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Elon Musk has announced that Tesla has suspended vehicle purchases using Bitcoin due to the network's increasing energy consumption. Additionally, he just tweet that he's working with Dogecoin developers to make that network more efficient. Just two days ago, he put out a poll asking his followers whether or not Tesla should allow Doge as payment. …
 
Elon Musk is set to appear on Saturday Night Live (SNL) on May 8th!! Will he mention Dogecoin!? Seriously though, Elon Musk is the 23rd most followed Twitter account in the world, and gaining millions of followers per month. Additionally, on Google Trends he is more searched for than Taylor Swift or Kim Kardashian!! This is a major X factor in Elon…
 
Elon Musk's brain-chip company Neuralink doesn't get anywhere near the attention it should. This breakthrough in electronics, and biotechnology is opening up new possibilities for medical treatment, and may eventually make the smartphone obsolete. Is Neuralink the biggest threat to Apple? Will Neuralink become bigger than Tesla and SpaceX, and be t…
 
My friend Aidan asked if he could interview me for HyperChange. At first I wasn't sure what to expect, but we had an epic conversation about my career pre-HyperChange, why I started the channel, my goals for the future, HyperGuap, startup investing and being a creator. This was a ton of fun and huge shoutout to Aidan for making it happen!…
 
Tesla bought $1.5B of Bitcoin in early 2021, and accepts Bitcoin as payment. On the company's Q1 conference call, CFO Zach Kirkhorn hinted at future Bitcoin/crypto product announcements. My prediction/moonshot is that Tesla will launch crypto mining as part of its new solarroof + powerwall package. When Tesla's customer generate excess energy they …
 
Tesla Q1 2021 earnings preview. I'm joined by Mayur Thacker to discuss Tesla's upcoming earnings. Can Shanghai's rapidly scaling deliveries offset weak Model S/X sales to lead Tesla to a record profit?! Will the Dojo AI supercomputer lead to an AWS like business for Tesla? We cover it all and more!
 
What better way to talk about my first month using Tesla's FSD Beta (full self driving) software, then by doing a podcast while on FSD!? I cover how often I use FSD, frequency of interventions, whether I think FSD is fairly priced at $10K, financial implications, projections for true L5 autonomy and so much more ...…
 
In this FSD ride/podcast I interview Niv Dror, founder of Shrug Capital. We cover his firm Shrug, how he started, and what his investing philosophy is. Then go on to the state of the VC market, and how smaller/creator driven funds are changing the industry. This was so fun, Niv is a good friend and responsible for me getting so into startup/angel i…
 
Tesla's new V9 FSD software rollout is right around the corner. Right now about ~2,000 people are testing the company's self-driving software, and they are about to roll it out to a bunch more people. As the FSD on city streets functionality goes mainstream, I think Tesla will be able to justify a huge increase in FSD pricing. Additionally, Elon Mu…
 
Tires are a huge source of pollution in both our oceans and the air we breath. As a leader in reducing the environmental footprint of our transportation industry, Tesla has the opportunity to disrupt the status quo. By leveraging the company's materials science team (collab with SpaceX), I believe Tesla could develop a sustainable, biodegradable, n…
 
Tesla posted Q1 2021 deliveries of 184,800, up more than 100% year over year. This blockbuster quarter (despite no Plaid Model S/X), shows how strong of a year Tesla is gearing up for. This quarter puts the company on track for almost 1M deliveries this year 🤯How many cars do you think Tesla will deliver in 2021? Let me know in the comments below! …
 
Interview with artist and digital creator, John Orion Young. Also known as JOY, he is building JOYWORLD, a happy metaverse of art on the Ethereum blockchain. We discuss how he started getting into crypto, making NFTs, and what the future holds for JOYWORLD. It was so much fun having John on the show, thank you!!!…
 
As Starlink expand rapidly and preps for an IPO, SpaceX's valuation is set to rocket past $100B (if it hasn't already). This is amazing news, as Starlink's financial success will give SpaceX the resources it needs to colonize Mars, and fund the Starship program. I can't wait to see Starlink expand and IPO!…
 
Tesla's in-house insurance business is on the cusp of expanding to new states. As this expands, Tesla will have a growing stream of investable cashflow from insurance premiums. How will Elon and Zach Kirkhorn invest this cash? Bitcoin? Megabatteries? New factories? Robotaxis? All of the above?
 
