HyperChange

A judge has just rejected OpenAI and Microsoft's bid to dismiss Elon Musk's case against the company. This is HUGE news, and sets the stage for one of the biggest legal battles ever. In April the trial is set to go to court. Kalshi is already predicting Musk is the favorite to win at 65%. Will this lawsuit spook OpenAI's investors? With $1T in chip commitments will this start a downwar...

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 di...

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 orbit...

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...

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 payl...

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....

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 gr...

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 th...

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...

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...

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, ye...

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...

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 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 potentiall...

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 ASA...

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, Te...

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...

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&...

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 netw...

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. Wha...

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:   / gf...

After touring the startup Starcloud today in Redmond, WA (video coming!!) I couldn't help but take a step back to think about the Space Economy .... SpaceX's Starship is on the cusp of radically decreasing the cost and capacity of launching things into space. This will unlock an entire ecosystem of new companies and economies. Starship is the railroads for space, and Starlink is the connec...

Tesla has launched the all-new Standard Model Y and 3. While this may seem trivial at first, it has huge implications for sales and EV adoption. The average new car sale in the US is for $49,000. Tesla is now ~20% or more below that with the new Standard Model 3 & Y. With FSD you can get the Standard Model 3 for under $45K ... WITH FSD for UNDER $45,000!!! This is an incredible deal that I don...

My interview with the Paper Bag Investor on Lemonade stock ($LMND). Huge shoutout to him for coming on the show!! I will keep you all posted on if he's convinced me to buy more shares... let me know what you think in the comments! Are you long Lemonade stock? Why? Why not? Paper Bag Investor YT Channel: https://www.youtube.com ‪@PaperBagInvest‬ Paper Bag Investor X: https://x.com/PaperBagInves...

The second installment of Tea & Tesla with an INSANELY epic guest, Herbert Ong of the legendary Cyberbulls podcast & Brighter with Herbert (his YouTube channel). We sit down to sip a nice jasmine tea blend I whipped up to chat all things Tesla. We cover Tesla's Optimus humanoid robot, the VERY important upcoming shareholder vote on 11/6 for Tesla, and Robotaxi's potential ... and s...