HyperChange

Deep dive analysis on SpaceX's business heading into the company's IPO this year. I'm joined by Aaron and Vlad for Mach33 research who collaborated with Cathy Wood and ARK Invest on an excellent valuation model for SpaceX. We analyze how much progress has been made on Starship and Starlink's under appreciated potential to drive hundreds of billions of dollars in revenue. Then we discuss the new datacenters in space opportunity and the timing on when this will happen and how it could eventually lead to a $100T+ SpaceX valuation.0:00 The Team Behind ARK’s SpaceX Valuation Model1:22 10,000 Starships per year!?7:10 How Close Is Starship To Launching Commercial Payloads12:57 Starlink’s Insane Potential21:55 Spectrum Acquisition & Direct To Cell Starlink24:04 Timeline of SpaceX Launching Compute In Space39:26 Will Someone Buy Starcloud? OpenAI Buying Stoke Space?45:40 SpaceX: The First Interplanetary IPOAaron Burnett on X: https://x.com/aaronburnettVlad Saigau on X: https://x.com/VladSaigauMy X:   / gfilche  HyperChange Patreon :)   / hyperchange   Disclaimer: Everyone in this podcast is invested in SpaceX. This is not financial advice and we are not financial advisors.

It's a deep-dive with Tesla Larry (aka Larry Goldberg) on his proposed idea for Tesla to issue new stock to invest in all of Elon Musk's other companies (SpaceX, Neuralink, Boring, XAI). He theorizes Musk needs to raise $1T+ for all his ambitious projects across his empire and the easiest way would be for a consolidated entity (Tesla) to do it all. In light of the SpaceX IPO news and orbital datacenters I think this is a fascinating pitch even if it's unlikely to happen. Let me know your thoughts!! And huge shoutout to Larry for coming on the show, thanks Larry :)Tesla Larry: https://x.com/TeslaLarry0:00 Why Consolidate The Musk Empire? Elon Needs $1T+6:28 Why Did Elon Decide To IPO SpaceX Now?10:02 Would Elon Like This Tesla Share Swap Idea?12:05 The Bank of Tesla13:17 Elon’s Control of The Muskonomy17:19 Muskonomy Post-Elon Musk22:38 How The Ford Family Handled Succession23:39 Will The Public Revolt Against Elon Musk’s Wealth34:13 Tesla Stock Swap Accelerates The Musk Economy39:37 Would Be A HUGE Win For Tesla41:57 Eventually Tesla Acquires All Musk Companies42:31 Larry’s Elon Musk + Apple Theory45:14 Muskonomy’s Strategic Importance To America

Elon Musk has stated Tesla's plans to build a chip fab in the US (he's calling it the Tesla Terafab). This has huge implications for the status quo of AI chips, currently dominated by NVIDIA. The whole system of NVIDIA buying chips from TSMC who is buying machines from ASML is very fragile and comes with massive geopolitical risks. Now startups like Substrate and Tesla are challenging this chip paradigm with their own new system. Do you think Tesla and Elon will pull this off to build a chip fab in the US? Then send those chips to Space on a SpaceX rocket? Running xAI models? Will this chalange NVIDIA's dominance?Cyan Bannister post about Substrate and chips: https://www.longjourney.vc/news/cyans...0:00 NVIDIA Is Insanely Profitable3:35 NVIDIA’s Suppliers: TSMC & ASML5:45 Cyan Bannister’s Blog Post About Chips8:35 Substrate lithography startup9:39 Elon Musk & The Tesla Terafab 13:48 Starcloud, SpaceX IPO & Datacenters in Space19:37 My PredictionsMy X:   / gfilche  HyperChange Patreon :)   / hyperchange   Disclaimer: I'm invested in Tesla & SpaceX and this show is not financial advice.

