HyperChange

Elon Musk is betting on Tesla's autonomous future. The company is going all out to perfect its FSD technology and launch a Uber competitor/ride-sharing app later this year. After hearing Elon's excitement on FSD V12, on the conference call, mentioning the Cybercab, and stressing how important it was for investors to understand ... I've been doing homework on Tesla's self driving tech. I stumbled across the BG2 podcast, Episode 4 about Tesla's FSD v12, which does an INSANELY good job breaking down the incredible progress in Tesla's underlying tech, and how this is Tesla's 'ChatGPT' moment with real world AI. The BG2 podcast is hosted by Bill Gurley and Brad Gerstner. I highly recommend checking it out!!

Tesla Q1 2024 earnings are hot off the press! Tesla crushes it with a surprise $1B+ GAAP profit, strong guidance and and absolutely legendary conference call. Tesla is going all in on FSD with the new V12 rewrite, and its Robotaxi event on 8/8, where it looks like the 'Cybercab' will be unveiled. Elon Musk shocked Tesla fans and shareholders on the earnings call when he said the new cheaper vehicle would be ready for production as soon as late 2024 or early 2025. What are your thoughts on the quarter!? I was so stoked I bought $2,000 worth of Tesla stock today!! Also a little bit of a sad call at the end with head of IR Martin Viecha leaving the company.

Tesla stock falls to it's lowest in years, and I'm buying. Here's my rant on everything from the recent layoffs, Elon's motivation & pay package, to the Robotaxi launch on 8/8, Cybertruck progress, Austin factory expansion, FSD taking over & so much more!! I even read my Ode to Austin & Cybertruck Poem lol.

Welcome to Episode 4 of HyperChange Breaking News (HCBN). We're bringing you tech news from the future, with a fun, fair and positive vibe, each week. Experimenting and improving the show as we go. Let us know your feedback!! Hosted by Galileo Russell & Aidan Gold, HyperChange Breaking News (HCBN) is available for free worldwide on YouTube, X & all podcasting platforms!! Gali X:   / gfilche   Aidan X:   / mrgoldbro  0:00 Intro 0:07 Reddit Hot IPO 0:52 Reddit User Metrics 1:40 Reddit Business & Financial Analysis 4:43 Estimates for Tesla Q1 Deliveries Declining 7:26 FSD Free Trials & New Customer Test Drives 8:48 Starlink Approaches 6K Satellites in Orbit 11:41 MicroStrategy Owns 1% of BTC 13:30 RobinHood Gold Product Launch 14:31 Meta Offers First Dividend 15:21 Cargo Ship Hits Baltimore Bridge - can we fix it? 16:25 $6B US Gov Funding for Decarbonizing Heavy Industry 17:08 Boom Supersonic Completes First Flight 17:44 Startup of the Week - Picogrid 18:21 AI Image of the Week 19:02 Outro

Welcome to Episode 3 of HyperChange Breaking News (HCBN). We're bringing you tech news from the future, with a fun, fair and positive vibe, each week. Experimenting and improving the show as we go. Let us know your feedback!! Hosted by Galileo Russell & Aidan Gold, HyperChange Breaking News (HCBN) is available for free worldwide on YouTube, X & all podcasting platforms!! This was a big week, with Neuralink's first patient, Tesla's latest full-self driving software getting rave reviews, Starship's 3rd launch that made it successfully to orbit, Waymo's LA expansion, Grok going opensource & so much more! Gali X: https://twitter.com/gfilche Aidan X: https://twitter.com/MrGoldBro HyperChange Patreon :) https://www.patreon.com/hyperchange 0:00 Intro 0:07 Neuralink First Patient Controls Computer 2:15 Starship Reaches Orbit 4:47 Tesla FSD 12.3 Wows Customers 6:50 Waymo Launches in LA 8:40 Uber Public Transport Idea 10:08 Grok Goes Open Source 10:53 Microsoft Eats Inflection AI Alive 12:21 NVIDIA Releases Most Powerful Chip 13:35 Apple/Google Potential Partnership 15:00 Intel Massive $8B U.S. Gov Funding 16:32 Lithium Mining $2B DOE Funding 17:35 25% Aggregate Inflation in Last 4 Years Disclaimer: this show is not financial advice.

