HyperChange

HyperChange

By hyperchange
new wave financial media
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Rivian's Self-Driving Strategy

HyperChange

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Are GM And Ford Going Bankrupt?
GM and Ford reported huge (and growing) losses in Q4 2019, before the economic crisis began. Both companies have suspended 2020 guidance and have drawn down $15B+ on credit lines. Are we witnessing a slow motion implosion/bankruptcy for America's two largest automakers? It looks like it. Reuters reports, both companies are planning to make 320,000 EVs for North America in 2026 (combined!) ... that would be less than Tesla did in 2019. This is super disappointing, and makes their chance of a turnaround look even lower.
06:43
March 26, 2020
Why I’m Buying Bitcoin #NIRP
I've been adding to my Bitcoin position in the past week. The cryptocurrency currently trades at a network value of $120B, or just about 4.5% of the $2.7T it moves annually. This compares to fintech companies like Paypal, that trade at ~14% of annualized money moved. I think the long-term thesis for Bitcoin to become digital gold, and be worth several $T in network value is more intact than ever. Governmental policies reacting to this economic crisis will fuel more fiat currency printing, and potentially negative interest rates ... these macroeconomic conditions are making more more bullish on the need for Bitcoin than ever. The only way to get out of this crisis will be to print absurd amounts of capital (for both the US and Europe). What are your thoughts about Bitcoin's potential and valuation??
12:16
March 24, 2020
How Much Further Could The S&P Fall? 📉
S&P 500 earnings estimates for 2020 are dropping rapidly, as analysts price in the impact of this unprecedented economic crisis. Estimates have fallen more than 4% in just the past month, and I think they will fall another 10% (at least) next month. Right now, my rough guesstimate for 2020 S&P 500 EBIT per share is $100 ... about 39% lower than they were in 2019 (~$163). What is your guess? Do you think markets will fall lower?
11:03
March 23, 2020
Trump Encourages Tesla, GM & Ford To Make Ventilators
Today on Twitter Donald Trump gave the go ahead to Tesla, GM and Ford to begin manufacturing ventilators, to deal with a potential shortage. Tesla has significant experience building HVAC systems in house, since the days of its original roadster (2008), as well as 'BioWeapon Defense Mode' for the Model X. I think this is an awesome story, and is a reason I'm proud to own Tesla stock!
10:25
March 22, 2020
Tesla Shutting Down Fremont Factory
Tesla has released an official 'Operational Update' about dealing with the current economic crisis. The company is shutting down both its Fremont, CA and Buffalo, NY factories for an indefinite period of time (my guess is at least two weeks). Tesla says it has plenty of cash on hand to "successfully navigate an extended period of uncertainty." I think the silver lining to all of this Tesla news is Shanghai's Gigafactory. It appears to be up and running and producing vehicles at record levels. This should help offset losses from Fremont going forward. At this time, Gigafactory Nevada will remain open.
09:03
March 20, 2020
Zoom Stock Zooming: Is The Hype Real?
Zoom stock is up 82% in 2020, outperforming nearly every asset in the world. Can this recent video conference IPO live up to the hype of its $40B valuation? In this video, I analyze Zoom's financials, growth rate, and what the long-term potential will be if Eric Yuan's vision is realized. What are your thoughts on Zoom?
15:57
March 20, 2020
Tesla To Make Emergency Medical Supplies? 🏥
Elon Musk offered to help make medical supplies for US hospitals (like ventilators, masks, etc) and Mayor de Blasio is taking him up on the offer. After a long twitter exchange (prompted by Nate Silver), it appears as if Tesla/SpaceX are reaching out to the New York City government and may supply them with direly needed medical equipment. I think this is an awesome initiative by Elon, and could be a win/win. NYC gets help, and Tesla's factory employees have something to do.
07:18
March 19, 2020
Should We Bailout The Airlines? ✈️ 💲
The WSJ reports that US airlines are looking for a ~$50B bailout/stimulus package in this midst of this economic turmoil. This has become a hot topic, as airlines spent tens of billions buying back their own stock during the past decade. Now they are turning to taxpayers to get them out of this rut .. when they should have been fortifying their balance sheets. What do you think? Is this fair? Should we bail them out? I think this is just the beginning of a lot of government stimulus ...
07:07
March 17, 2020
Will Tesla Survive A Global Depression?
The market continues to free-fall as concerns mount about how a prolonged shutdown will impact the global economy. In this video I explore what will happen to Tesla's financials if a multi-quarter slowdown in the global economy unfolds. Will Tesla need more capital? Will they be able to survive?
12:40
March 16, 2020
Tesla Solarglass Roof: $1B+ Revenue Runrate
Tesla has reach a production run-rate of 1,000 roofs/week (4MW), for its highly anticipated solarglass roof product. At $30K/roof, this implies a revenue run-rate of $1.5B+, and is likely growing rapidly. This milestone should accelerate energy generation (solar) deployment growth for Tesla in the coming quarters.
