Tesla CyberTruck Will Break The Internet & Make Billions HyperChange 2026-09-21 | Tesla CyberTruck Will Break The Internet & Make Billions
New Affordable Tesla Coming in 6 months?! w/ Farzad HyperChange 2024-10-16 | Farzad Mesbahi comes on the channel to discuss Tesla's 10/10 event, the Cybercab, Robovan, Optimus and potentially something even bigger that the company didn't reveal on 10/10 ... a new affordable Tesla model that is set to enter production sometime in the first half of 2025. We also discuss Tesla's plans to launch an unsupervised full self driving service in California and Texas sometime in 2025, and how that rollout could play out. Then we dive into the progress Tesla has shown with Optimus and if that may hit the market before Cybercab. Finally, we discuss the upcoming US presidential election and the potential impacts that could have on Tesla with Elon's support of Donald Trump. I had a BLAST with this discussion, huge shoutout to Farzad for coming on the show!Farzad's YT: youtube.com/@farzyness/videosFarzad's X: https://x.com/farzynessMy X: twitter.com/gfilcheHyperChange Patreon :) patreon.com/hyperchange 0:00 More affordable Tesla going into production 1H 2025?10:40 Tesla launching unsupervised robotaxi service with Model 3/Y in California/Texas in 202516:22 Optimus ahead of schedule38:29 Elon supporting Trump, and it’s impact on Tesla stockDisclaimer: I'm long Tesla stock and nothing in this show is financial advice.
We, Robot 😳 Tesla 10/10 Reaction UNCUT HyperChange 2024-10-11 | Tesla's 10/10 We, Robot event in Los Angeles, CA looked insane. After just watching the livestream, my FOMO is pumping. The haters will say the timeline is slow, but we just saw the future. Mini Cybertruck robotaxis, Cybercabs, and Robovans ... Optimus robots walking around the party and serving drinks. When will we see Tesla's first autonmous ride like Waymo ... that is still TBD. Sounding like 2025 from the event. Let me know what you think in the comments!!I own Tesla stock, nothing in this show is financial advice.
G 2 a Milly #6 ❄️ Big Airbnb Bet 📈 HyperChange 2024-10-06 | The 6th G 2 a Milly Episode. Things are getting CRAZY as I stayed up til 5am researching Airbnb stock and listening to the earnings calls. The fomo was pumping so hard on Friday I executed a pretty gutsy and insane options position. Buying the $200 strike calls expiring in January of 2026. Long story short, I think Airbnb stock is going to get re rated in that time as growth and profitability continue. Brian Chesky is an absolute monster founder, I'm stoked to be an investor in his company. I will post a more thorough update soon but had to get this out as I'm so hyped!! Remember nothing on this show is financial advice! Clearly I'm a biased shareholder and options holder of Airbnb!Let me know what you think in the comments below :)
Disrupting EV Service & Repairs with Joe Pak, Founder of Amber HyperChange 2024-09-25 | EVs are more like computers than cars. Early data is showing they can last 500,000+ miles, much further than the legacy gas cars they are disrupting. This is setting the state for an unprecedented change in the transportation economy, where ride sharing and autonomy become the norm over individual car ownership. With Waymo expanding rapidly, and Tesla on the cusp of a major self-driving announcement on 10/10, things are heating up ...This video is my conversation with the Founder and CEO of Amber, Joe Pak. He has a front row seat to the electric + autonomous revolution. Amber is building a quasi-insurance/warranty service specifically for EVs (or robots on wheels). Amber basically offers healthcare to your electric car or robot.The startup has just expanded its EV extended warranty products for Teslas, from 11 to 47 states. The company continues to expand rapidly and you can find the latest on their website.Amber website: getamber.comAmber X: https://x.com/getamberev/My X: twitter.com/gfilcheHyperChange Patreon :) patreon.com/hyperchange Disclaimer: I am an advisor to Amber.
G 2 a Milly #5 ❄️ Elon Gets Political & The Airbnb Bullcase HyperChange 2024-08-21 | The G 2 a Milly series continues!! Your boy is getting lucky, right now the portfolio is up 24.5% vs 11.7% for the S&P in the same period. In this episode I give an update on my thoughts on Tesla (and how I've been buying since the last portfolio update), and my favorite new stock, Airbnb! I go deep on my love for Airbnb as a customer and why I think Brian Chesky is such a unique founder and why Airbnb may be still in its very early days. Let me know your feedback! It felt great to brush off the haters and give y'all an update!!Email me questions to hyperchangetv@gmail.com and I'll answer them for the show!!My new food YouTube channel Artijano: youtube.com/@ArtijanoAirbnb financials on Main Street Data: mainstreetdata.com/ABNBMy note to Elon about getting political: https://x.com/Gfilche/status/18183659544449806530:00 Scorecard (me vs S&P)5:16 Tesla Stock, Elon gets political 14:40 Bet on Yourself, Have a Goal16:43 Airbnb bullcaseMy X: twitter.com/gfilcheHyperChange Patreon :) patreon.com/hyperchange Disclaimer: NOTHING in this show is financial advice, I'm not a financial advisor.
Why Tesla Should Invest $5B in xAI HyperChange 2024-07-24 | Clip of me pitching why I think it makes sense for Tesla to invest $5B into XAI. Elon Musk just replied to this post on X saying "Interesting" so I thought it was worth posting the clip here to YouTube. He's running a poll as we speak on X to see what people think. I can't believe this might happen. It would be super exciting for Tesla investors :)Elon's X reply to my post: https://x.com/elonmusk/status/1815909026682589299My X: twitter.com/gfilcheHyperChange Patreon :) patreon.com/hyperchange Disclaimer: I'm long Tesla stock & this show is not financial advice.
Tesla Q2 2024 Earnings Analysis 🤓📊 HyperChange 2024-07-24 | Tesla's earnings are hot off the press! Revenue of $25.5B (+2.3%) and profits of $1.6B. On the earnings call CEO Elon Musk stressed the importance of FSD, and how its set to transform Tesla's business. He confirmed the Robotaxi unveiling will be on 10/10, and provided an update on Optimus, saying it will begin Version 1 production in 2025, and Version 2 production to outside customers in 2026. Overall the call was a little boring. We are in a quiet/chill period for Tesla until 2025 when the cheaper model & robotaxi launch. I think a big catalyst may be brewing with another OEM licensing Tesla's FSD. What are your thoughts on the quarter??Charts / Tesla financial data from Main Street Data: mainstreetdata.com/tsla0:00 Tesla Q2 2024 Financial Results3:52 Tesla Energy going CRAZY6:32 Conference Call Notes7:13 Tesla’s $860B Valuation11:52 New Cheap Tesla coming in 202513:18 First Robotaxi Ride?14:23 Optimus Robot AHEAD OF SCHEDULE15:18 Tesla NEEDS To Invest in XAI17:33 Huge catalyst for Tesla stock brewing18:55 What’s Next for Tesla StockMy X: twitter.com/gfilcheHyperChange Patreon :) patreon.com/hyperchange Disclaimer: I'm long Tesla stock and this show is not financial advice.
