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 Q3 Earnings Review w/ Motley Fool
October 26, 2020 07:38 - 56 minutes - 105 MBGoing over Tesla's Q3 2020 earnings, shareholder letter & conference call wit Brian Feroldi of the Motley fool. We cover the blowout Q3 financial results, new FSD beta rollout, Tesla Berlin, Tesla Austin, the solarroof and more. This was recorded on Thursday, 10/22
Tesla Releases FSD beta!! 🧠🚘💸
October 22, 2020 18:52 - 9 minutes - 18.3 MBTesla's highly anticipated 'FSD beta' software update is now being set out to a handful of lucky customers. Although you have to oversee the vehicle, this new feature allows you to plug in a destination and the car to start driving there (all by itself). Wow. This is already going viral, and it should be. Tesla is leveraging the data from these early customers to improve the system, before a wide release later this year. I'm at the edge of my seat waiting for the update! Additionally, Tesla ...
Will Tesla Deliver 1M Cars In 2021? 📊📞🤓
October 22, 2020 00:03 - 44 minutes - 82.7 MBAnalyzing Tesla's Q3 2020 Earnings & conference call!! Sharing my thoughts and analysis on Tesla's record breaking quarter after the conference call!
Tesla Q3 Earnings Preview 📊🤓
October 20, 2020 02:22 - 11 minutes - 20.9 MBTesla Q3 2020 earnings preview! I'm projecting Tesla will grow revenue by more than 30% to ~$8.3B, and produce about ~$500M in operating income (excluding any impact from Elon's stock compensation package). What I'm most curious about on the conference call is the production ramp of Tesla's new 4680 battery cell, and any details surrounding the plans announced at Battery Day! What are you expecting from Wednesday's shareholder letter & conference call?
Announcing HyperGuap ⚡💸
October 15, 2020 20:55 - 28 minutes - 52.9 MBAnnouncing HyperGuap! I'm launching a syndicate group for accredited investors! HyperGuap - www.hyperguap.com Music by Gali: https://soundcloud.com/galimusic
Tesla Battery Day Implications w/ Motley Fool
October 06, 2020 19:13 - 29 minutes - 54.2 MBMy interview with Brian Feroldi of the Motley Fool, covering Tesla's Battery Day, the new 4680 battery cell, the Plaid Model S, Cybertruck, Tesla Semi, solarroofs and more. This was recorded on Friday, 10/02/2020. Thanks to the Motley Fool for having me!
Tesla Q3 Deliveries Imply Record Profits 🤑
October 03, 2020 00:36 - 9 minutes - 18.4 MBTesla reports record Q3 deliveries of 139,300, up 43% year over year. These record breaking numbers (in delivery & production) imply a huge financial beat and profit coming. The best part is this is just the start of Tesla posting consecutive quarters, of record deliveries and revenue. I think the company could still hit its (pre-COVID) guidance of 500K deliveries this year. An EPIC achievement while the whole auto industry is in shambles.
Tesla's Battery Skunkworks Unlocks The Model 2
October 02, 2020 02:29 - 33 minutes - 63 MBFull breakdown of Tesla's Battery investor day. From the new 4680 cell, to the tabless electrode, to the potential of the Model 2 ... I try and summarize one of the most important days in Tesla history. The cat is out of the bag, Tesla is bringing cell production in house and scaling like crazy. They plan to hit 100GWh/yr by 2022 of this new cell. That's triple Tesla's 2020 battery consumption. This implies Tesla is getting ready to sell Ms of vehicles per year.
Reminiscing On The Tesla 10 Bagger w/ James Stephenson
September 13, 2020 20:58 - 51 minutes - 95 MBInterview with James Stephenson, fellow Tesla shareholder, and prominent Tesla Twitter community member. James has been fighting the FUD with incredible analysis on Twitter for years, and has even been applauded by Elon Musk for his insight. In this podcast we discuss how Tesla has evolved in the two years since we were featured in a Wall Street Journal article about the company going private at $420 per share #funding secured
How I Value My Tesla Shares 🤓
September 10, 2020 16:41 - 24 minutes - 46.7 MBTesla now trades at a valuation of ~$400B, making it the world's largest automaker and one of the largest public companies in the world. Can the current financials justify this valuation? How far out, and what assumptions must you have for TSLA to make sense at these prices? In this video I walk through my thinking as a long-term investor, and why I'm still very bullish on Tesla and have never been more confident in the company. From robotaxis, to solarroofs, Tesla is much more than a car co...
