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37 minutes | Oct 27, 2021
How My VC Invested $17M This Year: HyperGuap 💸
Keynote presentation filmed in Seattle, for HyperGuap members. Updating the world on our first year disrupting VC, with 800+ members, 6 deals, and $17.7M+ invested. We are just getting started! Invest in the future you believe in :)
83 minutes | Oct 25, 2021
Tesla Hits $1,000!!! & $1T Market Cap!!
Tesla hits new all-time highs of more than $1,000 per share, and breaks the legendary $1T market cap barrier, we gotta celebrate!!
13 minutes | Oct 20, 2021
Juicy Dets From Tesla’s Q3 21 Call 🤓📞
Analyzing Tesla's Q3 2021 Earnings call. Going through the highlights about 4680 production, the $25K car, production capacity, the Cybertruck and Tesla insurance.
2 minutes | Oct 19, 2021
Tesla's Crazy New 3D/Flop Paint in Berlin 🎨✨
Exclusive footage from the Tesla Berlin factory showing the 'Easter Egg' of a slightly uncovered Crimson Model Y coming from the new paint shop. This new 3D/Flop paint technology will have Tesla launching crazy new colors, and could be a nice surprise for Gigafactory Berlin orders.
27 minutes | Oct 18, 2021
Coinbase To $1T (i bought shares)
Going live to discuss my bullish thesis on Coinbase stock and why I think the company could be worth $1T in the long-term, and has significant potential to reinven the global financial system. I bought some shares today (sold my Square stock). Going live to document the journey and explain my thinking. Remember, nothing in this show is financial advice.
24 minutes | Oct 8, 2021
Rivian Isn't Worth $80B 📉
Rivian has released its S-1 filing in preparation for one of the biggest IPOs of the year. I go step by step through the highlights of the filing to analyze Rivian's financials, business, valuation, and what I think will happen after the IPO. Overall, I think Rivian is a cool startup with a lot of potential but absurdly overvalued at $80B, and worth more like $5-10B at most. I'can't wait to see what happens when it starts trading.
42 minutes | Oct 5, 2021
Investing $250K Into SpaceX 🚀
I recently made (by far) my largest investment ever, into SpaceX. In this video I explain how I got the opportunity to invest, and my thought process behind pulling the trigger on this deal. I had to go into debt which I really don't recommend, and make the decision on the spot .. but investing in SpaceX was a dream come true, and I had to go for it. I also explain my though process behind SpaceX's valuation, how to value the company, and the potential of a Starlink IPO.
46 minutes | Sep 29, 2021
Tesla Will Be Bigger Than Apple w/ Mayur Thacker
If Tesla can sell 10M cars in 2030 at $35K, with a 40% ROIC, a 40X multiple on that would be $2.8T. Discounted back at 8%, Mayur comes up with a fair value of $1,167 per share for Tesla's vehicle business. Tesla already has a 23% ROIC today, despite numerous growth tailwinds. This puts them far above auto industry norms, and validates the companies valuation as a technology play/disrupter. Even at Mayur's $2.8T valuation, he is assuming minimal robotaxi revenue, and nothing from energy or Tesla Bots ... imagine if any of those moonshots work.
18 minutes | Sep 27, 2021
Tesla's Dojo AI Supercomputer w/ Anastasi in Tech
nterview with Anastasi in Tech about Tesla's AI Day, and ambitious new Dojo supercomputer project. We discuss why Tesla brought chip production in house, how the Dojo D1 chip compares to Nvidia, and Google's TPU, and the strategy behind it. Also how Tesla's FSD/Tesla Vision tech will translate into building a humanoid robot, the Teslabot. Thanks to Anastasi for coming on the show, follow her channel for more awesome Tesla Dojo/chip content
33 minutes | Sep 22, 2021
Does Tesla's Valuation Make Sense? 🤓 w/ Mayur Thacker
Deep dive on what is priced in to Tesla's current ~$850B fully-diluted valuation, featuring special guest Mayur Thacker. Starting with Tesla's financials today ($48B revenue & $5.2B EBIT run-rate) and going through the ROIC numbers compared to other automakers and big tech. We try and determine how much robotaxi business or revenue is priced into Tesla stock. Let us know what you think in the comments below! Was Elon right? Is the market giving Tesla a lot of credit for Robotaxi's already?
31 minutes | Sep 20, 2021
I Can't Wait For The Rivian IPO
Having a beer and gossiping about Rivian's planned ~$80B IPO. Does the valuation make sense? What is priced in? What about the Rivian rally car, Amazon Delivery Van and their autonomous strategy? Will they be able to compete with the Cybertruck? Let me know what you think!!
