HyperChange

Just got back from 4 days in Austin, Texas testing Tesla's Robotaxi network. It was very interesting to show the app to my friends and see their reactions and compare the experience with Waymo/Uber. Robotaxi demand was very high because of low prices, and this mean that about 50% of the time I was unable to call a car due to "high service demand", the other 50% of the time Robotaxi was available with a ~15 minute wait time. I'm STOKED to see this expand! It may take some time, but this will truly transform transportation as we know it ... especially if the price sticks! What are your thoughts on the Robotaxi rollout so far.0:00 Just got back from Austin0:40 Official Robotaxi data2:48 Tesla Robotaxi review vs Waymo & Uber4:59 Robotaxi demand is off the charts7:28 Funny Robotaxi Supervisor story9:06 Watching Robotaxi develop over timeMy X:   / gfilche  HyperChange Patreon :)   / hyperchange   Disclaimer: I'm long Tesla stock and nothing in this show is financial advice.

Modeling Tesla's financials from 2026 through 2030. Going from estimating vehicle sales next year, to robotaxi rollout and then optimus impact later this decade. Do you think Tesla is fairly valued at $1.5T after posting $95B in revenue last year (a slight decline) and 4 years of declining earnings? Are we at the start of a massive turn around where Tesla returns to growth and pumps out massive profits? Let know your estimates for Tesla's financials in the comments.0:00 Back To Reality: Modeling Tesla’s Financial’s2:06 Tesla 2025 Financials3:25 Tesla 2026 Financial Projections7:26 Robotaxi Financial Projections9:54 Tesla 2027 Financial Projections 11:48 Tesla 2028 Financial Projections12:42 Tesla 2029 Financial Projections15:25 Tesla 2030 Finanial Projections18:02 Is Tesla Fairly Priced at $1.5T?My X:   / gfilche  HyperChange Patreon :)   / hyperchange   Disclaimer: I'm long Tesla stock and this is not financial advice.

A judge has ruled that the Elon Musk versus OpenAI case is going to trial in April 2026. This is a public grand jury trial, and is gearing up to be an insane spectacle in tech, with leaders like Sam Altman, Satya Nadella and Elon Musk potentially taking the stand in court. The case stems over disputes about the founding and initial funding of OpenAI, where Elon Musk was heavily involved when it was a non-profit. Now Sam Altman's for profit conversion has been surrounded in drama since day one, and is being fully called into question with this court case. Is Elon Musk about to end up with a huge chunk of OpenAI? I discuss with reporter Alex Heath (founder of sources.news) to get an inside scoop on the case. Let me know what you think in the comments below!!0:00 Legendary Tech Reporter Alex Heath0:57 OpenAI vs Elon Musk case going to trial4:10 Will Sam Altman settle and give Elon a chunk of OpenAI?7:48 The unraveling between Elon Musk and Sam Altman8:49 Juicy stories from the case11:04 Big public jury trial coming15:00 Is OpenAI In Financial Trouble??17:50 What is OpenAI’s Upcoming Hardware product?20:40 Do you think xAI has caught up to the other LLMs?Sources.news: https://sources.news/Alex Heath on X: https://x.com/alexeheath

The rumor mill is going crazy! Apparently SpaceX is in talks to merge with XAI ahead of its rumored IPO later this year. This is HUGE news, and now Bloomberg is even reporting Tesla may be involved in the merger as well. Elon Musk has outlined ambitous plans for all of his companies, between investments in Optimus, Cybercab, orbital datacenters, Starlink, XAI compute and more. This could be he needs $1T or more in CAPEX spend, and the easiest way to raise that money would be a combined company. What are your thoughts? Is this going through??Here's my video with Tesla Larry Goldberg about his vision for a Tesla stock swap to buy SpaceX and XAI that appears to be coming true:    • How Tesla Acquires SpaceX, xAI, Neuralink ...  My X:   / gfilche  HyperChange Patreon :)   / hyperchange   Disclaimer: This is not financial advice and I'm long SpaceX & XAI through positions in SPVs.

My interview with Alex Grant, the Founder of Magrathea. His company has achieved a breakthrough in refining brines and seawater to create metals and rare earth materials. Magrathea has just signed an agreement with Tetra Industries in Arkansas to create a new US Magnesium supply from one of their bromine brines. This is a HUGE deal, not only a more sustainable way to make metal, but also reshoring a critical industry that we have outsourced to Russia and China. I'm a proud investor in Magrathea through my VC firm HyperGuap, and think this is one of the coolest startups to watch right now. Thanks for coming on the show Alex! This company should be on every tech nerds radar :)0:00 Magrathea: From Idea To Making Metal2:33 Magrathea TETRA Partnership In Arkansas6:32 Bringing Magnesium Production Back To USA11:39 A New Way To Make Metal (sustainably)14:24 Will Magrathea Go Beyond Magnesium?16:40 Timing & Economics of Arkansas Project18:32 Why Is Magnesium So Important? Magrathea’s Origin Story23:50 Can You Compete With China On Magnesium Price?30:04 What’s Next For MagratheaMagrathea Website: https://www.magratheametals.com/Alex Grant on X: https://x.com/biglithiumMy X: https://twitter.com/gfilcheHyperChange Patreon :) https://www.patreon.com/hyperchange Disclaimer: I'm an investor in Magrathea through my VC firm HyperGuap. This is not a recommendation to buy or sell securities.