GM & Nikola Partner... lol 😂🤣
September 09, 2020 21:00 - 8 minutes - 15.3 MBGM is partnering with Nikola Motors to build its EV and FCEV pickups and semi trucks. As part of the deal, Nikola is issuing $2B in new stock to GM for "in-kind" services. It looks like both companies are super desperate. Nikola needed an OEM partner to build the Badger, and GM wanted good press for it's EV division (along with $2B in shares). What are your thoughts on this deal? Should Tesla be concerned (lol)?
HyperChange Is Getting A Tesla!!!! 🍾🥳
September 01, 2020 06:25 - 41 minutes - 76.6 MBI can't even believe it! I'm getting a Model Y!!!!! Tesla stock has been going up so much, I just couldn't resist. We will be documenting the whole process of the HyperShip, from ordering to delivery, to epic roadtrips!! Huge thank you to all the HyperChangers & Patreons for making this possible. It's a dream come true :)
Projecting Tesla's 2020 Financial Results 🤓📈
August 27, 2020 20:57 - 21 minutes - 39.5 MBPutting pen to paper and estimating Tesla's financials for Q3 and Q4 of 2020. As the stock price keeps soaring to new highs, I thought it was the perfect time to get back to fundamentals :) I'm expecting back to back record quarters of deliveries, revenue and profitability, starting this quarter. My biggest questions heading into the end of the year are ... how fast will China ramp? is Model Y cannabalizing Model 3 in the US/North America? Is the Plaid Model S/X launching at battery investor...
Tesla + Amprius = VTOL Jet? 🔋⚡🛩️
August 25, 2020 23:55 - 9 minutes - 17.5 MBRumors are swirling. Tesla has sent out battery day invites with a teaser image that appears to show 'silicon nanowires' ... Amprius Technologies, a silicon anode/nanowire startup just relocated right next to Tesla's top secret Project Roadrunner Battery facility ... and Elon Musk is replying to Amprius tweets about reaching an energy density of 400Wh/kg, confirming it's only 3-4 years away from mass production. This is huge!!
Tesla Stock At $2,000: Are We Crazy?
August 24, 2020 06:11 - 48 minutes - 91 MBTesla stock is up 822% in the past year, to $2,000+. The market capitalization is almost $400. I'm holding all my shares. Are we crazy? Is this a ridiculous valuation? Or will Tesla's Autopilot self-driving software justify a market capitalization worth Trillions? How many factories are already price in? We cover everything. going through the mind of a long-term Tesla investor in this 'chill' style podcast.
Redwood Materials Partnership at Tesla Battery Investor Day?
August 22, 2020 00:49 - 11 minutes - 21.6 MBThere's no doubt Tesla will announce a battery recycling initiative at the upcoming battery investor day, but will it involve Redwood Materials? Tesla CTO/Co-Founder JB Straubel founded a battery/materials recycling company in 2017, and they are now scaling quickly. Is Redwood a part of Tesla's battery recycling plans, what's the relationship between the two companies?
Menē: Disrupting Jewelry & Gold Investing
August 19, 2020 05:37 - 28 minutes - 52.9 MBHyperChange X Menē $50 discount code!!! ➡️ https://mene.com/?promo=HyperChange
Spotify Will Disrupt Podcast Monetization & Discovery 🎙️
August 17, 2020 20:35 - 8 minutes - 15.6 MBSpotify is on its way to disrupt and dominate the podcast industry. Recently, the company has signed exclusive deals with Joe Rogan, Kim Kardashian, DC Comics and Michelle Obama for content. But that's only half the excitement, Spotify has also launched a new podcast advertising format: Streaming Ad Insertion (SAI). This will be a game-changer for podcast monetization, and makes me super pumped as a creator trying to monetize my own podcast. Additionally, Spotify is set to make podcasts disc...