04:53
March 15, 2020
Waymo Is Failing
Waymo has partnered with Transdev to hire a fleet of drivers for its 'robotaxi' network. This deal, potentially in the hundreds of millions, signals Waymo is falling behind on its ambitious plans for Waymo One, its self-driving service. Waymo just raised $2.25B from outside investors at a $30B valuation, another sign Alphabet is distancing itself from the project. I still think Tesla is winning the self-driving race.
11:19
March 15, 2020
Allowing Rivian & Tesla To Sell Direct In Colorado w/ Sean Mitchell
Sean Mitchell has been on the ground working to pass bill 167, which would allow electric vehicle makers to sell direct to consumers in the state of Colorado. This has gained major traction, and will make it easier for startups like Tesla & Rivian to compete in the state. If this is successful, this could cause a domino effect and allow Tesla to sell direct in other states where its been previously banned (Texas, Connecticut, etc).Thanks to Sean for coming on the show, and props for all of the work on this!
26:01
March 13, 2020
CyberGigafactory USA? 🇺🇸 Texas, Nashville?
Elon Musk has confirmed via Tweet that Tesla is scouting locations for a "central US" gigafactory to build the Cybertruck & Model Y (for the east coast). Initially rumored to be in Texas, reports also indicate Nashville is in the running for this new location. My personal guess is the Austin, TX area will be selected ...
06:29
March 11, 2020
Jack Dorsey To Remain Twitter CEO 🎉
Twitter has come to an agreement with activist funds Elliott Management and Silver Lake Partners, that will keep Jack Dorsey on as CEO. Twitter is also issuing 2020 guidance for 20% mDAU growth, and accelerating revenue growth. Additionally, the company is launching a $2B share buyback. What are your thoughts on these changes??
06:21
March 10, 2020
Cash App is Worth $10-15B & Growing💲
Cash App posted Q4 2019 revenue of $361M (+147%) year, and is on pace to post more than $1.5B+ in 2020 revenue. Recent launches of stock investing (with no minimums) and international payments show a rapid pace of innovation & represent exciting new revenue opportunities. Cash App is quietly becoming a digital bank. With 24M MAU's (growing 60%), this is poised to be a growth driver for Square for years to come.
16:19
March 9, 2020
GM EV Day 😬 .... #nodetails
Today GM held an 'EV Day' to announce its plans for electrifying it's vehicle lineup. I commend the effort ... but the presentation was full of boring/meaningless business lingo and very short on any details about pricing, timing, specifications or profitability.  I'm eagerly awaiting details on the Bolt EUV, Cadillac Lyric & Hummer EV that should be released in the coming months ...
10:34
March 5, 2020
Plaid Model S = Big Profits For Tesla
According to tweets by Elon Musk, Tesla is poised to release a new 'Plaid' Model S sometime later this year. This new tri-motor powertrain/battery design will improve performance and be the 'next generation' of Tesla's technology. I think there is a huge pent of demand for 'Plaid' and Tesla has an opportunity to make billions in incremental gross profit if they price it accordingly.
07:03
March 4, 2020
Billionaire Wants Jack Dorsey Out of Twitter
Elliott Management/Billionaire Paul Singer have reportedly taken a stake in Twitter, and are pushing for Jack Dorsey to be removed as CEO. This is BS. Elliott Management doesn't even use Twitter, and they are completely ignoring the progress Jack has made since returning to Twitter in late 2015. In this video I break down the metrics justifying Dorsey's success and my argument for why he should remain on as CEO.
13:44
March 3, 2020
Patreon: Empowering The Next Generation of Creatives w/ Jack Conte
Interview with Jack Conte, about his journey from creative to CEO/Co-Founder of Patreon. By allowing artists to monetize their work, and build relationships with their closest fans, Patreon is empowering a new generation of creatives. I think the world desperately needs this artistic and creative energy, and Patreon has huge potential to build an incredible business around it. Kevin & I have been huge fans of Jack for years, and we were so thankful for this opportunity to hangout with one of the most inspirational entrepreneurs & creators in the world. Thank you Jack!!
57:42
March 2, 2020
Will Lyft Survive As A Standalone Company?
Lyft shares are down ~37% from their IPO, as losses keep mounting and competitive pressure increases. Revenue growth has slowed dramatically from 100%+ a year ago, to 54% in Q4, to guidance for just 28% in 2020. Will the company survive and be able to fend off Uber? Or is Lyft a sweet acquisition candidate for Google/Waymo ... or even Amazon?
13:25
February 25, 2020
Tesla: Cell To Pack Battery Technology Coming?
Elon Musk claims Tesla's battery modules are no longer necessary, and hints that cell to pack technology could be the future of batteries. This lines up with an October 2019 "aggregated battery system" patent filed by Tesla Cell Engineer Kevin Matthews. Additionally, Tesla is rumored to be working with CATL on a new battery supply agreement. In late 2019, CATL announced new cell to pack technology that greatly reduced the cost, complexity and increased the energy efficiency of its batteries. My guess is, Tesla will announce a redesigned battery pack without modules at April's Battery & Powertrain investor day.
