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 & The REVolution w/ Sam Korus
July 03, 2019 04:09 - 56 minutes - 105 MBI sat down with Sam Korus, analyst at ARK Invest, to discuss all things EV and Tesla. From vertical integration into battery cell production, to China's goal to become an EV exporter, this is a deep dive into the REVolution! **All statements made by Sam Korus regarding companies or securities are strictly beliefs and points of view held by ARK and are not endorsements or recommendations by ARK to buy, sell or hold any security** Become a #HyperChanger & support us on Patreon to receive t...
Amazon Should Buy Rivian
July 02, 2019 00:55 - 14 minutes - 26.8 MBAmazon continues to vertically integrate in the shipping/logistics space, but has yet to make a hardware play. Is a February, ~$700M investment into Rivian a pre-cursor of what is to come? My Moonshot is that Amazon fully acquires Rivian (for $5-10B) and begins building on top of the company's electric skateboard technology (launching electric trucks, cars & delivery vehicles). Become a #HyperChanger & support us on Patreon to receive the exclusive weekly HyperChange Newsletter!! https://ww...
Made In China Model 3 Coming in ~6 Months
June 25, 2019 01:48 - 18 minutes - 35.1 MBTesla's Gigafactory 3 in Shanghai continues to make rapid progress. Now the shell is complete, and production/tooling has begun. The facility is on track to produce cars in late 2019, and begin customer deliveries in December of this year. My estimates show China could be a $10B business for Tesla in 2021, if things go well. Become a #HyperChanger & support us on Patreon to receive the exclusive weekly HyperChange Newsletter!! https://www.patreon.com/hyperchange
Analysis of Tesla's 2019 Shareholder Meeting
June 14, 2019 06:34 - 27 minutes - 51.1 MBFull recap of Tesla's 2019 shareholder meeting. Elon Musk updates us on demand, Model Y ramp, Cyberpunk Pickup truck and drops key hints about an upcoming battery investor day. Huge shoutout to all the Tesla fans/shareholders I met at the event! Become a #HyperChanger & support us on Patreon to receive the exclusive weekly HyperChange Newsletter!! https://www.patreon.com/hyperchange LINK - Full video of Tesla Shareholder meeting: https://youtu.be/Va5i42D13cI
Investing In A Bright Future & Tesla w/ Ross Gerber
June 08, 2019 17:17 - 1 hour - 117 MBI sat down with Ross Gerber, the Co-Founder of Gerber Kawasaki to discuss investing & Tesla. From social media, to climate change, to self-driving cars, we discuss how new technologies are changing the world around us. Interview was recorder on June 5th 2019, in Los Angeles. Become a #HyperChanger & support us on Patreon to receive the exclusive weekly HyperChange Newsletter!! https://www.patreon.com/hyperchange LINK - Follow Ross on Twitter: https://twitter.com/GerberKawasaki LINK - G...
Starlink 🛰️ SpaceX Is Becoming An ISP
May 24, 2019 22:18 - 10 minutes - 19 MBSpaceX has successfully launched its first 60 satellites for project Starlink. This marks the begining of SpaceX's journey to offer low-orbit (high-bandwidth, low latency) satellite internet service has begun! According to leaked documents found by the WSJ, SpaceX believes Starlink will be its major revenue (and earnings) driver, long-term. This makes it a key piece of Mars puzzle piece. What do you think about Starlink's potential? Will this moonshot become a reality? Become a #HyperChang...
Tesla's Autonomy Thesis w/ Tasha Keeney
May 21, 2019 05:07 - 51 minutes - 95.6 MBHyperChat with ARK Invest analyst Tasha Keeney. We discuss Tesla's self-driving strategy, and how its unique vertically integrated approach could lead to significant advantages. From its custom FSD chip, to a fleet of ~500K vehicles training its neural net, Tesla technology is improving rapidly. Will Elon Musk succeed in being a first-mover in the robotaxi race? *correction* - Tasha refers to the NHTSA as a company, when it is government agency. Become a #HyperChanger & support us on ...
Maxwell Could Be Worth BILLIONS To Tesla 🔋💸
May 16, 2019 18:25 - 13 minutes - 25.3 MBTesla has completed its ~$240M all-stock acquisition of Maxwell Technologies! This could have huge implications for the company's battery technology roadmap. Maxwell's Dry Battery Electrodes offer a cheaper, more efficient and more sustainable way to produce lithium-ion cells. This means cheaper EVs, with more range! According to my research, this will put Tesla EVEN FURTHER ahead in battery technology, compared to legacy OEMs. Become a #HyperChanger & support us on Patreon to receive the e...
Tesla's Vertical Autonomy Stack
May 16, 2019 02:45 - 31 minutes - 58.9 MBDeep-dive analysis on Tesla's autonomous strategy, from the self-driving chip, to the neural network. Tesla's vertically integrated, vision-based approach continues to prove itself in the real-world, and be validated by industry academics. When will Wall St wake up and realize the value what Tesla has been developing? Become a #HyperChanger & support us on Patreon to receive the exclusive weekly HyperChange Newsletter!! https://www.patreon.com/hyperchange LINK - Full Tesla Autonomy Inv...
