HyperChange

HyperChange

anchor.fm/hyperchange
new wave financial media


Tesla Shanghai Production Hitting Record Highs ๐Ÿ“ˆ
Apr 2 • 5 min
Tesmanian reports that Tesla delivered 9,367 Model 3’s in Q1 2020 in China (according to the China Passenger Car Association), with 3,900 alone being delivered in March. This shows that Tesla Shanghai production is hitting record highs. My guess is Tesla…
Tesla Q1 2020 Production & Deliveries ๐Ÿš˜๐Ÿ“Š
Apr 2 • 8 min
Tesla reports record Q1 production of 103K vehicles, and record Q1 deliveries of 88K. Model Y production is scaling, and Shanghai Gigafactory output keeps climbing. These numbers were far better than my estimates, and signal Tesla’s business was thriving…
How Many Cars Will Tesla Deliver In Q1 2020?
Mar 31 • 16 min
I’m conservatively expecting Tesla will deliver ~65,000 cars in Q1, growing about 5% year over year. This factors in the factory shutdown at the end of March, and the macro economic crisis that has been unfolding. I’ve updated my full year delivery…
Peloton: The Apple Of Fitness? ๐Ÿšฒ
Mar 30 • 24 min
Is Peloton selling a $2,245 exercise bike? Or democratizing home fitness? A little bit of both. This dynamic business model combination of luxury hardware and premium software streaming classes, is disrupting the fitness industry. I’m a new Peloton…
Are GM And Ford Going Bankrupt?
Mar 26 • 6 min
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…
Why I’m Buying Bitcoin #NIRP
Mar 24 • 12 min
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…
How Much Further Could The S&P Fall? ๐Ÿ“‰
Mar 23 • 11 min
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…
Trump Encourages Tesla, GM & Ford To Make Ventilators
Mar 22 • 10 min
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),…
Tesla Shutting Down Fremont Factory
Mar 20 • 9 min
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…
Zoom Stock Zooming: Is The Hype Real?
Mar 19 • 15 min
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…
Tesla To Make Emergency Medical Supplies? ๐Ÿฅ
Mar 19 • 7 min
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…
Should We Bailout The Airlines? โœˆ๏ธ ๐Ÿ’ฒ
Mar 17 • 7 min
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…
Will Tesla Survive A Global Depression?
Mar 16 • 12 min
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…
Tesla Solarglass Roof: $1B+ Revenue Runrate
Mar 15 • 4 min
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…
Waymo Is Failing
Mar 14 • 11 min
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…
Allowing Rivian & Tesla To Sell Direct In Colorado w/ Sean Mitchell
Mar 13 • 26 min
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…
CyberGigafactory USA? ๐Ÿ‡บ๐Ÿ‡ธ Texas, Nashville?
Mar 11 • 6 min
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…
Jack Dorsey To Remain Twitter CEO ๐ŸŽ‰
Mar 10 • 6 min
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…
Cash App is Worth $10-15B & Growing๐Ÿ’ฒ
Mar 8 • 16 min
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…
GM EV Day ๐Ÿ˜ฌ …. #nodetails
Mar 5 • 10 min
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…
Plaid Model S = Big Profits For Tesla
Mar 4 • 7 min
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…
Billionaire Wants Jack Dorsey Out of Twitter
Mar 3 • 13 min
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…
Patreon: Empowering The Next Generation of Creatives w/ Jack Conte
Mar 2 • 57 min
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…
Will Lyft Survive As A Standalone Company?
Feb 25 • 13 min
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…
Tesla: Cell To Pack Battery Technology Coming?
Feb 21 • 5 min
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.…
Snap Grows 45% In 2019 ๐Ÿ“ˆ
Feb 20 • 15 min
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…
Tesla + CATL = LFP, Cobalt-free, Prismatic Batteries?!
Feb 19 • 14 min
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…
Tesla Announces $2B+ Capital Raise
Feb 14 • 16 min
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…
Did Tesla Acquihire A Colorado Battery Startup?