As we get closer to SpaceX's $1.5T IPO, all eyes are on Starship. The world's largest rocket is set to transform the space industry and SpaceX's financials. The key enabler for Starlink's full potential, the moon mission, mars, datacenters in space and so much more is to get Starship working reliably. With plans for test launches in the coming months and a potential commercial payload later this year, the timing is colliding head on with SpaceX's rumored IPO in summer 2026. Exciting times. Without Starship working it will be impossible for SpaceX to achieve it's ambitious vision. That is why now is such a strategic time for the company to IPO. Selling a huge chunk of stock at a $1T+ valuation would give SpaceX tons of capital to fund the Starship program.0:00 SpaceX IPO In 20261:40 Asking Grok about the V3 Satellite4:00 SpaceX’s Business Model Relies on Starship5:20 When Does Starship Go Into Production?6:42 Why It’s Smart For SpaceX To IPO Right NowMy X:   / gfilche  HyperChange Patreon :)   / hyperchange   Disclaimer: I'm invested in SpaceX through an SPV. This is not financial advice.

After holding Lemonade stock for almost 4 months and researching the company, I'm more bullish than ever. They are executing like crazy and on track to not only increase positive cashflow but become GAAP profitable and eventually a cash cow. This earnings potential is slowly getting realized by the market. This nimble, owner/operator owned insurance company is AI-native and run like a startup. They are growing like crazy while maintaining discipline and strong financials. I'm planning to hold my stock in 2026 as they are set up for a monster year of growth and improving fundamentals.0:00 Lemonade’s Been Crushing It1:32 Analyzing Lemonade’s Q3 2025 Results2:15 Lemonade’s Massive Upcoming Inflection4:12 Lemonade’s Operating Leverage5:05 Rapidly Improving FundamentalsMy X:   / gfilche  HyperChange Patreon :)   / hyperchange   Disclaimer: I'm long Lemonade stock and this show is not financial advice. I'm not a financial advisor.

Cybercab's are being spotted all over Austin, Texas and Elon Musk has confirmed that production is starting in April, just 3 months away. Pre-production models are being seen at an increasing rate as Tesla gets ready to launch its newest vehicle. Purpose built for self-driving, the Cybercab will have no wheels and operate on Tesla's Robotaxi network. All Tesla investors are watching the growth of Robotaxi. Some think there will be tens of thousands of vehicles in the fleet by Q4 2026, others (like myself) think the rollout will be slower and more methodical.Comment your predictions on Tesla's Robotaxi/Cybercab rollout for 2026!!My X:   / gfilche  HyperChange Patreon :)   / hyperchange   Disclaimer: I'm long Tesla stock, this show is not financial advice.

Interviewing Larry Goldberg (aka Tesla Larry) about SpaceX's upcoming IPO. We discuss the company's proposed $1.5T valuation and if thats over or under valued. SpaceX is currently operating it's launch and Starlink businesses at a ~$25B revenue run-rate, Larry believes the new V3 Starlink satellites could expand this significantly. Datacenters in space are coming, but may not add to the bottom line for another 4 or 5 years. And everything hinges on the success of Starship to enable these new businesses. 0:00 SpaceX IPO at $1.5T Valuation2:49 Starship Enables New Businesses4:08 Starlink’s Military Potential & Strategic Value5:54 New Satellites From Starlink Are Gamechangers7:25 AI Datacenters In Space11:48 Elon Musk’s Focus on Tesla’s AI Chips13:09 When Does SpaceX Profit From Datacenters in Space14:17 Will Datacenters In Space Work?16:33 Everything Relies On Starship’s Success18:48 SpaceX IPO: Under or Overpriced?Tesla Larry on X: https://x.com/TeslaLarryMy X:   / gfilche  HyperChange Patreon :)   / hyperchange   Disclaimer: Tesla Larry and I are long Tesla and SpaceX stock, this show is not financial advice.

My interview with Larry Goldberg (aka Tesla Larry) all about the upcoming SpaceX IPO. We go over in depth Bill Ackman's public proposal to help SpaceX with a SPARC offering, essentially allowing the company to go public bypassing the traditional investment banking process. This innovative proposal has created a lot of waves in the Tesla / Elon Musk / SpaceX community as the IPO rumors continue to heat up. Overall I think it's good we have this new alternative to consider, it will help with negotiating with the banks and gives Tesla investors a shot at getting SpaceX shares.Tesla Larry on X: https://x.com/TeslaLarry0:00 Larry Goldberg aka Tesla Larry0:42 Bill Ackman’s SPARK SpaceX IPO Proposal1:31 SPACs and Disrupting The IPO Process6:12 Ackman’s Disruptive Proposal on X24:23 How Tesla Investors Get Early SpaceX AccessMy X:   / gfilche  HyperChange Patreon :)   / hyperchange   Disclaimer: Larry and I are investors in Tesla & SpaceX and nothing in this show is financial advice.

