Deep-dive analysis on Tesla's autonomous strategy, from the self-driving chip, to the neural network. Tesla's vertically integrated, vision-based approach continues to prove itself in the real-world, and be validated by industry academics. When will Wall St wake up and realize the value what Tesla has been developing?  

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LINK - Full Tesla Autonomy Investor Day video: https://youtu.be/Ucp0TTmvqOE 

LINK - Anthony Levandowski says Elon is right: https://youtu.be/fNgEG5rCav4

The famous vacuum-innovator has been planning a major push into Electric Vehicles. With decades of expertise in electric motors, batteries, aerodynamics and luxury consumer products, this may not be as crazy as it seems. Dyson posted $5.7B in revenue & $1.4B in profit in 2018. The company has plenty of capital and is investing at least $2.7B to bring its EV to market. The car will be build in Singapore, and is planning to launch in 2021. 

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LINK - picture in thumbnail video is from GQ: https://www.gq-magazine.co.uk/article... LINK - CNBC report on Dyson EV plans: https://www.cnbc.com/2019/05/10/vacuu... 

LINK - Dyson Website: https://www.dyson.com/en.html

The plant-based burger startup rose more than 150% on its first day of trading, and hasn't looked back since. Today, Beyond Meat is worth $4.2B, and on track for ~$175M in revenue in 2019 (my estimates). Would you pay 24X sales for Beyond Meat? 

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LINK - Beyond Meat HyperCharts: https://www.hypercharts.co/bynd 

LINK - Beyond Meat investor relations: https://investors.beyondmeat.com/ 

LINK - Beyond Meat S-1 filing: https://www.sec.gov/Archives/edgar/da... 

LINK - HSI report on climate impact of animal agriculture: https://www.humanesociety.org/sites/d...

Carta, the Silicon Valley-based equity management platform has just raised $300M (at a $1.7B valuation), from Andreessen-Horowitz, Goldman Sachs & Lightspeed Ventures. This is one of my favorite new startups & a company I see digitizing the shareholder experience and completely disrupting Wall Street as we know it. Let me know what you think in the comments below!! (FYI this episode was not sponsored by Carta in any way, I just love their product/company).  

LINK - Carta: https://carta.com/ LINK - Carta Series E blog post: https://carta.com/blog/seriese/ 

LINK - Carta Series D blog post: https://carta.com/blog/series-d/  

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Amazon's operating income rose more than 100% in Q1 to $4.4B! The company famous for never making money, is quietly becoming a profit machine. Even Warren Buffett/Berkshire Hathaway are buying shares. Does this mean Amazon's days as a growth high-flyer are over? Or will the market continue to give Amazon a huge P/E multiple, despite slowing growth??  

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LINK - Amazon on HyperCharts: https://www.hypercharts.co/amzn 

LINK - Amazon Q1 2019 earnings PR: https://ir.aboutamazon.com/news-relea...

Finally! Tesla has anounced that it's raising $2B in a combination of equity & a convertible note. I've been hoping for this for almost a year! Now Tesla can accelerate its growth plans (Model Y + Semi), while having a much bigger cash cushion in the bank. I think this is a very positive development, even though the price is lower than some of us would have hoped for. What do you think?! 

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LINK - Tesla PR about capital raise: https://ir.tesla.com/news-releases/ne... 

LINK - My podcast from July 2018 saying Tesla WILL raise cash in 2019: https://youtu.be/WBfmDgTVFRY 

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

My latest HyperChat with Nikita Singareddy, a population health analyst for Oscar (NYC healthcare startup) and the founder of Negotiating The Terms. We discuss how Oscar is reimagining the US healthcare system with a software/data first approach that aligns incentives. 

TIMESTAMPS :)  

2:10  What's the Problem w/ US Healthcare?/History of US Healthcare 

5:54  Aligning Incentives in Healthcare 23:40  Business Model + Vision of Oscar 40:20  Negotiating The Terms 

44:29  IPOs & S-1 filings 

45:55  Slack S-1 Analysis 

51:41  Tesla Insurance Product 

54:52  Thoughts on Elon's Empire? 

57:13  Augmented Reality + The Future of the Internet  

1:01:28  Wearable Technology  

1:03:40  Uber/Lyft IPOs + Robotaxi's 

1:07:22  Podcast + Blog recommendations 

1:12:00  Why You Should Read Sci-Fi  

Follow Nikita on Twitter! https://twitter.com/singareddynm

Sempo is a startup providing disaster response 2.0, by digitizing aid payments for NGOs. I sat down with the Co-Founder Tristan Cole, to discuss the company's overall vision, to bank the unbanked and democratize access to mobile payment wallets. At the end of the discussion we talk about SpaceX's mission to make reusable rockets, and how that could be a major catalyst for the space industry.

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LINK - Sempo website: https://sempo.ai/

LINK - Sempo Twitter: https://twitter.com/teamsempo

LINK - Tristan Cole Twitter: https://twitter.com/tristanhcole

Tesla reports Q1 '19 revenue of $4.5B (+33%), with an operating loss of $521M. The company is still on track to deliver between 360-400K cars in 2019 (guiding for 90-100K deliveries in Q2). Earnings outlook is for a loss in Q2 (although much smaller) and profitability in Q3. Tesla's cash position ended the quarter at $2.2B, and should climb every quarter sequentially from here. This was a tough quarter, but I'm as optimistic as ever about the long-term thesis.

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

LINK - Tesla Q1 2019 shareholder letter: https://ir.tesla.com/static-files/b22...  

Become a #HyperChanger & support us on Patreon to receive the exclusive weekly HyperChange Newsletter!! https://www.patreon.com/hyperchange

Tesla reports Q1 '19 revenue of $4.5B (+33%), with an operating loss of $521M. The company is still on track to deliver between 360-400K cars in 2019 (guiding for 90-100K deliveries in Q2). Earnings outlook is for a loss in Q2 (although much smaller) and profitability in Q3. Tesla's cash position ended the quarter at $2.2B, and should climb every quarter sequentially from here. This was a tough quarter, but I'm as optimistic as ever about the long-term thesis.

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

LINK - Tesla Q1 2019 shareholder letter: https://ir.tesla.com/static-files/b2218d34-fbee-4f1f-ac95-050eb29dd42f

Become a #HyperChanger & support us on Patreon to receive the exclusive weekly HyperChange Newsletter!! https://www.patreon.com/hyperchange