It's going to be a rough 2 years for Rivian. I decided to sell my tiny position, as I think dilution is coming. Rivian has only ~$9B in cash, and is burning $1.4B per quarter. The company can't make money on it's $100K R1S & R1T, so I'm not convinced they will be able to make a profit on the $45,000 R2. I love the company and brand, but the business is really struggling right now, and I'm worried shareholders could get screwed if dilution ramps up. Let me know your thoughts on Rivian, and the comparison to Tesla below!!

Welcome to Episode 2 of HyperChange Breaking News (HCBN). We're bringing you tech news from the future, with a fun, fair and positive vibe, each week. Experimenting and improving the show as we go. Let us know your feedback!! Hosted by Galileo Russell & Aidan Gold, HyperChange Breaking News (HCBN) is available for free worldwide on YouTube, X & all podcasting platforms!!Elon Musk X saying he'll opensource Grok: https://twitter.com/elonmusk/status/1767108624038449405 Startup of the week Extropic AI: https://www.extropic.ai/Bitcoin price chart: https://coinmarketcap.com/currencies/bitcoin/Gali X: https://twitter.com/gfilcheAidan X: https://twitter.com/MrGoldBro HyperChange Patreon :) https://www.patreon.com/hyperchange Disclaimer: Nothing in this show is financial advice. We own positions in many of the companies we cover and may sell at anytime.

Welcome to Episode 1 of HyperChange Breaking News (HCBN). We're bringing you tech news from the future, with a fun, fair and positive vibe, each week. Experimenting and improving the show as we go. Let us know your feedback!! Hosted by Galileo Russell & Aidan Gold, HyperChange Breaking News (HCBN) is available for free worldwide on YouTube, X & all podcasting platforms!!

Rivian has officially unveiled it's R2, a $45,000 electric vehicle set to debut in 2026. It was an epic unveiling event, and very highly anticipated by the whole EV community. Rivian didn't just unveil it's R2, but CEO/Founder RJ Scaringe also unveiled a totally new, even smaller R3 platform. This was super unexpected, and paves way for the ultra-performance R3X. There's a lot to digest here forsure, but one thing is clear, Rivian is onto something big. I went to a live-screening of the even and the hype was palpable. If Rivian can work through its financial troubles and deliver an amazing R2 for $45,000 this will be a huge success. Shoutout to Rivian!

Interview with Sampriti Bhattacharyya, whose electric flying boat startup, Navier, promises to transform how we move people and goods in our coastal cities. In just 4 years, Navier has gone from concept to entering production. The Alameda, CA based startup has already signed a deal to shuttle Strip employees back and forth across the bay. This is our newest HyperGuap investment (my VC firm) and I couldn't be more fired up about the potential! I rode in a Navier in SF and was blown away at the product, smooth, quiet, and luxurious ... transforming what it means to be on a boat. The company's mission is to be America's next great maritime company, I hope they crush it!! 0:00 Intro 0:30 Turning Waterways into Highways 2:08 Ultra Efficient & Better Boating Experience 6:14 Partnership with Stripe 12:02 Navier’s Pace of Innovation & Progress 16:01 “Prototypes are easy, production is hard” - Elon Musk 23:49 Why now? 26:14 American Dynamism/Manufacturing 28:24 Did Elon Musk ride the boat?!  29:05 What other boats could Navier build? 33:29 Autonomous Boats  35:37 How Navier Could Change our cities