My interview with Ali Ansari the founder of micro1.ai, an AI startup that has grown revenue from $8M to $150M+ this year and is on track for a multi-billion dollar valuation. They are working with most of the AI labs and largest tech companies in the world (including Microsoft) to hire human experts to train AI. We've been investing in Ali for years now and it's been epic to see his insane growth and recent traction. Ali and micro1 are at the forefront of the AI revolution.Ali Ansari Founder of micro1.ai on X: https://x.com/aliniikkmicro1 website: https://www.micro1.ai/0:00 Forbes Article, $2.5B Valuation?1:35 Micro1: The AI Platform For Human Intelligence7:18 Micro1’s Insane Growth ($8M to $100M ARR in one year)9:54 Are We In An AI Bubble?16:16 Micro1’s Long Term Vision20:25 Micro1 Training Tesla Optimus25:20 Why Did You Found Micro1?29:10 The Early Days Ebay Flipping33:08 $15B Market Growing 100%+34:35 Human Demonstration Business (Teaching Robots)37:00 Micro1’s Next Funding RoundMy X:   / gfilche  HyperChange Patreon :)   / hyperchange   Disclaimer: I'm an investor in micro1 personally and through my VC firm HyperGuap. This is not financial advice.

The US Government/NASA has confirmed plans to go to the moon in 2028 and establish a permanent base shortly thereafter. What are they doing on the moon?? Building as Elon Musk puts it: a "Giant lunar base with AI satellite factories and a mass driver to shoot them into deep space (of course)". WHAT and he confirmed rumors that this new business will propel SpaceX to a $100T valuation, yes that's $100 TRILLION. AND fleets of Optimus robots building massive solar famrs (in space!?). This is getting truly sci-fi. It may take a while, but it's clear SpaceX is focused on becoming a leader for datacenters in space and powering the AI revolution.My X:   / gfilche  HyperChange Patreon :)   / hyperchange   Disclaimer: I'm invested in SpaceX and Tesla this is not financial advice.

SpaceX, Amazon, Microsoft, Google, NVIDIA ... EVERYONE is talking about datacenters in space. Well one little startup based in Redmond, WA beat them all to the punch, it's Starcloud who just launched an NVIDIA H100 into space and ran gemini on it successfully! The datacenter in space era is upon us! With a valuation likely in the hundreds of millions this is a prime buyout candidate for any of the major tech giants. Sundar Pichai, Satya, Sam Altman at OpenAI even Elon Musk at SpaceX, will all be using Space datacenters and launching them soon. Why not jump ahead and acquire the 20 smartest satellite engineers in the world by swooping up Starcloud? I think it makes a ton of sense.IMPORTANT: Starcloud did not pay me for this episode and has nothing to do with this content. It was my idea for a good moonshot monday episode.My X:   / gfilche  HyperChange Patreon :)   / hyperchange   Disclaimer: I'm a biased investor in Starcloud and this episode is not financial advice.

Tesla stock just closed at an all-time high of $489.88 per share! This makes the company worth over $1.5T! We've got a flurry of bullish news that is driving this optimism. First is the safety drivers are about to be removed for the Robotaxi service in Austin. This will be a huge milestone for the self-driving business and pave the way for massive growth there. Additionally, it looks like this SpaceX IPO IS HAPPENING. There are all sorts of ways this could benefit Tesla ... mainly AI chips in Space? That's right I think in 2030 Tesla will be sending its AI8 chip to space on a SpaceX rocket and work as a datacenter in space. Crazy times!! I'm trying not to get tooooo excited as the stock runs ahead of its fundamentals. Let me know your thoughts!My X:   / gfilche  HyperChange Patreon :)   / hyperchange   0:00 Don’t Get TOOO Excited0:52 Robotaxi Updates: No Safety Driver In Austin3:09 The SpaceX IPO & AI Chip PartnershipDisclaimer: I'm not a financial advisor, this is not financial advice.