ARK Invest's Tasha Keeney is out with a new report, valuing Tesla at $3,000 per share in 2025. This new price target relies on Tesla's successful execution of a robotaxi network, and bringing a truly autonomous vehicle to market. In it's bullcase scenario, ARK estimates Tesla could be selling 10M cars a year by 2025, be generating ~$700B in revenue…
 
NFTs or Non-Fungible Tokens are taking off. These 1 of 1 art pieces are stored and traded on the Ethereum blockchain, and are exploding in popularity. The NFT market has expanded ~10X in the past two years to $300M+, and continues to grow daily. I think in the long-run this is a digital part of the art market that will become a larger piece of our …
 
Ross just spent the day with an Arcimoto, driving it around LA and Venice Beach. In this interview, I talk with Ross and Mark about his first ride in the FUV, and his takeaways from the test-drive. We also discuss Arcimoto's plan for mass production, and more! Thanks to Ross and Mark for joining the show!…
 
Tesla has just expanded its FSD Beta program to 2,000 participants, and is on the cusp of launching an 'FSD Beta Button' where users can request access to the program. This is a huge milestone for Tesla's self-driving ambitions and autonomous vehicle software. In this episode I speak with Omar Qazi (Whole Mars) about his experience with FSD Beta, T…
 
Bloomberg reports that Tesla is building a 100 megawatt battery 40 miles South of Houston. This megabattery project can power up to 20,000 homes on a hot day, and is rumored to be helping stablize the Texas grid. In this episode I explain why this is a preview for the future of Tesla's energy business, and how they will fix the US grid :) Let me kn…
 
Going live to discuss Tesla's Shanghai factory and China business. We will dive into how much Tesla grew in China the past couple years, and what is next for the company in the region. From a Cybertruck launch, to the Tesla Semi to FSD, I think Tesla is just getting started in China. And the rumors are growing that they will unveil a new mass-marke…
 
I sat down w/ Michael Saylor, CEO of MicroStrategy, to discuss Tesla's Bitcoin purchase, and the future of the cryptocurrency. He predicts, that in 5 years, more than 1 billion people will own Bitcoin. We cover who in big tech will move next, why inflation will continue, and the evolution of the monetary system as we leave the fiat standard. I had …
 
Interview with Public Co-CEO Jannick Malling. Public is the social investing app, and one of the hottest companies in fintech. Public just completed a new $220M funding round at a $1B+ valuation, and now boasts 1M users on its platform. In this episode, I sit down with Public's Founder Jannick Malling to discuss his vision for Public, and the futur…
 
Bitcoin's energy consumption has stayed flat since mid 2018 (almost 3 years), despite huge growth in users, and dollars moved on the network. Many skeptics point to the irony of Tesla buying Bitcoin (because of its focus on renewable energy), but fail to understand this. The monetary system requires energy. Yes, Bitcoin consumes a lot, but it's not…
 
We need our billionaires and investment idols to inspire us to live more sustainably, and invest in the future they believe in. I'm ashamed as a Warren Buffett fan that he/his company Berkshire Hathaway bought Chevron. It shows they put profit over people and the planet. Lame. Going live to give my hot take on this. Nothing on the show is financial…
 
Drop-in audio chat app Clubhouse is booming. Despite being invite only. Clubhouse has accumulated 2M+ users, and a $1B+ valuation. The app allows you to listen and join various live conversations. It's a live audio-only social network. I'm obsessed with the creative potential this product has. I think this is the next big thing, and I'd buy stock h…
 
Moonshot confirmed! Tesla has purchased $1.5B worth of Bitcoin! Instead of hoarding the usual bonds and fiat as reserve assets, Tesla has decided to move ~7% of it's $19.4B in cash into Bitcoin. I think this is a genius move, and will set off a wave of rapid institutionalization of Bitcoin. Who will be the next big tech company to get in?? Are you …
 
Tesmanian reports that Tesla is moving forward with a Phase 2 of its Shanghai factory, and is expanding to build the production line of a new vehicle (not the Model 3/Y). Filings with the Chinese government appear to indicate the Model 2 is on track to begin production and deliveries as soon as 2022 (next year!). This seems wayyy ahead of schedule …
 
Perceived Solvency = to continue to operate (and stay solvent) a company must maintain the perception of solvency among all of its stakeholders. Startups that burn cash are reliant on this notion of perceived solvency. Robinhood was asked to put up $3B in capital suddenly, and this appears to have caused a liquidity crisis at the firm. In the last …
 
In a shocking move Jeff Bezos has announced he will be stepping down as Amazon CEO in Q3 2021. He will become Executive Chairman of the board, and be replaced by Andy Jassy, a 24 year Amazon veteran, the Founder and CEO of AWS (Amazon Web Services). Jeff Bezos claims Amazon is at peak inventiveness right now, do you think the company will continue …
 
Interview with Ross Gerber and Mark Frohnmayer. In this podcast, we go deep on the background behind Arcimoto, and the vision for the company. My friend, and CEO of Gerber Kawasaki, Ross, asks Mark Frohnmayer detailed questions about the company, and we get to listen in! This was a total treat. Covering everything from Mark's background, to the pro…
 
Breakdown of Tesla's Q4 2020 financial results, shareholder letter and conference call. The big news was Plaid Model S! Tesla has officially announced it will begin deliveries of the Plaid Model S in ~1 month, and then begin delivering the Plaid Model X shortly thereafter. Tesla's interior refresh shows a focus on autonomy and in-car gaming. This i…
 