Spotify Stock Analysis 🎧🤓 August 2020
August 17, 2020 00:36 - 18 minutes - 35.5 MBSpotify grew its premium user-base 27% in Q2, to 138M subscribers. Overall Monthly Active Users (MAUs), were up 29% to 299M. Revenue increased 13%, to €1.889B. I'm more bullish on Spotify than ever as the company pushes into original podcasting content, signing deals with creators like Joe Rogan, Michelle Obama and Kim Kardashian. My biggest insight from the Q2 conference call was that advertising revenue will grow dramatically with podcasting in the coming quarters.
NIO Stock Analysis 📊🤓 August 2020
August 12, 2020 20:04 - 8 minutes - 15.1 MBNIO reports Q2 2020 revenue of $527M (+140%), with a positive gross margin of 8.4%. This was a huge sequential improvement across the board, and sets NIO up on the path towards profitability, with its upcoming EC6. NIO's newest EV, the EC6 is already accepting orders on the NIO app, and is set for customer deliveries in September. This should accelerate revenue and deliveries growth.
Tesla Announces 5 For 1 Stock Split 💰🤪
August 11, 2020 22:12 - 4 minutes - 8.55 MBTesla announces a 5 for 1 forward stock split. The deal will be completed in August, and means for every 1 share you have, you will now have 5. I love this move as it opens up Tesla stock to more investors by making it easier to buy a single share! Let me know what you think in the comments below!
How Tesla Will Scale Battery Production 🙊
August 06, 2020 20:29 - 15 minutes - 28.4 MB*SPOILER ALERT* Do not watch this if you want to be surprised at Tesla Battery Investor Day. This video is my entire theory of how Tesla tested Maxwell's tech in 2017/18, bought the company in 2019, and has been scaling in house battery cell production with the DBE technology, ever since. Tesla's biggest constraint on growth is they don't have enough batteries. On Battery Investor Day they will announce they are bringing cell production in house and will bring a new battery cell to market to...
Augur: Decentralized Prediction Markets 🔮 w/ Tom Kysar
August 05, 2020 18:28 - 55 minutes - 103 MBInterview with Tom Kysar, the head of Operations at Augur. Augur is a decentralized betting platform/prediction market that is built on the Ethereum blockchain. It originally launched a V1 beta version a couple years ago that generated $25M in bets. Now they have relaunched Augur V2, and you can use it to place decentralized bets today! I think this is one of the most promising Dapp projects in Crypto and am excite to follow its progress. Shoutout to Tom from Augur for taking the time for th...
Will Tesla Launch An Electric Rickshaw for India?
August 04, 2020 03:44 - 15 minutes - 29.5 MBIf Tesla designed a vehicle from scratch for the Indian market, what would that look like? How about an electric rickshaw, the Cybershaw. This is a moonshot concept that I think has a lot of potential to move people & cargo around urban environments. Projections show Indian electric rickshaw sales could hit 20M units per year, at $2.5K per unit, that's a $50B market.
Tesla + Panasonic Upgrading 2170 🔋s at Nevada Gigafactory
July 30, 2020 22:43 - 5 minutes - 10.2 MBThe head of Panasonic's US EV business (and in charge of working with Tesla at the Nevada Gigafactory), has revealed details about the company's battery cell technology roadmap. Panasonic expects energy density to improve 20% in 5 years, and significant cobalt reductions even sooner. It's interesting to see Tesla continually upgrading its Panasonic lines, and continue building this relationship ... with rumors heating up about Tesla building its own battery cells in house. The Battery Invest...
Rumor: SpaceX Raising $1B At $44B Valuation 🚀💸
July 28, 2020 00:02 - 17 minutes - 33.3 MBBloomberg reports SpaceX is raising $1B in new funding at a $44B valuation (its highest ever). I give my thoughts on SpaceX's funding strategy, why they will never IPO (or it will take forever), and the exciting potential of a Starlink spinout/IPO.
