HyperChange
325 episodes - English - Latest episode: 2 months 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 Will Be The World's Biggest Company
April 01, 2021 21:51 - 20 minutes - 38.7 MBMy full bull thesis for Tesla, and why I'm holding all my shares. My forecast is for a $4T market cap/fair value to be achieved by ~2027, driven by a combination of a successful launch of the robotaxi business and Tesla Energy going all the way.
Starlink Launching SpaceX To $100B+ Valuation 🚀
March 27, 2021 17:48 - 9 minutes - 18.5 MBAs 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 Insurance = Billions In Investable Cashflow
March 24, 2021 01:36 - 9 minutes - 17.3 MBTesla'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's Tesla Price Target Is $3,000 In 2025 🤖🚖
March 22, 2021 23:14 - 20 minutes - 39.3 MBARK 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, and worth $4T. Is ARK crazy with these targets, or just understanding of Elon Musk's disruptive potential?
NFTs & Art To $10T
March 20, 2021 21:19 - 12 minutes - 23.6 MBNFTs 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 economy. Right now the world's art is valued at $1.7T, I believe that will scale rapidly to $10T+ and NFTs are a huge part of that.
What's It Like To Drive An Arcimoto w/ Ross Gerber & Mark Frohnmayer
March 20, 2021 00:49 - 30 minutes - 55.6 MBRoss 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 FSD Beta Expanding!! w/ Omar Qazi
March 13, 2021 01:33 - 1 hour - 170 MBTesla 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, Tesla's AI strategy. This was a blast! Thanks to Omar for coming on the show!
Tesla Will Fix The US Grid ⚡🔋
March 08, 2021 21:29 - 7 minutes - 14 MBBloomberg 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 know your thoughts below, and if you've heard anything about this project!!
Tesla Exporting $25K Car From China?
March 04, 2021 23:06 - 1 hour - 113 MBGoing 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-market $25K built in China this year, and may even export it globally.
The Future of Bitcoin with Michael Saylor
March 04, 2021 05:58 - 47 minutes - 88.3 MBI 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 a blast, huge thanks to Michael for joining the show! Let me know your thoughts in the comments below!!
Public Hits 1M Users w/ Jannick Malling
March 02, 2021 22:35 - 48 minutes - 90.4 MBInterview 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 future of financial markets. I had a blast interviewing Jannick, huge thanks to him for taking the time to come on the show :) Full disclosure: I am an...
Tesla Society of Columbia Q&A
March 01, 2021 20:45 - 46 minutes - 86.7 MBLast week I was asked to present to the Tesla Society of Columbia University. Here is a recording of the club's meeting, where I answered questions on HyperChange, Tesla stock, meeting Elon, the Cybertruck and so much more. Thanks for having me!
Bitcoin's Energy Consumption
February 25, 2021 01:49 - 6 minutes - 13.1 MBBitcoin'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 more than we can handle, especially if the trend of rising average transaction values continues. What are your thoughts on this? Was it hypocriti...
Warren Buffett Buys Chevron 🙈😭
February 18, 2021 22:02 - 35 minutes - 66.7 MBWe 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 advice.
Clubhouse Is The Next Big Thing 👋
February 15, 2021 19:53 - 31 minutes - 57.8 MBDrop-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 hand over fist in Clubhouse at $1B if they let me. Huge thanks to everyone who participated in the call and joined the show!!
Why Tesla Bought Bitcoin
February 08, 2021 22:24 - 10 minutes - 20.4 MBMoonshot 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 worried about Bitcoin's energy consumption being counterproductive to Tesla's mission?
HyperChange 17⚡ The $25K Tesla In China?
February 05, 2021 01:46 - 4 minutes - 8.67 MBTesmanian 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 and almost too good to be true. But the breadcrumbs keep coming. Do you think Tesla is getting ready to announce a $25,000 mass market car made in...
HyperChange 16⚡ Robinhood & Perceived Solvency
February 03, 2021 20:14 - 5 minutes - 11.1 MBPerceived 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 week, Robinhood has raised $3.4B of new funding. Did Robinhood almost go bankrupt? What are your thoughts on perceived solvency?
HyperChange 16⚡ Jeff Bezos Leaves Amazon
February 02, 2021 23:42 - 15 minutes - 29.3 MBIn 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 innovating without its founder at the helm!? Let me know in the comments!
HyperChange 15⚡ Jeff Bezos Leaves Amazon
February 02, 2021 23:42 - 15 minutes - 29.3 MBIn 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 innovating without its founder at the helm!? Let me know in the comments!
HyperChat 16🎙️ Ross Gerber & Arcimoto CEO Mark Frohnmayer
February 02, 2021 01:08 - 1 hour - 129 MBInterview 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 production ramp, to the Deliverator, Arcimoto's financial strategy & more! Huge thanks to Mark and Ross for joining the show :)
HyperChange 14⚡ Tesla Q4 20 Earnings Analysis
January 28, 2021 05:58 - 31 minutes - 59.5 MBBreakdown 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 is an epic preview of where the company is headed. Let me know all your thoughts below!!
