HyperChange

Tesla's earnings are hot off the press! Revenue of $25.5B (+2.3%) and profits of $1.6B. On the earnings call CEO Elon Musk stressed the importance of FSD, and how its set to transform Tesla's business. He confirmed the Robotaxi unveiling will be on 10/10, and provided an update on Optimus, saying it will begin Version 1 production in 2025, and Version 2 production to outside customers in 2026. Overall the call was a little boring. We are in a quiet/chill period for Tesla until 2025 when the cheaper model & robotaxi launch. I think a big catalyst may be brewing with another OEM licensing Tesla's FSD. What are your thoughts on the quarter?? Charts / Tesla financial data from Main Street Data: https://mainstreetdata.com/tsla0:00 Tesla Q2 2024 Financial Results 3:52 Tesla Energy going CRAZY 6:32 Conference Call Notes 7:13 Tesla’s $860B Valuation 11:52 New Cheap Tesla coming in 2025 13:18 First Robotaxi Ride? 14:23 Optimus Robot AHEAD OF SCHEDULE 15:18 Tesla NEEDS To Invest in XAI 17:33 Huge catalyst for Tesla stock brewing 18:55 What’s Next for Tesla Stock

How much do you love the crunch of a fresh bagel ... or the gooey inside of a fresh cinnamon roll 🤤 When the inevitable future of self-driving cars & humanoid robots surrounds us everyday, breakfast will never be the same. Freshly baked goods, I'm talking Cinnamon Rolls, Bagels, Croissants & more, will, be available to the masses. Robots teaming up with human artisans to perfect recipes and bake them perfectly, combining with robotaxis to deliver them! We will have the democratization of baked goods! PS Where is the best bagel in Seattle? 0:00 Imagine Having a Fresh Baked Good Every Morning … 0:37 Self Driving Cars & Humanoid Robots will democratize fresh baked goods 1:02 Tesla Bagel Cybercab 2:04 Looking for Seattle’s Best bagel 2:19 The First Billion Dollar Bakery

Back on the lake in 90+ degree heat in Seattle pondering Tesla stocks zoom to $250+ per share, and $800B valuation. In this episode I explain my metaphor for analyzing stocks as Pokemon to understand businesses, and layering that framework to understand Tesla. The trifecta of technology pillars that Elon & squad have developed (battery and driving train, self driving & mass market sustainable manufacturing) are combining to disrupt transportation, energy and soon labor (with the Optimus robot). Owning Tesla equity is owning a basket of technologies that are only getting more relevant and whose monetization is on the cusp or ramping dramatically. There is no other way I want to store my hard earned guap, and that is why Tesla stock is still my #1 position and largest investment holding (I've been a shareholder for 13+ years now). 0:00 Tesla Stock is ripping 1:15 Tesla as a Pokemon (my analogy) 2:28 Tesla Cybercab 8/8 Event 2:59 Tesla is the Ford, Chevron & Saudi Aramco of the green energy revolution 4:50 Shoutout Cybervessel 5:00 Why Tesla might be cheap at $800B 10:42 Tesla equity is owning a basket of technology that will create Trillions of value for society 13:23 Tesla’s Growing Intrinsic Earnings Power 16:02 Tesla Energy (Megapack) potential 17:33 Tesla is the Americana Futura vibe we need My X:   / gfilche   HyperChange Patreon :)   / hyperchange   Disclaimer: I'm long Tesla (TSLA) stock. This show is not financial advice.

Welcome to my new super-artisanal-limited-edition Summer Scheme Series: PaddleSchemin!!! This is just me having fun on the lake rambling about all the topics & schemes I'm having. In this episode we cover the following: 0:00 Live from Seattle, WA 1:08 Tesla Deliveries 1:33 Seaplane Takeoff 2:24 Travis Kalanick joining Tesla Cybercab project!? 5:08 Bumping into a big ship 6:15 I love my Paddelboard 6:47 Tesla Cyber Cargo ship with battery swapping 8:30 Tesla Electric Paddleboard would be so awesome 10:35 Tesla Cybercab will change cities 11:00 FSD Update 12:25 PaddleSchemin is available on all podcasting platforms 12:48 Cooking with Chat GPT 16:00 Seaplane Takeoff 16:45 Tesla Self Cleaning Robotaxi patent 17:43 I hope Cyercab looks beautiful 19:00 Tesla Energy & insane Megapack growth 20:24 Megapack financials 20:50 We need better architecture 21:23 Queen Anne Falls Future of Seattle Megascheme