Paddle Scheme #3 🌊 Tesla Robots Baking Bagels HyperChange 2024-07-20 | How much do you love the crunch of a fresh bagel ... or the gooey inside of a fresh cinnamon roll 🤤 When the inevitable future of self-driving cars & humanoid robots surrounds us everyday, breakfast will never be the same. Freshly baked goods, I'm talking Cinnamon Rolls, Bagels, Croissants & more, will, be available to the masses. Robots teaming up with human artisans to perfect recipes and bake them perfectly, combining with robotaxis to deliver them! We will have the democratization of baked goods! PS Where is the best bagel in Seattle?0:00 Imagine Having a Fresh Baked Good Every Morning …0:37 Self Driving Cars & Humanoid Robots will democratize fresh baked goods1:02 Tesla Bagel Cybercab2:04 Looking for Seattle’s Best bagel 2:19 The First Billion Dollar Bakery My X: twitter.com/gfilcheHyperChange Patreon :) patreon.com/hyperchange Disclaimer: I'm long Tesla stock and this show is not financial advice.
Paddle Scheme #2 🌊 Tesla is my Favorite Pokemon HyperChange 2024-07-10 | Back on the lake in 90+ degree heat in Seattle pondering Tesla stocks zoom to $250+ per share, and $800B valuation. In this episode I explain my metaphor for analyzing stocks as Pokemon to understand businesses, and layering that framework to understand Tesla. The trifecta of technology pillars that Elon & squad have developed (battery and driving train, self driving & mass market sustainable manufacturing) are combining to disrupt transportation, energy and soon labor (with the Optimus robot). Owning Tesla equity is owning a basket of technologies that are only getting more relevant and whose monetization is on the cusp or ramping dramatically. There is no other way I want to store my hard earned guap, and that is why Tesla stock is still my #1 position and largest investment holding (I've been a shareholder for 13+ years now).0:00 Tesla Stock is ripping1:15 Tesla as a Pokemon (my analogy)2:28 Tesla Cybercab 8/8 Event2:59 Tesla is the Ford, Chevron & Saudi Aramco of the green energy revolution4:50 Shoutout Cybervessel 5:00 Why Tesla might be cheap at $800B10:42 Tesla equity is owning a basket of technology that will create Trillions of value for society 13:23 Tesla’s Growing Intrinsic Earnings Power16:02 Tesla Energy (Megapack) potential 17:33 Tesla is the Americana Futura vibe we needMy X: twitter.com/gfilcheHyperChange Patreon :) patreon.com/hyperchange Disclaimer: I'm long Tesla (TSLA) stock. This show is not financial advice.
PaddleSchemin 🌊 #1 - Travis Kalanick + Tesla Fairytale, Tesla Paddleboard, Cargo Ships & more! HyperChange 2024-07-02 | Welcome to my new super-artisanal-limited-edition Summer Scheme Series: PaddleSchemin!!! This is just me having fun on the lake rambling about all the topics & schemes I'm having. In this episode we cover the following: 0:00 Live from Seattle, WA1:08 Tesla Deliveries1:33 Seaplane Takeoff2:24 Travis Kalanick joining Tesla Cybercab project!?5:08 Bumping into a big ship6:15 I love my Paddelboard 6:47 Tesla Cyber Cargo ship with battery swapping8:30 Tesla Electric Paddleboard would be so awesome10:35 Tesla Cybercab will change cities11:00 FSD Update12:25 PaddleSchemin is available on all podcasting platforms12:48 Cooking with Chat GPT16:00 Seaplane Takeoff 16:45 Tesla Self Cleaning Robotaxi patent 17:43 I hope Cyercab looks beautiful 19:00 Tesla Energy & insane Megapack growth 20:24 Megapack financials 20:50 We need better architecture 21:23 Queen Anne Falls Future of Seattle MegaschemeAudio / Podcast version of the episode available here on Spotify: open.spotify.com/episode/0uNhRhXAE9bDGuovhvwZJ2My X: twitter.com/gfilcheHyperChange Patreon :) patreon.com/hyperchange Disclaimer: I'm long Tesla stock this show is not financial advice.
Dirty Details of the Rivian + VW $1B Investment leaked in 8-K filing 🔎 HyperChange 2024-06-26 | Rivian is selling a big chunk of its company to VW at super low prices. $10.8359 to be exact, or about 1/8 of the company's IPO price almost 3 years ago. Now that the details have emerged of the deal, it doesn't look as strong for Rivian. Clearly they are being forced to dilute heavily to get enough cash for survival. Initially shares soared on this news, but with this out it'll be interesting to see the trading tomorrow. Overall I think its still good Rivian has $1B more in cash and a new partner, but the dilution will be material and more than expected.Rivian 8-K SEC Filing announcing VW partnership and $1B investment: sec.gov/ix?doc=/Archives/edgar/data/0001874178/000119312524167944/d833726d8k.htmMy initial video reacting to this news: youtube.com/watch?v=xLrKi4rLhG8My X: twitter.com/gfilcheHyperChange Patreon :) patreon.com/hyperchange Disclaimer: I'm not a financial advisor, and own no Rivian stock. This show isn't financial advice.
Rivian stock soaring! $5B partnership with VW! 📈 HyperChange 2024-06-25 | RJ Scaringe has just posted announcing a partnership between Rivian and Volkswagen!! VW will be investing $1B upfront, and potentially $4B more, as well as adopting some of Rivian's software. Rivian stock is soaring on this news (up more than 30% after hours). While it is great they got more cash, I'm skeptical if this changes much. The real questions are can Rivian deliver a $45K R2 Vehicle profitably? And how can they compete with Tesla's FSD on Autonomy?? Let me know what you think in the comments below.Rivian financial data on Main Street Data: mainstreetdata.com/RIVN0:00 Rivian Volkswagen Partnership 1:11 Rivian needs cash for R21:53 Analysis, I’m Impressed2:06 Gross Margins Suck4:20 Rivian Software in Volkswagen Vehicles?4:32 Retro VW Van with Rivian Would be epic 5:31 Rivian vs Tesla Cybercab & Uber6:00 How can Rivian compete with Tesla’s FSD?6:33 Lightship Electric RV + Rivian VW Van MoonshotMy X: twitter.com/gfilcheHyperChange Patreon :) patreon.com/hyperchange Disclaimer: I am long TSLA stock. I have no position in VW, Rivian or Uber. This show is not financial advice.