HyperChange 13⚡ My Portfolio 🤑
January 27, 2021 05:56 - 48 minutes - 90.2 MBShowing 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.
HyperChange 12⚡ Tesla Q4 20 Earnings Preview
January 25, 2021 01:29 - 12 minutes - 23.6 MBTesla 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 the earnings call??
HyperChange 11⚡ Amazon's Autonomy Strategy
January 23, 2021 23:58 - 15 minutes - 29.6 MBAmazon 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 collection. Tesla is years ahead in developing self-driving tech, and Amazon is desperate to catchup. What are your thoughts?
HyperChange 10⚡ HyperChanging HyperChange
January 21, 2021 03:12 - 1 hour - 132 MBPopping 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 thank all my Patreons & subscribers. You are amazing! We are just getting started! Crack open the Tesla Tequila, and join me! :)
HyperChange 9⚡ Starlink Is Coming
January 17, 2021 01:29 - 22 minutes - 42.8 MBSpaceX'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 the next 12-24 months. In the episode I walk through my projections for Starlink's user-growth and revenue through 2025. What would you value Starl...
Ethereum 2.0, Rainbow & Yeezy's on the blockchain w/ Mark Demarais
January 13, 2021 06:52 - 1 hour - 129 MBInterview 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?
Plaid Model S Coming!? 😉 4680s Ramping!?
January 03, 2021 09:49 - 21 minutes - 39.3 MBElon 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 be the first Tesla product with the new 4680 battery cells (unveiled at Battery Day). If Tesla can get the Plaid Model S with the new battery cell...
Tesla Q4 2020 Deliveries 🥳📊 ANOTHER record!
January 03, 2021 03:17 - 9 minutes - 16.9 MBTesla'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 guidance. WOW! What a year for Tesla ... and it looks like the fun is just getting started. In Q4 Tesla averaged an annual delivery rate of 722,000. ...
Masterworks: The Startup IPOing Paintings 🎨 🤑 w/ Scott Lynn
December 31, 2020 04:44 - 35 minutes - 65.4 MBMasterworks 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 Masterworks platform. In this interview, I discuss art investing, Masterworks & more, with CEO/Founder Scott Lynn.
QuantumScape Deep-Dive w/ The Limiting Factor 🔋🤷♂️
December 21, 2020 08:22 - 28 minutes - 54 MBnterview 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 per share), seems ridiculous based on what the company has achieved thus far. What are your thoughts on QuantumScape's technology and IPO?
Tesla 2021 Financial Projections 📊HyperCharts
December 19, 2020 06:25 - 28 minutes - 53 MBWalkthrough 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%+.
Should Tesla Convert It's Cash To Bitcoin? w/ Michael Saylor
December 16, 2020 05:07 - 44 minutes - 82.6 MBInterview 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 and enthusiast since 2013, it's fascinating to see this news develop. What are your thoughts on Tesla holding some BTC on it's balance sheet inst...
HyperChat w/ Zachary, the 12 Year-old 'Young Investor'
December 15, 2020 00:35 - 1 hour - 128 MBI 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 show!! :)
Who Will Be The First Social Media Billionaire? w/ Luke Pappas
December 10, 2020 07:46 - 45 minutes - 83.9 MBThe 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 media landscape, and power of personal brands. Who do you think will be the first social media billionaire? Let me know in the comments below!!
Can Tesla Stock Keep Going Up Forever?
December 08, 2020 01:32 - 21 minutes - 40.7 MBTesla 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 valuing technology equities. Please leave your thoughts below! What's your intrinsic value for Tesla? Do you think Robotaxi's will happen and genera...
Tesla Schemin With Gali
December 03, 2020 07:27 - 47 minutes - 88 MBGoing live to talk to you about Tesla! I got a bunch of random schemes to share with you and ideas to bounce around!! I think I have 10 different ideas of $100B companies, Tesla could create, let's talk about em! :) Remember, nothing in the show is financial advice and I'm a biased Tesla shareholder!
Tesla S&P 500! Index Tracking Fund Squeeze? 📈 w/ James Stephenson
December 01, 2020 00:49 - 10 minutes - 18.7 MBIt's official, Tesla is joining the S&P 500 on December 21st, and it's not happening in tranches. Is this going to trigger panic buying, a potential Index Tracking Fund Squeeze? I call up my friend, and legendary Tesla Twitter member James Stephenson to get the inside scoop on what this news means for Tesla shareholders! Huge thanks to James for joining!
