HyperChange
324 episodes - English - Latest episode: 1 day ago - ★★★★★ - 97 ratingsnew wave financial media by Galileo Russell. schemin on stocks, technology, finance, startups & sometimes other random stuff :)
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Episodes
Tesla FSD V12 is a “ChatGPT Moment”
April 25, 2024 00:23 - 5 minutes - 9.91 MBElon 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...
Tesla Q1 2024 Earnings CRUSH! Cybercab coming soon 👀🤖🚖
April 24, 2024 19:35 - 30 minutes - 57.2 MBTesla 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 th...
Unedited Bullish Tesla Rant. Elon goin "balls to the wall"
April 18, 2024 22:39 - 22 minutes - 42.6 MBTesla 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.
HCBN #4 - Tesla Delivery Estimates, Reddit IPO, Saylor owns 1% of Bitcoin, Robinhood Credit Card
March 28, 2024 18:07 - 19 minutes - 35.7 MBWelcome to Episode 4 of HyperChange Breaking News (HCBN). We're bringing you tech news from the future, with a fun, fair and positive vibe, each week. Experimenting and improving the show as we go. Let us know your feedback!! Hosted by Galileo Russell & Aidan Gold, HyperChange Breaking News (HCBN) is available for free worldwide on YouTube, X & all podcasting platforms!! Gali X: / gfilche Aidan X: / mrgoldbro 0:00 Intro 0:07 Reddit Hot IPO 0:52 Reddit User Metrics 1:40 Reddit Busine...
HCBN #3 - Tesla FSD Progress, First Neuralink Patient, Starship Success
March 21, 2024 15:16 - 18 minutes - 34.5 MBWelcome 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, Star...
I Sold All My Rivian Stock 😬
March 19, 2024 23:48 - 11 minutes - 20.8 MBIt'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 th...
HCBN #2 - Bitcoin $70K+, Grok Open Source, AI Funding Rounds
March 14, 2024 19:15 - 14 minutes - 28.1 MBWelcome to Episode 2 of HyperChange Breaking News (HCBN). We're bringing you tech news from the future, with a fun, fair and positive vibe, each week. Experimenting and improving the show as we go. Let us know your feedback!! Hosted by Galileo Russell & Aidan Gold, HyperChange Breaking News (HCBN) is available for free worldwide on YouTube, X & all podcasting platforms!!Elon Musk X saying he'll opensource Grok: https://twitter.com/elonmusk/status/1767108624038449405 Startup of the week Extro...
HCBN #1 - Elon vs OpenAI, Rivian R2 Unveil, Tesla and SpaceX Roadster Collab
March 08, 2024 18:41 - 12 minutes - 23.1 MBWelcome 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!!
Rivian R2 & R3 Unveil, Initial Thoughts!!
March 08, 2024 01:24 - 7 minutes - 13.9 MBRivian 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...
Navier Founder Sampriti Bhattacharyya is Building Electric Flying Boats
February 27, 2024 08:54 - 42 minutes - 79.4 MBInterview 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 th...
$5.6K | Investing in Rivian + Apple Options Drama ❄️
February 13, 2024 20:48 - 1 hour - 128 MBEpisode #4 of G 2 a Milly. So many moves made! I doubled down on Tesla, bought and sold Apple calls (inspiring a deep life crisis about options) and started my toe in the water position in Rivian. As of the time of this episode, the portfolio consists of 40% Tesla, 27% Apple, 23% Coinbase, 5% Rivian, 4% Bitcoin. Public referral: https://public.com/hyperchange Main Street Data referral: https://mainstreetdata.com/subscripti... 0:00 Addressing the BEEF 4:57 G 2 a Milly Portfolio Review 9:08 ...
Buying Hella Tesla Stock ⚡
January 26, 2024 22:05 - 27 minutes - 25.1 MBTesla 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.
$2.7K | Getting Greedy with Tesla & Coinbase ❄️
January 18, 2024 02:03 - 23 minutes - 43.9 MBEpisode 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.