This is fucked... We need to pay Elon HyperChange 2024-06-05 | Tesla's upcoming shareholder meeting is on June 13th, and it may be the most important ever. Unlike most years where voting is a snoozefest, this year it really matters. There are two massive propositions on the ballot, the first is moving to Texas, the second is re-approving Elon Musk's 2018 pay package. I voted FOR both. I've been baffled that a Delaware judge has tried to retroactively cancel one of the most shareholder friendly CEO packages in history. This is beyond messed up. This is bigger than Tesla, shareholder democracy in America is on the line. I encourage every Tesla shareholder to vote for approving Elon's pay package, and paying him justly for the work he did making Tesla so valuable and changing the world. THANK YOU ELON :)Tesla shareholder letters submitted to the court: plainsite.org/dockets/download.html?id=330297072&a=1&z=b79f83efAlexandra, Tesla Boomer Mama, who is organizing Tesla retail shareholders: https://x.com/TeslaBoomerMamaAmy's X about being involved in the case on behalf of all Tesla retail shareholders: https://x.com/_SFTahoe/status/17984584568082801332018 HyperChange video on Elon Musk comp package: youtube.com/watch?v=_if5w0RpBiA0:00 Intro1:34 History/Backstory 3:20 73% Shareholder Approval 5:27 Delaware Courts Take Away Elon’s Pay Package …7:30 Tesla Revoting at Shareholder Meeting8:22 Glass Lewis recommends No vote12:25 Voting No is so dumb13:20 Beautiful Tesla Shareholder Letters 16:47 I’ve been buying $TSLA 17:20 What happens next20:51 Big ImplicationsMy X: twitter.com/gfilcheHyperChange Patreon :) patreon.com/hyperchange Disclaimer: I'm a biased Tesla shareholder. This is not financial advice. These are just my thoughts.
Lightship L1 Tour & Sneak Peak!! HyperChange 2024-05-17 | Lightship is moving roadtrips in the electric age!! I'm in Broomfield, CO for the opening of Lightship's brand new factory!! Set to begin production of the L1 later this year, Lightship is just ~6 months away from delivering its first units!! I've been an investor in Lightship for 3 years now, and it's incredible to see them come this far. With solar panels, a huge battery, and a super cool aerodynamic/telescoping design, the Lightship looks straight out of Star Wars. I can't wait to see Cybertrucks towing these on the road!!!Reserve yours today: lightshiprv.comMy X: twitter.com/gfilcheHyperChange Patreon :) patreon.com/hyperchange Disclaimer: I'm personally an investor in Lightship and so is my VC firm HyperGuap.
Inference: Why Tesla will win AI 🤖 HyperChange 2024-05-03 | On the Q1 2024 conference all Elon Musk address how Tesla's advantage in data inference was a key advantage in self-driving technology. Tesla's in-house designed chip is incredibly energy efficient and allows the cars to make split second decisions on the road. This same technology will be repurposed to make the Tesla robot think in real-time. This is a gamechanger! I was listening to the BG2 podcast while Supercharging and had this thought! Let me know your opinion in the comments below!!My X: twitter.com/gfilcheHyperChange Patreon :) patreon.com/hyperchange Disclaimer: I'm long Tesla stock nothing I say is financial advice.
Renting a Tesla instead of taking the bus HyperChange 2024-05-02 | Supercharging rant about how awesome it was to rent a Tesla on Turo and FSD to Grammy's house instead of taking the bus there. And it was only $240! ($290 including post trip supercharging reimbursement) vs ~$220 for the bus. And it took less time because the bus stops (and I didn't have to subway to the bus station). Shoutout Turo! On the drive while listening to BG2 podcast I had so many schemes about the Tesla ridesharing app combined with the Cybercab launch and how stoked I am.My X/Twitter: twitter.com/gfilcheHyperChange Patreon :) patreon.com/hyperchange Disclaimer: I'm long Tesla stock this is not financial advice.
Tesla FSD V12 is a “ChatGPT Moment” HyperChange 2024-04-25 | Elon Musk is betting on Tesla's autonomous future. The company is going all out to perfect its FSD technology and launch a Uber competitor/ride-sharing app later this year. After hearing Elon's excitement on FSD V12, on the conference call, mentioning the Cybercab, and stressing how important it was for investors to understand ... I've been doing homework on Tesla's self driving tech. I stumbled across the BG2 podcast, Episode 4 about Tesla's FSD v12, which does an INSANELY good job breaking down the incredible progress in Tesla's underlying tech, and how this is Tesla's 'ChatGPT' moment with real world AI. The BG2 podcast is hosted by Bill Gurley and Brad Gerstner. I highly recommend checking it out!!BG2 podcast episode 4 about Tesla FSD v12: youtu.be/bD1rrBBcJSA?si=7iTUyoUqGdGdCQaUMy X/Twitter: twitter.com/gfilcheHyperChange Patreon :) patreon.com/hyperchange Disclaimer: as of the publishing of this video I'm long Tesla stock. This show is never financial advice.
Tesla Q1 2024 Earnings CRUSH! Cybercab coming soon 👀🤖🚖 HyperChange 2024-04-23 | Tesla Q1 2024 earnings are hot off the press! Tesla crushes it with a surprise $1B+ GAAP profit, strong guidance and and absolutely legendary conference call. Tesla is going all in on FSD with the new V12 rewrite, and its Robotaxi event on 8/8, where it looks like the 'Cybercab' will be unveiled. Elon Musk shocked Tesla fans and shareholders on the earnings call when he said the new cheaper vehicle would be ready for production as soon as late 2024 or early 2025. What are your thoughts on the quarter!? I was so stoked I bought $2,000 worth of Tesla stock today!! Also a little bit of a sad call at the end with head of IR Martin Viecha leaving the company.Tesla financials on Main Street Data: mainstreetdata.com/TSLATesla IR (shareholder letter): ir.tesla.com/#quarterly-disclosureMy X/Twitter: twitter.com/gfilcheHyperChange Patreon :) patreon.com/hyperchange Disclaimer: I'm long Tesla stock.
