HyperChange

Tesla Q1 2026 earnings are hot off the press, and the biggest announcement wasn't in the results but on the conference call. Elon Musk and Tesla are now upping CAPEX guidance to $25B in 2026! That's right, they want to spend $25BILLION this year on investments on AI and robotics. This means they will be losing free cash flow and could mean they will have to raise more capital in the future. All to fund ambitious projects like Cybercab, Robotaxi, Optimus training, Terafab AI Chips & more! What are your thoughts on this massive news!??!My X:   / gfilche  HyperChange Patreon :)   / hyperchange   Disclaimer: Nothing in this show is financial advice I'm long Tesla.

Going live for the release of Tesla’s Q1 2026 Shareholder Letter as the company reports earnings today! Updating investors on financials, Robotaxi, Optimus, Cybercab and more! $TSLA investors join in!

Episode 2 of the weekly HyperChange podcast. This week we discuss how XMoney is poised to compete with Robinhood and Coinbase and how this is a great example of how fast things are moving in the era of HyperChange. Companies are getting disrupted in a flash. Stocks like Figma and Adobe are getting crushed as Claude rolls out Design. Does assuming companies will be around in a decade make sense anymore? Also I discuss Tesla's valuation and we do an earnings preview covering everything from Robotaxi to the financials and Tesla Semi. Startup of the week is Pop-up Bagel .. disrupting the bagel industry lol. 0:00 Intro Rambling1:10 XMoney disrupting RobinHood & Coinbase 6:30 AI Is Spooking The Stock Market (Years To Payback)13:44 Elon Musk Pitches UBI (Universal High Income)20:10 How To Value Tesla Stock22:06 Tesla Q1 26 Earnings Preview (Is Elon Sandbagging?)28:23 Optimus V3 Reveal29:39 Robotaxi/Cybercab Updates33:07 Projecting Tesla’s Financials36:03 Startup of the Week: Pop Up BagelsMy X:   / gfilche  HyperChange Patreon :)   / hyperchange   Disclaimer: I'm long Tesla & SpaceX & Lemonade, nothing in this show is financial advice.

Episode 1 of the Weekly HyperChange Podcast. This week we cover Anthropic passing OpenAI's revenue run-rate in a massive AI industry flex. I'm joined by my homie Jfilche aka the CLAUDE GOD to help us breakdown this epic milestone. We also discuss some Tesla news about the Cybercab and then finish up rambling about space startup Reflect Orbital and then Blue Origin. Oh and a shoutout to my new book, the book of Elon.Jfilche on X: https://x.com/Jfilche0:00 Intro0:24 Anthropic Revenue Passes OpenAI3:24 Jfilchê Joins The Show aka THA CLAUDE GOD12:27 Random British Guy Joins The Show13:39 Learn Claude Or Get Left Behind16:07 Anthropic’s New Mythos Model17:54 Will Anthropic Stay Ahead26:20 Tesla Developing Cheaper/Smaller EV?29:44 Will Tesla Sell The Cybercab???33:45 Anthropic vs OpenAI In Year ..?!37:18 Startup of the Week: Reflect Orbital40:25 Bullish On Blue Origin43:51 The Book of Elon47:12 Prediction: Anthropic Hits $100B Revenue Run-RateMy X:   / gfilche  HyperChange Patreon :)   / hyperchange   Disclaimer: We're invested in SpaceX & South 40 Snacks and Tesla. Nothing in this show is financial advice.

Episode 0 of the new Weekly HyperChange Podcast. In this initial episode I start by riffing on the new Terafab announcement by Elon Musk, and then am joined by Josh West to give us an on the ground report from Austin, TX about the Tesla Robotaxi Network. Plus a bunch of Open AI news, the Starcloud funding round and more schemes!! Let me know what you think of this new format in the comments! And leave any topics for next week :)Josh West on X: https://x.com/JoshWest2470:00 Intro & Rambling3:03 Elon Musk Announces Terafab by Tesla + SpaceX8:10 NVIDIA Stock’s Generational Run9:40 Terafab’s Geopolitical Implications12:40 Designing AI Chips for Space14:40 Josh West Joins The Show15:59 Taking 7 Unsupervised Robotaxi Rides In A Row20:02 Waymo vs Robotaxi Self Driving Car Race22:38 Austin Is The new Silicon Valley25:22 Cybercab Production Begin In April27:18 SpaceX One Step Closer To IPO29:00 Will Tesla buy SpaceX or will SpaceX buy Tesla?30:26 Starcloud Worth Over $1B34:45 NASA Artemis II Mission35:33 OpenAI Raises $122B42:38 OpenAI Acquires TBPN45:36 Startup To Watch: GRU Space47:57 We Need A Space Farming Startup!49:00 Future of Humans and Plants/TreesMy X:   / gfilche  HyperChange Patreon :)   / hyperchange   Disclaimer: I'm long Tesla, SpaceX & Starcloud. Nothing in this video is financial advice. I'm not a financial advisor.