All-In: The World's Best Business Podcast 🃏🎙️🌟
July 23, 2020 23:35 - 9 minutes - 17.8 MBThe Silicon Valley investor GOATS 🐐Jason Calacanis, Chamath Palihapitiya, David Sacks and David Freiberg have turned their poker squad into the world's best new podcast. With under 5,000 subscribers and 68,000 total views, this is a total hidden gem. I expect this to blow up (rightfully so) as the world's leading business podcast and hit 1M subscribers. I'm so stoked these people I consider hero's of mine are taking the time to spread their knowledge! Go Subscribe!!
Tesla CONFIRMS Biggest Factory Ever In Austin, Texas
July 23, 2020 03:24 - 39 minutes - 73 MBAnalysis of Tesla's Q2 2020 shareholder letter, financial results and conference call. It was an EPIC call, with the Austin factory confirmed (on 2,000 acres), and Elon's excitement showing through. Tesla is doing better than ever! The company has reported 4 GAAP Net Income profits in a row, despite the COVID crisis, and is still on track to hit guidance of 500,000 deliveries in 2020. Congrats Tesla!!
Why Tesla Is Worth More Than Toyota
July 22, 2020 17:56 - 5 minutes - 11.4 MBInterview with Yahoo! Finance on 07/22, pre-Tesla Q2 earnings, discussing what to expect in the upcoming report. I go into the solarroof opportunity, and why Tesla's 'Computers on Wheels' business model justifies a higher market capitalization than Toyota. Huge shoutout to Yahoo! for inviting me on, thank you!
Why NIO Stock Is Soaring 🇨🇳⚡📈
July 21, 2020 23:17 - 12 minutes - 24.3 MBChinese EV-maker NIO has seen its stock price soar 220% in the past year, to a valuation of ~$15B. Is the hype justified for the 'Tesla of China'? I think so. NIO just reported record Q2 deliveries of 10,000+ vehicles, and is set to introduce a lower cost coupe (EC6) later this year. What are your thoughts on NIO stock and it's valuation?
Will Tesla Report A Profit In Q2 2020? 🧐💲
July 21, 2020 00:18 - 22 minutes - 42.1 MBMy expectations for Tesla's financials in Q2, are $5.9B in revenue and $121M in GAAP operating income. If deliveries continue ramping, Tesla has a good shot of hitting its (pre-COVID) 2020 delivery guidance of 500,000+ units. Additionally, with deliveries beating production by about 8K units in the quarter, cash flow will likely be positive (around $1B). On the conference call I'll be looking for updates on Gigafactory Shanghai, the Tesla Semi and 2H 2020 deliveries. Overall, this was a SUPE...
Tesla's India Opportunity 🇮🇳☀️🏠🔋🛵 w/ Vivas Kumar
July 18, 2020 17:31 - 51 minutes - 95.9 MBA conversation with Vivas Kumar about potential strategies for Tesla to enter the India market. With only ~4M passenger vehicles sold in India each year, the addressable market for Tesla's 4-wheeled vehicles is small. On the other hand, the opportunity for Powerpack/Powerwall + Solarroof to fix the grid, is massive. Additionally, there could be a huge opportunity to leverage Tesla's battery technology to create a two-wheel or three-wheel EV product ... What are your thoughts on how Tesla sho...
Quibi: $2B to $2M 📉
July 17, 2020 01:46 - 8 minutes - 16.1 MBNew reports indicate that just ~8% of Quibi's free trial users are converting to the service. My estimate is that Quibi has ~144K paying subscribers, generating about $12M in annual revenue. This is wayyyy below the company's targets, and is not a good sign for the future. Quibi is running out of money and will need to show massive user growth to convince investors to keep pouring in capital. Raising ~$2B before ever launching a consumer product (and finding product market fit) is looking mo...
