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 orbital datacenters I think this is a fascinating pitch even if it's unlikely to happen. Let me know your thoughts!! And huge shoutout to Larry for coming on the show, thanks Larry :)Tesla Larry: https://x.com/TeslaLarry0:00 Why Consolidate The Musk Empire? Elon Needs $1T+6:28 Why Did Elon Decide To IPO SpaceX Now?10:02 Would Elon Like This Tesla Share Swap Idea?12:05 The Bank of Tesla13:17 Elon’s Control of The Muskonomy17:19 Muskonomy Post-Elon Musk22:38 How The Ford Family Handled Succession23:39 Will The Public Revolt Against Elon Musk’s Wealth34:13 Tesla Stock Swap Accelerates The Musk Economy39:37 Would Be A HUGE Win For Tesla41:57 Eventually Tesla Acquires All Musk Companies42:31 Larry’s Elon Musk + Apple Theory45:14 Muskonomy’s Strategic Importance To America

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 chip paradigm with their own new system. Do you think Tesla and Elon will pull this off to build a chip fab in the US? Then send those chips to Space on a SpaceX rocket? Running xAI models? Will this chalange NVIDIA's dominance?Cyan Bannister post about Substrate and chips: https://www.longjourney.vc/news/cyans...0:00 NVIDIA Is Insanely Profitable3:35 NVIDIA’s Suppliers: TSMC & ASML5:45 Cyan Bannister’s Blog Post About Chips8:35 Substrate lithography startup9:39 Elon Musk & The Tesla Terafab 13:48 Starcloud, SpaceX IPO & Datacenters in Space19:37 My PredictionsMy X:   / gfilche  HyperChange Patreon :)   / hyperchange   Disclaimer: I'm invested in Tesla & SpaceX and this show is not financial advice.

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 payload later this year, the timing is colliding head on with SpaceX's rumored IPO in summer 2026. Exciting times. Without Starship working it will be impossible for SpaceX to achieve it's ambitious vision. That is why now is such a strategic time for the company to IPO. Selling a huge chunk of stock at a $1T+ valuation would give SpaceX tons of capital to fund the Starship program.0:00 SpaceX IPO In 20261:40 Asking Grok about the V3 Satellite4:00 SpaceX’s Business Model Relies on Starship5:20 When Does Starship Go Into Production?6:42 Why It’s Smart For SpaceX To IPO Right NowMy X:   / gfilche  HyperChange Patreon :)   / hyperchange   Disclaimer: I'm invested in SpaceX through an SPV. This is not financial advice.

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. They are growing like crazy while maintaining discipline and strong financials. I'm planning to hold my stock in 2026 as they are set up for a monster year of growth and improving fundamentals.0:00 Lemonade’s Been Crushing It1:32 Analyzing Lemonade’s Q3 2025 Results2:15 Lemonade’s Massive Upcoming Inflection4:12 Lemonade’s Operating Leverage5:05 Rapidly Improving FundamentalsMy X:   / gfilche  HyperChange Patreon :)   / hyperchange   Disclaimer: I'm long Lemonade stock and this show is not financial advice. I'm not a financial advisor.

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 growth of Robotaxi. Some think there will be tens of thousands of vehicles in the fleet by Q4 2026, others (like myself) think the rollout will be slower and more methodical.Comment your predictions on Tesla's Robotaxi/Cybercab rollout for 2026!!My X:   / gfilche  HyperChange Patreon :)   / hyperchange   Disclaimer: I'm long Tesla stock, this show is not financial advice.

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 the bottom line for another 4 or 5 years. And everything hinges on the success of Starship to enable these new businesses. 0:00 SpaceX IPO at $1.5T Valuation2:49 Starship Enables New Businesses4:08 Starlink’s Military Potential & Strategic Value5:54 New Satellites From Starlink Are Gamechangers7:25 AI Datacenters In Space11:48 Elon Musk’s Focus on Tesla’s AI Chips13:09 When Does SpaceX Profit From Datacenters in Space14:17 Will Datacenters In Space Work?16:33 Everything Relies On Starship’s Success18:48 SpaceX IPO: Under or Overpriced?Tesla Larry on X: https://x.com/TeslaLarryMy X:   / gfilche  HyperChange Patreon :)   / hyperchange   Disclaimer: Tesla Larry and I are long Tesla and SpaceX stock, this show is not financial advice.

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 to heat up. Overall I think it's good we have this new alternative to consider, it will help with negotiating with the banks and gives Tesla investors a shot at getting SpaceX shares.Tesla Larry on X: https://x.com/TeslaLarry0:00 Larry Goldberg aka Tesla Larry0:42 Bill Ackman’s SPARK SpaceX IPO Proposal1:31 SPACs and Disrupting The IPO Process6:12 Ackman’s Disruptive Proposal on X24:23 How Tesla Investors Get Early SpaceX AccessMy X:   / gfilche  HyperChange Patreon :)   / hyperchange   Disclaimer: Larry and I are investors in Tesla & SpaceX and nothing in this show is financial advice.

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 and recent traction. Ali and micro1 are at the forefront of the AI revolution.Ali Ansari Founder of micro1.ai on X: https://x.com/aliniikkmicro1 website: https://www.micro1.ai/0:00 Forbes Article, $2.5B Valuation?1:35 Micro1: The AI Platform For Human Intelligence7:18 Micro1’s Insane Growth ($8M to $100M ARR in one year)9:54 Are We In An AI Bubble?16:16 Micro1’s Long Term Vision20:25 Micro1 Training Tesla Optimus25:20 Why Did You Found Micro1?29:10 The Early Days Ebay Flipping33:08 $15B Market Growing 100%+34:35 Human Demonstration Business (Teaching Robots)37:00 Micro1’s Next Funding RoundMy X:   / gfilche  HyperChange Patreon :)   / hyperchange   Disclaimer: I'm an investor in micro1 personally and through my VC firm HyperGuap. This is not financial advice.

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, yes that's $100 TRILLION. AND fleets of Optimus robots building massive solar famrs (in space!?). This is getting truly sci-fi. It may take a while, but it's clear SpaceX is focused on becoming a leader for datacenters in space and powering the AI revolution.My X:   / gfilche  HyperChange Patreon :)   / hyperchange   Disclaimer: I'm invested in SpaceX and Tesla this is not financial advice.

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 the major tech giants. Sundar Pichai, Satya, Sam Altman at OpenAI even Elon Musk at SpaceX, will all be using Space datacenters and launching them soon. Why not jump ahead and acquire the 20 smartest satellite engineers in the world by swooping up Starcloud? I think it makes a ton of sense.IMPORTANT: Starcloud did not pay me for this episode and has nothing to do with this content. It was my idea for a good moonshot monday episode.My X:   / gfilche  HyperChange Patreon :)   / hyperchange   Disclaimer: I'm a biased investor in Starcloud and this episode is not financial advice.