MASSIVE Tesla Share Buyback?
January 16, 2024 22:52 - 3 minutes - 6.52 MBThis 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?
Elon Should Control Tesla
January 16, 2024 21:55 - 16 minutes - 31.1 MBTesla 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 ...
$1.2K | Diversification or Nah? ❄️
January 10, 2024 07:54 - 28 minutes - 52.6 MBG 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 [email protected]!
$1K | Starting the Snowball ❄️
January 10, 2024 03:51 - 26 minutes - 49.2 MBG 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...
About To Buy More Tesla Stock
January 05, 2024 00:00 - 27 minutes - 25.7 MBJanuary 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 Energy & Supercharger Profits Are BOOMING 🔋🔌
December 28, 2023 19:06 - 4 minutes - 3.71 MBTesla recorded $500M+ in gross profit from its Energy and Services (Supercharging) segments in Q3 2023. Elon Musk noted how strong energy gross margins were on the call, and insinuated strength in these businesses will continue. I think this is a super exciting development for Tesla investors as the company can smooth out cyclicality in it's automotive business with consistent profits from its Energy and Services + Other segments. As the Supercharger network is opened up to more companies li...
Rivian Stock Analysis December 2023 🤓📊
December 27, 2023 02:00 - 19 minutes - 18.5 MBRivian has successfully launched it's R1T, R1S and delivery van products, they are amazing. But financially, the company is in a difficult situation. Cash burn is still above $1B per quarter, and the company will need billions more to fund the R2 factory. Going forward it will be fascinating to see the company walk the tightrope between conserving cash, growth and the long march towards profitability. Especially right as the Cybertruck launches as competition. Let me know what you think of R...
Did Starlink Just Hit A $100B Valuation?
December 22, 2023 06:24 - 4 minutes - 4.02 MBStarlink has officially announced that it has crossed 2.3M users across 70 countries. A rough financial estimate of $100/month/user in revenue means Starlink is at $2.8B in annual recurring revenue. If you add in hardware revenue, we're likely well over a $3B run-rate. Starlink is fully owned by SpaceX, and is rumored to be going for an IPO in the near future. I got super pumped to see these strong user numbers as it puts SpaceX one step closer to funding Mars!
Tesla Robovan for Packages & People 💫
December 21, 2023 22:52 - 4 minutes - 4.35 MBFrom urban package deliveries, to minbus ride-sharing, an autonomous Tesla Robovan has massive potential. Rivian's electric delivery van concept has delivered 10,000 units to Amazon and on the cusp of expanding to numerous other companies (like AT&T). Elon Musk has hinted at a highly configurable robovan concept for people and cargo in the past. If he does indeed launch it, I think it would crush Rivian's model and could quickly ramp to 100,000s of units per year between package delivery, ca...
ZBiotics: Curing the Hangover with GMO Bacteria 🦠🔬
December 20, 2023 22:05 - 21 minutes - 39.3 MBZBiotics is pushing the limits of technology, by creating a new patented bacteria ZB183 that is designed to eat acetaldehyde in your gut, and reduce the negative affects of drinking AKA curing the hangover. I had the amazing privilege of getting an exclusive tour of the Mountain View lab from the CEO Zachary Abbot and COO Stephen Lamb. This genetically-engineered probiotic is the first ever to be sold for human consumption. It's seen viral growth with over 3M vials sold! My venture capital f...
Rivian's New $1B+ Business (Vans) ⚡📦
December 20, 2023 04:03 - 5 minutes - 4.65 MBRivian's electric delivery van (EDV) business has quietly been making some huge moves. It generated over $400M in revenue in Q3 alone, and just signed a new partnership with AT&T. Now that Amazon doesn't have exclusive rights to buy the van Rivian will begin to do pilot projects with a bunch of new customers. Surprisingly, the gross margins on the van are strong, and this will be a key driver of the company's march towards profitability. Rivian's van business/fleet business is already at a $...