05:04
February 21, 2020
Snap Grows 45% In 2019 📈
Snap grew its userbase 17% in 2019 to 218M DAUs, revenue hit $1.7B (+45%), and profitability improved. What's next for 2020? If Snap can continue to grow its engagement, it will get very close to profitability. I'm waiting for a new version of Spectacles to be released, with more AR features. Do you think Evan Spiegel can compete with Instagram and TikTok?
15:26
February 21, 2020
Tesla + CATL = LFP, Cobalt-free, Prismatic Batteries?!
Reuters is reporting that Tesla is partnering with Chinese battery supplier CATL, to build Lithium Iron Phosphate (LFP), Cobalt-free, Prismatic battery cells for the Made In China Model 3. WHAT!? This is huge/totally unexpected news about Tesla's battery supply chains, and brings up far more questions than answers. Why is Tesla using less energy dense cells? Are they that much cheaper? Is Maxwell's DBE tech involved?!
14:21
February 19, 2020
Tesla Announces $2B+ Capital Raise
Tesla surprises the market and announces a $2B+ capital raise. This will give the company capital to accelerate new Gigafactory plans (Texas?), and ramp battery production (Maxwell?), while only diluting by 1.5%. In its newly release 10K, Tesla has upped its CAPEX guidance to $2.5-$3.5B annually, for the next 2-3 years. Additionally, this raise will give the company a bigger cash cushion if a recession were to hit.
16:11
February 14, 2020
Did Tesla Acquihire A Colorado Battery Startup?
Louisville Colorado (just 20 minutes north of Denver), has become a hotbed for next generation EV batteries. Now Tesla is hiring for a 'Cell Technician' in the area to "assist anode development and optimization R&D." Additionally, the candidate is required to understand "electrode fabrication, delicate assembly of coin cells, cell dissection, running cell tests and data analysis & lab-scale electrode slurry mixing and electrode coating" .... Interesting! Could Tesla be partnering with one of these startups, Solid Power, Forge Nano or SilLion?
10:54
February 12, 2020
How & Why SpaceX Should IPO 🚀🔔
SpaceX COO Gwynne Shotwell hinted at a potential IPO/spinout of SpaceX's internet satellite project, Starlink, at a recent investor conference. This is incredibly exciting for all Elon Musk supporters, but begs the question ... why not just IPO SpaceX? In this off the cuff podcast, I discuss a potential strategy SpaceX could use to direct list its shares on a new private exchange like Carta, to make its equity accessible to its biggest supporters.
36:54
February 11, 2020
Rivian's Self-Driving Strategy
A breakdown of Rivian's self-driving hardware, and how the company plans to rollout autonomy features for its customers. With 10 cameras, 4 radars, 2 lidars, ultrasonic sensors and high-precision GPS, each Rivian is equipped with more tech than a Tesla! But does that mean they will be able to compete on true general autonomy???
06:44
February 8, 2020
Coronavirus Impact On Financial Markets & Tesla 😷🤔
The coronavirus originating in Wuhan China has infected 24,000+ people in 24 countries. If it keeps spreading, this could be a near-term headwind for the macro growth environment. Is this a threat to global financial markets? Will this significantly delay the growth of Tesla's Shanghai Gigafactory?
06:21
February 6, 2020
Tesla Q4 2019: $1B In Free Cash Flow 📊📞
Analysis of Tesla's Q4 2019 financials, shareholder letter and conference call. Revenue hit a record high of $$7.4B, EBIT was $359M and Free Cash Flow came in at $1B. Model Y deliveries start in Q1, Demand for the Cybertruck and Made in China Model 3's is overwhelming. Battery investor day will likely be in April, and will have some huge announcements about scaling battery production and Tesla's next generation Plaid powertrain
50:54
January 30, 2020
Will Netflix Be Able To Reverse Its Cashflow Trend?
Netflix reported record revenue ($20B) and record earnings ($2.6B) in 2019 ... but also record negative operating cashflow of $2.9B. The company claims cashflow will improve from here as subscriber growth and revenue outpace original content spending. Will this be possible in the wake of massive competition from Disney, Comcast and others ... ?
17:39
January 29, 2020
Tesla Q4 2019 Earnings Preview 👀
Tesla will report its earnings after the bell on Wednesday. I'm estimating revenue of ~$7B, and EBIT of ~$400M, with exceptionally strong free cash flow ($700M!?). Additionally, I'll be looking for an update on Model Y deliveries, Gigafactory Shanghai production ramp and 2020 delivery guidance. What are your expectations for Tesla's report later this week??
17:49
January 27, 2020
Tesla CyberJet 🛸How Elon's Electric VTOL Jet Will Change Flying w/ Matt Joyce
An interview with Matt Joyce about Elon Musk's VTOL Electric Jet idea & how it could revolutionize the flying experience. Assuming ~5% annual improvements in battery energy density, this technology could be ready as soon as 2028.
39:44
January 19, 2020
Tesla Designing New EV In China For Export?! 🤯
At the Model 3 delivery event in Shanghai, Elon Musk hinted at Tesla's future plans in China. The company will set up a new design and engineering center, where they are planning to design a new EV from scratch, for "worldwide consumption." Does this imply Tesla is working on a smaller car/new EV form factor that they will build in China and export around the world? It sounds like it!
