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
Billionaire Wants Jack Dorsey Out of Twitter
March 03, 2020 22:35 - 13 minutes - 25.8 MBElliott Management/Billionaire Paul Singer have reportedly taken a stake in Twitter, and are pushing for Jack Dorsey to be removed as CEO. This is BS. Elliott Management doesn't even use Twitter, and they are completely ignoring the progress Jack has made since returning to Twitter in late 2015. In this video I break down the metrics justifying Dorsey's success and my argument for why he should remain on as CEO.
Patreon: Empowering The Next Generation of Creatives w/ Jack Conte
March 02, 2020 22:57 - 57 minutes - 108 MBInterview with Jack Conte, about his journey from creative to CEO/Co-Founder of Patreon. By allowing artists to monetize their work, and build relationships with their closest fans, Patreon is empowering a new generation of creatives. I think the world desperately needs this artistic and creative energy, and Patreon has huge potential to build an incredible business around it. Kevin & I have been huge fans of Jack for years, and we were so thankful for this opportunity to hangout with one of...
Will Lyft Survive As A Standalone Company?
February 25, 2020 18:05 - 13 minutes - 25.2 MBLyft shares are down ~37% from their IPO, as losses keep mounting and competitive pressure increases. Revenue growth has slowed dramatically from 100%+ a year ago, to 54% in Q4, to guidance for just 28% in 2020. Will the company survive and be able to fend off Uber? Or is Lyft a sweet acquisition candidate for Google/Waymo ... or even Amazon?
Tesla: Cell To Pack Battery Technology Coming?
February 21, 2020 21:27 - 5 minutes - 9.55 MBElon Musk claims Tesla's battery modules are no longer necessary, and hints that cell to pack technology could be the future of batteries. This lines up with an October 2019 "aggregated battery system" patent filed by Tesla Cell Engineer Kevin Matthews. Additionally, Tesla is rumored to be working with CATL on a new battery supply agreement. In late 2019, CATL announced new cell to pack technology that greatly reduced the cost, complexity and increased the energy efficiency of its batteries....
Snap Grows 45% In 2019 📈
February 21, 2020 01:33 - 15 minutes - 29 MBSnap grew its userbase 17% in 2019 to 218M DAUs, revenue hit $1.7B (+45%), and profitability improved. What's next for 2020? If Snap can continue to grow its engagement, it will get very close to profitability. I'm waiting for a new version of Spectacles to be released, with more AR features. Do you think Evan Spiegel can compete with Instagram and TikTok?
Tesla + CATL = LFP, Cobalt-free, Prismatic Batteries?!
February 19, 2020 21:18 - 14 minutes - 26.9 MBReuters is reporting that Tesla is partnering with Chinese battery supplier CATL, to build Lithium Iron Phosphate (LFP), Cobalt-free, Prismatic battery cells for the Made In China Model 3. WHAT!? This is huge/totally unexpected news about Tesla's battery supply chains, and brings up far more questions than answers. Why is Tesla using less energy dense cells? Are they that much cheaper? Is Maxwell's DBE tech involved?!
Tesla Announces $2B+ Capital Raise
February 14, 2020 21:32 - 16 minutes - 30.4 MBTesla surprises the market and announces a $2B+ capital raise. This will give the company capital to accelerate new Gigafactory plans (Texas?), and ramp battery production (Maxwell?), while only diluting by 1.5%. In its newly release 10K, Tesla has upped its CAPEX guidance to $2.5-$3.5B annually, for the next 2-3 years. Additionally, this raise will give the company a bigger cash cushion if a recession were to hit.
Did Tesla Acquihire A Colorado Battery Startup?
February 12, 2020 22:42 - 10 minutes - 20.4 MBLouisville Colorado (just 20 minutes north of Denver), has become a hotbed for next generation EV batteries. Now Tesla is hiring for a 'Cell Technician' in the area to "assist anode development and optimization R&D." Additionally, the candidate is required to understand "electrode fabrication, delicate assembly of coin cells, cell dissection, running cell tests and data analysis & lab-scale electrode slurry mixing and electrode coating" .... Interesting! Could Tesla be partnering with one of...
