HyperChange

ARK Invest's Tasha Keeney is out with a new report, valuing Tesla at $3,000 per share in 2025. This new price target relies on Tesla's successful execution of a robotaxi network, and bringing a truly autonomous vehicle to market. In it's bullcase scenario, ARK estimates Tesla could be selling 10M cars a year by 2025, be generating ~$700B in revenue, and worth $4T. Is ARK crazy with these targets,...

NFTs or Non-Fungible Tokens are taking off. These 1 of 1 art pieces are stored and traded on the Ethereum blockchain, and are exploding in popularity. The NFT market has expanded ~10X in the past two years to $300M+, and continues to grow daily. I think in the long-run this is a digital part of the art market that will become a larger piece of our economy. Right now the world's art is valued at $1...

Ross just spent the day with an Arcimoto, driving it around LA and Venice Beach. In this interview, I talk with Ross and Mark about his first ride in the FUV, and his takeaways from the test-drive. We also discuss Arcimoto's plan for mass production, and more! Thanks to Ross and Mark for joining the show!

Tesla has just expanded its FSD Beta program to 2,000 participants, and is on the cusp of launching an 'FSD Beta Button' where users can request access to the program. This is a huge milestone for Tesla's self-driving ambitions and autonomous vehicle software. In this episode I speak with Omar Qazi (Whole Mars) about his experience with FSD Beta, Tesla's AI strategy. This was a blast! Thanks to Om...

Bloomberg reports that Tesla is building a 100 megawatt battery 40 miles South of Houston. This megabattery project can power up to 20,000 homes on a hot day, and is rumored to be helping stablize the Texas grid. In this episode I explain why this is a preview for the future of Tesla's energy business, and how they will fix the US grid :) Let me know your thoughts below, and if you've heard anythi...

Going live to discuss Tesla's Shanghai factory and China business. We will dive into how much Tesla grew in China the past couple years, and what is next for the company in the region. From a Cybertruck launch, to the Tesla Semi to FSD, I think Tesla is just getting started in China. And the rumors are growing that they will unveil a new mass-market $25K built in China this year, and may even expo...

I sat down w/ Michael Saylor, CEO of MicroStrategy, to discuss Tesla's Bitcoin purchase, and the future of the cryptocurrency. He predicts, that in 5 years, more than 1 billion people will own Bitcoin. We cover who in big tech will move next, why inflation will continue, and the evolution of the monetary system as we leave the fiat standard. I had a blast, huge thanks to Michael for joining the sh...

Interview with Public Co-CEO Jannick Malling. Public is the social investing app, and one of the hottest companies in fintech. Public just completed a new $220M funding round at a $1B+ valuation, and now boasts 1M users on its platform. In this episode, I sit down with Public's Founder Jannick Malling to discuss his vision for Public, and the future of financial markets. I had a blast interviewing...

Last week I was asked to present to the Tesla Society of Columbia University. Here is a recording of the club's meeting, where I answered questions on HyperChange, Tesla stock, meeting Elon, the Cybertruck and so much more. Thanks for having me!

Bitcoin's energy consumption has stayed flat since mid 2018 (almost 3 years), despite huge growth in users, and dollars moved on the network. Many skeptics point to the irony of Tesla buying Bitcoin (because of its focus on renewable energy), but fail to understand this. The monetary system requires energy. Yes, Bitcoin consumes a lot, but it's not more than we can handle, especially if the trend...

We need our billionaires and investment idols to inspire us to live more sustainably, and invest in the future they believe in.   I'm ashamed as a Warren Buffett fan that he/his company Berkshire Hathaway bought Chevron. It shows they put profit over people and the planet. Lame. Going live to give my hot take on this. Nothing on the show is financial advice.

Drop-in audio chat app Clubhouse is booming. Despite being invite only. Clubhouse has accumulated 2M+ users, and a $1B+ valuation. The app allows you to listen and join various live conversations. It's a live audio-only social network. I'm obsessed with the creative potential this product has. I think this is the next big thing, and I'd buy stock hand over fist in Clubhouse at $1B if they let me....

Moonshot confirmed! Tesla has purchased $1.5B worth of Bitcoin! Instead of hoarding the usual bonds and fiat as reserve assets, Tesla has decided to move ~7% of it's $19.4B in cash into Bitcoin. I think this is a genius move, and will set off a wave of rapid institutionalization of Bitcoin. Who will be the next big tech company to get in?? Are you worried about Bitcoin's energy consumption being c...

