HyperChange

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? 

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

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.

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

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.

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

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. 

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

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.

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

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

Analysis of Neuralink's first public event in San Francisco, where they unveiled the N1 chip, and brain machine interface technology. Are we witnessing the birth of the next great computing platform? Will BMIs like Neuralink's N1 disrupt the smartphone? Do you think Elon Musk can pull this off?

LINK - Neuralink website (w/ job postings): https://www.neuralink.com/ 

LINK - Neuralink launch event livestream: https://youtu.be/r-vbh3t7WVI

HyperChat #8, with Rob Maurer of Tesla Daily & Matt Joyce of Toom Dips. This hour conversation with two of the smartest bulls I know, covers everything from Tesla's valuation, electric airplanes/VTOL jets, Maxwell Technology/battery cell production, to the FUD & so much more!! Filmed 07/07/2019 Somewhere In Wisconsin.

TIMESTAMPS

1:12 Tesla Q2 Production & Deliveries Report & Potential S&P 500 inclusion 

4:20 Short Position In Tesla/Short-Squeeze Theory 

6:30 How to value Tesla, P/E, P/S? 9:37 Tesla’s Rapidly Improving FCF 

12:34 What happens when Autonomy/Tesla Network hits 

15:02 Why did Matty Mogul by FSD? 

18:16 Model S/X Refresh 21:52 The Core Efficiency Table 

25:50 ICE is Tesla’s Real Competition 

26:47 Maxwell & Tesla’s Battery Cell Scaling Solution 

31:58 Elon's Electric VTOL jet 

32:55 The Cheaper the Battery Tech, The More Industries Tesla Will Disrupt 

36:56  Will Tesla launch a commercial electric plane?/Master Plan Part Trois 

38:59 Tesla Insurance 

43:44 Valuation of Cruise Automation Vs Tesla

45:02 Media, FUD & TSLAQ 

51:30 Gigafactory 3 Shanghai/Tesla’s China Opportunity 

59:54 Closing Comments, Big Picture Summary