09:19
January 8, 2020
Tesla: The Computer On Wheels Company 📱🍏🚘
Apple changed the way we think about phones, and Tesla is going to change the way we think about cars. Software is eating the world, and the automotive market is no exception. Tesla's software-first approach to building EVs & the collection of billions of miles of Autopilot data, is ushering in the future of the transportation industry. This isn't a car company, it's a computer on wheels on company :)
13:42
January 8, 2020
Tesla Starts Delivering 'Made In China' Model 3s! 🥂
Tomorrow (December 30th), Tesla will deliver its first 15 'Made In China' Model 3s! This marks a huge milestone for Gigafactory 3 Shanghai, which began construction in 2019, and has vehicles rolling off the line just 11 months later ... This may be the fastest a factory has been built in the history of the automotive industry. Now the question is how fast will these sales ramp? I'm estimating Tesla will deliver ~80,000 Model 3's in China in 2020, and end the year at a ~150,000 cars/yr production rate.
07:36
December 29, 2019
The Future Of Gaming In Your Tesla 🎮
Is your Model 3 a $40,000 electric vehicle, or a $40,000 video game console? Both!! In the past year Tesla has began to launch video games you can play in your car. I think this is a sneak preview of entertainment in a self-driving/autonomous future & an amazing example of the possibilities that over the air software updates enable. In the long-term, Tesla's active user/driver/rider-base will be in the Ms (~800K today)  and offer a compelling opportunity for 3rd party app & game developers ... I think video games alone could be a $1B+ business for the company in the long-run ... Am I crazy?
11:18
December 21, 2019
Tesla On Track To Deliver 600,000+ Cars In 2020 📈
Tesla stock hits all-time highs as the market begins to look towards 2020, and the company's growth potential with Gigafactory 3 Shanghai and the Model Y. Per my estimates, Tesla could deliver 615,000 cars in 2020, produce $36B in revenue and be significantly profitable. What are your projections for next year??
21:57
December 19, 2019
Tesla Enabling New Mobility Platforms w/ Rahul Sonnad
Exclusive interview with Rahul Sonnad, the CEO/Co-Founder of Tesloop, a Tesla rental service. Tesloop has operated a fleet of 8 Tesla's (and growing) and driven them millions of miles offering rides & rentals to its customers. Through this process, they have incredible data proving the service & maintenance savings of operating an EV versus an ICE car. This conversation is a sneak peak at how Tesla's ride-sharing ambitions will expand, and how the transportation industry will change as a result of self-driving (or even partially self-driving) vehicles.
39:16
December 17, 2019
Scaling Arcimoto's FUV Production w/ Mark Frohnmayer
An interview with Arcimoto CEO/Founder Mark Frohnmayer in LA at the LD Micro conference. Arcimoto is currently ramping production & deliveries of its Fun Utility Vehicle, a 3-wheel, all-electric two-seater that can go 100 miles per charge. In this video we also discuss the company's latest funding round, and the potential for partnerships with bigger companies like Uber & Tesla.
24:46
December 16, 2019
AR Smartglasses & Becoming Cyborgs w/ Alex Heath
A conversation with Alex Heath, reporter with The Information. Alex is a thought leader in the world of augmented reality smartglasses, reporting on Snap Spectacles, Apple's rumored smartglasses, Facebook's mind control device project & more.
39:08
December 8, 2019
CyberTruck Could Add $50B+ To Tesla's Valuation
Tesla has launched the Cybertruck. Available for delivery in late 2021, starting at $39,900, and made out of a steel alloy exoskeleton. This Bladerunner-looking vehicle has taken over the internet and generated 250,000 pre-orders in just 5 days. Are we looking at the future of trucks, or has Elon Musk lost his mind? I think demand will be at least 350,000 units per year, and drive significant shareholder value. If the Cybertruck sells 1M units per year (as much as the Ford F-series), it could generate $50B of incremental revenue & $5B in incremental profit for Tesla.
26:14
November 28, 2019
Tesla 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?
13:18
November 9, 2019
Tesla 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??
05:08
November 8, 2019
What 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.
25:07
November 6, 2019
Truman's, Cleaning & Concentrates w/ Alex Reed
HyperChat #15 - A sit down with Truman's CMO/Co-Founder Alex Reed to talk about disrupting the cleaning market, and entrepreneurship in 'boring' industries. Truman's DTC concentrate products, promise a simpler and more sustainable solution to household cleaning.
27:30
October 30, 2019
Tesla Launches V3 Solar Glass Roof ☀️🏠
Tesla's solar roof is ready for primetime. The company has announced the launch of a V3 solar tiles, greatly reducing costs and installation time. Elon Musk claims the company is planning to ramp to installing 1,000 roofs/week in the next few months, and 10-20,000 per week in the long-term. This could be a multi-billion dollar revenue stream for Tesla in the coming years.
