HyperChange

The WSJ reports that US airlines are looking for a ~$50B bailout/stimulus package in this midst of this economic turmoil. This has become a hot topic, as airlines spent tens of billions buying back their own stock during the past decade. Now they are turning to taxpayers to get them out of this rut .. when they should have been fortifying their balance sheets. What do you think? Is this fair? Should we bail them out? I think this is just the beginning of a lot of government stimulus ...

The market continues to free-fall as concerns mount about how a prolonged shutdown will impact the global economy. In this video I explore what will happen to Tesla's financials if a multi-quarter slowdown in the global economy unfolds. Will Tesla need more capital? Will they be able to survive?

Tesla has reach a production run-rate of 1,000 roofs/week (4MW), for its highly anticipated solarglass roof product. At $30K/roof, this implies a revenue run-rate of $1.5B+, and is likely growing rapidly. This milestone should accelerate energy generation (solar) deployment growth for Tesla in the coming quarters.

Waymo has partnered with Transdev to hire a fleet of drivers for its 'robotaxi' network. This deal, potentially in the hundreds of millions, signals Waymo is falling behind on its ambitious plans for Waymo One, its self-driving service. Waymo just raised $2.25B from outside investors at a $30B valuation, another sign Alphabet is distancing itself from the project. I still think Tesla is winning the self-driving race.

Sean Mitchell has been on the ground working to pass bill 167, which would allow electric vehicle makers to sell direct to consumers in the state of Colorado. This has gained major traction, and will make it easier for startups like Tesla & Rivian to compete in the state. If this is successful, this could cause a domino effect and allow Tesla to sell direct in other states where its been previously banned (Texas, Connecticut, etc).Thanks to Sean for coming on the show, and props for all of the work on this!

Elon Musk has confirmed via Tweet that Tesla is scouting locations for a "central US" gigafactory to build the Cybertruck & Model Y (for the east coast). Initially rumored to be in Texas, reports also indicate Nashville is in the running for this new location. My personal guess is the Austin, TX area will be selected ...

Twitter has come to an agreement with activist funds Elliott Management and Silver Lake Partners, that will keep Jack Dorsey on as CEO. Twitter is also issuing 2020 guidance for 20% mDAU growth, and accelerating revenue growth. Additionally, the company is launching a $2B share buyback. What are your thoughts on these changes??

Cash App posted Q4 2019 revenue of $361M (+147%) year, and is on pace to post more than $1.5B+ in 2020 revenue. Recent launches of stock investing (with no minimums) and international payments show a rapid pace of innovation & represent exciting new revenue opportunities. Cash App is quietly becoming a digital bank. With 24M MAU's (growing 60%), this is poised to be a growth driver for Square for years to come.

Today GM held an 'EV Day' to announce its plans for electrifying it's vehicle lineup. I commend the effort ... but the presentation was full of boring/meaningless business lingo and very short on any details about pricing, timing, specifications or profitability.  I'm eagerly awaiting details on the Bolt EUV, Cadillac Lyric & Hummer EV that should be released in the coming months ...

According to tweets by Elon Musk, Tesla is poised to release a new 'Plaid' Model S sometime later this year. This new tri-motor powertrain/battery design will improve performance and be the 'next generation' of Tesla's technology. I think there is a huge pent of demand for 'Plaid' and Tesla has an opportunity to make billions in incremental gross profit if they price it accordingly.