Supercharging rant about how awesome it was to rent a Tesla on Turo and FSD to Grammy's house instead of taking the bus there. And it was only $240! ($290 including post trip supercharging reimbursement) vs ~$220 for the bus. And it took less time because the bus stops (and I didn't have to subway to the bus station). Shoutout Turo! On the drive while listening to BG2 podcast I had so many schemes about the Tesla ridesharing app combined with the Cybercab launch and how stoked I am

Elon Musk is betting on Tesla's autonomous future. The company is going all out to perfect its FSD technology and launch a Uber competitor/ride-sharing app later this year. After hearing Elon's excitement on FSD V12, on the conference call, mentioning the Cybercab, and stressing how important it was for investors to understand ... I've been doing homework on Tesla's self driving tech. I stumbled across the BG2 podcast, Episode 4 about Tesla's FSD v12, which does an INSANELY good job breaking down the incredible progress in Tesla's underlying tech, and how this is Tesla's 'ChatGPT' moment with real world AI. The BG2 podcast is hosted by Bill Gurley and Brad Gerstner. I highly recommend checking it out!!

Tesla Q1 2024 earnings are hot off the press! Tesla crushes it with a surprise $1B+ GAAP profit, strong guidance and and absolutely legendary conference call. Tesla is going all in on FSD with the new V12 rewrite, and its Robotaxi event on 8/8, where it looks like the 'Cybercab' will be unveiled. Elon Musk shocked Tesla fans and shareholders on the earnings call when he said the new cheaper vehicle would be ready for production as soon as late 2024 or early 2025. What are your thoughts on the quarter!? I was so stoked I bought $2,000 worth of Tesla stock today!! Also a little bit of a sad call at the end with head of IR Martin Viecha leaving the company.

Tesla stock falls to it's lowest in years, and I'm buying. Here's my rant on everything from the recent layoffs, Elon's motivation & pay package, to the Robotaxi launch on 8/8, Cybertruck progress, Austin factory expansion, FSD taking over & so much more!! I even read my Ode to Austin & Cybertruck Poem lol.

Welcome to Episode 4 of HyperChange Breaking News (HCBN). We're bringing you tech news from the future, with a fun, fair and positive vibe, each week. Experimenting and improving the show as we go. Let us know your feedback!! Hosted by Galileo Russell & Aidan Gold, HyperChange Breaking News (HCBN) is available for free worldwide on YouTube, X & all podcasting platforms!! Gali X:   / gfilche   Aidan X:   / mrgoldbro  0:00 Intro 0:07 Reddit Hot IPO 0:52 Reddit User Metrics 1:40 Reddit Business & Financial Analysis 4:43 Estimates for Tesla Q1 Deliveries Declining 7:26 FSD Free Trials & New Customer Test Drives 8:48 Starlink Approaches 6K Satellites in Orbit 11:41 MicroStrategy Owns 1% of BTC 13:30 RobinHood Gold Product Launch 14:31 Meta Offers First Dividend 15:21 Cargo Ship Hits Baltimore Bridge - can we fix it? 16:25 $6B US Gov Funding for Decarbonizing Heavy Industry 17:08 Boom Supersonic Completes First Flight 17:44 Startup of the Week - Picogrid 18:21 AI Image of the Week 19:02 Outro

Welcome to Episode 3 of HyperChange Breaking News (HCBN). We're bringing you tech news from the future, with a fun, fair and positive vibe, each week. Experimenting and improving the show as we go. Let us know your feedback!! Hosted by Galileo Russell & Aidan Gold, HyperChange Breaking News (HCBN) is available for free worldwide on YouTube, X & all podcasting platforms!! This was a big week, with Neuralink's first patient, Tesla's latest full-self driving software getting rave reviews, Starship's 3rd launch that made it successfully to orbit, Waymo's LA expansion, Grok going opensource & so much more! Gali X: https://twitter.com/gfilche Aidan X: https://twitter.com/MrGoldBro HyperChange Patreon :) https://www.patreon.com/hyperchange 0:00 Intro 0:07 Neuralink First Patient Controls Computer 2:15 Starship Reaches Orbit 4:47 Tesla FSD 12.3 Wows Customers 6:50 Waymo Launches in LA 8:40 Uber Public Transport Idea 10:08 Grok Goes Open Source 10:53 Microsoft Eats Inflection AI Alive 12:21 NVIDIA Releases Most Powerful Chip 13:35 Apple/Google Potential Partnership 15:00 Intel Massive $8B U.S. Gov Funding 16:32 Lithium Mining $2B DOE Funding 17:35 25% Aggregate Inflation in Last 4 Years Disclaimer: this show is not financial advice.