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My interview with Brian Feroldi of the Motley Fool, covering Tesla's Battery Day, the new 4680 battery cell, the Plaid Model S, Cybertruck, Tesla Semi, solarroofs and more. This was recorded on Friday, 10/02/2020. Thanks to the Motley Fool for having me!

Tesla reports record Q3 deliveries of 139,300, up 43% year over year. These record breaking numbers (in delivery & production) imply a huge financial beat and profit coming. The best part is this is just the start of Tesla posting consecutive quarters, of record deliveries and revenue. I think the company could still hit its (pre-COVID) guidance of 500K deliveries this year. An EPIC achievemen...

Full breakdown of Tesla's Battery investor day. From the new 4680 cell, to the tabless electrode,  to the potential of the Model 2 ... I try and summarize one of the most important days in Tesla history. The cat is out of the bag, Tesla is bringing cell production in house and scaling like crazy. They plan to hit 100GWh/yr by 2022 of this new cell. That's triple Tesla's 2020 battery consumpti...

Interview with James Stephenson, fellow Tesla shareholder, and prominent Tesla Twitter community member. James has been fighting the FUD with incredible analysis on Twitter for years, and has even been applauded by Elon Musk for his insight. In this podcast we discuss how Tesla has evolved in the two years since we were featured in a Wall Street Journal article about the company going private at $...

Tesla now trades at a valuation of ~$400B, making it the world's largest automaker and one of the largest public companies in the world. Can the current financials justify this valuation? How far out, and what assumptions must you have for TSLA to make sense at these prices? In this video I walk through my thinking as a long-term investor, and why I'm still very bullish on Tesla and have never bee...

GM is partnering with Nikola Motors to build its EV and FCEV pickups and semi trucks. As part of the deal, Nikola is issuing $2B in new stock to GM for "in-kind" services. It looks like both companies are super desperate. Nikola needed an OEM partner to build the Badger, and GM wanted good press for it's EV division (along with $2B in shares). What are your thoughts on this deal? Should Tesla be c...

I can't even believe it! I'm getting a Model Y!!!!! Tesla stock has been going up so much, I just couldn't resist. We will be documenting the whole process of the HyperShip, from ordering to delivery, to epic roadtrips!! Huge thank you to all the HyperChangers & Patreons for making this possible. It's a dream come true :)

Putting pen to paper and estimating Tesla's financials for Q3 and Q4 of 2020. As the stock price keeps soaring to new highs, I thought it was the perfect time to get back to fundamentals :) I'm expecting back to back record quarters of deliveries, revenue and profitability, starting this quarter. My biggest questions heading into the end of the year are ... how fast will China ramp? is Model Y can...

Rumors are swirling. Tesla has sent out battery day invites with a teaser image that appears to show 'silicon nanowires' ... Amprius Technologies, a silicon anode/nanowire startup just relocated right next to Tesla's top secret Project Roadrunner Battery facility ... and Elon Musk is replying to Amprius tweets about reaching an energy density of 400Wh/kg, confirming it's only 3-4 years away from m...

Tesla stock is up 822% in the past year, to $2,000+. The market capitalization is almost $400. I'm holding all my shares. Are we crazy? Is this a ridiculous valuation? Or will Tesla's Autopilot self-driving software justify a market capitalization worth Trillions? How many factories are already price in? We cover everything. going through the mind of a long-term Tesla investor in this 'chill' styl...

There's no doubt Tesla will announce a battery recycling initiative at the upcoming battery investor day, but will it involve Redwood Materials? Tesla CTO/Co-Founder JB Straubel founded a battery/materials recycling company in 2017, and they are now scaling quickly. Is Redwood a part of Tesla's battery recycling plans, what's the relationship between the two companies?

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Spotify is on its way to disrupt and dominate the podcast industry. Recently, the company has signed exclusive deals with Joe Rogan, Kim Kardashian, DC Comics and Michelle Obama for content. But that's only half the excitement, Spotify has also launched a new podcast advertising format: Streaming Ad Insertion (SAI). This will be a game-changer for podcast monetization, and makes me super pumped as...

Spotify grew its premium user-base 27% in Q2, to 138M subscribers. Overall Monthly Active Users (MAUs), were up 29% to 299M. Revenue increased 13%, to €1.889B. I'm more bullish on Spotify than ever as the company pushes into original podcasting content, signing deals with creators like Joe Rogan, Michelle Obama and Kim Kardashian. My biggest insight from the Q2 conference call was that advertising...

NIO reports Q2 2020 revenue of $527M (+140%), with a positive gross margin of 8.4%. This was a huge sequential improvement across the board, and sets NIO up on the path towards profitability, with its upcoming EC6. NIO's newest EV, the EC6 is already accepting orders on the NIO app, and is set for customer deliveries in September. This should accelerate revenue and deliveries growth.

Tesla announces a 5 for 1 forward stock split. The deal will be completed in August, and means for every 1 share you have, you will now have 5. I love this move as it opens up Tesla stock to more investors by making it easier to buy a single share! Let me know what you think in the comments below!

*SPOILER ALERT* Do not watch this if you want to be surprised at Tesla Battery Investor Day. This video is my entire theory of how Tesla tested Maxwell's tech in 2017/18, bought the company in 2019, and has been scaling in house battery cell production with the DBE technology, ever since. Tesla's biggest constraint on growth is they don't have enough batteries. On Battery Investor Day they will an...

Interview with Tom Kysar, the head of Operations at Augur. Augur is a decentralized betting platform/prediction market that is built on the Ethereum blockchain. It originally launched a V1 beta version a couple years ago that generated $25M in bets. Now they have relaunched Augur V2, and you can use it to place decentralized bets today! I think this is one of the most promising Dapp projects in Cr...

If Tesla designed a vehicle from scratch for the Indian market, what would that look like? How about an electric rickshaw, the Cybershaw. This is a moonshot concept that I think has a lot of potential to move people & cargo around urban environments. Projections show Indian electric rickshaw sales could hit 20M units per year, at $2.5K per unit, that's a $50B market.

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 lines, and continue building this relationship .....

Bloomberg reports SpaceX is raising $1B in new funding at a $44B valuation (its highest ever). I give my thoughts on SpaceX's funding strategy, why they will never IPO (or it will take forever), and the exciting potential of a Starlink spinout/IPO.

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 subscribers. I'm so stoked these people I consider hero'...

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 guidance of 500,000 deliveries in 2020. Congrats Tes...

Interview with Yahoo! Finance on 07/22, pre-Tesla Q2 earnings, discussing what to expect in the upcoming report. I go into the solarroof opportunity, and why Tesla's 'Computers on Wheels' business model justifies a higher market capitalization than Toyota. Huge shoutout to Yahoo! for inviting me on, thank you!

Chinese EV-maker NIO has seen its stock price soar 220% in the past year, to a valuation of ~$15B. Is the hype justified for the 'Tesla of China'? I think so. NIO just reported record Q2 deliveries of 10,000+ vehicles, and is set to introduce a lower cost coupe (EC6) later this year. What are your thoughts on NIO stock and it's valuation?