Unedited Bullish Tesla Rant. Elon goin balls to the wall HyperChange 2024-04-18 | Tesla stock falls to it's lowest in years, and I'm buying. Here's my rant on everything from the recent layoffs, Elon's motivation & pay package, to the Robotaxi launch on 8/8, Cybertruck progress, Austin factory expansion, FSD taking over & so much more!! I even read my Ode to Austin & Cybertruck Poem lol. Let me know what you think in the comments below!!My X: twitter.com/gfilcheHyperChange Patreon :) patreon.com/hyperchange Disclaimer: I'm long Tesla stock.
Tesla needs to Re-Swag its Stores 💫 HyperChange 2024-04-13 | Moonshot Monday, Tesla should revamp its retail stores by hiring a new executive. In 2010, Tesla hired George Blankenship from Apple, and he designed Tesla's breakthrough DTC model. 14 years later, not much has changed. It's time Tesla maximized the value from its hundreds of stores around the world. There's a huge opportunity to transform these spaces with plants, baristas, new couches, art, local community & so much more.What are your ideas for how Tesla can bring its stores into the future?My/X.Twitter: twitter.com/gfilcheHyperChange Patreon :) patreon.com/hyperchange Disclaimer: I own Tesla stock.
The Truth About Teslas Q1 Delivery Miss HyperChange 2024-04-02 | Tesla just reported deliveries of 387,000 in Q1 2024, the stock is down 5% on the news. The bright spot is Other Model deliveries (which include Cybertruck) were up 59% to 17,000. In the long-run this seems like just a blip in the road for Tesla to achieve FSD & sell 10M EVs. What did you think of the results? Let me know in the comments.Tesla Q1 2024 deliveries: ir.tesla.com/tesla-vehicle-production-deliveries-and-date-financial-results-webcast-first-quarter-2024My X/Twitter: twitter.com/gfilcheHyperChange Patreon :) patreon.com/hyperchange Disclaimer: I'm long Tesla stock.
HCBN #4 - Tesla Delivery Estimates, Reddit IPO, Saylor owns 1% of Bitcoin, Robinhood Credit Card HyperChange 2024-03-28 | Welcome to Episode 4 of HyperChange Breaking News (HCBN). We're bringing you tech news from the future, with a fun, fair and positive vibe, each week. Experimenting and improving the show as we go. Let us know your feedback!! Hosted by Galileo Russell & Aidan Gold, HyperChange Breaking News (HCBN) is available for free worldwide on YouTube, X & all podcasting platforms!! This week we cover Tesla's Q1 delivery estimates, the Reddit IPO and its financials, mandatory FSD test drives for all new Tesla purchases, how Michael Saylor's Microstrategy has now accumulated 1% of all Bitcoin, Robinhood's newest product launch and so much more!Gali X: twitter.com/gfilcheAidan X: twitter.com/MrGoldBro0:00 Intro0:07 Reddit Hot IPO0:52 Reddit User Metrics1:40 Reddit Business & Financial Analysis4:43 Estimates for Tesla Q1 Deliveries Declining 7:26 FSD Free Trials & New Customer Test Drives8:48 Starlink Approaches 6K Satellites in Orbit11:41 MicroStrategy Owns 1% of BTC13:30 RobinHood Gold Product Launch14:31 Meta Offers First Dividend 15:21 Cargo Ship Hits Baltimore Bridge - can we fix it?16:25 $6B US Gov Funding for Decarbonizing Heavy Industry 17:08 Boom Supersonic Completes First Flight17:44 Startup of the Week - Picogrid 18:21 AI Image of the Week19:02 Outro Disclaimer, this show is not financial advice.
HCBN #3 - Tesla FSD Progress, First Neuralink Patient, Starship Success HyperChange 2024-03-21 | Welcome to Episode 3 of HyperChange Breaking News (HCBN). We're bringing you tech news from the future, with a fun, fair and positive vibe, each week. Experimenting and improving the show as we go. Let us know your feedback!! Hosted by Galileo Russell & Aidan Gold, HyperChange Breaking News (HCBN) is available for free worldwide on YouTube, X & all podcasting platforms!!This was a big week, with Neuralink's first patient, Tesla's latest full-self driving software getting rave reviews, Starship's 3rd launch that made it successfully to orbit, Waymo's LA expansion, Grok going opensource & so much more!Gali X: twitter.com/gfilcheAidan X: twitter.com/MrGoldBroHyperChange Patreon :) patreon.com/hyperchange 0:00 Intro0:07 Neuralink First Patient Controls Computer2:15 Starship Reaches Orbit 4:47 Tesla FSD 12.3 Wows Customers6:50 Waymo Launches in LA8:40 Uber Public Transport Idea10:08 Grok Goes Open Source10:53 Microsoft Eats Inflection AI Alive 12:21 NVIDIA Releases Most Powerful Chip 13:35 Apple/Google Potential Partnership 15:00 Intel Massive $8B U.S. Gov Funding16:32 Lithium Mining $2B DOE Funding 17:35 25% Aggregate Inflation in Last 4 YearsDisclaimer: this show is not financial advice.
I Sold All My Rivian Stock 😬 HyperChange 2024-03-19 | It's going to be a rough 2 years for Rivian. I decided to sell my tiny position, as I think dilution is coming. Rivian has only ~$9B in cash, and is burning $1.4B per quarter. The company can't make money on it's $100K R1S & R1T, so I'm not convinced they will be able to make a profit on the $45,000 R2. I love the company and brand, but the business is really struggling right now, and I'm worried shareholders could get screwed if dilution ramps up. Let me know your thoughts on Rivian, and the comparison to Tesla below!!Main Street Data Premium 10% off with my link!! mainstreetdata.com/subscription?via=hyperchangeRivian financials on Main Street Data: mainstreetdata.com/RIVNMy X/Twitter: twitter.com/gfilcheHyperChange Patreon :) patreon.com/hyperchange 0:00 Intro0:57 Capital Raise Coming1:41 R2 Launch2:14 Insane Cash Burn3:55 Weak Guidance4:56 R2 Reservations6:09 Rivian is a crappy business7:17 Tesla ComparisonDisclaimer: This is not financial advice. I own no Rivian stock. I do own Tesla stock.