Feb 12 • 10 min
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…
How & Why SpaceX Should IPO ๐Ÿš€๐Ÿ””
Feb 10 • 36 min
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…
Rivian’s Self-Driving Strategy
Feb 8 • 6 min
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!…
Coronavirus Impact On Financial Markets & Tesla ๐Ÿ˜ท๐Ÿค”
Feb 6 • 6 min
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…
Tesla Q4 2019: $1B In Free Cash Flow ๐Ÿ“Š๐Ÿ“ž
Jan 30 • 50 min
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…
Will Netflix Be Able To Reverse Its Cashflow Trend?
Jan 28 • 17 min
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…
Tesla Q4 2019 Earnings Preview ๐Ÿ‘€
Jan 27 • 17 min
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…
Tesla CyberJet ๐Ÿ›ธHow Elon’s Electric VTOL Jet Will Change Flying w/ Matt Joyce
Jan 19 • 39 min
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.
Tesla Designing New EV In China For Export?! ๐Ÿคฏ
Jan 8 • 9 min
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…
Tesla: The Computer On Wheels Company ๐Ÿ“ฑ๐Ÿ๐Ÿš˜
Jan 7 • 13 min
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…
Tesla Starts Delivering ‘Made In China’ Model 3s! ๐Ÿฅ‚
Dec 29, 2019 • 7 min
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…
The Future Of Gaming In Your Tesla ๐ŸŽฎ
Dec 21, 2019 • 11 min
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…
Tesla On Track To Deliver 600,000+ Cars In 2020 ๐Ÿ“ˆ
Dec 18, 2019 • 21 min
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…
Tesla Enabling New Mobility Platforms w/ Rahul Sonnad
Dec 16, 2019 • 39 min
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…
Scaling Arcimoto’s FUV Production w/ Mark Frohnmayer
Dec 16, 2019 • 24 min
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…
AR Smartglasses & Becoming Cyborgs w/ Alex Heath
Dec 8, 2019 • 39 min
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.
CyberTruck Could Add $50B+ To Tesla’s Valuation
Nov 28, 2019 • 26 min
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…
Tesla Working On Goodenough’s Glass/Solid-State Battery?
Nov 9, 2019 • 13 min
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…
Tesla Partnering With CATL For Batteries?
Nov 7, 2019 • 5 min
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…
What Stocks I Own & Why (11/05/2019)
Nov 5, 2019 • 25 min
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…
Truman’s, Cleaning & Concentrates w/ Alex Reed
Oct 29, 2019 • 27 min
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…
Tesla Launches V3 Solar Glass Roof โ˜€๏ธ๐Ÿ 
Oct 27, 2019 • 11 min
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…
Tesla Q3 2019 Earnings & CC Analysis ๐Ÿ“Š๐Ÿ“ž
Oct 24, 2019 • 37 min
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…
The Future of Personal Mobility w/ Mark Frohnmayer
Oct 6, 2019 • 27 min
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…
Cathodes & Building 1M Mile Batteries w/ Dan Blondal
Sep 30, 2019 • 46 min
HyperChat #13 ๐ŸŽ™๏ธ- 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).…
AirBnB Worth ~$100B, IPO In 2020 ๐Ÿ 
Sep 26, 2019 • 15 min
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…
Giga 3 Update: Production Around The Corner ๐Ÿ˜
Sep 19, 2019 • 12 min
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…
WeWork & Adam Neumann, Bubble or Visionary? #IPO
Sep 9, 2019 • 20 min
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…
Tesla Is Winning The US/China Trade War
Sep 8, 2019 • 13 min
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.…
Sandy Munro, Maxwell & Being A TeslaTuber w/ Sean Mitchell
Sep 1, 2019 • 56 min
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.
Tesla Insurance Launches! w/ Sean Mitchell
Aug 30, 2019 • 21 min
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…
The Snap Bull Thesis w/ Turner Novak
Aug 27, 2019 • 84 min
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…
Model Y Manufacturing & CAPEX Revolution?
Aug 26, 2019 • 13 min
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…
The Superbottle: A Microcosm of Tesla’s Disruption
Aug 22, 2019 • 11 min
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…
Will Disney+ Crush Netflix?