Tesmanian reports that Tesla is moving forward with a Phase 2 of its Shanghai factory, and is expanding to build the production line of a new vehicle (not the Model 3/Y). Filings with the Chinese government appear to indicate the Model 2 is on track to begin production and deliveries as soon as 2022 (next year!). This seems wayyy ahead of schedule and almost too good to be true. But the breadcrumb...

Perceived Solvency = to continue to operate (and stay solvent) a company must maintain the perception of solvency among all of its stakeholders. Startups that burn cash are reliant on this notion of perceived solvency. Robinhood was asked to put up $3B in capital suddenly, and this appears to have caused a liquidity crisis at the firm. In the last week, Robinhood has raised $3.4B of new funding. D...

In a shocking move Jeff Bezos has announced he will be stepping down as Amazon CEO in Q3 2021. He will become Executive Chairman of the board, and be replaced by Andy Jassy, a 24 year Amazon veteran, the Founder and CEO of AWS (Amazon Web Services). Jeff Bezos claims Amazon is at peak inventiveness right now, do you think the company will continue innovating without its founder at the helm!? Let m...

Interview with Ross Gerber and Mark Frohnmayer. In this podcast, we go deep on the background behind Arcimoto, and the vision for the company. My friend, and CEO of Gerber Kawasaki, Ross, asks Mark Frohnmayer detailed questions about the company, and we get to listen in! This was a total treat. Covering everything from Mark's background, to the production ramp, to the Deliverator, Arcimoto's finan...

Breakdown of Tesla's Q4 2020 financial results, shareholder letter and conference call. The big news was Plaid Model S! Tesla has officially announced it will begin deliveries of the Plaid Model S in ~1 month, and then begin delivering the Plaid Model X shortly thereafter. Tesla's interior refresh shows a focus on autonomy and in-car gaming. This is an epic preview of where the company is headed....

Showing you my current investment portfolio. From Tesla, Bitcoin, SpaceX, UniSocks to all my startup investments. I'm taking y'all behind the scenes to scheme on my investment strategy and how I think about structuring my financial portfolio. I think I've got a basket of the coolest companies & assets HyperChanging our world.

Tesla reports Q4 2020 financials on January 27th! Here are my projections/estimates for Tesla's Q4 & what I'm expecting to hear on the conference call. Plaid Model S?! 4680 cells ramping?! Berlin, Austin and Shanghai factories all expanding like crazy?! FSD beta rollout!? Tesla Energy update?! What are you most excited to hear about from Elon on the earnings call??

Amazon is building a self-driving car. From investments in Rivian and Aurora Innovations, to buying Zoox outright, Jeff Bezos is making a push towards autonomous EVs. With thousands of delivery vans and trucks driving around our cities, delivering packages, Amazon has a key asset in he self-driving race. An existing business to subsidize data collection. Tesla is years ahead in developing self-dri...

Popping a bottle of Tesla Tequila & taking y'all behind the scenes of HyperChange?!!? Yes please! In this 'behind the scenes' of HyperChange episode I talk about strategy for the channel, how it started, my long-term vision, and what big projects I've been working on. It's been a wild ride over the past 3 years, and I wanted to take a moment to thank all my Patreons & subscribers. You are...

SpaceX's Starlink, a low earth orbit satellite internet service, has successfully launched its beta test. What's next? An IPO and massive global expansion? I think so. In this episode I dive into the current state of Starlink, and why it makes sense for Elon Musk and SpaceX to spin it out, and have the highly anticipate 'Starlink IPO' sometime in the next 12-24 months. In the episode I walk throug...

Interview with Rainbow Wallet co-founder Mike Demarais, about all things Ethereum. From the scaling of the network, to Uniswap and tokenizing Yeezy's, we cover the current state of the Ethereum ecosystem. Mike put me on to Unisocks at $60 per pair, and they are now trading for thousands. What are your thoughts on the future of Ethereum?

Elon Musk replied to my tweet about the Plaid Model S with a winky face ... #hmm . Tesla is on the cusp of launching the Plaid Model S variant, with 520+ miles of range, 200mph top speed, and sub 2 second 0-60 time. For just $139,990, it's yours! Could the Model S Plaid be coming even sooner than "late 2021" ... like in a few months? If so, it will be the first Tesla product with the new 4680 batt...