HyperChange

I had the honor of sitting down with Arcimoto's first customer, Eugene-legend, Lynn Frohnmayer. We discuss what it was like getting used to owning an Arcimoto, how safe it is, if it will ever use Tesla batteries, and how it lives up to the name 'Fun Utility Vehicle.' Huge thank you to Mark for hosting me in Eugene, and Lynn for podcasting. This was so much fun!

Rumors are that Warren Buffett has secretly taken a large stake in Tesla. This would be very uncharacteristic of Buffett to make a big bet on a bold CEO, leading a fast growing technology firm. But I think it's possible and makes total sense. We pitched a moonshot in 2017 that Warren Buffett should buy 5% of Tesla for $3B (which would now be worth more than $20B). It's ok, better late than never! What do you think ? Are the rumors true? Is Buffett buying Tesla?!?!

Interview with Rodney Hooper of RK Equity about Tesla's raw materials supply chain strategy. We cover Battery Day announcements, Tesla's plan to get into clay lithium mining, how the EV boom will impact raw material prices (lithium, nickel, graphite and more). I think Tesla's ability to source high quality battery materials is a key competitive advantage

An interview with Carlos Soto, the Founder of Nosotros Tequila, the startup behind the legendary Tesla Tequila product. We talk about the special 15 month aged Anejo that was developed especially for Tesla. Each bottle comes in a hyper-artisanal handblown glass lightning bolt bottle (eerily similar to the HyperChange logo ;). In the podcast we discuss how Carlos started Nosotros, what makes them different from 'big tequila', what type of Agave they use, and his plan to bring incredible, drinkable, high quality tequila (and now mezcal!) to the masses. Huge thanks to Carlos for joining the show! I can say after trying Nosotros two Tequilas, they are THE BOMB :)

Nerding out on Tesla's financials, revenue, gross profit, return on assets, unlevered free cash flow, FSD revenue, and so much more with Mayur Thacker. We come the conclusion that Tesla is one of the most fascinating business case studies to watch, defying almost all auto industry financial norms. Tesla's simultaneous growth and efficiency improvements are unheard of, and (in our opinion) justify this massive run up in valuation. What are your thoughts on how to value Tesla?

I caught up with Jordan Giesige of The Limiting Factor, my favorite battery YouTuber. We analyzed all aspects of Tesla's battery investor day, from the new 4680's tabless design, to cell to structure manufacturing, the $25,000 Model 2, silicon anodes, cathode production, clay mining, tesla airplanes & even a Tesla cyber cargo ship!!! It was EPIC! thanks so much to Jordan for joining.

Interview with Turner Novak, partner & Chief Meme Officer at Gelt VC. Turner is an expert & thought leader on consumer social apps, especially Tik Tok, Snapchat & Instagram. In this episode we dive into the future of social media and why everybody is working on a smartphone (and why Tik Tok should launch one).

Tesla has increased it's CAPEX guidance, and plans to spend between $4.5-$6B on Capital Expenditures over each of the next two years. These investments are to ramp vehicle production, and build out new battery production lines for the 4680 cell (my guess). This is a super exciting development as Tesla invests like crazy to scale to millions of vehicles per year. These are the moves that will put them wayyyy ahead in 2025 ;)

Arcimoto announced a partnership this morning with DHL, to deliver the Fun Utility Vehicle (FUV) to the 48 continental United States. This is really exciting news, as Arcimoto ramps up production and gears up for its goal of producing (and delivering) 50,000 units per year. I'm joined by Mark Frohnmayer CEO & Founder of Arcimoto to discuss this news.

Going over Tesla's Q3 2020 earnings, shareholder letter & conference call wit Brian Feroldi of the Motley fool. We cover the blowout Q3 financial results, new FSD beta rollout, Tesla Berlin, Tesla Austin, the solarroof and more. This was recorded on Thursday, 10/22