Showing you my current investment portfolio. From Tesla, Bitcoin, SpaceX, UniSocks to all my startup investments. I'm taking y'all behind the scenes to scheme on my investment strategy and how I think about structuring my financial portfolio. I think I've got a basket of the coolest companies & assets HyperChanging our world.…
 
Tesla reports Q4 2020 financials on January 27th! Here are my projections/estimates for Tesla's Q4 & what I'm expecting to hear on the conference call. Plaid Model S?! 4680 cells ramping?! Berlin, Austin and Shanghai factories all expanding like crazy?! FSD beta rollout!? Tesla Energy update?! What are you most excited to hear about from Elon on th…
 
Amazon is building a self-driving car. From investments in Rivian and Aurora Innovations, to buying Zoox outright, Jeff Bezos is making a push towards autonomous EVs. With thousands of delivery vans and trucks driving around our cities, delivering packages, Amazon has a key asset in he self-driving race. An existing business to subsidize data colle…
 
Popping a bottle of Tesla Tequila & taking y'all behind the scenes of HyperChange?!!? Yes please! In this 'behind the scenes' of HyperChange episode I talk about strategy for the channel, how it started, my long-term vision, and what big projects I've been working on. It's been a wild ride over the past 3 years, and I wanted to take a moment to tha…
 
SpaceX's Starlink, a low earth orbit satellite internet service, has successfully launched its beta test. What's next? An IPO and massive global expansion? I think so. In this episode I dive into the current state of Starlink, and why it makes sense for Elon Musk and SpaceX to spin it out, and have the highly anticipate 'Starlink IPO' sometime in t…
 
Interview with Rainbow Wallet co-founder Mike Demarais, about all things Ethereum. From the scaling of the network, to Uniswap and tokenizing Yeezy's, we cover the current state of the Ethereum ecosystem. Mike put me on to Unisocks at $60 per pair, and they are now trading for thousands. What are your thoughts on the future of Ethereum?…
 
Elon Musk replied to my tweet about the Plaid Model S with a winky face ... #hmm. Tesla is on the cusp of launching the Plaid Model S variant, with 520+ miles of range, 200mph top speed, and sub 2 second 0-60 time. For just $139,990, it's yours! Could the Model S Plaid be coming even sooner than "late 2021" ... like in a few months? If so, it will …
 
Tesla's Q4 2020 delivery report is hot off the press!!! It's ANOTHER record quarter, with deliveries of 180,570 and production of 179,757. This represents 29% sequential growth (from Q3's record), and 61% year over year growth. For the full year, Tesla delivered 499,550 cars, just a smidge shy of the company's original (pre-COVID) 2020 delivery gui…
 
Masterworks is democratizing fine art investing. The startup has created an online platform that allows consumers to invest in paintings for as little as $20. By securitizing multi-million dollar paintings and opening them up to the masses, Masterworks is disrupting the art collection & resale market. There are already 100,000 investors on the Mast…
 
nterview with Jordan Giesige from The Limiting Factor about QuantumScape, what to make of the latest investor day/battery data presentation. We discuss what it will take to scale QuantumScape's pouch cell into a full pack, and how they seemed to ignore the advances from Tesla's Battery Investor Day. I think QuantumScape's valuation of ~$26B ($73.73…
 
Walkthrough of my open-source model for Tesla's 2021 financials. From vehicle deliveries, to revenue, gross profit, EBIT, to cashflow, I cover all my projections for Tesla's next 5 quarters. Between increasing FSD prices, and ramping production, Tesla's intrinsic earnings power appears to be compounding at 100%+.…
 
Interview with Michael Saylor, CEO of MicroStrategy. His company has an $800M Bitcoin position and is buying more. As Bitcoin becomes better understood as a store of value (digital gold 2.0), should more companies adopt MicroStrategy's approach and keep Bitcoin instead of cash/treasuries on the balance sheet?! My vote is yes. As a Bitcoin investor …
 
I sat down with Zachary, a 12 year-old investor and financial YouTuber. We discuss how he picks stocks, what got him into the market, and what companies he's following. From Arcimoto, to Tesla, Square, Cash App, Bitcoin, Paypal, Paysafe, Roblox & more ... we cover it all. I had a blast talking to Zachary, the 'Young Investor', thanks for coming on …
 
The influencer business is booming. From Gwyneth Paltrow's Goop, Jake Paul's boxing matches, Travis Scott's Fortnite concerts to Genies digital avatars. We are in the golden age of influencers, and it's just getting started. In this interview with my friend Luke Pappas, a Principal at the Silicon Valley VC firm NEA, we discuss the evolving social m…
 
Tesla stock closed today at an all-time high of $642 per share, valuing the company at ~$650B. That values Tesla at 18.6X price/sales, 78X price/gross profit and 203X price/EBIT ... based on Q3 2020 financials. In this rant I breakdown why I'm still holding my shares despite this seemingly 'crazy' valuation, and how I philosophically think about va…
 
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זכויות יוצרים 2021 | מפת אתר | מדיניות פרטיות | תנאי השירות
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