HyperChange

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.

nterview with Anastasi in Tech about Tesla's AI Day, and ambitious new Dojo supercomputer project. We discuss why Tesla brought chip production in house, how the Dojo D1 chip compares to Nvidia, and Google's TPU, and the strategy behind it. Also how Tesla's FSD/Tesla Vision tech will translate into building a humanoid robot, the Teslabot. Thanks to Anastasi for coming on the show, follow her channel for more awesome Tesla Dojo/chip content

Deep dive on what is priced in to Tesla's current ~$850B fully-diluted valuation, featuring special guest Mayur Thacker. Starting with Tesla's financials today ($48B revenue & $5.2B EBIT run-rate) and going through the ROIC numbers compared to other automakers and big tech. We try and determine how much robotaxi business or revenue is priced into Tesla stock. Let us know what you think in the comments below! Was Elon right? Is the market giving Tesla a lot of credit for Robotaxi's already?

Having a beer and gossiping about Rivian's planned ~$80B IPO. Does the valuation make sense? What is priced in? What about the Rivian rally car, Amazon Delivery Van and their autonomous strategy? Will they be able to compete with the Cybertruck? Let me know what you think!!

NFTs on are taking off as a new asset class. Investable art, video games, event tickets, VR worlds, the potential is limitless for what can be created on the Ethereum blockchain as an NFT. In this episode I explain my philosophy for which NFTs I buy & how I pick a good project/artist to support. Shoutout to JOYWorld & VeeFriends!!