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Best HyperChange podcasts we could find (updated August 2020)
Best HyperChange podcasts we could find
Updated August 2020
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The 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…
 
The 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 subscri…
 
Analysis 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 gu…
 
My 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…
 
A 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 h…
 
SpaceX'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 …
 
Tesla 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…
 
Interview 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…
 
This 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 p…
 
Amazon 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…
 
Tesla 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…
 
Interview 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 t…
 
New 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 o…
 
Tesla 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 p…
 
I 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…
 
Deep dive into Nikola Motors, the hydrogen/electric truck startup that recently completed a reverse merger to list on the NASDAQ, and trades for a valuation of ~$12B ($35.97 per share). I'm joined by Matt Joyce to break down the company's strategy & CEO Trevor Milton's ambitious vision. The company's claims to have breakthrough battery and hydrogen…
 
Interview with Novonix COO and Co-Founder, Dr. Chris Burns. The former Jeff Dahn researcher turned advanced battery materials entrepreneur, is on the cusp of commercializing a new synthetic graphite called PureGraphite. Tesla battery researcher Jeff Dahn has been touting Novonix's new dry particle microgranulation (DPMG) breakthrough as having huge…
 
Could a Department of Energy project known as the Battery 500 Consortium be working with Tesla to commercialize next generation lithium ion batteries? On May 19th, the Battery 500 Consortium released an update about its project, saying they've achieved an energy density of 350 Wh/kg., that can last for 350 charge cycles. This is a huge improvement …
 
Ever since the Joe Rogan news, I've been thinking more and more about Spotify's push into video content later this year. Not only did I buy stock, but. also bought some long-term call options (which I almost never do). In this video I break down the structure of my trade and thoughts behind it! More Spotify videos soon about the valuation!…
 
Tesla has dropped the prices of the US made Model 3 by $2,000 and the Model S and X by $5,000. Does this signal that the Model Y is cannibalizing sales of Tesla's other vehicles? Is the global recession finally catching up to Tesla? Or is this just Tesla passing along manufacturing efficiencies to its customers? I think it's a combination of all 3 …
 
Electrek, Sandy Munro and Jeff Dahn are all hinting at Tesla's having the capability for bi-directional charging and vehicle-to-grid (V2G) features. Is Tesla getting ready to announce a new software feature that will allow its vehicles to put energy back on the grid? V2G has long been touted in academic circles as having the potential to stabilize …
 
An interview with Jeremy, the creator of the Financial Education Youtube channel. He is a pioneer of being an independent video creator in the financial space, and inspired me to start HyperChange. Today Jeremy has almost 500,000 subscribers on his main channel, and makes videos about the stocks market and personal finance.…
 
Leaked slides from a recent Jeff Dahn presentation imply that Tesla's new 1M mile battery cells, will be capable of vehicle to grid charging. This hardware capability combined with Tesla's new Autobidder software, could generate major revenue from utilities, for Tesla owners. Renewables are causing increasing strain to the grid without storage, and…
 
Spotify's new partnership with Cash App, Fundraising for Artists, has got me scheming! This payment layer within the Spotify App could be the future of democratizing/digitizing the record label model, and letting us invest in our favorite musicians & podcasters! I would love to be able to invest in my favorite musician's next big project.…
 
Interview with Sandy Munro of Munro & Associates about his Model Y teardown!! We cover the Octovalve, new stamping machine, Cybertruck, Sandy's work on a VTOL jet and his thoughts on Elon Musk's idea for a home HVAC system. Sandy is a Detroit/auto industry legend, it was a pleasure having him on the show and hearing how excited he is about Tesla's …
 
An interview with The Limiting Factor about Tesla's upcoming Battery Investor Day. We analyze the potential for Tesla to bring battery cell production in house, with Maxwell's Dry Battery Electrode technology. These new battery cells can be produced cheaper and faster, while being more efficient, lasting longer and maintaining very little (or no) c…
 
Full analysis of Tesla's Q1 2020 financial results & conference all. Elon musk hints at a new Gigafactory for the Cybertruck, and says battery investor day will be in late May, in either California or Texas. Overall, Tesla continues to invest rapidly in new growth initiatives as demand is strong, and cashflow improves. Despite a depressing macro si…
 
A conversation with Anthony 'Pomp' Pompliano about Bitcoin. We cover how he got involved with cyrpto, why he is long Bitcoin, whether recent stimulus will lead to inflation, Jack Dorsey + Square's involvement in Bitcoin, how sustainable Bitcoin's energy usage is, whether small countries are getting into Bitcoin mining & so much more! Pomp is one of…
 
SpaceX has successfully completed its 6th Starlink launch. This means they have deployed over 420 low earth orbit satellites. On Twitter, Elon Musk confirmed that Starlink would be launching in a private beta in 3 months, and a public beta in 6 months. I can't believe how fast this is happening! This is a huge inflection in SpaceX's business, as th…
 
A conversation with Turner Novak about Snaps Q1 2020 earnings results, and the company's long term business model. A growing user base combined with increasing ARPU, has the potential to drive revenue growth and improving margins for years to come. Snap's AR features like Lenses and Bitmoji are gaining major traction, and driving engagement. I thin…
 
Oil futures went negative for the first time in history yesterday, hitting -$37 per barrel. What does this tell us about the state of over supply in the oil industry, and how difficult it will be for companies (like Exxon and Chevron) to compete with nation states (like Russia & Saudi Arabia) in the current price war. Things are so bad Trump is con…
 
A conversation with Arcimoto CEO/Founder Mark Frohnmayer. Arcimoto just reported it's full year 2019 financials, and provided us with a business update. The company is launching its first Deliverator pilot program in Q2 with a major national grocery chain, and has delivered its first Rapid Responder to the Eugene-Springfield fire department. Let me…
 
A conversation with Mayur Thaker (@freshjiva) about Tesla's financial transformation since the launch of the Model 3. Tesla's business model has been significantly de-risked, as cashflow improves, net debt is reduced, and revenue continues to grow. The future has never looked brighter. This deep dive into Tesla's evolving financial picture shows wh…
 
Amazon shares are out-preforming as the company hires 175,000 additional employees, to handle overwhelming demand. The company is also putting aside $500M to increase employee wages. Jeff Bezos' empire could be a structural winner from this macroeconomic crisis. The transition from brick and mortar to ecommerce is poised to accelerate, given the ne…
 
The Model 3 sold ~44,500 units in the US in Q1, making it BY FAR the best-selling EV, and best-selling small/mid-size luxury vehicle in the United States. On a revenue adjusted basis, The Model 3 was neck and neck with the Toyota Camry, and by my estimates was the #1 selling passenger car in the US by revenue in Q1. This marketshare dominance impli…
 
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