HyperChange

Interview with Sandy Munro of Munro & Associates about his Model Y teardown!! We cover the Octovalve, new stamping machine, Cybertruck, Sandy's work on a VTOL jet and his thoughts on Elon Musk's idea for a home HVAC system. Sandy is a Detroit/auto industry legend, it was a pleasure having him on the show and hearing how excited he is about Tesla's technology.

An interview with The Limiting Factor about Tesla's upcoming Battery Investor Day. We analyze the potential for Tesla to bring battery cell production in house, with Maxwell's Dry Battery Electrode technology. These new battery cells can be produced cheaper and faster, while being more efficient, lasting longer and maintaining very little (or no) cobalt. If Tesla announces this it is poised to be a gamechanger for the EV & transportation industry.

An interview with Omar Qazi, who operated the legendary @tesla_truth Twitter account, and is an early Model 3 owner (and part of the Early Access Program). We discuss Tesla's Autopilot/self-driving AI development, and how its rate of improvement is accelerating. We contrast Tesla's vertical autonomy approach to the likes of Waymo & others. Additionally, Omar offers insight into how autonomous cars will transform society, and create new industries. I had a blast on this deep dive discussion about why Tesla is really a software company, and why that makes them so special. Thanks to Omar for coming on!!

Full analysis of Tesla's Q1 2020 financial results & conference all. Elon musk hints at a new Gigafactory for the Cybertruck, and says battery investor day will be in late May, in either California or Texas. Overall, Tesla continues to invest rapidly in new growth initiatives as demand is strong, and cashflow improves. Despite a depressing macro situation, the future has never looked brighter for Tesla!

Preview of what I'm expecting Tesla to report as part of its Q1 2020 earnings on Wednesday. My estimates are for $5.7B in revenue, and an operating loss of $270M. I also think there is a good chance that Tesla confirms (or at least doesn't drop) its guidance for deliveries of 500,000+ cars in 2020.

A conversation with Anthony 'Pomp' Pompliano about Bitcoin. We cover how he got involved with cyrpto, why he is long Bitcoin, whether recent stimulus will lead to inflation, Jack Dorsey + Square's involvement in Bitcoin, how sustainable Bitcoin's energy usage is, whether small countries are getting into Bitcoin mining & so much more! Pomp is one of my favorite crypto content creators and I recommend you follow all his stuff!!

SpaceX has successfully completed its 6th Starlink launch. This means they have deployed over 420 low earth orbit satellites. On Twitter, Elon Musk confirmed that Starlink would be launching in a private beta in 3 months, and a public beta in 6 months. I can't believe how fast this is happening! This is a huge inflection in SpaceX's business, as they become their own launch customer (by launching their own satellites). Long-term this has the potential to add $Bs of revenue, and fund SpaceX/Elon Musk's Mars ambitions.

A conversation with Turner Novak about Snaps Q1 2020 earnings results, and the company's long term business model. A growing user base combined with increasing ARPU, has the potential to drive revenue growth and improving margins for years to come. Snap's AR features like Lenses and Bitmoji are gaining major traction, and driving engagement. I think Snap's long-term potential remains severely misunderstood, and this was a great quarter.

Netflix reported blowout Q1 2020 financials, with subscribers increasing by 15.7M, and positive free cash flow. Although management was very cautious about guidance, and said this bump is temporary, there is a lot to be optimistic about. This quarter proved that Netflix has reached enough scale to be a profitable business. After years of increasingly negative cashflow, many (including myself) were skeptical this would ever happen.

Oil futures went negative for the first time in history yesterday, hitting -$37 per barrel. What does this tell us about the state of over supply in the oil industry, and how difficult it will be for companies (like Exxon and Chevron) to compete with nation states (like Russia & Saudi Arabia) in the current price war. Things are so bad Trump is considering a bailout for oil & gas companies.