HCBN #2 - Bitcoin $70K+, Grok Open Source, AI Hypecycle HyperChange 2024-03-14 | Welcome to Episode 2 of HyperChange Breaking News (HCBN). We're bringing you tech news from the future, with a fun, fair and positive vibe, each week. Experimenting and improving the show as we go. Let us know your feedback!! Hosted by Galileo Russell & Aidan Gold, HyperChange Breaking News (HCBN) is available for free worldwide on YouTube, X & all podcasting platforms!!0:00 Intro0:08 Grok Goes Open Source0:46 Bitcoin $70K+2:07 US National Debt3:40 Government Budget4:27 http://Together.ai $106M Financing5:26 First AI Software Engineer5:59 AI for Hardware6:45 Figure OpenAI Collab7:56 Boeing Malfunctions9:09 Boom Super Sonic10:50 Tesla Plane11:38 Starship 3rd Launch13:04 Extropic Unveils AI Chip14:34 AI Image of the WeekElon Musk X saying he'll opensource Grok: twitter.com/elonmusk/status/1767108624038449405Startup of the week Extropic AI: extropic.aiBitcoin price chart: coinmarketcap.com/currencies/bitcoinGali X: twitter.com/gfilcheAidan X: twitter.com/MrGoldBroHyperChange Patreon :) patreon.com/hyperchange Disclaimer: Nothing in this show is financial advice. We own positions in many of the companies we cover and may sell at anytime.
Tesla FSD vs Monorail (v11.4.9) HyperChange 2024-03-10 | Last night (Saturday, March 9th), we tested Tesla's FSD v11.4.9 with the legendary monorail challenge in Seattle. We used Jfilche's 2020 Model Y, equipped with FSD. The first try didn't go so well as it was swerving at a slightly uncomfortable high speed, so we disengaged. The second try was a great success as it swerved around the pillars. I'm still waiting for it to change lanes inbetween pillars/under the monorail, so testing shall continue! I wanted to try this version before v12 comes out :)0:00 Attempt #11:02 Attempt #2My X/Twitter: twitter.com/gfilche@Jfilche X/Twtter: twitter.com/JfilcheHyperChange Patreon :) patreon.com/hyperchange Disclaimer: I'm long Tesla stock, nothing in this show is financial advice.
HCBN #1 - Elon vs OpenAI, Rivian R2 Unveil, Tesla and SpaceX Roadster Collab HyperChange 2024-03-08 | Welcome to Episode 1 of HyperChange Breaking News (HCBN). We're bringing you tech news from the future, with a fun, fair and positive vibe, each week. Experimenting and improving the show as we go. Let us know your feedback!! Hosted by Galileo Russell & Aidan Gold, HyperChange Breaking News (HCBN) is available for free worldwide on YouTube, X & all podcasting platforms!!HyperChange Breaking News (HCBN) X: twitter.com/HyperChangeTVGali X: twitter.com/gfilcheAidan X: twitter.com/MrGoldBroElon Musk vs OpenAI/Sam Altman lawsuit: scribd.com/document/710894515/Elon-Musk-v-Samuel-Altman-et-al-via-CNBC-comRivian R2 unveil stream: youtube.com/live/82IiXIKkRIA?si=DcjPLBGQV5DhPb01Figure Series B Tweet: twitter.com/Figure_robot/status/17632024969595210360:00 Intro0:08 Elon Musk vs OpenAI1:19 Rivian R2 & R3 Unveil4:44 Tesla Roadster SpaceX Collab6:18 Figure Robotics Series B8:07 Nvidia Stock 9:11 Anthropic Claude 310:19 Startup of the Week: Navier11:40 AI Image of the WeekHyperChange Patreon :) patreon.com/hyperchange Disclaimer: This show is not financial advice.
Why Apple Should Buy Rivian ✨ HyperChange 2024-03-08 | Rivian just unveiled it's new product lineup, the R2, R3 and R3W. The question is do they have enough cash to pull off getting these into production? Rivian's brand and product lineup are incredible, but the economics behind the company have struggled, as they continue to lose more than $1B per quarter. What is Apple came in and acquired Rivian? Apple just shut down its self-driving/electric vehicle project, maybe now is the perfect time. $10B-$20B to acquire & fund Rivian is a super small number for Apple. It could easily be done with no dilution. Will Tim Cook make this crazy move to help Apple get enough data to build a self-driving car? It would be epic! Let me know your thoughts in the comments!!My X/Twitter: twitter.com/gfilcheHyperChange Patreon :) patreon.com/hyperchange Disclaimer: I'm long Rivian stock.
Rivian R2 & R3 Unveil, Initial Thoughts!! HyperChange 2024-03-07 | Rivian has officially unveiled it's R2, a $45,000 electric vehicle set to debut in 2026. It was an epic unveiling event, and very highly anticipated by the whole EV community. Rivian didn't just unveil it's R2, but CEO/Founder RJ Scaringe also unveiled a totally new, even smaller R3 platform. This was super unexpected, and paves way for the ultra-performance R3X. There's a lot to digest here forsure, but one thing is clear, Rivian is onto something big. I went to a live-screening of the even and the hype was palpable. If Rivian can work through its financial troubles and deliver an amazing R2 for $45,000 this will be a huge success. Shoutout to Rivian!Rivian website: rivian.comMy X/Twitter: twitter.com/gfilcheHyperChange Patreon :) patreon.com/hyperchange Disclaimer: I own a tiny bit of Rivian (RIVN) stock, this is not financial advice.
Naviers Electric Flying Boat HyperChange 2024-03-06 | Navier, an Alameda, CA based startup, is building much more than flying electric boats. This ultra-efficient way to move people & goods on the water promises to transform our coastal cities at scale. Narrated by Navier CEO/Founder Sampriti Bhattacharyya & Gali Russell, this masterpiece video shot & edited by Arash Malek tells the visionary story of Navier's mission to build America's next great maritime company. Turning our waterways into highways promises to unlock the potential in our coastal cities. I'm a huge believer in Navier, and it is one of my VC firm HyperGuap's biggest investments. Huge shoutout to Sam, Sampriti, Arash for being awesome to work with and Ryan (Kilowatts) for the Cybertruck.Navier: navierboat.comSampriti: twitter.com/sampritibhGo support Arash who shot this video by buying his new Tesla accessory/sunglasses holder product, Storewedge: scentwedge.com/products/storwedge?variant=42400887111853My X/Twitter: twitter.com/gfilcheHyperChange Patreon :) patreon.com/hyperchange Disclaimer: I'm an investor in Navier through my VC firm HyperGuap, & an advisor to the company.
Waymo Is Crushing It HyperChange 2024-03-05 | California regulators have just approved a massive expansion of Google's Waymo self-driving taxi service. Now Waymo is approved for almost the whole Silicon Valley/SF/Bay Area peninsula as well as Los Angeles. It may take some time to roll out the service into these new geographies, but this is a very bullish sign of what's to come from Alphabet's moonshot. Originally, I was a huge Waymo skeptic, but now after a ride in SF a few months ago, I became a believer. It's smooth, fast, and very comfortable. There's a good chance they're losing money on every ride, but the potential for this to be a gamechanger is undeniable. my original Waymo vs Tesla video: youtu.be/MGOo06xzCeU?si=8oBJH1TFDn6iIjaTMy X/Twitter: twitter.com/gfilcheHyperChange Patreon :) patreon.com/hyperchange Disclaimer: Nothing in this show is financial advice.