How & Why SpaceX Should IPO 🚀🔔
February 11, 2020 00:26 - 36 minutes - 69.3 MBSpaceX COO Gwynne Shotwell hinted at a potential IPO/spinout of SpaceX's internet satellite project, Starlink, at a recent investor conference. This is incredibly exciting for all Elon Musk supporters, but begs the question ... why not just IPO SpaceX? In this off the cuff podcast, I discuss a potential strategy SpaceX could use to direct list its shares on a new private exchange like Carta, to make its equity accessible to its biggest supporters.
Rivian's Self-Driving Strategy
February 08, 2020 20:47 - 6 minutes - 12.7 MBA breakdown of Rivian's self-driving hardware, and how the company plans to rollout autonomy features for its customers. With 10 cameras, 4 radars, 2 lidars, ultrasonic sensors and high-precision GPS, each Rivian is equipped with more tech than a Tesla! But does that mean they will be able to compete on true general autonomy???
Coronavirus Impact On Financial Markets & Tesla 😷🤔
February 06, 2020 06:48 - 6 minutes - 12 MBThe coronavirus originating in Wuhan China has infected 24,000+ people in 24 countries. If it keeps spreading, this could be a near-term headwind for the macro growth environment. Is this a threat to global financial markets? Will this significantly delay the growth of Tesla's Shanghai Gigafactory?
Tesla Q4 2019: $1B In Free Cash Flow 📊📞
January 30, 2020 08:09 - 50 minutes - 95.9 MBAnalysis of Tesla's Q4 2019 financials, shareholder letter and conference call. Revenue hit a record high of $$7.4B, EBIT was $359M and Free Cash Flow came in at $1B. Model Y deliveries start in Q1, Demand for the Cybertruck and Made in China Model 3's is overwhelming. Battery investor day will likely be in April, and will have some huge announcements about scaling battery production and Tesla's next generation Plaid powertrain
Will Netflix Be Able To Reverse Its Cashflow Trend?
January 29, 2020 03:16 - 17 minutes - 33.2 MBNetflix reported record revenue ($20B) and record earnings ($2.6B) in 2019 ... but also record negative operating cashflow of $2.9B. The company claims cashflow will improve from here as subscriber growth and revenue outpace original content spending. Will this be possible in the wake of massive competition from Disney, Comcast and others ... ?
Tesla Q4 2019 Earnings Preview 👀
January 27, 2020 23:16 - 17 minutes - 33.5 MBTesla will report its earnings after the bell on Wednesday. I'm estimating revenue of ~$7B, and EBIT of ~$400M, with exceptionally strong free cash flow ($700M!?). Additionally, I'll be looking for an update on Model Y deliveries, Gigafactory Shanghai production ramp and 2020 delivery guidance. What are your expectations for Tesla's report later this week??
Tesla CyberJet 🛸How Elon's Electric VTOL Jet Will Change Flying w/ Matt Joyce
January 19, 2020 08:13 - 39 minutes - 73.9 MBAn interview with Matt Joyce about Elon Musk's VTOL Electric Jet idea & how it could revolutionize the flying experience. Assuming ~5% annual improvements in battery energy density, this technology could be ready as soon as 2028.
Tesla Designing New EV In China For Export?! 🤯
January 08, 2020 19:45 - 9 minutes - 17.6 MBAt the Model 3 delivery event in Shanghai, Elon Musk hinted at Tesla's future plans in China. The company will set up a new design and engineering center, where they are planning to design a new EV from scratch, for "worldwide consumption." Does this imply Tesla is working on a smaller car/new EV form factor that they will build in China and export around the world? It sounds like it!
Tesla: The Computer On Wheels Company 📱🍏🚘
January 08, 2020 00:53 - 13 minutes - 25.9 MBApple changed the way we think about phones, and Tesla is going to change the way we think about cars. Software is eating the world, and the automotive market is no exception. Tesla's software-first approach to building EVs & the collection of billions of miles of Autopilot data, is ushering in the future of the transportation industry. This isn't a car company, it's a computer on wheels on company :)
Tesla Starts Delivering 'Made In China' Model 3s! 🥂
December 29, 2019 21:27 - 7 minutes - 14.3 MBTomorrow (December 30th), Tesla will deliver its first 15 'Made In China' Model 3s! This marks a huge milestone for Gigafactory 3 Shanghai, which began construction in 2019, and has vehicles rolling off the line just 11 months later ... This may be the fastest a factory has been built in the history of the automotive industry. Now the question is how fast will these sales ramp? I'm estimating Tesla will deliver ~80,000 Model 3's in China in 2020, and end the year at a ~150,000 cars/yr produc...