Aug 21, 2019 • 9 min
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 &…
Tesla Launches Solar Panels As A Service โ˜€๏ธ
Aug 19, 2019 • 10 min
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…
The Snapchat Turnaround Is Happening ๐Ÿš€
Aug 1, 2019 • 11 min
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…
Tesla Megapack: Utility-Scale Energy Storage ๐Ÿ”‹
Jul 30, 2019 • 10 min
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…
Bubble: Building Software Without Code w/ Emmanuel Straschnov
Jul 29, 2019 • 27 min
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.…
Tesla Q2 2019 Earnings & CC Analysis ๐Ÿ“Š๐Ÿ“ž
Jul 25, 2019 • 29 min
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,…
Milfoil & Restoring Freshwater Ecosystems w/ Joe Markman, The Milfoil King
Jul 19, 2019 • 48 min
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…
Neuralink: A Hyperloop For The Mind ๐Ÿง ๐Ÿš†
Jul 18, 2019 • 27 min
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?…
Tesla Shareholder Roundtable w/ Rob Maurer & Matt Joyce
Jul 15, 2019 • 71 min
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…
Tesla & The REVolution w/ Sam Korus
Jul 3, 2019 • 56 min
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…
Amazon Should Buy Rivian
Jul 1, 2019 • 14 min
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…
Made In China Model 3 Coming in ~6 Months
Jun 24, 2019 • 18 min
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…
Analysis of Tesla’s 2019 Shareholder Meeting
Jun 14, 2019 • 27 min
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…
Investing In A Bright Future & Tesla w/ Ross Gerber
Jun 8, 2019 • 62 min
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…
Starlink ๐Ÿ›ฐ๏ธ SpaceX Is Becoming An ISP
May 24, 2019 • 10 min
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…
Tesla’s Autonomy Thesis w/ Tasha Keeney
May 21, 2019 • 51 min
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…
Maxwell Could Be Worth BILLIONS To Tesla ๐Ÿ”‹๐Ÿ’ธ
May 16, 2019 • 13 min
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…
Tesla’s Vertical Autonomy Stack
May 15, 2019 • 31 min
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…
Dyson: From Vacuums to EVs!?
May 13, 2019 • 10 min
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 &…
Is Beyond Meat Really Worth $4.2B? ๐ŸŒฟ๐Ÿ”
May 9, 2019 • 18 min
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…
Carta: Software is Eating Wall St ๐Ÿฆ„
May 8, 2019 • 11 min
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…
Amazon’s Profits Keep Soaring & Berkshire Is Buying
May 7, 2019 • 12 min
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…
Tesla Raising ~$2B In Equity/Debt ๐Ÿ’ฐ
May 2, 2019 • 11 min
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…
How Oscar Is HyperChanging Healthcare w/ Nikita Singareddy
May 1, 2019 • 75 min
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…
Sempo: Disaster Response 2.0 & Colonizing Space w/ Tristan Cole
Apr 26, 2019 • 65 min
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…
Tesla Q1 2019 Earnings & CC Analysis ๐Ÿ“Š๐Ÿ“ž
Apr 25, 2019 • 43 min
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…
IMO Uber Is Only Worth $50B ๐Ÿ“‰
Apr 16, 2019 • 16 min
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%).…
Tesla Autonomy Investor Day Preview ๐Ÿค–๐Ÿš•
Apr 15, 2019 • 12 min
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…
Dandelion’s Geothermal Systems Electrify Heating & Cooling w/ Kathy Hannun
Apr 14, 2019 • 39 min
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…
Facebook Stablecoin Backed By Foreign Currencies!? ๐Ÿคฏ
Apr 11, 2019 • 12 min
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…
Lyft Should Buy A Fleet of Teslas
Apr 9, 2019 • 14 min
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…
Tesla Q1 ‘19 Deliveries, How Bad Is It?
Apr 4, 2019 • 17 min
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…
Tesla’s Efficiency Edge & Electric Jet w/ Matt Joyce
Mar 31, 2019 • 53 min
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…
Lyft IPO Analysis / S-1 Walkthrough
Mar 27, 2019 • 20 min
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…