HyperChange

Interview with Ross Gerber and Mark Frohnmayer. In this podcast, we go deep on the background behind Arcimoto, and the vision for the company. My friend, and CEO of Gerber Kawasaki, Ross, asks Mark Frohnmayer detailed questions about the company, and we get to listen in! This was a total treat. Covering everything from Mark's background, to the production ramp, to the Deliverator, Arcimoto's financial strategy & more! Huge thanks to Mark and Ross for joining the show :)

Breakdown of Tesla's Q4 2020 financial results, shareholder letter and conference call. The big news was Plaid Model S! Tesla has officially announced it will begin deliveries of the Plaid Model S in ~1 month, and then begin delivering the Plaid Model X shortly thereafter. Tesla's interior refresh shows a focus on autonomy and in-car gaming. This is an epic preview of where the company is headed. Let me know all your thoughts below!!

Showing you my current investment portfolio. From Tesla, Bitcoin, SpaceX, UniSocks to all my startup investments. I'm taking y'all behind the scenes to scheme on my investment strategy and how I think about structuring my financial portfolio. I think I've got a basket of the coolest companies & assets HyperChanging our world.

Tesla reports Q4 2020 financials on January 27th! Here are my projections/estimates for Tesla's Q4 & what I'm expecting to hear on the conference call. Plaid Model S?! 4680 cells ramping?! Berlin, Austin and Shanghai factories all expanding like crazy?! FSD beta rollout!? Tesla Energy update?! What are you most excited to hear about from Elon on the earnings call??

Amazon is building a self-driving car. From investments in Rivian and Aurora Innovations, to buying Zoox outright, Jeff Bezos is making a push towards autonomous EVs. With thousands of delivery vans and trucks driving around our cities, delivering packages, Amazon has a key asset in he self-driving race. An existing business to subsidize data collection. Tesla is years ahead in developing self-driving tech, and Amazon is desperate to catchup. What are your thoughts?

Popping a bottle of Tesla Tequila & taking y'all behind the scenes of HyperChange?!!? Yes please! In this 'behind the scenes' of HyperChange episode I talk about strategy for the channel, how it started, my long-term vision, and what big projects I've been working on. It's been a wild ride over the past 3 years, and I wanted to take a moment to thank all my Patreons & subscribers. You are amazing! We are just getting started! Crack open the Tesla Tequila, and join me! :)

SpaceX's Starlink, a low earth orbit satellite internet service, has successfully launched its beta test. What's next? An IPO and massive global expansion? I think so. In this episode I dive into the current state of Starlink, and why it makes sense for Elon Musk and SpaceX to spin it out, and have the highly anticipate 'Starlink IPO' sometime in the next 12-24 months. In the episode I walk through my projections for Starlink's user-growth and revenue through 2025. What would you value Starlink at?

Interview with Rainbow Wallet co-founder Mike Demarais, about all things Ethereum. From the scaling of the network, to Uniswap and tokenizing Yeezy's, we cover the current state of the Ethereum ecosystem. Mike put me on to Unisocks at $60 per pair, and they are now trading for thousands. What are your thoughts on the future of Ethereum?

Elon Musk replied to my tweet about the Plaid Model S with a winky face ... #hmm. Tesla is on the cusp of launching the Plaid Model S variant, with 520+ miles of range, 200mph top speed, and sub 2 second 0-60 time. For just $139,990, it's yours! Could the Model S Plaid be coming even sooner than "late 2021" ... like in a few months? If so, it will be the first Tesla product with the new 4680 battery cells (unveiled at Battery Day). If Tesla can get the Plaid Model S with the new battery cells on the road in 2021, it will be a great sign for the company's battery skunkworks/in-house battery cell program. When do you think the first Model S Plaid delivery will be?

Tesla's Q4 2020 delivery report is hot off the press!!! It's ANOTHER record quarter, with deliveries of 180,570 and production of 179,757. This represents 29% sequential growth (from Q3's record), and 61% year over year growth. For the full year, Tesla delivered 499,550 cars, just a smidge shy of the company's original (pre-COVID) 2020 delivery guidance. WOW! What a year for Tesla ... and it looks like the fun is just getting started. In Q4 Tesla averaged an annual delivery rate of 722,000. Sometime this year (2021), we will pass the 1M vehicle production rate mark, an EPIC achievement that will officially cement Tesla as one of the world's largest automotive companies. What are your predictions for Tesla's deliveries in 2021!