The Future Of Gaming In Your Tesla 🎮
December 21, 2019 22:43 - 11 minutes - 21.3 MBIs your Model 3 a $40,000 electric vehicle, or a $40,000 video game console? Both!! In the past year Tesla has began to launch video games you can play in your car. I think this is a sneak preview of entertainment in a self-driving/autonomous future & an amazing example of the possibilities that over the air software updates enable. In the long-term, Tesla's active user/driver/rider-base will be in the Ms (~800K today) and offer a compelling opportunity for 3rd party app & game developers ....
Tesla On Track To Deliver 600,000+ Cars In 2020 📈
December 19, 2019 04:55 - 21 minutes - 41.4 MBTesla stock hits all-time highs as the market begins to look towards 2020, and the company's growth potential with Gigafactory 3 Shanghai and the Model Y. Per my estimates, Tesla could deliver 615,000 cars in 2020, produce $36B in revenue and be significantly profitable. What are your projections for next year??
Tesla Enabling New Mobility Platforms w/ Rahul Sonnad
December 17, 2019 01:03 - 39 minutes - 72.5 MBExclusive interview with Rahul Sonnad, the CEO/Co-Founder of Tesloop, a Tesla rental service. Tesloop has operated a fleet of 8 Tesla's (and growing) and driven them millions of miles offering rides & rentals to its customers. Through this process, they have incredible data proving the service & maintenance savings of operating an EV versus an ICE car. This conversation is a sneak peak at how Tesla's ride-sharing ambitions will expand, and how the transportation industry will change as a res...
Scaling Arcimoto's FUV Production w/ Mark Frohnmayer
December 16, 2019 06:29 - 24 minutes - 45.6 MBAn interview with Arcimoto CEO/Founder Mark Frohnmayer in LA at the LD Micro conference. Arcimoto is currently ramping production & deliveries of its Fun Utility Vehicle, a 3-wheel, all-electric two-seater that can go 100 miles per charge. In this video we also discuss the company's latest funding round, and the potential for partnerships with bigger companies like Uber & Tesla.
AR Smartglasses & Becoming Cyborgs w/ Alex Heath
December 08, 2019 23:55 - 39 minutes - 73 MBA conversation with Alex Heath, reporter with The Information. Alex is a thought leader in the world of augmented reality smartglasses, reporting on Snap Spectacles, Apple's rumored smartglasses, Facebook's mind control device project & more.
CyberTruck Could Add $50B+ To Tesla's Valuation
November 28, 2019 19:30 - 26 minutes - 24.3 MBTesla has launched the Cybertruck. Available for delivery in late 2021, starting at $39,900, and made out of a steel alloy exoskeleton. This Bladerunner-looking vehicle has taken over the internet and generated 250,000 pre-orders in just 5 days. Are we looking at the future of trucks, or has Elon Musk lost his mind? I think demand will be at least 350,000 units per year, and drive significant shareholder value. If the Cybertruck sells 1M units per year (as much as the Ford F-series), it coul...
Tesla Working On Goodenough's Glass/Solid-State Battery?
November 09, 2019 21:55 - 13 minutes - 12.3 MBThis episode is brought to you by FOUR Organic Lip Balm, use the code 'hyperchange' for 10% off :) https://fourorganicsnyc.com/ My moonshot/conspiracy theory that Tesla has been secretly working with John Goodenough, to commercialize his next generation solid-state lithium-ion glass electrolyte battery. The timeline of the research paper, clues about Tesla testing solid state batteries, and the move into cell production make me think something is up. Am I crazy?
Tesla Partnering With CATL For Batteries?
November 08, 2019 01:45 - 5 minutes - 4.76 MBThis episode is brought to you by FOUR Organic Lip Balm, use the code 'hyperchange' for 10% off :) https://fourorganicsnyc.com/ Bloomberg reports that Tesla has signed a preliminary partnership with Chinese battery maker CATL, to supply battery cells for the Model 3 at Gigafactory Shanghai. What does this mean for Tesla's relationship with Panasonic, and the company's potential to build there own battery cells??
