Breaking Down ARK's $2.5T SpaceX Valuation w/ Sam Korus & Aaron Burnett 🚀

My conversation with snack industry LEGEND Josh Schroeter, the Founder and CEO of South 40 Snacks. South 40 Snacks is a Seattle-based snack startup selling fruit and nut bars. I've been invested in the company for almost 4 years now and have watched them grow from $1.5M in sales to ~$12M this year. I wanted to talk to Josh on HyperChange about what it's like to build a snack brand and why he thought he was going to be able to disrupt the nut bar category against giants like KIND bar and Peter Rahal's new David Bar. I'm a big fan of the snacks, especially the pistachio bar, mango bar and c cashews, I recommend you give South 40 a try!South 40 Snacks website: https://south40snacks.com/0:00 Intro0:55 The Snack Industry3:22 How Sahale Snacks Disrupted Trail Mix4:07 South’s 40’s Transparency & Simplicity5:33 What You See Is What You Eat8:22 Giant-Sized Cashews8:56 Telling The Sustainability Story9:41 South 40 Snacks Nut Bars 10:39 The David Bar by Peter Rahal11:24 Nut Bar for the Mainstream12:18 Fruit Bars16:22 Billion Dollar Snack Brand19:20 How Social Media Has Changed Marketing20:35 Innovative Distribution Strategy22:22 Why Are You Focused on Snack Bars?23:39 Upcoming Snack Bars From South 4026:05 Global Expansion26:58 Scaling Artisanal27:52 Natural Food RevolutionMy X:   / gfilche  HyperChange Patreon :)   / hyperchange   Disclaimer: I'm an invested in South 40 Snacks persoanlly and through my Venture Capital Firm HyperGuap.

One of my most controversial ideas about Tesla yet .... will they enter the drone business, possibly in a collab with SpaceX? As discussions heat up between Elon Musk and Naval about the US falling behind in drone manufacturing capabilities (and the national security concerns that come with that) the obvious question arises, will Elon just fix this problem himself? Tesla has the battery, motor and manufacturing tech to pull it off, but is that the future we believe in?? What are your thoughts?My theory is Elon won't do drones if he doesn't own majority/more of Tesla.My X:   / gfilche  HyperChange Patreon :)   / hyperchange   Disclaimer: I'm long Tesla stock and nothing in this show is financial advice.

Asking the 21 year-old investing wiz Henry Invests about his thoughts on Tesla stock. We discuss the robotaxi launch and how Elon's politics and America party ambitions will effect the company. Henry is the founder of Maple Tree Capital and an investing influencer who has made a name for himself analyzing Upstart stock.Henry Invests on X: https://x.com/HenryInvestsMy X: https://twitter.com/gfilcheHyperChange Patreon :) https://www.patreon.com/hyperchange Disclaimer: This show is not financial advice. I'm long Tesla stock.

My conversation with Henry Invests from Maple Tree Capital. This up and coming 21 year-old financial influencer has made a name for himself covering Upstart stock. The software company uses AI to determine if customers are worth lending too, essentially creating it's own algorithm that is more accurate than the FICO score. Henry pitches us the stock and explains his bullcase. He believe Upstart could eventually be a $1,000 stock, if not more, if they can fulfill their potential as the AI credit platform of the future. What do you think of Henry's Upstart Bullcase?Henry Invests on X: https://x.com/HenryInvestsMy X:   / gfilche  HyperChange Patreon :)   / hyperchange   Disclaimer: Nothing in this show is financial advice.