Navier Founder Sampriti Bhattacharyya is Building Electric Flying Boats HyperChange 2024-02-27 | Interview with Sampriti Bhattacharyya, whose electric flying boat startup, Navier, promises to transform how we move people and goods in our coastal cities. In just 4 years, Navier has gone from concept to entering production. The Alameda, CA based startup has already signed a deal to shuttle Strip employees back and forth across the bay. This is our newest HyperGuap investment (my VC firm) and I couldn't be more fired up about the potential! I rode in a Navier in SF and was blown away at the product, smooth, quiet, and luxurious ... transforming what it means to be on a boat. The company's mission is to be America's next great maritime company, I hope they crush it!!Navier website: navierboat.comSampriti Twitter/X: twitter.com/sampritibhEpic shots of the boat shot by Arash (twitter.com/MinimalDuck ) support him through his Tesla air freshner company Scentwedge :) scentwedge.com0:00 Intro0:30 Turning Waterways into Highways2:08 Ultra Efficient & Better Boating Experience6:14 Partnership with Stripe12:02 Navier’s Pace of Innovation & Progress16:01 “Prototypes are easy, production is hard” - Elon Musk23:49 Why now?26:14 American Dynamism/Manufacturing28:24 Did Elon Musk ride the boat?! 29:05 What other boats could Navier build?33:29 Autonomous Boats 35:37 How Navier Could Change our citiesMy X/Twitter: twitter.com/gfilcheHyperChange Patreon :) patreon.com/hyperchange Disclaimer I'm an investor in Navier through my VC Fund HyperGuap.
Impromptu Rivian Analysis in Japan with Jfilche HyperChange 2024-02-25 | So much to scheme on after Rivian earnings. Had to do an off the cuff rant with Jfilche about our thoughts on earnings, cash flow, dilution and the R2. Still holding my tiny Rivian position but not hyped on the results :( more analysis comin soon!
I Drove Naviers Flying Electric Boat 🤯 HyperChange 2024-02-17 | Vlogging my trip to the Bay Area, where I visited Navier, HyperGuap's newest investment. Navier is an electric flying boat startup based in Alameda, CA with the epic vision of turning our waterways into highways to transport people and goods. Their first product is the N30 a 6-12 person hydrofoiling water taxi. Because it flies above the Water the Navier is ultra energy & cost efficient. Founded in 2020, this is one of the fastest companies ever to bring a new boat design into production. They just signed a partnership with Stripe to transport employees to their Silicon Valley offices. This was SUCH a fun day for me. More Navier content is coming! INSANELY well done video & podcast with the founder Sampriti Bhattacharyya so make sure to subscribe!! :)Buy a Storwedge (featured in video) for your Model 3 or Model Y here: scentwedge.com/products/storwedge?variant=42400887111853Navier Website: navierboat.comIf you want a flying electric boat call Navier and tell them Gali sent you!!My X/Twitter: twitter.com/gfilcheHyperChange Patreon :) patreon.com/hyperchange Disclaimer: HyperGuap is an investor in Navier.
CLIP⚡ My Snap Turnaround Plan HyperChange 2024-02-14 | Snap has been struggling to maintain growth and has never been profitable, yet everybody uses Snapchat. Is the stock worth a look? Will the company ever be profitable? Has innovation died? The future for Snap is pretty boring at the current trajectory. Here are my thoughts on the company after a listener (shoutout Ben) called out in to G 2 a Milly.Clip from Episode of G 2 a Milly: youtu.be/8TkQMAOSeSU?si=FKrWFGU2qVQOf0pfSnap Financials on Main Street Data: mainstreetdata.com/SNAPMain Street Data Premium 10% off with my link: mainstreetdata.com/subscription?via=hyperchangeMy X/Twitter: twitter.com/gfilcheHyperChange Patreon :) patreon.com/hyperchange Disclaimer: I own no Snap stock. This is not financial advice.
CLIP⚡ What would make me sell Tesla? HyperChange 2024-02-14 | What would make me sell shares of my biggest investment and favorite company Tesla? If Elon stopped working at the company would be the biggest reason I can think of. Other than that if the financial situation changes and earnings/cashflow outlook changes significantly. For now though, Tesla appears to be in incredible shape and is my top financial holding.Clip from Episode 4 of G 2 a Milly: youtu.be/8TkQMAOSeSU?si=Tuo4rdKbgmZGNKb_My X: twitter.com/Gfilche Patreon: patreon.com/hyperchangeDisclaimer as of the publishing of this video I own Tesla shares and am not a financial advisor.
CLIP ⚡ Never Trade Options HyperChange 2024-02-14 | Describing my Apple options trade saga, where I bought calls because of the potential of Apple's Vision Pro VR/AR headset, but then quickly got stressed and just decided to buy the stock instead. Learning a priceless life lesson about why options never (or very very rarely) worth the stress and buy and hold is the move for me.Clip from G 2 a Milly Episode 4: youtu.be/8TkQMAOSeSU?si=vTXNDr8oC_gsD4mlPublic referral ($25 of free stock for new accounts): public.com/hyperchangeMain Street Data referral, 10% of Premium subscription: mainstreetdata.com/subscription?via=hyperchangeMy X/Twitter: twitter.com/gfilcheHyperChange Patreon :) patreon.com/hyperchange Disclaimer as of the publishing of this video I own Apple shares.
CLIP ⚡ Buying Rivian Stock HyperChange 2024-02-14 | Clip from G 2 a Milly Episode 4 where I discuss why I took a position in Rivian stock. Rivian has plenty of cash ($10B+), and is on the cusp of improving gross margins. If they can keep growing and successfully launch the R2 platform I think there is a ton of potential with Rivian stock. The R2 is getting unveiled officially in early March. Can't wait!Clip from G 2 a Milly episode 4: youtu.be/8TkQMAOSeSU?si=vTXNDr8oC_gsD4ml10% of Main Street Premium subscription!! mainstreetdata.com/subscription?via=hyperchangeRivian Financials on Main Street Data: mainstreetdata.com/RIVNMy X/Twitter: twitter.com/gfilcheMy Instagram: instagram.com/gfilcheHyperChange Patreon :) patreon.com/hyperchange Disclaimer I own Rivian stock and may sell at any time.