What Stocks I Own & Why (11/05/2019)
November 06, 2019 02:57 - 25 minutes - 23.2 MBThis episode is brought to you by FOUR Organic Lip Balm, use the code 'hyperchange' for 10% off :) https://fourorganicsnyc.com/ An inside look at my (Galileo Russell's) personal investment portfolio. From Tesla, Bitcoin, Maker, Arcimoto to Snap, I walk step-by-step through each of my stocks/cryptoassets and explain my investment thesis.
Truman's, Cleaning & Concentrates w/ Alex Reed
October 30, 2019 00:33 - 27 minutes - 51 MBHyperChat #15 - A sit down with Truman's CMO/Co-Founder Alex Reed to talk about disrupting the cleaning market, and entrepreneurship in 'boring' industries. Truman's DTC concentrate products, promise a simpler and more sustainable solution to household cleaning.
Tesla Launches V3 Solar Glass Roof ☀️🏠
October 27, 2019 23:20 - 11 minutes - 21.1 MBTesla's solar roof is ready for primetime. The company has announced the launch of a V3 solar tiles, greatly reducing costs and installation time. Elon Musk claims the company is planning to ramp to installing 1,000 roofs/week in the next few months, and 10-20,000 per week in the long-term. This could be a multi-billion dollar revenue stream for Tesla in the coming years.
Tesla Q3 2019 Earnings & CC Analysis 📊📞
October 24, 2019 17:33 - 37 minutes - 70.2 MBFull analysis and recap of Tesla's Q3 '19 financial results and conference call. So much news! Model Y is confirmed to arrive early (Summer 2020), Gigafactory 3 Shanghai is already building prototype Model 3s, and there will be a solar roof announcement tomorrow! Financially, the results were also impressive. A strong sequential improvement in gross margin, and tight cost control led to positive operating income of $261M, and free cash flow of $371M. With more cash than ever, and an epic pr...
The Future of Personal Mobility w/ Mark Frohnmayer
October 06, 2019 18:33 - 27 minutes - 50.5 MBHyperChat #14 - Arcimoto has began production of its 3-wheel EV, the Fun Utility Vehicle (FUV). This marks a major milestone for the Eugene, Oregon based startup, that has been developing this technology/product for over a decade now. In this episode I talk with CEO/Founder Mark Frohnmayer about Arcimoto's vision for the future or personal mobility.
Cathodes & Building 1M Mile Batteries w/ Dan Blondal
September 30, 2019 23:51 - 46 minutes - 86.7 MBHyperChat #13 🎙️- An interview with Dan Blondal, the CEO of Nano One Materials, a battery manufacturing technology company. The company's patented process allows for faster, cheaper and more efficient production of cathodes (22% of lithium-ion batteries). Will this Canadian startup have success with some of its big name partners like Volkswagen & Pulead in bringing this tech to market?
AirBnB Worth ~$100B, IPO In 2020 🏠
September 26, 2019 14:55 - 15 minutes - 29 MBAirBnb has anounced its plans to IPO in 2020. By my estimates the travel startup is on track to hit $10B in revenue in 2021, and could justify a valuation of $100B at the time of IPO. This is one of my favorite companies (and services) in the entire world. AirBnb is democratizing travel, making the world more accessible and empowering underserved communities ... I love it!
Giga 3 Update: Production Around The Corner 😁
September 19, 2019 18:02 - 12 minutes - 23.8 MBTesla's Gigafactory 3 Shanghai continues to make rapid progress. With substation activation on track for the end of September, is the start of production right around the corner? It looks like it. A succesful Gigafactory 3 means Tesla will substantially grow its revenue, profits and cashflow. I think major catalyst is being overlooked by Wall Street & the financial media.
WeWork & Adam Neumann, Bubble or Visionary? #IPO
September 09, 2019 22:57 - 20 minutes - 39 MBWeWork's S-1 IPO filing has been met with huge skepticism. From rapidly growing losses and weak gross margins, to self-dealing real-estate & IP deals with CEO/Founder Adam Neumann, The We Company is a fascinating case study. The company is rumored to be cutting its valuation in half (or more) after tepid demand from Wall Street. What are your thoughts on the IPO? Are we at peak startup bubble, or is this a disrupter??