A judge has just rejected OpenAI and Microsoft's bid to dismiss Elon Musk's case against the company. This is HUGE news, and sets the stage for one of the biggest legal battles ever. In April the trial is set to go to court. Kalshi is already predicting Musk is the favorite to win at 65%. Will this lawsuit spook OpenAI's investors? With $1T in chip commitments will this start a downward spiral for OpenAI if they can't find more funding? Who knows. The company also launched Ads today for the first time, signaling they are ramping monetization. Fascinating times! Let me know your take below!!My X:   / gfilche  HyperChange Patreon :)   / hyperchange   Disclaimer: I'm not a financial advisor and this is not financial advice.

Deep dive analysis on SpaceX's business heading into the company's IPO this year. I'm joined by Aaron and Vlad for Mach33 research who collaborated with Cathy Wood and ARK Invest on an excellent valuation model for SpaceX. We analyze how much progress has been made on Starship and Starlink's under appreciated potential to drive hundreds of billions of dollars in revenue. Then we discuss the new datacenters in space opportunity and the timing on when this will happen and how it could eventually lead to a $100T+ SpaceX valuation.0:00 The Team Behind ARK’s SpaceX Valuation Model1:22 10,000 Starships per year!?7:10 How Close Is Starship To Launching Commercial Payloads12:57 Starlink’s Insane Potential21:55 Spectrum Acquisition & Direct To Cell Starlink24:04 Timeline of SpaceX Launching Compute In Space39:26 Will Someone Buy Starcloud? OpenAI Buying Stoke Space?45:40 SpaceX: The First Interplanetary IPOAaron Burnett on X: https://x.com/aaronburnettVlad Saigau on X: https://x.com/VladSaigauMy X:   / gfilche  HyperChange Patreon :)   / hyperchange   Disclaimer: Everyone in this podcast is invested in SpaceX. This is not financial advice and we are not financial advisors.

It's a deep-dive with Tesla Larry (aka Larry Goldberg) on his proposed idea for Tesla to issue new stock to invest in all of Elon Musk's other companies (SpaceX, Neuralink, Boring, XAI). He theorizes Musk needs to raise $1T+ for all his ambitious projects across his empire and the easiest way would be for a consolidated entity (Tesla) to do it all. In light of the SpaceX IPO news and orbital datacenters I think this is a fascinating pitch even if it's unlikely to happen. Let me know your thoughts!! And huge shoutout to Larry for coming on the show, thanks Larry :)Tesla Larry: https://x.com/TeslaLarry0:00 Why Consolidate The Musk Empire? Elon Needs $1T+6:28 Why Did Elon Decide To IPO SpaceX Now?10:02 Would Elon Like This Tesla Share Swap Idea?12:05 The Bank of Tesla13:17 Elon’s Control of The Muskonomy17:19 Muskonomy Post-Elon Musk22:38 How The Ford Family Handled Succession23:39 Will The Public Revolt Against Elon Musk’s Wealth34:13 Tesla Stock Swap Accelerates The Musk Economy39:37 Would Be A HUGE Win For Tesla41:57 Eventually Tesla Acquires All Musk Companies42:31 Larry’s Elon Musk + Apple Theory45:14 Muskonomy’s Strategic Importance To America

Elon Musk has stated Tesla's plans to build a chip fab in the US (he's calling it the Tesla Terafab). This has huge implications for the status quo of AI chips, currently dominated by NVIDIA. The whole system of NVIDIA buying chips from TSMC who is buying machines from ASML is very fragile and comes with massive geopolitical risks. Now startups like Substrate and Tesla are challenging this chip paradigm with their own new system. Do you think Tesla and Elon will pull this off to build a chip fab in the US? Then send those chips to Space on a SpaceX rocket? Running xAI models? Will this chalange NVIDIA's dominance?Cyan Bannister post about Substrate and chips: https://www.longjourney.vc/news/cyans...0:00 NVIDIA Is Insanely Profitable3:35 NVIDIA’s Suppliers: TSMC & ASML5:45 Cyan Bannister’s Blog Post About Chips8:35 Substrate lithography startup9:39 Elon Musk & The Tesla Terafab 13:48 Starcloud, SpaceX IPO & Datacenters in Space19:37 My PredictionsMy X:   / gfilche  HyperChange Patreon :)   / hyperchange   Disclaimer: I'm invested in Tesla & SpaceX and this show is not financial advice.

As we get closer to SpaceX's $1.5T IPO, all eyes are on Starship. The world's largest rocket is set to transform the space industry and SpaceX's financials. The key enabler for Starlink's full potential, the moon mission, mars, datacenters in space and so much more is to get Starship working reliably. With plans for test launches in the coming months and a potential commercial payload later this year, the timing is colliding head on with SpaceX's rumored IPO in summer 2026. Exciting times. Without Starship working it will be impossible for SpaceX to achieve it's ambitious vision. That is why now is such a strategic time for the company to IPO. Selling a huge chunk of stock at a $1T+ valuation would give SpaceX tons of capital to fund the Starship program.0:00 SpaceX IPO In 20261:40 Asking Grok about the V3 Satellite4:00 SpaceX’s Business Model Relies on Starship5:20 When Does Starship Go Into Production?6:42 Why It’s Smart For SpaceX To IPO Right NowMy X:   / gfilche  HyperChange Patreon :)   / hyperchange   Disclaimer: I'm invested in SpaceX through an SPV. This is not financial advice.