demarais

Interview with my homie/Co-Founder of Rainbow Wallet, Mike Demarais. Rainbow is one of the fastest growth Ethereum wallets in the world, and has been praised for its industry leading design and open-source/own-your-keys attitude. I first met Mike/invested in Rainbow in 2019, (then I invested again in 2021), it's a top 5 position in my portfolio. I love the potential of Rainbow to build a UI for Ethereum/the metaverse. I think this is a tremendous business opportunity that will unlock the power of cryptography and put it in the hands of the masses. Go Rainbow! 🌈 Also huge shoutout to Mike for being awesome & coming on the show! Go follow him!

Jan 20, 202201:14:27
Tesla Funds SpaceX - X Merger Idea

Tesla Funds SpaceX - X Merger Idea

Going live to riff on an idea that's been floating in the Tesla universe. Merge Tesla, SpaceX, Neuralink and the boring company into one entity, X. This corporate structure has numerous advantages for Elon Musk, and his team. Let's scheme on how to pay for Mars and build the future faster!

Jan 12, 202218:30
Tesla's Upcoming Q4 21 Financial Blowout 🤑

Tesla's Upcoming Q4 21 Financial Blowout 🤑

Tesla delivered a record 308,600 vehicles in Q4 2021, and this is setting the automaker up for record financial results. My Tesla Q4 2021 financial predictions are $18.2B in revenue and $2.8B in operating income (EBIT). We will discuss how I got to these numbers, and Tesla's delivery + financial outlook for 2022. Join in!

Jan 05, 202222:42
HyperChange 2022 Preview 🥳 Tesla, SpaceX, Crypto, Startups & More!!

HyperChange 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!  :)

Dec 31, 202101:26:09
Rivian Is Burning $1B+ Per Quarter 😬

Rivian Is Burning $1B+ Per Quarter 😬

Going live to discuss recent news surrounding Rivian. Starting with Q3 financial results (Rivian burned $1.1B+), deliveries of the R1T and R1S, as well as the Amazon Electric Delivery Van (EDV)! Tune in and ask a question!!

Dec 22, 202126:53
Dear Elon, Thank You For Hope 🙏

Dear Elon, Thank You For Hope 🙏

Elon Musk has won Person of the year from Time & The Financial Times! I'm so happy he's getting the recognition he deserves. We need the truth about Elon's accomplishments to go mainstream. Elon works tirelessly to make a brighter future for all of this. So thankful and inspired, go Elon, Tesla & SpaceX!!

Dec 16, 202118:08
Tesla Update: Cybertruck, FSD, Elon Selling & Tesla Energy

Tesla Update: Cybertruck, FSD, Elon Selling & Tesla Energy

Going live to talk Tesla, from the new Cybertruck anouncements, to my thoughts on FSD Beta V10.5, and Elon selling a big chunk of Tesla stock. It's been a while, since we schemed let's do it!

Dec 05, 202143:60
The JOYWorld Mini-Documentary 😃🎨

The JOYWorld Mini-Documentary 😃🎨

This is a documentary/vlog about my roadtrip to Oregon to meet John Orion Young, the founder of JOYWorld and first artist to put 3D art on the blockchain in 2018. Since then, John has been building JOYWorld, a world inside of the metaverse, that is like a painting you can walk into, and own a piece of, all built on the Ethereum blockchain. He has now created 130 original JOYs (original 3D NFTs), and released a collection of 9 JOYToys, with lots more coming. Now his digital art pieces/NFTs go for $100,000s, and have become an iconic symbol for early web 3.0 entrepreneurship. Huge shoutout to JOY for letting me film this!!

Dec 02, 202136:45
Starlink: New Dish, Tesla Supercharger Partnership & India Expansion 📡

Starlink: New Dish, Tesla Supercharger Partnership & India Expansion 📡

SpaceX's Starlink continues to make rapid progress. They company has just launched a new, smaller, lighter V3 satellite dish, surpassed the 140,000 user milestone, begun installing dishes at Tesla Supercharger locations, and setting up for a big India expansion next year. When do you think Starlink will hit 1M users??

