Rumor has it Starlink is planning to IPO in about 12 months, for a target valuation of $70-80B. The most recent subscriber update from Elon Musk in late August said Starlink had ~100,000 users ($119M revenue run-rate). My projection is for them to hit 1,000,000 users by the end of 2022, scaling to over a $1B revenue run-rate. Also it looks like Starlink is developing a next generation satellite dish/terminal, that is designed for cheaper shipping, improved performance, and mass production. Would you buy Starlink at $70-$80B when it IPOs?

Going live to talk about Tesla's valuation surging to well over $1T (almost $1.5T on a fully-diluted basis), and how I'm thinking about valuing the company. Also discussing if/when I'll start selling my shares.

Keynote presentation filmed in Seattle, for HyperGuap members. Updating the world on our first year disrupting VC, with 800+ members, 6 deals, and $17.7M+ invested. We are just getting started! Invest in the future you believe in :)

Tesla hits new all-time highs of more than $1,000 per share, and breaks the legendary $1T market cap barrier, we gotta celebrate!!

Analyzing Tesla's Q3 2021 Earnings call. Going through the highlights about 4680 production, the $25K car, production capacity, the Cybertruck and Tesla insurance.

Exclusive footage from the Tesla Berlin factory showing the 'Easter Egg' of a slightly uncovered Crimson Model Y coming from the new paint shop. This new 3D/Flop paint technology will have Tesla launching crazy new colors, and could be a nice surprise for Gigafactory Berlin orders.

Going live to discuss my bullish thesis on Coinbase stock and why I think the company could be worth $1T in the long-term, and has significant potential to reinven the global financial system. I bought some shares today (sold my Square stock). Going live to document the journey and explain my thinking. Remember, nothing in this show is financial advice.

Rivian has released its S-1 filing in preparation for one of the biggest IPOs of the year. I go step by step through the highlights of the filing to analyze Rivian's financials, business, valuation, and what I think will happen after the IPO. Overall, I think Rivian is a cool startup with a lot of potential but absurdly overvalued at $80B, and worth more like $5-10B at most. I'can't wait to see what happens when it starts trading.

I recently made (by far) my largest investment ever, into SpaceX. In this video I explain how I got the opportunity to invest, and my thought process behind pulling the trigger on this deal. I had to go into debt which I really don't recommend, and make the decision on the spot .. but investing in SpaceX was a dream come true, and I had to go for it. I also explain my though process behind SpaceX's valuation, how to value the company, and the potential of a Starlink IPO.

If Tesla can sell 10M cars in 2030 at $35K, with a 40% ROIC, a 40X multiple on that would be $2.8T. Discounted back at 8%, Mayur comes up with a fair value of $1,167 per share for Tesla's vehicle business. Tesla already has a 23% ROIC today, despite numerous growth tailwinds. This puts them far above auto industry norms, and validates the companies valuation as a technology play/disrupter. Even at Mayur's $2.8T valuation, he is assuming minimal robotaxi revenue, and nothing from energy or Tesla Bots ... imagine if any of those moonshots work.