HyperChange

I sat down with Sam Korus, analyst at ARK Invest, to discuss all things EV and Tesla. From vertical integration into battery cell production, to China's goal to become an EV exporter, this is a deep dive into the REVolution!

**All statements made by Sam Korus regarding companies or securities are strictly beliefs and points of view held by ARK and are not endorsements or recommendations by ARK to buy, sell or hold any security**  

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LINK - Sam Korus' research for ARK: https://ark-invest.com/research/autho... 

LINK - Sam Korus on Twitter: https://twitter.com/skorusark?lang=en

Amazon continues to vertically integrate in the shipping/logistics space, but has yet to make a hardware play. Is a February, ~$700M investment into Rivian a pre-cursor of what is to come? My Moonshot is that Amazon fully acquires Rivian (for $5-10B) and begins building on top of the company's electric skateboard technology (launching electric trucks, cars & delivery vehicles).

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LINK - OG Moonshot Monday, 'Ford Needs To Buy Rivian': https://youtu.be/DBDSir3Fu9M 

LINK - Rivian/Amazon PR: http://media.rivian.com/rivian-announ... 

LINK - Rivian/Ford PR: http://media.rivian.com/rivian-announ... 

LINK - Rivian website: https://www.rivian.com/

Tesla's Gigafactory 3 in Shanghai continues to make rapid progress. Now the shell is complete, and production/tooling has begun. The facility is on track to produce cars in late 2019, and begin customer deliveries in December of this year. My estimates show China could be a $10B business for Tesla in 2021, if things go well.

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Full recap of Tesla's 2019 shareholder meeting. Elon Musk updates us on demand, Model Y ramp, Cyberpunk Pickup truck and drops key hints about an upcoming battery investor day. Huge shoutout to all the Tesla fans/shareholders I met at the event! 

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LINK - Full video of Tesla Shareholder meeting: https://youtu.be/Va5i42D13cI

I sat down with Ross Gerber, the Co-Founder of Gerber Kawasaki to discuss investing & Tesla. From social media, to climate change, to self-driving cars, we discuss how new technologies are changing the world around us. Interview was recorder on June 5th 2019, in Los Angeles.

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LINK - Follow Ross on Twitter: https://twitter.com/GerberKawasaki 

LINK - Gerber Kawasaki's website: https://gerberkawasaki.com/

SpaceX has successfully launched its first 60 satellites for project Starlink. This marks the begining of SpaceX's journey to offer low-orbit (high-bandwidth, low latency) satellite internet service has begun! According to leaked documents found by the WSJ, SpaceX believes Starlink will be its major revenue (and earnings) driver, long-term. This makes it a key piece of Mars puzzle piece. What do you think about Starlink's potential? Will this moonshot become a reality? 

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LINK - Starlink website: https://www.starlink.com/ 

LINK - SpaceX worth $30B: https://www.cnbc.com/2018/12/18/space... 

LINK - SpaceX revenue estimated at $2B for 2018: https://www.cnbc.com/2019/05/20/space... 

LINK - WSJ leaks SpaceX's internal projections: https://www.wsj.com/articles/exclusiv... 

LINK - Amazon's low-orbit satellite plans: https://qz.com/1587506/jeff-bezos-ama...

HyperChat with ARK Invest analyst Tasha Keeney. We discuss Tesla's self-driving strategy, and how its unique vertically integrated approach could lead to significant advantages. From its custom FSD chip, to a fleet of ~500K vehicles training its neural net, Tesla technology is improving rapidly. Will Elon Musk succeed in being a first-mover in the robotaxi race?  

*correction* - Tasha refers to the NHTSA as a company,  when it is government agency.  

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LINK - Tasha Keeney's research: https://ark-invest.com/research/autho...

Tesla has completed its ~$240M all-stock acquisition of Maxwell Technologies! This could have huge implications for the company's battery technology roadmap. Maxwell's Dry Battery Electrodes offer a cheaper, more efficient and more sustainable way to produce lithium-ion cells. This means cheaper EVs, with more range! According to my research, this will put Tesla EVEN FURTHER ahead in battery technology, compared to legacy OEMs.

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LINK - Latest MXWL presentation w/ DBE slide: http://s21.q4cdn.com/566123494/files/... 

LINK - HyperCharts battery forecast: https://www.hypercharts.co/tsla/forecast 

LINK - My last video on MXWL: https://youtu.be/v4y8kam__Yg

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