HyperChange

Starlink is reportedly getting ready to rollout a new version of its 'satellite dish' which will be more rectangular. This new V3 terminal will be much cheaper to ship, and is designed for automated mass production (at profitable margins). It's performance is reportedly improved as well. SpaceX has detailed plans to begin launching Gen2 satellites, eventually with Starship. Boosting its capacity for launch from 60 satellites to 400. Elon Musk has confirmed that more than 100K Starlink Terminals have been shipped, by my estimates this puts the company's recurring revenue run-rate at $119M+!

Tesla's new humanoid robot, the Tesla Bot, Optimus, represents a massive new growth opportunity for the company. We are on the cusp of automating many boring, dangerous and repetitive tasks in society, thanks to emerging technologies like this. As Tesla begins to ramp development efforts on its Robotics/AI division, I think this new growth opportunity should be slowly priced into the stock (as the execution progresses). If Tesla sold 100,000 humanoid robots in 2030 that could be $25B in revenue .. 1M robots = $250B ... you get the point. If this works, there are millions of robots to sell, and huge amounts of profit/cashflow to be made. This also ensures we have a safe/benevolent robot future .. as its built by Elon Musk/Tesla instead of an evil billionaire like Jeff Bezos.

Ethereum is the world's 2nd most valuable cryptocurrency, with a network value of $442B. Et has recently been outperforming Bitcoin, and gaining major real world traction. From Cryptopunks taking off with Visa, Odell Beckham Jr and Jay Z .. to VeeFriends by Garyvee, to JOY's JOYWorld ... we are in the early innings of the metaverse being created and it is epic!

Panel discussion with James Wang, Naveen Rao & Dylan Patel about Tesla's AI Day, Dojo chip ambitions and robotaxis. We start with an overview of neural nets, and Tesla's FSD program/approach vs other self-driving startups, then go into a deep discussion about Tesla's in-house Dojo chip program, and how it stacks up vs the industry leaders. Ending the discussion with Tesla Bots and Robotaxi predictions of course! Let me know your thoughts in the comments below!!

Update from Kato Road; Tesla is making huge progress on its 4680 battery cell line. Minor delays in turning the cathode powder into a sheet, mean that the Model Y in Berlin & Austin will launch with the 2170, before switching to the 4680. This is probably also the reason the Cybertruck won't begin deliveries until ~Q3 2022. Let me know what you've been hearing in the comments below! Overall I think this is good news, Tesla is 6-12 months from producing the 4680 at scale.

The moonshot rumor was true, Tesla is building a humanoid robot (Tesla Bot), and unveiled it at AI Day. Based on the company's FSD Tesla Vision technology, this friendly robot is designed to automate boring, repetitive and dangerous tasks. The first version is expected to be completed next year. My guess is it could take 5-10 years before these are roaming the streets, but when they do, it will feel like we are living in a Black Mirror episode. This new humanoid robotics product line will unlock trillions in value for Tesla. In my opinion it will make them more money than EVs, energy storage, or solar ... it's a gamechanger for the trajectory of the company.

0:00 Tesla Impact Report 

22:29 Shanghai, Tesla’s New Export Hub 

24:56 $25K Tesla Made In China? 

26:33 AirBnb Q2 analysis  

32:32 Pipe: Nasdaq for revenue  

37:09 Traeger Grills IPO 

43:32 Tesla AI Vision Robots Moonshot

Biden snubs Tesla at his White House Event, proving that lobbying is institutionalized bribery in the United States. Bitcoin and Ethereum's biggest threat is legislation from the US government as they threaten hegemony of the traditional banking system and hegemony of the US Dollar. Neuralink raises $205M to accelerate development of its brain machine interface technology. And more!

Tesla AI day is on August 19th, and the rumors are swirling ... Dennis Hong is tweeting a storm, the invite says that Tesla will show what the AI can do beyond the car ... is Tesla getting ready to show us a humanoid robot, something like Ex-Machina?!?! Elon has something up his sleeve, what do you think it is!?

*SORRY FOR THE ROMAN CRICKETS IN THE BACKGROUND* Elon Musk has confirmed that Tesla will be hosting AI day on August 19th! I cover what I'm expecting from the event, with FSD Beta rollout, Tesla Vision, Andrej Karpathy & the Dojo supercomputer! Also, Rivian IPO gossip, Redwood Materials capital raise, Lightship RV (a new startup I'm working with), and me begging to get Snap Spectacles again ...