Dyson: From Vacuums to EVs!?
May 13, 2019 18:43 - 10 minutes - 18.9 MBThe famous vacuum-innovator has been planning a major push into Electric Vehicles. With decades of expertise in electric motors, batteries, aerodynamics and luxury consumer products, this may not be as crazy as it seems. Dyson posted $5.7B in revenue & $1.4B in profit in 2018. The company has plenty of capital and is investing at least $2.7B to bring its EV to market. The car will be build in Singapore, and is planning to launch in 2021. Become a #HyperChanger & support us on Patreon to re...
Is Beyond Meat Really Worth $4.2B? 🌿🍔
May 09, 2019 21:40 - 18 minutes - 35.1 MBThe plant-based burger startup rose more than 150% on its first day of trading, and hasn't looked back since. Today, Beyond Meat is worth $4.2B, and on track for ~$175M in revenue in 2019 (my estimates). Would you pay 24X sales for Beyond Meat? Become a #HyperChanger & support us on Patreon to receive the exclusive weekly HyperChange Newsletter!! https://www.patreon.com/hyperchange LINK - Beyond Meat HyperCharts: https://www.hypercharts.co/bynd LINK - Beyond Meat investor relations: h...
Carta: Software is Eating Wall St 🦄
May 08, 2019 18:33 - 11 minutes - 20.8 MBCarta, the Silicon Valley-based equity management platform has just raised $300M (at a $1.7B valuation), from Andreessen-Horowitz, Goldman Sachs & Lightspeed Ventures. This is one of my favorite new startups & a company I see digitizing the shareholder experience and completely disrupting Wall Street as we know it. Let me know what you think in the comments below!! (FYI this episode was not sponsored by Carta in any way, I just love their product/company). LINK - Carta: https://carta.com/...
Amazon's Profits Keep Soaring & Berkshire Is Buying
May 07, 2019 19:35 - 12 minutes - 23.1 MBAmazon's operating income rose more than 100% in Q1 to $4.4B! The company famous for never making money, is quietly becoming a profit machine. Even Warren Buffett/Berkshire Hathaway are buying shares. Does this mean Amazon's days as a growth high-flyer are over? Or will the market continue to give Amazon a huge P/E multiple, despite slowing growth?? Become a #HyperChanger & support us on Patreon to receive the exclusive weekly HyperChange Newsletter!! https://www.patreon.com/hyperchange ...
Tesla Raising ~$2B In Equity/Debt 💰
May 02, 2019 20:31 - 11 minutes - 21.6 MBFinally! Tesla has anounced that it's raising $2B in a combination of equity & a convertible note. I've been hoping for this for almost a year! Now Tesla can accelerate its growth plans (Model Y + Semi), while having a much bigger cash cushion in the bank. I think this is a very positive development, even though the price is lower than some of us would have hoped for. What do you think?! Become a #HyperChanger & support us on Patreon to receive the exclusive weekly HyperChange Newsletter!!...
How Oscar Is HyperChanging Healthcare w/ Nikita Singareddy
May 01, 2019 17:56 - 1 hour - 140 MBMy latest HyperChat with Nikita Singareddy, a population health analyst for Oscar (NYC healthcare startup) and the founder of Negotiating The Terms. We discuss how Oscar is reimagining the US healthcare system with a software/data first approach that aligns incentives. TIMESTAMPS :) 2:10 What's the Problem w/ US Healthcare?/History of US Healthcare 5:54 Aligning Incentives in Healthcare 23:40 Business Model + Vision of Oscar 40:20 Negotiating The Terms 44:29 IPOs & S-1 filings ...
Sempo: Disaster Response 2.0 & Colonizing Space w/ Tristan Cole
April 26, 2019 19:06 - 1 hour - 122 MBSempo is a startup providing disaster response 2.0, by digitizing aid payments for NGOs. I sat down with the Co-Founder Tristan Cole, to discuss the company's overall vision, to bank the unbanked and democratize access to mobile payment wallets. At the end of the discussion we talk about SpaceX's mission to make reusable rockets, and how that could be a major catalyst for the space industry. Become a #HyperChanger & support us on Patreon to receive the exclusive weekly HyperChange Newslette...
Tesla Q1 2019 Earnings & CC Analysis 📊📞
April 25, 2019 10:25 - 43 minutes - 79.9 MBTesla reports Q1 '19 revenue of $4.5B (+33%), with an operating loss of $521M. The company is still on track to deliver between 360-400K cars in 2019 (guiding for 90-100K deliveries in Q2). Earnings outlook is for a loss in Q2 (although much smaller) and profitability in Q3. Tesla's cash position ended the quarter at $2.2B, and should climb every quarter sequentially from here. This was a tough quarter, but I'm as optimistic as ever about the long-term thesis. LINK - Tesla financials on Hyp...
