HyperChat #11. Turner Novak, expert Snap analyst, breaks down the company's future potential and augmented reality vision. From Spectacles 3, to AR Lenses, to Discover, Snapchat is quietly building a camera operating system for Gen Z. Do you think the company will be succesful in competing against the Zuck empire (Instagram & Facebook)?

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New patents show the potential for a manufacturing revolution with the Model Y. First, there is a breakthrough new wiring harness, that reduces the amount of wiring from 1.5KMs (in a M3) to just 100M (in a MY). Additionally, Tesla has patented a massive new casting machine that could be utilized for Model Y body assembly. These innovations at the manufacturing level, show Tesla's industry leading pace of innovation. Both the new wiring, and casting device could lead to increased automation & substantially lower CAPEX. 

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LINK - Sean Mitchell's new Sandy Munro video: https://youtu.be/i93VJ1PEp6o

LINK - Tesla Wiring Architecture patent: https://patentscope.wipo.int/search/e...

LINK - Tesla Structural Cable patents: https://patentscope.wipo.int/search/e...

LINK - Tesla Casting Machine patent: https://patentscope.wipo.int/search/e...

LINK - Electrek Casting machine article: https://electrek.co/2019/07/23/tesla-...

LINK - Electrek wiring article: https://electrek.co/2019/07/22/tesla-...

LINK - Elon Musk quote about wire length of 100M in MY: https://insideevs.com/news/332386/elo...

LINK - Tesla Q2 2019 shareholder letter: https://ir.tesla.com/static-files/b22...

Tesla's Model 3's heating & cooling system is controlled by a single hub, the Superbottle. This innovate design is miles ahead of the competition, and shows the disruptive nature of Tesla's vertically integrated manufacturing approach. Is this tiny little super hero easter egg a clue at a major future Tesla product line? A smart home AC system? 

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LINK - Sean Mitchell's new Sandy Munro interview: https://youtu.be/i93VJ1PEp6o

LINK - Jalopnik Superbottle episode: https://jalopnik.com/the-tesla-model-...

LINK - OG Tesla AC Moonshot vid: https://www.youtube.com/watch?v=2GP17...

Disney is set to launch its new streaming service (Disney+) in the US on November 12th. Stacked with new original content, and combined with Hulu & ESPN+ for just $12.99/month, will this impact Netflix's streaming dominance? 

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LINK - Disney's financial data on HyperCharts: https://www.hypercharts.co/dis

LINK - Disney+ website: https://preview.disneyplus.com/

LINK - Disney bundling streaming services: https://www.theverge.com/2019/8/6/207...

Tesla re-launches its residential solar service with revamped panels, and simplified pricing. Consumers can choose a Small, Medium or Large system depending on home size. Prices start at $50/month with service, installation & maintenance included. Will this reverse the trend of Tesla's falling solar deployments?

LINK - Get Tesla solar panels: https://www.tesla.com/energy/design 

LINK - Electrek article about launch: https://electrek.co/2019/08/16/tesla-... 

LINK - SolarCity S-1: https://www.sec.gov/Archives/edgar/da... 

LINK - NREL residential solar report: https://www.nrel.gov/docs/fy19osti/73... 

LINK - SEIA residential solar report: https://www.seia.org/research-resourc...

Snap shares are soaring on the back of a blowout Q2. User growth has returned, with the company adding 13M DAUs sequentially (most since Q2 '16), and accelerating revenue growth to 48%. Has Evan Spiegel officially defeated Instagram's copycat attempts? Or is this quarter a fluke? Personally, I've never been more bullish on Snap. Users, revenue, gross margins, cash flow and product innovation are all gaining momentum.

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LINK - Snap on HyperCharts: https://www.hypercharts.co/snap 

LINK - Snap IR website: https://investor.snap.com/company-pro... 

LINK - Snap Q2 2019 Earnings Slides: https://investor.snap.com/~/media/Fil... 

LINK - Snap Lense Studio: https://lensstudio.snapchat.com/lenses/

Tesla launches the Megapack, a utility-scale battery product, born out of the company's wildly succesful Hornsdale battery project (in Australia). Tesla's energy storage deployments have been growing rapidly, and are on pace to hit 2GWh in 2019. This overlooked piece of the company's business could be a huge growth driver in 2020 and beyond.

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LINK - Tesla Megapack blog post: https://www.tesla.com/blog/introducin... 

LINK - ARK invest research about Peaker Plants/Mega-Batteries: https://ark-invest.com/research/utili... 

LINK - Tesla Megapack website: https://www.tesla.com/megapack 

LINK - Electrek, V3 solar roof: https://electrek.co/2019/06/13/tesla-... 

LINK - NREL Q3/Q4 residential solar market analysis: https://www.nrel.gov/docs/fy19osti/73...

HyperChat #10. I sat down with Bubble Co-CEO/Founder Emmanuel Straschnov to discuss how his company is accelerating the trend of 'Software Eating The World'. Bubble allows users to build custom (and scalable) apps in just weeks, with no coding required. 

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LINK - Bubble's website: https://bubble.is/ 

LINK - Emmanuel's twitter: https://twitter.com/estraschnov 

LINK - Bubble's Twitter: https://twitter.com/Bubble_Group 

LINK - Bubble blog about funding round: https://blog.bubble.is/bubble-raises-...

Analysis and recap of Tesla's Q2 2019 shareholder letter & conference call. With $5B in cash, and a rapidly growing business, Tesla's financial health has never been stronger. The company reported revenue of $6.3B (+59%), with an operating loss of $167, and free cash flow of $614B.

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LINK - Tesla Q2 2019 Shareholder Letter: https://ir.tesla.com/static-files/1e7... 

LINK - Tesla on HyperCharts: https://www.hypercharts.co/tsla

HyperChat #9. From repopulating endangered turtle species, to removing algae and milfoil, the Milfoil King is an untold entrepreneurial success story. Joe Markman, my good friend & CEO/Founder of The Milfoil King comes on the podcast to discuss his freshwater ecosystem management business, which I think is on the front lines of fighting climate change.

LINK - Original HyperChange documentary on Joe/The Milfoil King startup: https://youtu.be/BG8VnBlgBXw 

LINK - Milfoil King website (and how to contact Joe): https://www.seattlemilfoil.com/ 

LINK - Blue-Green algae blooms: https://www.greatlakesnow.org/2018/09... 

LINK - Effects of Aquatic Invasive Species on Home Prices study: https://www.jstor.org/stable/27759685... LINK - Woodland Park Zoo Turtle initiative: https://www.zoo.org/turtles