Just got back from Austin, TX and there were Waymo's EVERYWHERE. Calling them was super easy through the Uber app, and surprisingly cheap. I had multiple rides across town that were under $10. Everytime the Waymo was super clean and was a perfect experience. It felt like I was living in the future. Waymo is officially at 500,000 rides per week now, a ~$500M revenue run-rate. I wonder when Tesla's Robotaxi network will catchup?? Will the upcoming Cybercab launch be a gamechanger? Let me know your thoughts in the comments below.0:00 Waymo Hits 500,000 Rides/Week4:18 Waymo Worth $126B in latest funding round5:11 When Will Waymo IPO?6:26 Tesla Robotaxi Update7:52 Tesla’s Secret Self-Driving Advantage8:21 CyberCab Production Starts in AprilMy X:   / gfilche  HyperChange Patreon :)   / hyperchange   Disclaimer: I'm long Tesla stock nothing in this show is financial advice.

I read The Hidden Life of Trees by Peter Wohlleben and it totally changed my perspective on these incredible plants that surround us! Trees communicate with each other, live in families and can be thousands of years old. We've been living in harmony with them for millions of years and it's not only until recently that we understood how complex they are. My Moonshot proposal is that we need to design cities around trees. They provide incredible passive cooling, and numerous health benefits like clean air, happier people, more energy efficient cities and so much more! Not to mention our cities of the future would look insanely cool! Imagine Austin, Texas with more trees! It's already too hot there, this is the perfect solution!Hidden Life of Trees book on Amazon: https://www.amazon.com/gp/product/177...My X:   / gfilche  HyperChange Patreon :)   / hyperchange  

An interview with Amy (@_SFTahoe) & Tesla Larry about the upcoming Terafab announcement and potential Tesla/SpaceX/xAI merger. Since Larry's initial theory about merging Tesla & SpaceX, a ton of progress has been made in that direction. SpaceX has acquired xAI and we could be months away from an IPO. Collaborations between the new SpaceX/XAI and Tesla are heating up, with the new AI chips (Terafab), satellites, Grok and so much more. At this point the merger seems inevitable ... what do you think?Amy on X: https://x.com/_SFTahoeLarry on X: https://x.com/TeslaLarry0:45 SpaceX to $100T2:30 SpaceX Plans To Be 10X Bigger Than NVIDIA5:20 The Terafab is Coming! Impact & Timing22:36 Digital Optimus & MARCROHARD Project 37:03 SpaceX/Tesla/xAI Cash Needs41:40 The SpaceX IPO Process48:08 The Biggest Merger/Company of All-time?54:17 Grok Is Helping With All of ThisMy X:   / gfilche  HyperChange Patreon :)   / hyperchange   Disclaimer: I'm an investor in Tesla, SpaceX & Starcloud. Nothing in this show is financial advice.

Last week Starcloud CEO Philip Johnston confirmed that they will be launching a Bitcoin mining rig in space later this year. This will be the first Bitcoin mined in space and potentially one of the most lucrative use cases for orbital datacenters. This could have huge implications to the Bitcoin network's future decentralization and resiliency. Now this has got me curious ... will SpaceX/xAI get into Bitcoin mining in space as well? Especially with the upcoming launch of XMoney? It seems like there is a lot of potential here. What do you think? Is the hype real? Will the majority of Bitcoin mining move to space??0:00 Starcloud CEO Confirms First Bitcoin Mining In Space2:04 How Mining In Space Helps Bitcoin3:13 Will SpaceX/xAI Do Bitcoin Mining In Space For Xmoney4:27 Bitcoin Mining In Space Could Be Very Profitable4:55 Is Bitcoin A Distraction For SpaceX?6:57 What’s The Future of Bitcoin In Space?My X:   / gfilche  HyperChange Patreon :)   / hyperchange   Disclaimer: This is not financial advice. I'm invested in SpaceX & Starcloud through SPVs.

I haven't felt this since building my first website 20 years ago ... The internet is fun again. AI has arrived and it is about to change everything as we know it. No job is safe, no industry will stay the same ... we are officially in the era of HyperChange. The bigger the problem the bigger the opportunity. Those who dive deep into AI now have unlimited potential to create incredible businesses and lives for themselves. I'm personally taking this to heart and using AI in every facet of my endeavors. The future is up for grabs right now, I encourage you to take it.My X:   / gfilche  HyperChange Patreon :)   / hyperchange   Disclaimer: Nothing in this show is financial advice.