Cybertruck Sales Projections
December 20, 2023 02:58 - 6 minutes - 5.17 MBCybertruck deliveries have begun! With a 2M order backlog the question now becomes how many of these will convert into real orders. In this video I share my projections for Cybertruck sales and demand. Five out of the top eight best-selling vehicles in America are pickup trucks, with a combined 2.1M in sales. The addressable market is clearly massive, but will the crazy design, and electric motor be enough to beat the Ford F-Series for the top spot? Let me know your Cybertruck sales projecti...
Tesla's Optimus Robot Has Unlimited TAM 🤖
December 16, 2023 22:04 - 3 minutes - 3.54 MBTesla has unveiled Gen 2 of it's Optimus Robot ... and WOW, the progress in the past year has been incredible. Tesla is well on their way to commercializing a humanoid robot later this decade. This represents the biggest change in Tesla's addressable market ever, as the potential sales from a humanoid robot to replace manual labor could be $25T. For long-term Tesla investors this is a must watch project. People thought Elon Musk was crazy when he told the world about this AI project ... but ...
Elon Buying Twitter Is Amazing, Don’t @ Me
April 28, 2022 23:59 - 21 minutes - 40.8 MBWow ... It looks like Elon Musk is set to buy Twitter for $44B. My predictions of what happens next for Twitter? Elon scales twitter to 1B+ users, launches a new version of Twitter Blue to verify humans product, open-sources the algorithm, and introduces a cryptocurrency payment layer. Overall I'm STOKED about the potential changes Elon will bring, and how that will make the platform more usable and fun for creatives all around the world! Go free speech!
The Limiting Factor HyperChat 🎙️⚡
February 15, 2022 16:52 - 1 hour - 126 MB🔋 Legendary podcast with the world's best battery YouTuber, The Limiting Factor, and the world's best battery cell!! I had to leave it unedited because of the energy/vibe. This was a special moment, as we've been speculating Tesla would create this next generation battery for years, and now I was holding it. INSANE. Huge props to Elon, Drew and Tesla's entire team for bringing this amazing tech into the world.
Dave Lee HyperChat 🎙️⚡
February 12, 2022 00:42 - 1 hour - 115 MBInterview with Dave Lee AKA Hey Dave & Dave Lee on Investing. We cover his X holding company/merger which was praised by Elon, Tesla's FSD Beta program, SpaceX, TeslaBots, and finally Neuralink!! We even ponder if Tesla should buy Neuralink ... which I'm a big fan of. Dave is an OG Tesla Bull, huge shoutout to him for coming on the show!!! 0:00 X Merger Idea 15:55 Tesla FSD Beta 35:27 Tesla Bot/Tesla the AI Company 50:08 Should Tesla Buy Neuralink?
🎙️🧠🤖🚘 Self-Driving Tesla Podcast w/ Whole Mars
February 08, 2022 19:38 - 1 hour - 122 MB“What is Tesla’s doing with FSD is they’re turning your reality into a video game then playing it.” - Omar. In this episode, we test Tesla's FSD Beta software (v10.9) by driving through downtown San Francisco. Omar was on the of the first people to get Tesla's FSD Beta and is renown for his testing and analysis of this cutting edge AI technology. It was a blast chatting to him and watching the Tesla drive itself through SF. Huge thanks to Omar for coming on the show, and Arash for helping us...
Tesla Earnings Party With Ross & Meet Kevin
January 31, 2022 03:19 - 1 hour - 188 MBGoing live with Ross Gerber and Meet Kevin to discuss Tesla's Q4 2021 results!!! Model Y, 4680s, Cybertruck, factory expansion, Elon Musk, FSD Beta, we're covering everything about Tesla stock, join in!!!!