SpaceX is set to be the world's biggest IPO next year. What impact will this have on Tesla stock? Will money rotate into SpaceX? Will a stronger SpaceX be good for Tesla? Will the two companies partner on some kind of space business? I think there is MASSIVE potential here. Tesla is already rumored to build a dune buggy for the moon and sending Optimus to space.. now they could even potentially supply SpaceX with AI chips from the Tesla Terafab for datacenters in space. SO MUCH potential. I think the IPO will be a big benefit for Tesla investors. Let me know your thoughts below!!0:00 SpaceX IPO & The Space Bull Market3:00 SpacX & Tesla Business Partnership Potential 5:08 CHIPS! Tesla Terafab to work with SpaceX on Datacenters in SpaceMy X:   / gfilche  HyperChange Patreon :)   / hyperchange   Disclaimer: I'm long Tesla and SpaceX and nothing in this video is financial advice.

The biggest IPO ever might be happening in 2026. That's right, SpaceX and Elon Musk are confirming rumors that the company plans to go public next year. The latest valuation in private markets was $800B, making SpaceX the world's most valuable private company. The IPO valuation is rumored to be $1.6T, but I still think that's way too low. This 180 pivot from never IPOing to listing ASAP has been inspired by AI datacenters. It appears as if Elon Musk has decided that this will be SpaceX's next big business. This is so exciting! Do you think SpaceX will IPO?This news hit home for me as just a month ago I was at Starcloud's HQ in Redmond, WA, and they were talking about how they were launching an NVIDIA datacenter into space. That quirky startup was onto something huge, now it looks like all the big tech companies are want to get in on the same trend ... datacenters in space. And guess who they'll have to pay to make it happen?? That's right, SpaceX.0:00 Emergency SpaceX Podcast0:23 SpaceX Plans To IPO in 20261:43 Why SpaceX will IPO, Datacenters In Space12:40 SpaceX IPO Terms, $1.6T Is Too Cheap18:38 Pros & Cons of SpaceX IPO21:54 SpaceX’s Big Vision: MarsMy X:   / gfilche  HyperChange Patreon :)   / hyperchange   Disclaimer: This is not financial advice, and I'm an investor in SpaceX through secondary vehicles.

My interview with Blake Lieberman, the Founder of 021 Capital. Blake's an up and coming VC who has quickly been making a name for himself. He's one of my favorite thinkers in the tech/startup/investing community. We cover all sorts of topics from Elon Musk at Tesla, the future of AI, Sam Altman and OpenAI, The Friend pendant and so much more! This interview was filmed 11/7/25 in Austin, Texas.Blake Lieberman on X: https://x.com/lieberman_blake0:00 Cybertruck Swoop4:08 Elon’s Tesla Compensation Package7:07 Glazing Elon9:35 Invest In The Future You Believe In10:10 Mamdami, Trump, Elon, UBI12:32 Sam Altman’s Reputation at Y Combinator 15:52 Blake’s Call With Sam Altman16:37 Sam Altman’s PR Problem17:09 Worldcoin18:42 Sam & Elon OpenAI Beef31:11 Open AI IPO Talk33:41 Avi Schiffman the Friend AI pendant / Open AI Hardware Product42:38 FOMO As An Investing PhilosophyBlakes Advice & VC Career44:50 Blakes Advice & VC Career

Elon Musk offered some fascinating insight into the SpaceX IPO and their partnership with Tesla at the shareholder meeting. While SpaceX remains private, and Elon Musk has often dismissed the prospect of doing a traditional IPO ... he seemed to be leaning in that direction for the first time at the 2025 Tesla shareholder meeting. Beyond a SpaceX IPO or direct investments, it's clear that Tesla and SpaceX will have a big partnership. Optimus is the first cargo going to mars, and will be building infrastructure for humans. He also mentioned a dune buggy/rover built by Tesla for the Moon or maybe Mars. What are your thoughts on this partnership? As a Tesla shareholder it got me pumped.My X:   / gfilche  HyperChange Patreon :)   / hyperchange   Disclaimer: I'm invested in Tesla & SpaceX and this is not financial advice.