Tesla Is Winning The US/China Trade War
September 08, 2019 19:17 - 13 minutes - 24.8 MBTesla's rapidly progressing Shanghai Gigafactory couldn't have better timing. As US/China trade war tensions ramp, a 25% automotive import tariff is set to take effect on December 15th. This is right when Tesla's 'Made In China' Model 3 is set to launch. What do you think about Tesla's prospects in China after Giga 3 has been completed?
Sandy Munro, Maxwell & Being A TeslaTuber w/ Sean Mitchell
September 01, 2019 17:57 - 56 minutes - 106 MBHyperChat #12. I bring on Sean Mitchell, Denver real-estate agent/TeslaTuber to discuss his recent Sandy Munro interview, Tesla's acquisition of Maxwell Technologies, and his life creating EV content for YouTube.
Tesla Insurance Launches! w/ Sean Mitchell
August 30, 2019 16:59 - 21 minutes - 40.6 MBTesla insurance has finally launched! Starting in California and expanding soon to other states, customers have been able to see 20-30% savings over their legacy providers. In this episode I discuss the implications of Tesla's Insurance program, and how it lays a key foundation for the future of autonomy.
The Snap Bull Thesis w/ Turner Novak
August 27, 2019 23:55 - 1 hour - 157 MBHyperChat #11. Turner Novak, expert Snap analyst, breaks down the company's future potential and augmented reality vision. From Spectacles 3, to AR Lenses, to Discover, Snapchat is quietly building a camera operating system for Gen Z. Do you think the company will be succesful in competing against the Zuck empire (Instagram & Facebook)? Become a #HyperChanger & support us on Patreon to receive the exclusive weekly HyperChange Newsletter!! https://www.patreon.com/hyperchange
Model Y Manufacturing & CAPEX Revolution?
August 26, 2019 21:10 - 13 minutes - 25.9 MBNew patents show the potential for a manufacturing revolution with the Model Y. First, there is a breakthrough new wiring harness, that reduces the amount of wiring from 1.5KMs (in a M3) to just 100M (in a MY). Additionally, Tesla has patented a massive new casting machine that could be utilized for Model Y body assembly. These innovations at the manufacturing level, show Tesla's industry leading pace of innovation. Both the new wiring, and casting device could lead to increased automation &...
The Superbottle: A Microcosm of Tesla's Disruption
August 22, 2019 18:27 - 11 minutes - 22 MBTesla's Model 3's heating & cooling system is controlled by a single hub, the Superbottle. This innovate design is miles ahead of the competition, and shows the disruptive nature of Tesla's vertically integrated manufacturing approach. Is this tiny little super hero easter egg a clue at a major future Tesla product line? A smart home AC system? Become a #HyperChanger & support us on Patreon to receive the exclusive weekly HyperChange Newsletter!! https://www.patreon.com/hyperchange LINK ...
Will Disney+ Crush Netflix?
August 21, 2019 20:55 - 9 minutes - 18.2 MBDisney is set to launch its new streaming service (Disney+) in the US on November 12th. Stacked with new original content, and combined with Hulu & ESPN+ for just $12.99/month, will this impact Netflix's streaming dominance? Become a #HyperChanger & support us on Patreon to receive the exclusive weekly HyperChange Newsletter!! https://www.patreon.com/hyperchange LINK - Disney's financial data on HyperCharts: https://www.hypercharts.co/dis LINK - Disney+ website: https://preview.disneypl...
Tesla Launches Solar Panels As A Service ☀️
August 19, 2019 19:30 - 10 minutes - 19.7 MBTesla re-launches its residential solar service with revamped panels, and simplified pricing. Consumers can choose a Small, Medium or Large system depending on home size. Prices start at $50/month with service, installation & maintenance included. Will this reverse the trend of Tesla's falling solar deployments? LINK - Get Tesla solar panels: https://www.tesla.com/energy/design LINK - Electrek article about launch: https://electrek.co/2019/08/16/tesla-... LINK - SolarCity S-1: https://w...