IMO Uber Is Only Worth $50B 📉
April 16, 2019 21:16 - 16 minutes - 30.5 MBUber's S-1 is finally public! The company reported revenue of $11.3B in 2018, with an operating loss of $3B. Growth was 42% for the full year, but slowed to just 22% in Q4 2018. Uber Eats is a bright spot, with Gross Bookings of $2.6B in Q4 2018 (+129%). But overall, I'm extremely skeptical of Uber's IPO prospects at a $100B+ valuation. The company is nowhere near making money, and growth is already slowing down. This business is worth closer to 4X price/sales Vs the 8X management is going f...
Tesla Autonomy Investor Day Preview 🤖🚕
April 15, 2019 20:59 - 12 minutes - 23.8 MBOn April 22nd, Tesla will be hosting an Autonomy Investor Day at its HQ in Palo Alto. This showcase of the company's self-driving technology, could be a game changer for the market's perception of Tesla. Here's my analysis of what to expect from the event, and why it's of importance to Elon Musk. Let me know what you think in the comments below!! Sign up for The Water Coolest & win a chance to get FREE AirPods! https://www.thewatercoolest.com/hyper... Become a #HyperChanger & support u...
Dandelion's Geothermal Systems Electrify Heating & Cooling w/ Kathy Hannun
April 14, 2019 17:13 - 39 minutes - 72.9 MBGoogle X moonshot Dandelion, is electrifying residential heating & cooling with geothermal heat pumps. I sat down with CEO/Founder Kathy Hannun to discuss the companies ambitious plans to reduce fossil fuel consumption & bring geothermal into the mainstream. Become a #HyperChanger & support us on Patreon to receive the exclusive weekly HyperChange Newsletter!! https://www.patreon.com/hyperchange LINK - Dandelion's website: https://dandelionenergy.com/ LINK - CNBC article about Dandelio...
Facebook Stablecoin Backed By Foreign Currencies!? 🤯
April 11, 2019 18:45 - 12 minutes - 24.2 MBNY Times reporter Nathaniel Popper reports that Facebook is looking to raise $1B from outside investors for its stablecoin/cryptocurrency. This would make the token appear less centralized, and it will be backed by a basket of foreign currencies. If succesful, a Facebook Stablecoin could be a huge new revenue growth driver & way to increase engagement across the platform. Let me know what you think in the comments! Become a #HyperChanger & support us on Patreon to receive the exclusive week...
Lyft Should Buy A Fleet of Teslas
April 09, 2019 21:06 - 14 minutes - 28.2 MBMoonshot! Lyft should partner with Tesla & purchase a fleet of Model 3's to expand both its Green Mode & Driver Express (leasing) offering. This is a way for Tesla to get exposure to the exploding ride-sharing market before the Tesla Network launches. Do you think this will ever happen!? Signup for The Water Coolest newsletter & win a chance to get FREE AirPods! https://www.thewatercoolest.com/hyperchangetv/ Design shoutout to Chanan from CleanTechnica! https://twitter.com/ChananBos Desig...
Tesla Q1 '19 Deliveries, How Bad Is It?
April 05, 2019 01:33 - 17 minutes - 32.2 MBTesla reports deliveries of 63,000 units in Q1 2019 (+110%), consisting of 50,900 Model 3's & 12,100 Model S/X. This was below my expectations & shows that EV demand may not be as strong as Tesla/Elon originally anticipated. This hasn't changed my long-term belief in the story, but is undoubtably a near term setback. Watch until the end to hear my rant about why I think Tesla should raise capital. Tesla Q1 2019 Deliveries & Production PR: http://ir.tesla.com/news-releases/news-release-detai...
Tesla's Efficiency Edge & Electric Jet w/ Matt Joyce
April 01, 2019 02:11 - 53 minutes - 99.9 MBHyperChange sits down with Loup Ventures Contributor & Toom Dips founder Matt Joyce, to talk Tesla. From his coined 'Efficiency Ratio' to electric airplanes, Matt is a long-term growth investor focused on consumer facing technology companies. This interview took place 03/29/2019 at Betaworks Studios in NYC (https://betaworks.com/). Become a #HyperChanger & support us on Patreon to receive the exclusive weekly HyperChange Newsletter!! https://www.patreon.com/hyperchange LINK - Toom Dips: ht...
Lyft IPO Analysis / S-1 Walkthrough
March 27, 2019 15:30 - 20 minutes - 38.2 MBFull analysis of Lyft's upcoming IPO. The ride-sharing startup is rumored to list at a valuation of ~$25B. Revenue in 2018 was $2.2B (+103%), with an operating loss of $978M. Do you think this is a fair valuation? What are your thoughts on Lyft's financials & future?