Tesla FSD & 4680s w/ Rob Maurer of Tesla Daily
January 31, 2022 02:05 - 50 minutes - 95.2 MBInterview with Rob Maurer, friend & host of the popular Tesla Daily podcast. We discuss our first-hand experiences with FSD Beta, it's impact on the company's valuation, Tesla's transition to 4680 battery cells, Model Y sales, the Tesla Semi, Tesla's crypto moves, Tesla Bot, Rivian IPO, Starlink, SpaceX, and more!! Let me know what you think in the comments! Shoutout to Rob for coming onto the show!
Tesla Q4 2021 Earnings!!! 🥳
January 26, 2022 21:29 - 24 minutes - 45.4 MBGoing live for the release of Tesla's Q4 2021 shareholder letter. Filled with updates about the Model Y, financials, Cybertruck, Tesla Semi & more. This is a Superbowl for Tesla shareholders! Tune in and join in the fun :) Tesla IR (where the letter drops): https://ir.tesla.com/#tab-quarterly-disclosure
Rainbow 🌈 The Hottest Startup In Crypto w/ Co-Founder Mike Demarais
January 20, 2022 20:36 - 1 hour - 138 MBInterview with my homie/Co-Founder of Rainbow Wallet, Mike Demarais. Rainbow is one of the fastest growth Ethereum wallets in the world, and has been praised for its industry leading design and open-source/own-your-keys attitude. I first met Mike/invested in Rainbow in 2019, (then I invested again in 2021), it's a top 5 position in my portfolio. I love the potential of Rainbow to build a UI for Ethereum/the metaverse. I think this is a tremendous business opportunity that will unlock the pow...
Tesla Funds SpaceX - X Merger Idea
January 12, 2022 08:07 - 18 minutes - 34.6 MBGoing live to riff on an idea that's been floating in the Tesla universe. Merge Tesla, SpaceX, Neuralink and the boring company into one entity, X. This corporate structure has numerous advantages for Elon Musk, and his team. Let's scheme on how to pay for Mars and build the future faster!
Tesla's Upcoming Q4 21 Financial Blowout 🤑
January 05, 2022 03:05 - 22 minutes - 42.5 MBTesla delivered a record 308,600 vehicles in Q4 2021, and this is setting the automaker up for record financial results. My Tesla Q4 2021 financial predictions are $18.2B in revenue and $2.8B in operating income (EBIT). We will discuss how I got to these numbers, and Tesla's delivery + financial outlook for 2022. Join in!
HyperChange 2022 Preview 🥳 Tesla, SpaceX, Crypto, Startups & More!!
December 31, 2021 23:00 - 1 hour - 161 MBThe Roaring 20s have arrived!! My presentation on Tesla, SpaceX, Bitcoin, Ethereum, Coinbase, Rivian, hot startups & more! These are all my thoughts and predictions for the year 2022. Join in at 4:20 PM EST on New Years Eve for the show! :)
Rivian Is Burning $1B+ Per Quarter 😬
December 22, 2021 00:04 - 26 minutes - 50.3 MBGoing live to discuss recent news surrounding Rivian. Starting with Q3 financial results (Rivian burned $1.1B+), deliveries of the R1T and R1S, as well as the Amazon Electric Delivery Van (EDV)! Tune in and ask a question!!
Dear Elon, Thank You For Hope 🙏
December 16, 2021 00:28 - 18 minutes - 34.1 MBElon Musk has won Person of the year from Time & The Financial Times! I'm so happy he's getting the recognition he deserves. We need the truth about Elon's accomplishments to go mainstream. Elon works tirelessly to make a brighter future for all of this. So thankful and inspired, go Elon, Tesla & SpaceX!!
Tesla Update: Cybertruck, FSD, Elon Selling & Tesla Energy
December 05, 2021 02:15 - 43 minutes - 82.1 MBGoing live to talk Tesla, from the new Cybertruck anouncements, to my thoughts on FSD Beta V10.5, and Elon selling a big chunk of Tesla stock. It's been a while, since we schemed let's do it!
