HyperChange

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?! 

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

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.

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

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

Uber's S-1 is finally public! The company reported revenue of $11.3B in 2018, with an operating loss of $3B. Growth was 42% for the full year, but slowed to just 22% in Q4 2018. Uber Eats is a bright spot, with Gross Bookings of $2.6B in Q4 2018 (+129%). But overall, I'm extremely skeptical of Uber's IPO prospects at a $100B+ valuation. The company is nowhere near making money, and growth is already slowing down. This business is worth closer to 4X price/sales Vs the 8X management is going for, IMO. What are your thoughts? Is the Lyft IPO hurting/rushing Uber?  

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

LINK - Uber on HyperCharts: https://www.hypercharts.co/uber 

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

On April 22nd, Tesla will be hosting an Autonomy Investor Day at its HQ in Palo Alto. This showcase of the company's self-driving technology, could be a game changer for the market's perception of Tesla. Here's my analysis of what to expect from the event, and why it's of importance to Elon Musk. Let me know what you think in the comments below!!  

Sign up for The Water Coolest & win a chance to get FREE AirPods! https://www.thewatercoolest.com/hyper...  

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

INK - Lex Fridman's interview with Musk: https://youtu.be/dEv99vxKjVI 

LINK - Blog post from Tesla about recent pricing changes/leasing: https://www.tesla.com/blog/update-our... 

LINK - Tesla Master Plan Part Duex: https://www.tesla.com/blog/master-pla... 

LINK - Lex Fridman on Twitter: https://twitter.com/lexfridman