Bringing back the podcast with a BANGER episode featuring Sam Korus of ARK Invest and Aaron Burnett of Mach33 research. They have teamed up to release potentially the most thorough and in-depth valuation model of SpaceX ever made public. Breaking down the value of Starlink vs the Launch business and how Mars takes the potential valuation to $10T and beyond. I learned a ton from their open-source model and would highly recommend checking it out. Sam Korus on X: https://x.com/skorusARKAaron Burnett on X: https://x.com/aarontburnettARK Invest SpaceX Valuation Model: https://www.ark-invest.com/articles/valuation-models/ark-expected-value-spacex-2030Mach33 SpaceX Valuation Blog: https://research.33fg.com/analysis/spacex-at-escape-velocity-ark-mach33-s-2-5t-2030-valuation-model0:00 Intro2:48 Are you invested in SpaceX?4:50 How is SpaceX worth $2.5T by 2030?7:00 Starlink Network Capacity & Global Pricing9:15 SpaceX Revenue Projections (Through 2030)10:28 Starlink Network Bandwidth12:19 Fiber vs Starlink15:15 Too Many Satellites?17:40 Starlink TAM20:42 Starshield Potential21:46 Laser Interconnects23:58 Starlink Cash Flow $70B by 203024:28 Starlink IPO?27:39 Starlink Profits Fund Mars29:59 What’s the market cap of Mars?35:11 What’s SpaceX plan for Mars?40:25 SpaceX Business MoonshotsMy X: https://twitter.com/gfilcheHyperChange Patreon :) https://www.patreon.com/hyperchange Disclaimer: I'm invested in SpaceX. This show is not financial advice.

G 2 a Milly update! The show where I open-source building my investment portfolio. In today's update, I discuss cashing out of Airbnb and Coinbase stock to move into Bitcoin. I've been slowly nibbling on Tesla shares but am hesitant to go all-in (despite amazing potential) because of the volatility around the Robotaxi ramp. Bitcoin feels like a safe/almost cash like place to keep my capital for now. If you have any ideas for new companies to buy or questions/ideas for me to discuss on the show let me know in the comments below!!0:00 Performance/Stats2:55 Why I Bought Bitcoin5:19 Why I Sold Coinbase 6:08 Why I Sold Airbnb7:52 Critical Moment for Tesla9:36 Tesla Robotaxi Business Potential12:19 Tesla & Bitcoin just getting started My X:   / gfilche  HyperChange Patreon :)   / hyperchange   Disclaimer: This show is not financial advice. I'm not a financial advisor. I may update the portfolio at anytime without warning.

Tesla's Q2 2025 Delivery & Production report is hot off the press! Just released this morning, Tesla announced 384,000 deliveries for the quarter and production of 410,000. This was better than the 365,000 in prediction markets, and the stock is rallying ~4% on the news. I thought the numbers we're ok, it was nice to see a rebound from Q1, but the year over year declines from Q2 last year and Q2 23 were real. My theory is as Robotaxi ramps up it will begin to organically drive demand for Tesla vehicles.

Sam Korus from ARK Invest joins the show to give his initial take on Tesla's Robotaxi launch in Austin, and the expectations for a broader rollout. We were recording a SpaceX episode (will be released soon)m but I couldn't resist asking him about Tesla's Robotaxi launch. This was our quick discussion about how the first Robotaxi rides have gone so far, and the JUST announced first autonomous Tesla delivery to a customer somewhere in Texas. Exciting times! Shoutout to Sam, hope to get him on a full podcast soon!!Sam Korus on X: https://x.com/skorusARKMy X:   / gfilche  HyperChange Patreon :)   / hyperchange   Disclaimer: I'm invested in Tesla, nothing in this show is financial advice.

We're just a couple weeks away from Tesla's Q2 delivery report. Prediction market Kalshi is estimating deliveries of 358,000 for the quarter (would represent a 19% decline from 444,000 in Q2 last year). But the truth is ... no one seems to care about Tesla's deliveries. All eyes are on the Robotaxi launch coming late in June (tentatively). The new metric to focus on will be Robotaxi Rides not Cars Delivered. We are entering a new era for Tesla!

Everyone's hyped on OpenAI, ChatGPT, Grok, XAI, etc ... but the company powering them all is making all the guap. Nvidia has printed over $100B in AI profits in the last 6 quarters alone and is showing now signs of stopping. Top-line growth was 69% last quarter. Despite this rapid growth and dominance in AI, Nvidia trades for 43X trailing earnings, and maybe around 30X forward earnings (depending on growth). This is nowhere near bubble territory. With Owner/Operator/Founder Jensen Huang continuing to innovate at a breakneck pace, why is the market skeptical this growth will continue? Isn't the AI revolution just getting started? Maybe it's because Nvidia relies on TSMC to make their chips and Grok/ChatGPT to build the UI for consumers ... let me know your thoughts on Nvidia stock in the comments below.