Nov 19, 202104:35
Biden Ignoring Tesla Is A National Embarrassment

Biden Ignoring Tesla Is A National Embarrassment

President Biden and the US government refuses to acknowledge Tesla for leading the electric revolution, and instead praises companies like GM because of their support of unions, and campaign donations. This blatant disregard for the truth is a national embarrassment. In my opinion, Elon Musk and Tesla are two of our greatest national treasures. Objectively the #1 selling EV company in the country and world, and singlehandedly sparking the revolution to get us off fossil fuels. GM and Mary Barra are should not be praised for accelerating the transition to EVs, they should be blamed for delaying it. I won't be getting political again. Please be nice to me in the comments, just had to get this off my chest :)

Nov 18, 202108:48
$100B IPO: What's Next For Rivian Stock? 📉

$100B IPO: What's Next For Rivian Stock? 📉

The day has arrived! Rivian's IPO priced at $78, and has exploded in its first day of trading to $100+, putting the valuation over $100B, for a startup that has barely delivered any vehicles! Crazy! we're Going live to talk about the valuation and what's next for Rivian stock.

Nov 10, 202124:03
Starlink Rumor: $70-80B IPO in 2022 📡💸

Starlink Rumor: $70-80B IPO in 2022 📡💸

Rumor has it Starlink is planning to IPO in about 12 months, for a target valuation of $70-80B. The most recent subscriber update from Elon Musk in late August said Starlink had ~100,000 users ($119M revenue run-rate). My projection is for them to hit 1,000,000 users by the end of 2022, scaling to over a $1B revenue run-rate. Also it looks like Starlink is developing a next generation satellite dish/terminal, that is designed for cheaper shipping, improved performance, and mass production. Would you buy Starlink at $70-$80B when it IPOs?

Nov 04, 202109:42
Why I'm Not Selling Tesla Stock (yet)

Why I'm Not Selling Tesla Stock (yet)

Going live to talk about Tesla's valuation surging to well over $1T (almost $1.5T on a fully-diluted basis), and how I'm thinking about valuing the company. Also discussing if/when I'll start selling my shares.

Nov 01, 202113:58
How My VC Invested $17M This Year: HyperGuap 💸

How My VC Invested $17M This Year: HyperGuap 💸

Keynote presentation filmed in Seattle, for HyperGuap members. Updating the world on our first year disrupting VC, with 800+ members, 6 deals, and $17.7M+ invested. We are just getting started! Invest in the future you believe in :)

Oct 27, 202137:07
Tesla Hits $1,000!!! & $1T Market Cap!!

Tesla Hits $1,000!!! & $1T Market Cap!!

Tesla hits new all-time highs of more than $1,000 per share, and breaks the legendary $1T market cap barrier, we gotta celebrate!!

Oct 25, 202101:23:05
Juicy Dets From Tesla’s Q3 21 Call 🤓📞

Juicy Dets From Tesla’s Q3 21 Call 🤓📞

Analyzing Tesla's Q3 2021 Earnings call. Going through the highlights about 4680 production, the $25K car, production capacity, the Cybertruck and Tesla insurance.

Oct 20, 202112:34
Tesla's Crazy New 3D/Flop Paint in Berlin 🎨✨

Tesla's Crazy New 3D/Flop Paint in Berlin 🎨✨

Exclusive footage from the Tesla Berlin factory showing the 'Easter Egg' of a slightly uncovered Crimson Model Y coming from the new paint shop. This new 3D/Flop paint technology will have Tesla launching crazy new colors, and could be a nice surprise for Gigafactory Berlin orders.

Oct 19, 202102:28
Coinbase To $1T (i bought shares)

Coinbase To $1T (i bought shares)

Going live to discuss my bullish thesis on Coinbase stock and why I think the company could be worth $1T in the long-term, and has significant potential to reinven the global financial system. I bought some shares today (sold my Square stock). Going live to document the journey and explain my thinking. Remember, nothing in this show is financial advice.

Oct 18, 202127:13
Rivian Isn't Worth $80B 📉

Rivian Isn't Worth $80B 📉

Rivian has released its S-1 filing in preparation for one of the biggest IPOs of the year. I go step by step through the highlights of the filing to analyze Rivian's financials, business, valuation, and what I think will happen after the IPO. Overall, I think Rivian is a cool startup with a lot of potential but absurdly overvalued at $80B, and worth more like $5-10B at most. I'can't wait to see what happens when it starts trading.

Oct 08, 202124:23
Investing $250K Into SpaceX 🚀

Investing $250K Into SpaceX 🚀

I recently made (by far) my largest investment ever, into SpaceX. In this video I explain how I got the opportunity to invest, and my thought process behind pulling the trigger on this deal. I had to go into debt which I really don't recommend, and make the decision on the spot .. but investing in SpaceX was a dream come true, and I had to go for it. I also explain my though process behind SpaceX's valuation, how to value the company, and the potential of a Starlink IPO.

Oct 05, 202142:17