How Much Money Is Zoom Making!? 🤯🤑
December 01, 2020 00:25 - 43 minutes - 81.8 MBThis is one of the most fascinating business case studies in the world right now. Zoom has enabled the whole world to work from home! Going live to watch Zoom Q3 2020 earnings come out and analyze them on HyperCharts! Let's see how much money Zoom is making :)
Interview with Lynn Frohnmayer, Arcimoto's First Customer
November 29, 2020 20:44 - 22 minutes - 42 MBI had the honor of sitting down with Arcimoto's first customer, Eugene-legend, Lynn Frohnmayer. We discuss what it was like getting used to owning an Arcimoto, how safe it is, if it will ever use Tesla batteries, and how it lives up to the name 'Fun Utility Vehicle.' Huge thank you to Mark for hosting me in Eugene, and Lynn for podcasting. This was so much fun!
Buffett Should've Watched HyperChange Tesla Videos
November 23, 2020 22:56 - 12 minutes - 23.2 MBRumors are that Warren Buffett has secretly taken a large stake in Tesla. This would be very uncharacteristic of Buffett to make a big bet on a bold CEO, leading a fast growing technology firm. But I think it's possible and makes total sense. We pitched a moonshot in 2017 that Warren Buffett should buy 5% of Tesla for $3B (which would now be worth more than $20B). It's ok, better late than never! What do you think ? Are the rumors true? Is Buffett buying Tesla?!?!
Tesla's Mining Strategy ⚒️ w/ Rodney Hooper
November 17, 2020 18:21 - 47 minutes - 87.7 MBInterview with Rodney Hooper of RK Equity about Tesla's raw materials supply chain strategy. We cover Battery Day announcements, Tesla's plan to get into clay lithium mining, how the EV boom will impact raw material prices (lithium, nickel, graphite and more). I think Tesla's ability to source high quality battery materials is a key competitive advantage
Nosotros: The Startup Behind Tesla Tequila ⚡
November 10, 2020 15:57 - 25 minutes - 46.9 MBAn interview with Carlos Soto, the Founder of Nosotros Tequila, the startup behind the legendary Tesla Tequila product. We talk about the special 15 month aged Anejo that was developed especially for Tesla. Each bottle comes in a hyper-artisanal handblown glass lightning bolt bottle (eerily similar to the HyperChange logo ;). In the podcast we discuss how Carlos started Nosotros, what makes them different from 'big tequila', what type of Agave they use, and his plan to bring incredible, drin...
Why Tesla Could Be Cheap At $400B 🤓 📊 w/ Mayur Thacker
November 03, 2020 01:20 - 1 hour - 130 MBNerding out on Tesla's financials, revenue, gross profit, return on assets, unlevered free cash flow, FSD revenue, and so much more with Mayur Thacker. We come the conclusion that Tesla is one of the most fascinating business case studies to watch, defying almost all auto industry financial norms. Tesla's simultaneous growth and efficiency improvements are unheard of, and (in our opinion) justify this massive run up in valuation. What are your thoughts on how to value Tesla?
Tesla Battery Day Post-Mortem 🔋 w/ The Limiting Factor
October 30, 2020 20:34 - 58 minutes - 110 MBI caught up with Jordan Giesige of The Limiting Factor, my favorite battery YouTuber. We analyzed all aspects of Tesla's battery investor day, from the new 4680's tabless design, to cell to structure manufacturing, the $25,000 Model 2, silicon anodes, cathode production, clay mining, tesla airplanes & even a Tesla cyber cargo ship!!! It was EPIC! thanks so much to Jordan for joining.
Investing In Social Media w/ Turner Novak
October 27, 2020 23:49 - 47 minutes - 88 MBInterview with Turner Novak, partner & Chief Meme Officer at Gelt VC. Turner is an expert & thought leader on consumer social apps, especially Tik Tok, Snapchat & Instagram. In this episode we dive into the future of social media and why everybody is working on a smartphone (and why Tik Tok should launch one).
The Future of Social Media w/ Turner Novak
October 27, 2020 23:49 - 47 minutes - 88 MBInterview with Turner Novak, partner & Chief Meme Officer at Gelt VC. Turner is an expert & thought leader on consumer social apps, especially Tik Tok, Snapchat & Instagram. In this episode we dive into the future of social media and why everybody is working on a smartphone (and why Tik Tok should launch one).
Tesla's Mind-blowing CAPEX Efficiency 👾⚙️💰
October 26, 2020 23:10 - 9 minutes - 17.5 MBTesla has increased it's CAPEX guidance, and plans to spend between $4.5-$6B on Capital Expenditures over each of the next two years. These investments are to ramp vehicle production, and build out new battery production lines for the 4680 cell (my guess). This is a super exciting development as Tesla invests like crazy to scale to millions of vehicles per year. These are the moves that will put them wayyyy ahead in 2025 ;)
Arcimoto Partners With DHL for FUV Deliveries
October 26, 2020 20:09 - 7 minutes - 13.4 MBArcimoto announced a partnership this morning with DHL, to deliver the Fun Utility Vehicle (FUV) to the 48 continental United States. This is really exciting news, as Arcimoto ramps up production and gears up for its goal of producing (and delivering) 50,000 units per year. I'm joined by Mark Frohnmayer CEO & Founder of Arcimoto to discuss this news.