11:12
October 27, 2019
Tesla Q3 2019 Earnings & CC Analysis 📊📞
Full analysis and recap of Tesla's Q3 '19 financial results and conference call. So much news! Model Y is confirmed to arrive early (Summer 2020), Gigafactory 3 Shanghai is already building prototype Model 3s, and there will be a solar roof announcement tomorrow!  Financially, the results were also impressive. A strong sequential improvement in gross margin, and tight cost control led to positive operating income of $261M, and free cash flow of $371M. With more cash than ever, and an epic product pipeline, Tesla's future has never been brighter.
37:13
October 24, 2019
The Future of Personal Mobility w/ Mark Frohnmayer
HyperChat #14 - Arcimoto has began production of its 3-wheel EV, the Fun Utility Vehicle (FUV). This marks a major milestone for the Eugene, Oregon based startup, that has been developing this technology/product for over a decade now. In this episode I talk with CEO/Founder Mark Frohnmayer about Arcimoto's vision for the future or personal mobility.
27:08
October 6, 2019
Cathodes & Building 1M Mile Batteries w/ Dan Blondal
HyperChat #13 🎙️- An interview with Dan Blondal, the CEO of Nano One Materials, a battery manufacturing technology company. The company's patented process allows for faster, cheaper and more efficient production of cathodes (22% of lithium-ion batteries). Will this Canadian startup have success with some of its big name partners like Volkswagen & Pulead in bringing this tech to market?
46:28
September 30, 2019
AirBnB Worth ~$100B, IPO In 2020 🏠
AirBnb has anounced its plans to IPO in 2020. By my estimates the travel startup is on track to hit $10B in revenue in 2021, and could justify a valuation of $100B at the time of IPO. This is one of my favorite companies (and services) in the entire world. AirBnb is democratizing travel, making the world more accessible and empowering underserved communities ... I love it!
15:21
September 26, 2019
Giga 3 Update: Production Around The Corner 😁
Tesla's Gigafactory 3 Shanghai continues to make rapid progress. With substation activation on track for the end of September, is the start of production right around the corner? It looks like it. A succesful Gigafactory 3 means Tesla will substantially grow its revenue, profits and cashflow. I think major catalyst is being overlooked by Wall Street & the financial media.
12:35
September 19, 2019
WeWork & Adam Neumann, Bubble or Visionary? #IPO
WeWork's S-1 IPO filing has been met with huge skepticism. From rapidly growing losses and weak gross margins, to self-dealing real-estate & IP deals with CEO/Founder Adam Neumann, The We Company is a fascinating case study. The company is rumored to be cutting its valuation in half (or more) after tepid demand from Wall Street. What are your thoughts on the IPO? Are we at peak startup bubble, or is this a disrupter??
20:38
September 9, 2019
Tesla Is Winning The US/China Trade War
Tesla's rapidly progressing Shanghai Gigafactory couldn't have better timing. As US/China trade war tensions ramp, a 25% automotive import tariff is set to take effect on December 15th. This is right when Tesla's 'Made In China' Model 3 is set to launch. What do you think about Tesla's prospects in China after Giga 3 has been completed? 
13:05
September 8, 2019
Sandy Munro, Maxwell & Being A TeslaTuber w/ Sean Mitchell
HyperChat #12. I bring on Sean Mitchell, Denver real-estate agent/TeslaTuber to discuss his recent Sandy Munro interview, Tesla's acquisition of Maxwell Technologies, and his life creating EV content for YouTube.
56:59
September 1, 2019
Tesla Insurance Launches! w/ Sean Mitchell
Tesla insurance has finally launched! Starting in California and expanding soon to other states, customers have been able to see 20-30% savings over their legacy providers. In this episode I discuss the implications of Tesla's Insurance program, and how it lays a key foundation for the future of autonomy.
21:44
August 30, 2019
The Snap Bull Thesis w/ Turner Novak
HyperChat #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
1:24:23
August 27, 2019
Model 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 Newsletter!! https://www.patreon.com/hyperchange  LINK - Sean Mitchell's new Sandy Munro video: https://youtu.be/i93VJ1PEp6o LINK - Tesla Wiring Architecture patent: https://patentscope.wipo.int/search/e... LINK - Tesla Structural Cable patents: https://patentscope.wipo.int/search/e... LINK - Tesla Casting Machine patent: https://patentscope.wipo.int/search/e... LINK - Electrek Casting machine article: https://electrek.co/2019/07/23/tesla-... LINK - Electrek wiring article: https://electrek.co/2019/07/22/tesla-... LINK - Elon Musk quote about wire length of 100M in MY: https://insideevs.com/news/332386/elo... LINK - Tesla Q2 2019 shareholder letter: https://ir.tesla.com/static-files/b22...
13:46
August 26, 2019
The Superbottle: A Microcosm of Tesla's Disruption
Tesla'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 Superbottle episode: https://jalopnik.com/the-tesla-model-... LINK - OG Tesla AC Moonshot vid: https://www.youtube.com/watch?v=2GP17...
11:41
August 22, 2019
Will 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...