$5.6K | Investing in Rivian + Apple Options Drama ❄️ HyperChange 2024-02-13 | Episode #4 of G 2 a Milly. So many moves made! I doubled down on Tesla, bought and sold Apple calls (inspiring a deep life crisis about options) and started my toe in the water position in Rivian. As of the time of this episode, the portfolio consists of 40% Tesla, 27% Apple, 23% Coinbase, 5% Rivian, 4% Bitcoin.Email a voice recording to hyperchangetv@gmail.com to get on the show!!Public referral: public.com/hyperchangeMain Street Data referral: mainstreetdata.com/subscription?via=hyperchange0:00 Addressing the BEEF4:57 G 2 a Milly Portfolio Review9:08 Buying More Tesla 10:47 Buying Rivian Stock15:23 Selling Apple Options, Buying Apple Stock21:29 Thoughts on Options23:34 Caller #1: Invest in Yourself25:52 Caller #2: Investing in Private Companies29:15 Caller #3: Dividend stocks34:13 Caller #4: How does the stock market work?39:42 Caller #5: Importance of low stress portfolio44:01 Caller #6: What would make me sell Tesla?47:55 Caller #7: Lessons from VC/invest in SpaceX53:50 Caller #8: Deploy now or wait?56:20 Caller #9: Tesla Options58:32 Caller #10: Should Tesla buy Lillium?1:03:43 Caller #11: Is Snap Stock a buy?1:07:21 Final VibesMy X/Twitter: twitter.com/gfilcheHyperChange Patreon :) patreon.com/hyperchange Disclaimer: This show is never financial advice and my positions could change at any time.
2024 Tesla Model 3 Review HyperChange 2024-02-04 | Test driving Tesla's new upgraded 2024 Model 3. I loved the handling, build quality, new interior features. For $45,990, the long-range version (341 mile range and 4.2 second 0-60 time) is an incredible deal. We thought it was so good, it's almost better than our Model Ys! What do you think, are you going to order the new Tesla Model 3??My X: twitter.com/gfilcheJulian's X: twitter.com/jfilcheHyperChange Patreon :) patreon.com/hyperchange Disclaimer: I own Tesla Stock.
Judge VOIDED Elons 2018 Tesla Pay, WTF!? 🤯😤 HyperChange 2024-01-31 | In some crazy breaking news, a Delaware judge just voided Elon Musk's 2018 Tesla compensation plan. This case was brought by a shareholder with 9 shares!? WTF. This is a total surprise and marks a moment I never thought would happen in American Capitalism ... one where a court can overrule the fair democratic process of a public company. This has PROFOUND implications for the American corporate system, innovation here, and obviously Tesla as well. It's still an evolving situtation, let me know what you think in the comments.My X/Twitter: twitter.com/gfilcheHyperChange Patreon :) patreon.com/hyperchange Dislaimer: I own Tesla stock.
Buying Hella Tesla Stock ⚡ HyperChange 2024-01-26 | Tesla stock crumbled 12% after Q4 2024 earnings. Guidance for a lower growth rate in deliveries has analysts missing the bigger picture. On the conference call Tesla announced that both its $25K robotaxi product and Tesla Optimus robot could begin production as soon as 2025! This is huge news for long term shareholders.Tesla financials on Main Street Data: mainstreetdata.com/TSLA#0:00 Tesla stock crumbling0:21 Q4 financials2:47 High interest rates3:38 Long term perspective 4:57 Financial deep dive6:13 Cybertruck8:33 Tesla Energy & Services11:54 Model Y = World’s best selling car12:48 $25K Tesla in 2025?!15:18 Tesla Optimus in 2025?!20:16 Inbetween 2 growth waves 21:46 Elon Musk voting control22:36 FSD V1223:08 Licensing FSD24:02 Tesla is doing better than everMy Twitter/X: twitter.com/gfilcheHyperChange Patreon :) patreon.com/hyperchange Disclaimer: I'm not a financial advisor. This show is never financial advice. I own Tesla stock and am a super biased shareholder.
$2.7K | Getting Greedy with Tesla & Coinbase ❄️ HyperChange 2024-01-17 | Episode 3 of G 2 a Milly!! Day 12, portfolio value $2,719. Power moves were made since the last episode. I took advantage of a down day in the markets to double down on my two favorite positions, Tesla & Coinbase, as well as adding a little bit of Bitcoin. I answered 12 viewer calls in this episode, huge shoutout to everyone who called in, we covered SOOOO many epic topics. Join Public and get $25 of stock when you create a new account with my code! (a great way to support the show!): public.com/hyperchangeTHIS SHOW IS NOT FINANCIAL ADVICE. 0:00 Buying Tesla, Coinbase3:51 Buying Bitcoin5:10 Bitcoin Story Time/Thesis8:53 Public Shoutout11:48 Caller #1 (my homie Colin)21:02 Caller #2 Interest Rates & Margin Debt26:55 Caller #3 Tesla too big?29:52 Caller #4 How to value a stock?33:46 Caller #5 High dividend stocks36:55 Caller #6 ARK Invest ETFs40:37 Caller #7 Active vs Passive42:51 Caller #8 Companies are Pokemon & AI49:58 Caller #9 Thoughts on Rivian53:50 Caller #10 Tax efficient accounts57:12 Caller #11 Understanding Crypto1:06:01 Caller #12 CompoundingMy Twitter: twitter.com/gfilcheHyperChange Patreon :) patreon.com/hyperchange Disclaimer: The portfolio could change at any time before I make another video.
MASSIVE Tesla Share Buyback? HyperChange 2024-01-16 | This Elon control/voting power conversation has me SCHEMIN. What if Tesla just did a massive share buy back to reduce its share-count (giving Elon more % control). It might be too early, and would have to start slow, but in the long run this seems like an inevitable way to return capital to shareholders. What's your take on this? Tesla Theoretical stock buyback spreadsheet: docs.google.com/spreadsheets/d/1HFOGDtY9N4aAhwXpcn36dT8vvxfl5r84PT5uiQQCbk0/edit?usp=sharingThe WholeMars X post that got this all started ... twitter.com/Gfilche/status/1747092130600976691My Twitter: twitter.com/gfilcheMy Instagram: instagram.com/gfilcheHyperChange Patreon :) patreon.com/hyperchange Disclaimer: I'm long Tesla stock.