The Snapchat Turnaround Is Happening 🚀
August 01, 2019 18:53 - 11 minutes - 21.1 MBSnap shares are soaring on the back of a blowout Q2. User growth has returned, with the company adding 13M DAUs sequentially (most since Q2 '16), and accelerating revenue growth to 48%. Has Evan Spiegel officially defeated Instagram's copycat attempts? Or is this quarter a fluke? Personally, I've never been more bullish on Snap. Users, revenue, gross margins, cash flow and product innovation are all gaining momentum. Become a #HyperChanger & support us on Patreon to receive the exclusive we...
Tesla Megapack: Utility-Scale Energy Storage 🔋
July 30, 2019 22:53 - 10 minutes - 20 MBTesla launches the Megapack, a utility-scale battery product, born out of the company's wildly succesful Hornsdale battery project (in Australia). Tesla's energy storage deployments have been growing rapidly, and are on pace to hit 2GWh in 2019. This overlooked piece of the company's business could be a huge growth driver in 2020 and beyond. Become a #HyperChanger & support us on Patreon to receive the exclusive weekly HyperChange Newsletter!! https://www.patreon.com/hyperchange LINK - T...
Bubble: Building Software Without Code w/ Emmanuel Straschnov
July 29, 2019 23:40 - 27 minutes - 50.8 MBHyperChat #10. I sat down with Bubble Co-CEO/Founder Emmanuel Straschnov to discuss how his company is accelerating the trend of 'Software Eating The World'. Bubble allows users to build custom (and scalable) apps in just weeks, with no coding required. Become a #HyperChanger & support us on Patreon to receive the exclusive weekly HyperChange Newsletter!!https://www.patreon.com/hyperchange LINK - Bubble's website: https://bubble.is/ LINK - Emmanuel's twitter: https://twitter.com/estra...
Tesla Q2 2019 Earnings & CC Analysis 📊📞
July 25, 2019 05:28 - 29 minutes - 55.1 MBAnalysis and recap of Tesla's Q2 2019 shareholder letter & conference call. With $5B in cash, and a rapidly growing business, Tesla's financial health has never been stronger. The company reported revenue of $6.3B (+59%), with an operating loss of $167, and free cash flow of $614B. Become a #HyperChanger & support us on Patreon to receive the exclusive weekly HyperChange Newsletter!! https://www.patreon.com/hyperchange LINK - Tesla Q2 2019 Shareholder Letter: https://ir.tesla.com/static-...
Milfoil & Restoring Freshwater Ecosystems w/ Joe Markman, The Milfoil King
July 19, 2019 20:59 - 48 minutes - 89.9 MBHyperChat #9. From repopulating endangered turtle species, to removing algae and milfoil, the Milfoil King is an untold entrepreneurial success story. Joe Markman, my good friend & CEO/Founder of The Milfoil King comes on the podcast to discuss his freshwater ecosystem management business, which I think is on the front lines of fighting climate change. LINK - Original HyperChange documentary on Joe/The Milfoil King startup: https://youtu.be/BG8VnBlgBXw LINK - Milfoil King website (and how...
Neuralink: A Hyperloop For The Mind 🧠🚆
July 18, 2019 04:54 - 27 minutes - 52.6 MBAnalysis of Neuralink's first public event in San Francisco, where they unveiled the N1 chip, and brain machine interface technology. Are we witnessing the birth of the next great computing platform? Will BMIs like Neuralink's N1 disrupt the smartphone? Do you think Elon Musk can pull this off? LINK - Neuralink website (w/ job postings): https://www.neuralink.com/ LINK - Neuralink launch event livestream: https://youtu.be/r-vbh3t7WVI
Tesla Shareholder Roundtable w/ Rob Maurer & Matt Joyce
July 16, 2019 02:02 - 1 hour - 133 MBHyperChat #8, with Rob Maurer of Tesla Daily & Matt Joyce of Toom Dips. This hour conversation with two of the smartest bulls I know, covers everything from Tesla's valuation, electric airplanes/VTOL jets, Maxwell Technology/battery cell production, to the FUD & so much more!! Filmed 07/07/2019 Somewhere In Wisconsin. TIMESTAMPS 1:12 Tesla Q2 Production & Deliveries Report & Potential S&P 500 inclusion 4:20 Short Position In Tesla/Short-Squeeze Theory 6:30 How to value Tesla, P/E, P/S?...