HyperChange

The weekly HyperChange podcast! SpaceX buys Bitcoin, Bitcoin's energy usage, Rivian charging network and IPO gossip, Synthesis is disrupting education, Bitcoin and Ethereum versus other crypto, FSD causing deflation, and more!!

Interview with Nic Carter, Bitcoin thought leader, Twitter legend, and Partner at Castle Island Ventures. We discuss Bitcoin's energy usage, and the role Tesla could play in mining Bitcoin with renewable energy at the utility scale. We also discuss when/if Central Banks will start buying Bitcoin, and Jack Dorsey's manifestation of Bitcoin adoption through Square and Twitter. This was an honor, thank you Nic for coming on the show! :)

After spending a week driving Tesla's FSD V9 software all around Seattle, here are my thoughts. This is V1 of Tesla Vision (no radar), and it already preforms better than V8.2 (vision + radar), additionally, huge improvements have been made to the visualization, and 'Mind of Car' view. Although we are still 1-2 years away (at least, probably) from a truly self-driving car, Tesla's FSD software is already providing huge value, but driving well in most highway/urban situations.

Interview with Celsius CEO/Founder Alex Mashinsky. We discuss how Celsius is building a new type of crypto bank, offering a suite of financial services for 14 different blockchains, including Bitcoin and Ethereum. Celsius allows users to earn interest/income on their crypto, with rates as high as 8-9% annually. We dive into how this business model works, and whether or not I should start using Celsius to store my Bitcoin and earn some income. This was an EPIC interview, huge thanks for Alex Mashinsky for taking the time, I came away very impressed with what Celsius is doing (although I'm not a customer yet, I'm researching it actively, and will keep you posted ...).

Showing you my stock/crypto/startup portfolio. We go through why I own Tesla, SpaceX, Bitcoin, Ethereum (and 23 more investments), as well as how I think about structuring my portfolio and balance conviction with upside potential. Please let me know what you think in the comments below!! I want to scheme on this! :) Also next week's podcast will include a lot more Patreon Qs, sorry I couldn't get to them in this one!! I was having too much fun lol

US inflation is rising rapidly, is this the new normal? Robinhood is set to IPO for a ~$50B market cap, do you think they will brush off all the SEC fines and controversy? The Boring Company is no longer just a tweet, it's got a fully functional Loop tunnel in Las Vegas! Tesla's near term stock movement will probably have a lot to do with FSD progress ... and more covered in this epic HyperScheme!

Tesla reports 201,250 deliveries for Q2 2021, an increase of more than 100% from last year. This puts Tesla on track for the magical 1M/car/yr run-rate by the end of 2021. These awesome delivery numbers imply ~$11.5B in revenue and huge profits/cashflow. That's great, but we are just getting started, Tesla is poised to post record deliveries again in Q3 and Q4, and probably for years to come as they scale to their eventual 20M+/cars/yr goal.

Interview with Moe Salih, Co-Founder of HyperCharts, about how he's using software to turn SEC filing data/complex financials into easy to read charts. One chart is worth 1,000 numbers! In just two years we've expanded HyperCharts from 5 companies (at launch) to 200+ and all the top cryptocurrencies. HyperCharts is my favorite tool for investment research, and it's the first thing I do to analyze a new stock/company/IPO someone tells me about! Huge shoutout to Moe for all the work he's done and being the CEO of HyperCharts!

Seattle is poised to hit a record 108 degrees this week! By far the hottest ever! You've never needed AC in Seattle before, but climate change is coming in hot, literally. The time is now for Tesla and Elon Musk to push their AC/smarthome HVAC product forward. We need an energy efficient way to heat and cool our homes, and Seattle is just the first city to encounter this problem. What are your thoughts? Would you buy an AC from Tesla?

Interview with Boxabl Founder Galiano Tiramani, about the new Casita foldable home concept, and rumors that Elon Musk is living in a Boxabl unit in Texas. Boxabl's goal is to revolutionize the manufacturing process behind homebuilding, and by doing so reduce housing costs and make buildings more energy efficient. What are your thoughts on the startup Boxabl?

BOXABL IS CONSIDERING UNDERTAKING AN OFFERING OF SECURITIES UNDER TIER 2 OF REGULATION A. NO MONEY OR OTHER CONSIDERATION IS BEING SOLICITED, AND IF SENT IN RESPONSE, WILL NOT BE ACCEPTED. NO OFFER TO BUY THE SECURITIES CAN BE ACCEPTED AND NO PART OF THE PURCHASE PRICE CAN BE RECEIVED UNTIL THE OFFERING STATEMENT FILED BY THE COMPANY WITH THE SEC HAS BEEN QUALIFIED BY THE SEC. ANY SUCH OFFER MAY BE WITHDRAWN OR REVOKED, WITHOUT OBLIGATION OR COMMITMENT OF ANY KIND, AT ANY TIME BEFORE NOTICE OF ACCEPTANCE GIVEN AFTER THE DATE OF QUALIFICATION. AN INDICATION OF INTEREST INVOLVES NO OBLIGATION OR COMMITMENT OF ANY KIND. A COPY OF OUR PRELIMINARY OFFERING CIRCULAR MAY BE OBTAINED HERE, https://www.sec.gov/Archives/edgar/data/1816937/000109690621000494/box_1aa.htm