Transition Metal-Free Cathode Breakthrough? w/ Sean Mehta, Battery Scientist
July 15, 2020 22:40 - 34 minutes - 64.2 MBA conversation with Sean Mehta, a battery scientist at Sila Nanotechnologies, about the potential of transition metal-free Cathodes & their potential to disrupt the battery materials supply chain. I learned a ton in this interview!! What are your thoughts about this exciting technology & lab results??
Starlink Emailed Me About Beta Testing 👀 🛰️
July 15, 2020 00:14 - 7 minutes - 13.9 MBSpaceX's low earth orbit satellite project, Starlink, continues to progress at a rapid clip. I got an email last night, asking me to enter my exact address to see if I'm eligible for the beta testing. Starlink is planning to begin delivering internet service THIS SUMMER. With 500+ satellite's already in orbit, and many launches planned in the near future, this seems like it's already a done deal. The potential for Starlink to become a massive, global, internet service provider is real. This...
HyperChange X Motley Fool Tesla Deep Dive
July 10, 2020 21:43 - 39 minutes - 73.7 MBMy interview from last month with the Motley Fool. We cover all things Tesla and my long-term investing thesis on the company. Huge shoutout to Buck Hartzell & The Motley Fool for inviting me!! This interview was recorded on June 11th, 2020.
Tesla Raises FSD to $8K, Will Be $20K+ Eventually 🧠🚘💸
July 09, 2020 06:36 - 20 minutes - 39 MBTesla has raised the price of it's Full-Self Driving (FSD) packaged yet again, from $7K to $8K. Elon Musk has hinted that the long-term value could be $100K+, once general autonomy and regulatory approval has been achieved. In the meantime, incremental gross margin expansion because of raising FSD prices will be a massive financial tailwind for the company. This will justify the 'Computers on Wheels' thesis and Tesla's significantly higher P/S, P/EBIT ratio than the rest of the auto industry...
Dadi is HyperChanging Male Fertility 🍆💦🥼🧪 w/ Tom Smith
July 07, 2020 21:24 - 31 minutes - 59.3 MBInterview with Tom Smith, the CEO/Founder of Brooklyn-based male-fertility startup Dadi. Previously, Tom worked at Apple HQ and then founded Imoji, a sticker company that sold to GIPHY in 2017. His newest venture, Dadi, offers direct to consumer at-home sperm testing, and storage. He's bringing much needed disruption to the male fertility space, by leveraging the power of technology to help families get started. I'm a huge fan of Tom, Dadi and the company's mission, so I decide to invest in ...
How Many Cybertrucks Will Tesla Sell In China?
July 07, 2020 18:05 - 6 minutes - 13.1 MBTesla has opened Cybertruck pre-orders in the world's 2nd largest pickup market, China! This is a huge clue that Tesla is moving forward with possible local Cybertruck production plans in China, and will be selling the truck there soon! What are your estimates for Chinese Cybertruck demand??
Tesla Drops Limited Edition S3XY Short Shorts 🤣
July 06, 2020 21:31 - 4 minutes - 8.36 MBThis is not a drill. Tesla has released official Short Shorts in its merch store for $69.420. These limited edition red & gold shorts wit 'S3XY' on the butt are an inside joke for Tesla shareholders. Tesla has been one of the most shorted & criticized stocks for years... with numerous billionaire short-sellers/skeptics. Now those haters have been proven wrong, as the stock is up 228% so far in 2020, and 415% in the past year. Tesla now trades at a market valuation of ~$250B, and may be on th...
Why Did Amazon Buy Zoox? 🤖🚖📦
July 05, 2020 18:07 - 12 minutes - 22.7 MBAmazon has purchased Zoox for $1.2B. The San Francisco based startup is developing autonomous vehicle technology. Zoox has raised more than $1B in funding, and was valued at over $3B in 2018. The question is why did Amazon get the on the cheap and what technology was so valuable? What we do know, is that Amazon continues to vertically integrate its logistics network, and is constantly testing new way to get us packages faster ;)
Arcimoto Raises ~$17M, Stock Soaring w/ Mark Frohnmayer
July 04, 2020 20:07 - 8 minutes - 16 MBArcimoto stock has soared more than 450% in the past 3 months, on the back of ramping deliveries and new financing. In June, the company raised $17M, giving them enough funding to put the pedal to the metal. I caught up with CEO/Founder Mark Frohnmayer, to get his take on the recent Hyrecar partnership & funding news.