The JOYWorld Mini-Documentary 😃🎨
December 02, 2021 23:57 - 36 minutes - 68.1 MBThis is a documentary/vlog about my roadtrip to Oregon to meet John Orion Young, the founder of JOYWorld and first artist to put 3D art on the blockchain in 2018. Since then, John has been building JOYWorld, a world inside of the metaverse, that is like a painting you can walk into, and own a piece of, all built on the Ethereum blockchain. He has now created 130 original JOYs (original 3D NFTs), and released a collection of 9 JOYToys, with lots more coming. Now his digital art pieces/NFTs go...
Starlink: New Dish, Tesla Supercharger Partnership & India Expansion 📡
November 19, 2021 22:10 - 4 minutes - 8.59 MBSpaceX's Starlink continues to make rapid progress. They company has just launched a new, smaller, lighter V3 satellite dish, surpassed the 140,000 user milestone, begun installing dishes at Tesla Supercharger locations, and setting up for a big India expansion next year. When do you think Starlink will hit 1M users??
Biden Ignoring Tesla Is A National Embarrassment
November 18, 2021 23:09 - 8 minutes - 16.4 MBPresident Biden and the US government refuses to acknowledge Tesla for leading the electric revolution, and instead praises companies like GM because of their support of unions, and campaign donations. This blatant disregard for the truth is a national embarrassment. In my opinion, Elon Musk and Tesla are two of our greatest national treasures. Objectively the #1 selling EV company in the country and world, and singlehandedly sparking the revolution to get us off fossil fuels. GM and Mary Ba...
$100B IPO: What's Next For Rivian Stock? 📉
November 10, 2021 21:23 - 24 minutes - 44.9 MBThe day has arrived! Rivian's IPO priced at $78, and has exploded in its first day of trading to $100+, putting the valuation over $100B, for a startup that has barely delivered any vehicles! Crazy! we're Going live to talk about the valuation and what's next for Rivian stock.
Starlink Rumor: $70-80B IPO in 2022 📡💸
November 04, 2021 02:03 - 9 minutes - 18.1 MBRumor has it Starlink is planning to IPO in about 12 months, for a target valuation of $70-80B. The most recent subscriber update from Elon Musk in late August said Starlink had ~100,000 users ($119M revenue run-rate). My projection is for them to hit 1,000,000 users by the end of 2022, scaling to over a $1B revenue run-rate. Also it looks like Starlink is developing a next generation satellite dish/terminal, that is designed for cheaper shipping, improved performance, and mass production. W...
Why I'm Not Selling Tesla Stock (yet)
November 01, 2021 23:27 - 13 minutes - 26.1 MBGoing live to talk about Tesla's valuation surging to well over $1T (almost $1.5T on a fully-diluted basis), and how I'm thinking about valuing the company. Also discussing if/when I'll start selling my shares.
How My VC Invested $17M This Year: HyperGuap 💸
October 27, 2021 06:06 - 37 minutes - 68.9 MBKeynote presentation filmed in Seattle, for HyperGuap members. Updating the world on our first year disrupting VC, with 800+ members, 6 deals, and $17.7M+ invested. We are just getting started! Invest in the future you believe in :)
Tesla Hits $1,000!!! & $1T Market Cap!!
October 25, 2021 20:22 - 1 hour - 155 MBTesla hits new all-time highs of more than $1,000 per share, and breaks the legendary $1T market cap barrier, we gotta celebrate!!
Juicy Dets From Tesla’s Q3 21 Call 🤓📞
October 20, 2021 22:49 - 12 minutes - 23.5 MBAnalyzing Tesla's Q3 2021 Earnings call. Going through the highlights about 4680 production, the $25K car, production capacity, the Cybertruck and Tesla insurance.
Tesla's Crazy New 3D/Flop Paint in Berlin 🎨✨
October 19, 2021 18:07 - 2 minutes - 4.64 MBExclusive footage from the Tesla Berlin factory showing the 'Easter Egg' of a slightly uncovered Crimson Model Y coming from the new paint shop. This new 3D/Flop paint technology will have Tesla launching crazy new colors, and could be a nice surprise for Gigafactory Berlin orders.