09:38
August 21, 2019
Tesla Launches Solar Panels As A Service ☀️
Tesla re-launches its residential solar service with revamped panels, and simplified pricing. Consumers can choose a Small, Medium or Large system depending on home size. Prices start at $50/month with service, installation & maintenance included. Will this reverse the trend of Tesla's falling solar deployments? LINK - Get Tesla solar panels: https://www.tesla.com/energy/design  LINK - Electrek article about launch: https://electrek.co/2019/08/16/tesla-...  LINK - SolarCity S-1: https://www.sec.gov/Archives/edgar/da...  LINK - NREL residential solar report: https://www.nrel.gov/docs/fy19osti/73...  LINK - SEIA residential solar report: https://www.seia.org/research-resourc...
10:25
August 19, 2019
The 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  LINK - Snap IR website: https://investor.snap.com/company-pro...  LINK - Snap Q2 2019 Earnings Slides: https://investor.snap.com/~/media/Fil...  LINK - Snap Lense Studio: https://lensstudio.snapchat.com/lenses/
11:11
August 1, 2019
Tesla 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://ark-invest.com/research/utili...  LINK - Tesla Megapack website: https://www.tesla.com/megapack  LINK - Electrek, V3 solar roof: https://electrek.co/2019/06/13/tesla-...  LINK - NREL Q3/Q4 residential solar market analysis: https://www.nrel.gov/docs/fy19osti/73...
10:37
July 30, 2019
Bubble: Building Software Without Code w/ Emmanuel Straschnov
HyperChat #10. I sat down with Bubble Co-CEO/Founder Emmanuel Straschnov to discuss how his company is accelerating the trend of 'Software Eating The World'. Bubble allows users to build custom (and scalable) apps in just weeks, with no coding required.  Become a #HyperChanger & support us on Patreon to receive the exclusive weekly HyperChange Newsletter!!https://www.patreon.com/hyperchange   LINK - Bubble's website: https://bubble.is/  LINK - Emmanuel's twitter: https://twitter.com/estraschnov  LINK - Bubble's Twitter: https://twitter.com/Bubble_Group  LINK - Bubble blog about funding round: https://blog.bubble.is/bubble-raises-...
27:11
July 29, 2019
Tesla 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
29:09
July 25, 2019
Milfoil & Restoring Freshwater Ecosystems w/ Joe Markman, The Milfoil King
HyperChat #9. From repopulating endangered turtle species, to removing algae and milfoil, the Milfoil King is an untold entrepreneurial success story. Joe Markman, my good friend & CEO/Founder of The Milfoil King comes on the podcast to discuss his freshwater ecosystem management business, which I think is on the front lines of fighting climate change. LINK - Original HyperChange documentary on Joe/The Milfoil King startup: https://youtu.be/BG8VnBlgBXw  LINK - Milfoil King website (and how to contact Joe): https://www.seattlemilfoil.com/  LINK - Blue-Green algae blooms: https://www.greatlakesnow.org/2018/09...  LINK - Effects of Aquatic Invasive Species on Home Prices study: https://www.jstor.org/stable/27759685... LINK - Woodland Park Zoo Turtle initiative: https://www.zoo.org/turtles
48:13
July 19, 2019
Neuralink: A Hyperloop For The Mind 🧠🚆
Analysis of Neuralink's first public event in San Francisco, where they unveiled the N1 chip, and brain machine interface technology. Are we witnessing the birth of the next great computing platform? Will BMIs like Neuralink's N1 disrupt the smartphone? Do you think Elon Musk can pull this off? LINK - Neuralink website (w/ job postings): https://www.neuralink.com/  LINK - Neuralink launch event livestream: https://youtu.be/r-vbh3t7WVI
27:54
July 18, 2019
Tesla Shareholder Roundtable w/ Rob Maurer & Matt Joyce
HyperChat #8, with Rob Maurer of Tesla Daily & Matt Joyce of Toom Dips. This hour conversation with two of the smartest bulls I know, covers everything from Tesla's valuation, electric airplanes/VTOL jets, Maxwell Technology/battery cell production, to the FUD & so much more!! Filmed 07/07/2019 Somewhere In Wisconsin. TIMESTAMPS 1:12 Tesla Q2 Production & Deliveries Report & Potential S&P 500 inclusion  4:20 Short Position In Tesla/Short-Squeeze Theory  6:30 How to value Tesla, P/E, P/S? 9:37 Tesla’s Rapidly Improving FCF  12:34 What happens when Autonomy/Tesla Network hits  15:02 Why did Matty Mogul by FSD?  18:16 Model S/X Refresh 21:52 The Core Efficiency Table  25:50 ICE is Tesla’s Real Competition  26:47 Maxwell & Tesla’s Battery Cell Scaling Solution  31:58 Elon's Electric VTOL jet  32:55 The Cheaper the Battery Tech, The More Industries Tesla Will Disrupt  36:56  Will Tesla launch a commercial electric plane?/Master Plan Part Trois  38:59 Tesla Insurance  43:44 Valuation of Cruise Automation Vs Tesla 45:02 Media, FUD & TSLAQ  51:30 Gigafactory 3 Shanghai/Tesla’s China Opportunity  59:54 Closing Comments, Big Picture Summary
1:11:17
July 16, 2019
Tesla & The REVolution w/ Sam Korus