Tesla Q2 2020 Production & Deliveries 🚘📊
July 02, 2020 22:19 - 5 minutes - 11.3 MBTesla beats everyone's estimates and reports deliveries of 90,650 for Q2 2020. Despite over a month of the Fremont factory being shutdown and a global pandemic, Tesla was able to grow its deliveries by 2% sequentially. My projections indicate the company is still on track to hits its annual 2020 delivery guidance of 500,000+ vehicles. This would be 36% growth from 2019, despite the world falling apart. Tesla was able to report a profit last quarter with deliveries of 88,000... the chance of ...
How Many Cars Will Tesla Deliver In Q2 2020?
June 29, 2020 23:07 - 8 minutes - 16.8 MBTesla Q2 2020 Deliveries & Production Preview. A strong quarter from Gigafactory Shanghai and Model Y could push Tesla deliveries to 90,000+ (my estimate) for the quarter. This is wayyyy higher than any of us were thinking at the end of Q1, and puts profitability for the quarter within reach!
Will Tesla Cause A Lithium Shortage? 🔋⚒️ w/ Vivas Kumar
June 28, 2020 22:36 - 1 hour - 166 MBInterview with Vivas Kumar, ex Battery Supply Chain Manager for Tesla, now a Principal at Benchmark Mineral Intelligence. Vivas prepared a 34 slide presentation about the state of the Lithium industry, and battery materials supply chain. As EV sales climb from 1M/year to 50M/year over the next decade or two, massive investments need to be made in the raw materials supply chain. This is an in depth look at the mining & lithium industry from now, until 2030.
Tesla's Roadrunner Battery Cells Are Ramping 🤫🔋
June 25, 2020 23:05 - 7 minutes - 14.5 MBNew documents confirm Tesla is expanding battery manufacturing and R&D operations in Palo Alto. This essentially confirms Tesla's 'Project Roadrunner', a top secret initiative with the goal of producing battery cells in house (with a cost below $100kWh). With up to 100 people working in 4 shifts 24/7, it seems like Tesla is truly ramping capacity of these new cells. But many questions remain ... Do these cells use the Maxwell Dry Battery Electrode (DBE) tech? Are these cells going into the n...
Closing Out My Spotify Options Trade 📈
June 22, 2020 21:11 - 4 minutes - 8.87 MBUpdate on my Spotify options trade from 3/4 weeks ago. I decided to close out my position with a 110% profit & return to my option retirement! I'm still holding all my Spotify shares and am very pumped about the future they are building. Remember nothing on HyperChange is financial advice!!
Tesla Impact Report Sets A New Standard ♼🌎
June 18, 2020 06:37 - 23 minutes - 43.5 MBTesla has posted it's most in-depth corporate sustainability report yet. This analysis of the company's ever improving carbon emissions per vehicle, shows why Tesla is way ahead of the pack. From tailpipe emissions, to battery efficiency, to water usage, Tesla continues to push the envelope on becoming as sustainable as possible! This makes me so proud to be a shareholder :)
Model Y production is booming! 🎙
June 16, 2020 07:21 - 36 minutes - 67.7 MBDoing a live radio broadcast about Tesla’s ramping Model Y deliveries! I just saw my first two in the wild! This was my first time trying this content format & having people call in, it was so fun, thanks for joining!
Arcimoto Announces Sandy Munro Partnership, Exclusive Mark Frohnmayer Interview
June 10, 2020 23:41 - 15 minutes - 29.1 MBI caught up with Arcimoto CEO/Founder Mark Frohnmayer to discuss his new partnership with Sandy Munro, to help bring the FUV into mass production. These are two of my favorite people in the EV/transportation world, and I think Sandy Munro will add a lot of value to Arcimoto's production ramp. His industry expertise can cut costs, improve ramp speed, and bring decades of Detroit experience to Arcimoto's team.