Episode #4 of G 2 a Milly. So many moves made! I doubled down on Tesla, bought and sold Apple calls (inspiring a deep life crisis about options) and started my toe in the water position in Rivian. As of the time of this episode, the portfolio consists of 40% Tesla, 27% Apple, 23% Coinbase, 5% Rivian, 4% Bitcoin. Public referral: https://public.com/hyperchange Main Street Data referral: https://mainstreetdata.com/subscripti... 0:00 Addressing the BEEF 4:57 G 2 a Milly Portfolio Review 9:08 Buying More Tesla 10:47 Buying Rivian Stock 15:23 Selling Apple Options, Buying Apple Stock 21:29 Thoughts on Options 23:34 Caller #1: Invest in Yourself 25:52 Caller #2: Investing in Private Companies 29:15 Caller #3: Dividend stocks 34:13 Caller #4: How does the stock market work? 39:42 Caller #5: Importance of low stress portfolio 44:01 Caller #6: What would make me sell Tesla? 47:55 Caller #7: Lessons from VC/invest in SpaceX 53:50 Caller #8: Deploy now or wait? 56:20 Caller #9: Tesla Options 58:32 Caller #10: Should Tesla buy Lillium? 1:03:43 Caller #11: Is Snap Stock a buy? 1:07:21 Final Vibes

Tesla stock crumbled 12% after Q4 2024 earnings. Guidance for a lower growth rate in deliveries has analysts missing the bigger picture. On the conference call Tesla announced that both its $25K robotaxi product and Tesla Optimus robot could begin production as soon as 2025! This is huge news for long term shareholders.

Episode 3 of G 2 a Milly!! Day 12, portfolio value $2,719. Power moves were made since the last episode. I took advantage of a down day in the markets to double down on my two favorite positions, Tesla & Coinbase, as well as adding a little bit of Bitcoin. I answered 12 viewer calls in this episode, huge shoutout to everyone who called in, we covered SOOOO many epic topics.

This Elon control/voting power conversation has me SCHEMIN. What if Tesla just did a massive share buy back to reduce its share-count (giving Elon more % control). It might be too early, and would have to start slow, but in the long run this seems like an inevitable way to return capital to shareholders. What's your take on this?

Tesla drama over the long-weekend as Elon Musk posted on X about his ownership and voting control of the company. Now that he's completed his 2018 compensation package, Elon isn't being paid to run Tesla, and has below 25% voting control. Now he's made it clear he wants at least 25% of the voting shares, but a Delaware court case is holding up his discussions with the board of directors to make this happen. I personally am invested in Tesla because of Elon and think we should do whatever it takes to give him control and keep him happy. What are your thoughts on the situation??

G 2 A Milly, Episode 2: Diversification or Nah. The portfolio sits at $1,232 as Gali accumulates more Tesla and Coinbase stock. This is the first user Q&A with 5 questions, ranging from the health of legacy automakers, how to analyze a new company like Toast (TOST), to whether or not to diversify. Let me know what you think in the comments! And don't forget to call in by emailing me an audio file (recording on your smartphone) to hyperchangetv@gmail.com!

G 2 A Milly Episode #1!!! Day 1, portfolio value $997. In this episode, I announce this new show where I'll be open-source building a portfolio. The first $1,000 is transferred into my account, and I invest it into Tesla & Coinbase. Also set up a recurring addition of $250 every two weeks into my brokerage account. I'm stoked to roll my snowball on the internet with y'all. Looking for all feedback & questions & ideas to improve in the comments below!! Do you think I'll beat just investing in the S&P 500?!?

January 2024 analysis for Tesla stock financials, deliveries and valuation. Covering everything from Robotaxi's, Q4 deliveries, Cybertruck ramp, FSD to valuation impact from Optimus robot. It's been wayyy too long since I did a full brain dump with all my thoughts on Tesla stock so here it is!!

Tesla recorded $500M+ in gross profit from its Energy and Services (Supercharging) segments in Q3 2023. Elon Musk noted how strong energy gross margins were on the call, and insinuated strength in these businesses will continue. I think this is a super exciting development for Tesla investors as the company can smooth out cyclicality in it's automotive business with consistent profits from its Energy and Services + Other segments. As the Supercharger network is opened up to more companies like Ford and Rivian, this could become a major profit driver for the company.

Rivian has successfully launched it's R1T, R1S and delivery van products, they are amazing. But financially, the company is in a difficult situation. Cash burn is still above $1B per quarter, and the company will need billions more to fund the R2 factory. Going forward it will be fascinating to see the company walk the tightrope between conserving cash, growth and the long march towards profitability. Especially right as the Cybertruck launches as competition. Let me know what you think of Rivian in the comments!!