I sat down with Sam Korus, analyst at ARK Invest, to discuss all things EV and Tesla. From vertical integration into battery cell production, to China's goal to become an EV exporter, this is a deep dive into the REVolution! **All statements made by Sam Korus regarding companies or securities are strictly beliefs and points of view held by ARK and are not endorsements or recommendations by ARK to buy, sell or hold any security**   Become a #HyperChanger & support us on Patreon to receive the exclusive weekly HyperChange Newsletter!! https://www.patreon.com/hyperchange   LINK - Sam Korus' research for ARK: https://ark-invest.com/research/autho...  LINK - Sam Korus on Twitter: https://twitter.com/skorusark?lang=en
56:09
July 3, 2019
Amazon Should Buy Rivian
Amazon continues to vertically integrate in the shipping/logistics space, but has yet to make a hardware play. Is a February, ~$700M investment into Rivian a pre-cursor of what is to come? My Moonshot is that Amazon fully acquires Rivian (for $5-10B) and begins building on top of the company's electric skateboard technology (launching electric trucks, cars & delivery vehicles). Become a #HyperChanger & support us on Patreon to receive the exclusive weekly HyperChange Newsletter!! https://www.patreon.com/hyperchange   LINK - OG Moonshot Monday, 'Ford Needs To Buy Rivian': https://youtu.be/DBDSir3Fu9M  LINK - Rivian/Amazon PR: http://media.rivian.com/rivian-announ...  LINK - Rivian/Ford PR: http://media.rivian.com/rivian-announ...  LINK - Rivian website: https://www.rivian.com/
14:10
July 2, 2019
Made In China Model 3 Coming in ~6 Months
Tesla's Gigafactory 3 in Shanghai continues to make rapid progress. Now the shell is complete, and production/tooling has begun. The facility is on track to produce cars in late 2019, and begin customer deliveries in December of this year. My estimates show China could be a $10B business for Tesla in 2021, if things go well. Become a #HyperChanger & support us on Patreon to receive the exclusive weekly HyperChange Newsletter!! https://www.patreon.com/hyperchange
18:34
June 25, 2019
Analysis of Tesla's 2019 Shareholder Meeting
Full recap of Tesla's 2019 shareholder meeting. Elon Musk updates us on demand, Model Y ramp, Cyberpunk Pickup truck and drops key hints about an upcoming battery investor day. Huge shoutout to all the Tesla fans/shareholders I met at the event!  Become a #HyperChanger & support us on Patreon to receive the exclusive weekly HyperChange Newsletter!! https://www.patreon.com/hyperchange   LINK - Full video of Tesla Shareholder meeting: https://youtu.be/Va5i42D13cI
27:05
June 14, 2019
Investing In A Bright Future & Tesla w/ Ross Gerber
I sat down with Ross Gerber, the Co-Founder of Gerber Kawasaki to discuss investing & Tesla. From social media, to climate change, to self-driving cars, we discuss how new technologies are changing the world around us. Interview was recorder on June 5th 2019, in Los Angeles. Become a #HyperChanger & support us on Patreon to receive the exclusive weekly HyperChange Newsletter!! https://www.patreon.com/hyperchange   LINK - Follow Ross on Twitter: https://twitter.com/GerberKawasaki  LINK - Gerber Kawasaki's website: https://gerberkawasaki.com/
1:02:26
June 8, 2019
Starlink 🛰️ SpaceX Is Becoming An ISP
SpaceX has successfully launched its first 60 satellites for project Starlink. This marks the begining of SpaceX's journey to offer low-orbit (high-bandwidth, low latency) satellite internet service has begun! According to leaked documents found by the WSJ, SpaceX believes Starlink will be its major revenue (and earnings) driver, long-term. This makes it a key piece of Mars puzzle piece. What do you think about Starlink's potential? Will this moonshot become a reality?  Become a #HyperChanger & support us on Patreon to receive the exclusive weekly HyperChange Newsletter!! https://www.patreon.com/hyperchange   LINK - Starlink website: https://www.starlink.com/  LINK - SpaceX worth $30B: https://www.cnbc.com/2018/12/18/space...  LINK - SpaceX revenue estimated at $2B for 2018: https://www.cnbc.com/2019/05/20/space...  LINK - WSJ leaks SpaceX's internal projections: https://www.wsj.com/articles/exclusiv...  LINK - Amazon's low-orbit satellite plans: https://qz.com/1587506/jeff-bezos-ama...
10:04
May 24, 2019
Tesla's Autonomy Thesis w/ Tasha Keeney
HyperChat with ARK Invest analyst Tasha Keeney. We discuss Tesla's self-driving strategy, and how its unique vertically integrated approach could lead to significant advantages. From its custom FSD chip, to a fleet of ~500K vehicles training its neural net, Tesla technology is improving rapidly. Will Elon Musk succeed in being a first-mover in the robotaxi race?   *correction* - Tasha refers to the NHTSA as a company,  when it is government agency.   Become a #HyperChanger & support us on Patreon to receive the exclusive weekly HyperChange Newsletter!! https://www.patreon.com/hyperchange   LINK - Tasha Keeney's research: https://ark-invest.com/research/autho...