12 minutes | Sep 14, 2021
My NFT Portfolio: JOYToys & VeeFriends
NFTs on are taking off as a new asset class. Investable art, video games, event tickets, VR worlds, the potential is limitless for what can be created on the Ethereum blockchain as an NFT. In this episode I explain my philosophy for which NFTs I buy & how I pick a good project/artist to support. Shoutout to JOYWorld & VeeFriends!!
11 minutes | Sep 7, 2021
Starlink Update: New V3 Terminal, Gen2 Satellites & 100K Customers 📡
Starlink is reportedly getting ready to rollout a new version of its 'satellite dish' which will be more rectangular. This new V3 terminal will be much cheaper to ship, and is designed for automated mass production (at profitable margins). It's performance is reportedly improved as well. SpaceX has detailed plans to begin launching Gen2 satellites, eventually with Starship. Boosting its capacity for launch from 60 satellites to 400. Elon Musk has confirmed that more than 100K Starlink Terminals have been shipped, by my estimates this puts the company's recurring revenue run-rate at $119M+!
10 minutes | Sep 5, 2021
Tesla Bot = Trillions in Potential Market Cap
Tesla's new humanoid robot, the Tesla Bot, Optimus, represents a massive new growth opportunity for the company. We are on the cusp of automating many boring, dangerous and repetitive tasks in society, thanks to emerging technologies like this. As Tesla begins to ramp development efforts on its Robotics/AI division, I think this new growth opportunity should be slowly priced into the stock (as the execution progresses). If Tesla sold 100,000 humanoid robots in 2030 that could be $25B in revenue .. 1M robots = $250B ... you get the point. If this works, there are millions of robots to sell, and huge amounts of profit/cashflow to be made. This also ensures we have a safe/benevolent robot future .. as its built by Elon Musk/Tesla instead of an evil billionaire like Jeff Bezos.
15 minutes | Sep 2, 2021
Why Is Ethereum Soaring? NFTs, Cryptopunks, VeeFriends & More!
Ethereum is the world's 2nd most valuable cryptocurrency, with a network value of $442B. Et has recently been outperforming Bitcoin, and gaining major real world traction. From Cryptopunks taking off with Visa, Odell Beckham Jr and Jay Z .. to VeeFriends by Garyvee, to JOY's JOYWorld ... we are in the early innings of the metaverse being created and it is epic!
55 minutes | Aug 30, 2021
Tesla AI Day Roundtable 🤖🧠
Panel discussion with James Wang, Naveen Rao & Dylan Patel about Tesla's AI Day, Dojo chip ambitions and robotaxis. We start with an overview of neural nets, and Tesla's FSD program/approach vs other self-driving startups, then go into a deep discussion about Tesla's in-house Dojo chip program, and how it stacks up vs the industry leaders. Ending the discussion with Tesla Bots and Robotaxi predictions of course! Let me know your thoughts in the comments below!!
7 minutes | Aug 27, 2021
Tesla 4680 Update: Moving Through Production Hell
Update from Kato Road; Tesla is making huge progress on its 4680 battery cell line. Minor delays in turning the cathode powder into a sheet, mean that the Model Y in Berlin & Austin will launch with the 2170, before switching to the 4680. This is probably also the reason the Cybertruck won't begin deliveries until ~Q3 2022. Let me know what you've been hearing in the comments below! Overall I think this is good news, Tesla is 6-12 months from producing the 4680 at scale.
9 minutes | Aug 20, 2021
Tesla Is Building Humanoid Robots 🤯
The moonshot rumor was true, Tesla is building a humanoid robot (Tesla Bot), and unveiled it at AI Day. Based on the company's FSD Tesla Vision technology, this friendly robot is designed to automate boring, repetitive and dangerous tasks. The first version is expected to be completed next year. My guess is it could take 5-10 years before these are roaming the streets, but when they do, it will feel like we are living in a Black Mirror episode. This new humanoid robotics product line will unlock trillions in value for Tesla. In my opinion it will make them more money than EVs, energy storage, or solar ... it's a gamechanger for the trajectory of the company.
48 minutes | Aug 16, 2021
HyperChange 22⚡ Tesla Impact Report & Shanghai Export Hub
0:00 Tesla Impact Report 22:29 Shanghai, Tesla’s New Export Hub 24:56 $25K Tesla Made In China? 26:33 AirBnb Q2 analysis 32:32 Pipe: Nasdaq for revenue 37:09 Traeger Grills IPO 43:32 Tesla AI Vision Robots Moonshot
31 minutes | Aug 9, 2021
HyperChange 21⚡ Biden Snubs Tesla + Neuralink Disrupting Apple
Biden snubs Tesla at his White House Event, proving that lobbying is institutionalized bribery in the United States. Bitcoin and Ethereum's biggest threat is legislation from the US government as they threaten hegemony of the traditional banking system and hegemony of the US Dollar. Neuralink raises $205M to accelerate development of its brain machine interface technology. And more!
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