Elon Should Control Tesla HyperChange 2024-01-16 | Tesla drama over the long-weekend as Elon Musk posted on X about his ownership and voting control of the company. Now that he's completed his 2018 compensation package, Elon isn't being paid to run Tesla, and has below 25% voting control. Now he's made it clear he wants at least 25% of the voting shares, but a Delaware court case is holding up his discussions with the board of directors to make this happen. I personally am invested in Tesla because of Elon and think we should do whatever it takes to give him control and keep him happy. What are your thoughts on the situtation?? Elon's post about Tesla control: twitter.com/elonmusk/status/1746999488252703098Tesla financials/share count on Main Street data: mainstreetdata.com/TSLA0:00 Elon’s X Posts2:35 Elon should be dictator of TSLA4:37 2018 Compensation Package7:12 Give Elon a new stock package9:00 Elon’s Negotiating Strategy 9:31 We need to solve this 12:12 AI/Companies more powerful than nationsMy X: twitter.com/gfilcheHyperChange Patreon :) patreon.com/hyperchange Disclaimer: I'm long Tesla stock.
$1.2K | Diversification or Nah? ❄️ HyperChange 2024-01-10 | G 2 A Milly, Episode 2: Diversification or Nah. The portfolio sits at $1,232 as Gali accumulates more Tesla and Coinbase stock. This is the first user Q&A with 5 questions, ranging from the health of legacy automakers, how to analyze a new company like Toast (TOST), to whether or not to diversify. Let me know what you think in the comments! And don't forget to call in by emailing me an audio file (recording on your smartphone) to hyperchangetv@gmail.com!Open a brokerage account with Public with my code and get $25 of free stock (when you make a deposit of $20+): public.com/hyperchangeFinancial Visualizations from Main Street Data: mainstreetdata.com/home0:00 Buying more TSLA & COIN2:14 Me vs S&P 5003:29 When will legacy automakers go bankrupt?7:04 Coinbase vs FTX & Binance10:34 How to analyze a stock (Toast)15:40 How to Roll a Snowball17:58 Diversify or nah?22:08 EOSE25:48 Lemonade Insurance LMND26:31 public.com/hyperchange27:03 Call in!! hyperchangetv@gmail.com My Twitter: twitter.com/gfilcheMy Instagram: instagram.com/gfilcheHyperChange Patreon :) patreon.com/hyperchange Dislaimer: I'm not a financial advisor, and nothing in the show is financial advice. My positions may change before I'm able to make a video.
Arcimoto Post-Mortem HyperChange 2024-01-08 | Reminiscing on my investment in Arcimoto (FUV) and time spent covering this Eugene, Oregon based electric vehicle manufacturer. From my initial video about the company through my time on the board of directors, I open up about my lessons learned go through my whole history with the company. Every investment is a case study, it's important to remember you'll always have losers in your portfolio and to learn what you can and move on. Always getting better. Shoutout to everyone at Arcimoto who gave it their all.Arcimoto financials on Main Street Data: mainstreetdata.com/FUVArcimoto website: arcimoto.com0:00 Storytime11:28 Lesson LearnedMy Twitter: twitter.com/gfilcheHyperChange Patreon :) patreon.com/hyperchange Disclaimer: I still hold a tiny amount of Arcimoto stock from a long time ago. I was on the board of directors of Arcimoto. I'm not a financial advisor, and nothing in the show is financial advice.
$1K | Starting the Snowball ❄️ HyperChange 2024-01-06 | G 2 A Milly Episode #1!!! Day 1, portfolio value $997. In this episode, I announce this new show where I'll be open-source building a portfolio. The first $1,000 is transferred into my account, and I invest it into Tesla & Coinbase. Also set up a recurring addition of $250 every two weeks into my brokerage account. I'm stoked to roll my snowball on the internet with y'all. Looking for all feedback & questions & ideas to improve in the comments below!! Do you think I'll beat just investing in the S&P 500?!?Roll your snowball with me on Public!! public.com/hyperchangeSend me audio questions/call-ins! hyperchangetv@gmail.com with G 2 A Milly as the titleFinancial charts from Main Street Data: mainstreetdata.com/COIN0:00 Announcing The Show1:28 Gali Guest Call3:47 Start your Snowball4:51 NOT financial advice5:20 Starting with a G6:31 Future Scenarios 9:35 Power of Compounding11:05 Making First Investments12:09 Coinbase14:13 Rivian? Nah15:43 Deposit Plan16:56 Day 1 Recap17:53 Start your snowball on Public19:40 Call in to the show!!21:03 S&P 50023:00 Me flexingMy Twitter: twitter.com/gfilcheMy Instagram: instagram.com/gfilcheHyperChange Patreon :) patreon.com/hyperchange Disclaimer: Nothing in the show is financial advice. I'm not a financial advisor. The portfolio can change at any time before I'm able to make a video update.
About To Buy More Tesla Stock HyperChange 2024-01-04 | January 2024 analysis for Tesla stock financials, deliveries and valuation. Covering everything from Robotaxi's, Q4 deliveries, Cybertruck ramp, FSD to valuation impact from Optimus robot. It's been wayyy too long since I did a full brain dump with all my thoughts on Tesla stock so here it is!!Tesla Financial Data from Main Street: mainstreetdata.com/TSLA#0:00 Intro/$800B Valuation0:41 Q4 Deliveries2:52 Financials Overview4:54 Valuation6:08 Cybertruck8:41 FSD V1210:25 Robotaxi13:27 FSD Priced in?14:05 Teslabot Optimus15:27 Balance Sheet Transformation15:54 Free Cash Flow16:46 Megapack/Eenergy17:48 Disrupting Itself18:39 Tesla Still My Biggest Position24:50 Optimus & FSD AlphaMy Twitter: twitter.com/gfilcheMy Instagram: instagram.com/gfilcheHyperChange Patreon :) patreon.com/hyperchange Disclaimer: I'm not a financial advisor and I'm long Tesla stock at the time of publishing.
Magrathea: Sustainable Magnesium & Metal Without Mining 🌊☀️ HyperChange 2023-12-28 | Lab tour and founder interview with Alex Grant & Jacob Brown of Magrathea. Magrathea is a game-changing startup in Oakland, extracting magnesium from ocean water, using just electricity. This could radically reduce the environmental impact of making structural metal, which accounts for 10% of global emissions. If Magrathea can scale it's technology, it will drastically reduce the cost of magnesium and mean we can make it from renewable electricity in America! Major shoutout to Alex and Jacob for the tour, and Aidan for filming, I had a blast making this video and am STOKED to be an investor in this startup :)Magrathea: magratheametals.comAlex Grant X: twitter.com/big_lithiumJacob Brown X: twitter.com/JacobLBrownMy Twitter: twitter.com/gfilcheMy Instagram: instagram.com/gfilcheHyperChange Patreon :) patreon.com/hyperchange Disclaimer: I'm an investor in Magrathea and so is my VC firm HyperGuap.