51:10
May 21, 2019
Maxwell 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/files/...  LINK - HyperCharts battery forecast: https://www.hypercharts.co/tsla/forecast  LINK - My last video on MXWL: https://youtu.be/v4y8kam__Yg
13:24
May 16, 2019
Tesla's Vertical Autonomy Stack
Deep-dive analysis on Tesla's autonomous strategy, from the self-driving chip, to the neural network. Tesla's vertically integrated, vision-based approach continues to prove itself in the real-world, and be validated by industry academics. When will Wall St wake up and realize the value what Tesla has been developing?   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
31:15
May 16, 2019
Dyson: 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 - picture in thumbnail video is from GQ: https://www.gq-magazine.co.uk/article... LINK - CNBC report on Dyson EV plans: https://www.cnbc.com/2019/05/10/vacuu...  LINK - Dyson Website: https://www.dyson.com/en.html
10:00
May 13, 2019
Is 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/Archives/edgar/da...  LINK - HSI report on climate impact of animal agriculture: https://www.humanesociety.org/sites/d...
18:36
May 9, 2019
Carta: 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 blog post: https://carta.com/blog/series-d/   Become a #HyperChanger & support us on Patreon to receive the exclusive weekly HyperChange Newsletter!! https://www.patreon.com/hyperchange
11:01
May 8, 2019
Amazon's Profits Keep Soaring & Berkshire Is Buying
Amazon's operating income rose more than 100% in Q1 to $4.4B! The company famous for never making money, is quietly becoming a profit machine. Even Warren Buffett/Berkshire Hathaway are buying shares. Does this mean Amazon's days as a growth high-flyer are over? Or will the market continue to give Amazon a huge P/E multiple, despite slowing growth??   Become a #HyperChanger & support us on Patreon to receive the exclusive weekly HyperChange Newsletter!! https://www.patreon.com/hyperchange   LINK - Amazon on HyperCharts: https://www.hypercharts.co/amzn  LINK - Amazon Q1 2019 earnings PR: https://ir.aboutamazon.com/news-relea...
12:15
May 7, 2019
Tesla 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 capital raise: https://ir.tesla.com/news-releases/ne...  LINK - My podcast from July 2018 saying Tesla WILL raise cash in 2019: https://youtu.be/WBfmDgTVFRY  LINK - Tesla HyperCharts: https://www.hypercharts.co/tsla
11:26
May 2, 2019
How Oscar Is HyperChanging Healthcare w/ Nikita Singareddy
My latest HyperChat with Nikita Singareddy, a population health analyst for Oscar (NYC healthcare startup) and the founder of Negotiating The Terms. We discuss how Oscar is reimagining the US healthcare system with a software/data first approach that aligns incentives.  TIMESTAMPS :)   2:10  What's the Problem w/ US Healthcare?/History of US Healthcare  5:54  Aligning Incentives in Healthcare 23:40  Business Model + Vision of Oscar 40:20  Negotiating The Terms  44:29  IPOs & S-1 filings  45:55  Slack S-1 Analysis  51:41  Tesla Insurance Product  54:52  Thoughts on Elon's Empire?  57:13  Augmented Reality + The Future of the Internet   1:01:28  Wearable Technology   1:03:40  Uber/Lyft IPOs + Robotaxi's  1:07:22  Podcast + Blog recommendations  1:12:00  Why You Should Read Sci-Fi   Follow Nikita on Twitter! https://twitter.com/singareddynm
1:15:04
May 1, 2019
Sempo: Disaster Response 2.0 & Colonizing Space w/ Tristan Cole
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. 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 - Sempo Twitter: https://twitter.com/teamsempo LINK - Tristan Cole Twitter: https://twitter.com/tristanhcole
1:05:25
April 26, 2019
Tesla 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 letter: https://ir.tesla.com/static-files/b22...   Become a #HyperChanger & support us on Patreon to receive the exclusive weekly HyperChange Newsletter!! https://www.patreon.com/hyperchange
43:05
April 25, 2019
IMO 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?   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!! https://www.patreon.com/hyperchange   LINK - Uber on HyperCharts: https://www.hypercharts.co/uber  LINK - Uber S-1 filing: https://www.sec.gov/Archives/edgar/da...
16:12
April 16, 2019
Tesla 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!! https://www.patreon.com/hyperchange  L 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
12:37
April 15, 2019
Dandelion's Geothermal Systems Electrify Heating & Cooling w/ Kathy Hannun
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. 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/
39:16
April 14, 2019
Facebook 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.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
12:48
April 11, 2019
Lyft Should Buy A Fleet of Teslas
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!? Signup for The Water Coolest newsletter & win a chance to get FREE AirPods! https://www.thewatercoolest.com/hyperchangetv/ 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
14:56
April 9, 2019
Tesla Q1 '19 Deliveries, How Bad Is It?
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
17:01
April 5, 2019
Tesla's Efficiency Edge & Electric Jet w/ Matt Joyce
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.
53:39
April 1, 2019
Lyft IPO Analysis / S-1 Walkthrough
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?
20:14
March 27, 2019