I just got back from Tesla's 2025 shareholder meeting and it was EPIC. Watching Tesla vote for Elon, and then hearing him riff about Optimus, Cybercab, Tesla Terrafab, AI5, SpaceX IPO, Sustainable Abundance was a treat. Usually the shareholder meetings don't have much new info, but this was packed with tidbits about the future. I wanted to unpack the biggest ideas from the meeting with ya'll. Let me know what you thought the biggest news / ideas from the presentation were!!0:00 Vibes At The Shareholder Meeting1:01 Elon Musk’s Compensation Package Vote2:38 Optimus: 1M Unit Production Line6:52 Robotaxi & Cybercab9:21 Unsupervised FSD Coming Soon10:31 Tesla Ramping Vehicle Production 50%11:10 FSD Coming To China12:15 Tesla Terrafab, AI5 Chip15:28 I Urge The Tesla BOD To Invest in XAI17:50 Tesla’s Next ChapterMy X:   / gfilche  HyperChange Patreon :)   / hyperchange   Disclaimer: I'm long Tesla stock and nothing in this show is financial advice.

The results are in! Tesla has released it's Q3 2025 financials results and shareholder letter. It was a record quarter with $28B in revenue, $5B in gross profit and $1.6B in operating income. Additionally, Tesla pumped out $4B in free cash flow ($6B+ from operations). Now all eyes are on the future. It was a FASCINATING conference all as Elon dove deep into Cybercab launch plans, Robotaxi network expansion and the V3 Optimus rollout. 0:00 Intro0:24 Tesla Q3 2025 Financial Results3:00 Conference Call Opening Remarks from Elon6:50 CFO Talks Tesla Financials 8:43 SAY Retail Investor Q&A9:03 Being Paranoid About Robotaxi/FSD Safety10:30 Robotaxi Update / Expansion Plans11:28 Optimus V3 Launch & Ramp12:57 Elon Musk On His Own Compensation/Ownership Package 14:15 AI5 Chip Progress & Potential (built by TSMC and Samsung)16:10 Self-Driving Tesla Semi Trucks Coming16:30 Cybercab Launch & Production Plans In Q2 202619:15 Optimus Is Tesla’s Newest Startup21:01 Tesla and XAI Partnership, Different AIs21:53 Robotaxi Safety Drivers22:20 Tesla FSD Software Releases, Safety & Comfort22:49 1M Optimus Production Line .. Ramping in 2026!?24:03 VOTE VOTE VOTE Before Tesla’s 11/6 Shareholder MeetingMy X:   / gfilche  HyperChange Patreon :)   / hyperchange   Disclaimer: I'm long Tesla stock and am not a financial advisor. This show is not financial advice.

We are just two days away from Tesla's earnings report and conference call. With record vehicle deliveries and energy storage deployments this is set to be a monster quarter in terms of financials. But the market will be focused on forward looking initiatives like Cybercab / Robotaxi, and Optimus. With such a high valuation Tesla and Elon will need to keep investors stoked on the progress. What are you expecting when Tesla reports this week??Huge shout out to The Rundown Podcast for sponsoring the show! Go checkout their podcast giving you stock market news in under 10 mins everyday!! https://open.spotify.com/show/0VYfS0q26zf0cFc5VuCjwG

The 13th installment of G 2 a Milly! Where I open-source building my investment portfolio. In this episode I recap my purchase of more Lemonade stock, and how despite seeing the potential there, I can't help but keep thinking all of my money should be in Tesla .. my #1 best idea. What are your thoughts? Can you relate? Leave questions in the comments for me to answer next episode!My X:   / gfilche  HyperChange Patreon :)   / hyperchange   0:00 Portfolio Update1:48 Tesla & Bitcoin Have 10X Potential2:09 Bought A Little More Lemonade4:08 Tesla FOMO Is Strong8:30 Schemin on Zcash (ZEC)10:15 Schemin on Worldcoin (WLD)11:38 Secretly Trying To Buy As Much TSLA As Possible12:28 Lemonade’s About To Go Profitable13:10 FSD/Robotaxi Is Going To Be HUGE14:41 I Love Stocks With Big Visions17:15 Viewer Q&ADisclaimer: This show is not financial advice and the portfolio could change at any time.