Paddle Scheme #3 🌊 Tesla Robots Baking Bagels

HyperChange

Player FM - Internet Radio Done Right

58 subscribers

เพิ่มแล้วเมื่อ sevenปีที่ผ่านมา

Inhoud geleverd door hyperchange. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door hyperchange of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.

In Her Ellement

1
Navigating Career Pivots and Grit with Milo’s Avni Patel Thompson 26:18

26 dagen geleden26:18

Later Afspelen

Lijsten

Vind ik leuk

Leuk

26:18

How do you know when it’s time to make your next big career move? With International Women’s Day around the corner, we are excited to feature Avni Patel Thompson, Founder and CEO of Milo. Avni is building technology that directly supports the often overlooked emotional and logistical labor that falls on parents—especially women. Milo is an AI assistant designed to help families manage that invisible load more efficiently. In this episode, Avni shares her journey from studying chemistry to holding leadership roles at global brands like Adidas and Starbucks, to launching her own ventures. She discusses how she approaches career transitions, the importance of unpleasant experiences, and why she’s focused on making everyday life easier for parents. [01:26] Avni's University Days and Early Career [04:36] Non-Linear Career Paths [05:16] Pursuing Steep Learning Curves [11:51] Entrepreneurship and Safety Nets [15:22] Lived Experiences and Milo [19:55] Avni’s In Her Ellement Moment [20:03] Reflections Links: Avni Patel Thompson on LinkedIn Suchi Srinivasan on LinkedIn Kamila Rakhimova on LinkedIn Ipsos report on the future of parenting About In Her Ellement: In Her Ellement highlights the women and allies leading the charge in digital, business, and technology innovation. Through engaging conversations, the podcast explores their journeys—celebrating successes and acknowledging the balance between work and family. Most importantly, it asks: when was the moment you realized you hadn’t just arrived—you were truly in your element? About The Hosts: Suchi Srinivasan is an expert in AI and digital transformation. Originally from India, her career includes roles at trailblazing organizations like Bell Labs and Microsoft. In 2011, she co-founded the Cleanweb Hackathon, a global initiative driving IT-powered climate solutions with over 10,000 members across 25+ countries. She also advises Women in Cloud, aiming to create $1B in economic opportunities for women entrepreneurs by 2030. Kamila Rakhimova is a fintech leader whose journey took her from Tajikistan to the U.S., where she built a career on her own terms. Leveraging her English proficiency and international relations expertise, she discovered the power of microfinance and moved to the U.S., eventually leading Amazon's Alexa Fund to support underrepresented founders. Subscribe to In Her Ellement on your podcast app of choice to hear meaningful conversations with women in digital, business, and technology.…

ongeveer een jaar geleden 3:32

MP3•Thuis aflevering

How much do you love the crunch of a fresh bagel ... or the gooey inside of a fresh cinnamon roll 🤤 When the inevitable future of self-driving cars & humanoid robots surrounds us everyday, breakfast will never be the same. Freshly baked goods, I'm talking Cinnamon Rolls, Bagels, Croissants & more, will, be available to the masses. Robots teaming up with human artisans to perfect recipes and bake them perfectly, combining with robotaxis to deliver them! We will have the democratization of baked goods! PS Where is the best bagel in Seattle? 0:00 Imagine Having a Fresh Baked Good Every Morning … 0:37 Self Driving Cars & Humanoid Robots will democratize fresh baked goods 1:02 Tesla Bagel Cybercab 2:04 Looking for Seattle’s Best bagel 2:19 The First Billion Dollar Bakery

354 afleveringen

#Tech #HyperChange #Model Y

Paddle Scheme #3 🌊 Tesla Robots Baking Bagels

HyperChange

58 subscribers

published ongeveer een jaar geleden

MP3•Thuis aflevering

354 afleveringen

#Tech #HyperChange #Model Y

ทุกตอน

1
Public: The Startup Growing Faster Than Robinhood ⚡ Interview with CEO/Founder Jannick Malling 35:02

13 dagen geleden35:02

35:02

I sit down with Public Co-Founder/CEO Jannick Malling to discuss the company's breakout 2024, competing with Robinhood, surviving the market/startup crash of 2021/2022, crypto, a new bond offering & so much more! I've been working with Public for years and it's been impressive to see them hit 1M users and continue to double revenue every year (even through the market downturn). I'm excited to see what features they launch next. Testing out alpha has been a lot of fun.Sign up for a new Public account & get $25 for free using my link: https://public.com/hyperchange 0:00 0:00 Public’s Breakout 2024 3:00 History of Public App 3:54 The Great Wealth Transfer 5:35 Bonds & Interest Rates 7:40 $100T in Baby Boomers Portfolios 10:12 Disrupting Vanguard & Fidelity, etc 12:12 How do you compete with Robinhood? 15:12 Alpha: Public’s AI for Investing (like ChatGPT) 23:30 What’s The Next Market Trend 29:34 Bond/Treasury Ladders 31:01 Public’s Next Big FeaturesMy X: / gfilche HyperChange Patreon :) / hyperchange Disclaimer: I'm an investor in Public personally and through my VC Firm HyperGuap. Nothing in this show is financial advice.…

1
Thoughts on Tesla's Stock Crumble 📉 7:54

19 dagen geleden7:54

7:54

Markets were down huge today on fears of a trade war and recession. Tesla stock traded down 15% to ~$221 per share, it's lowest point of the year. Drama around Elon Musk continues to heat up (per usual), and investors are worried it could impact near term sales. I wanted to share my thoughts as a long term investor holding through turbulent times. Let me know what you think in the comments below!!…

1
How Low (or high) Can Tesla Stock Go?? 🍻 23:32

27 dagen geleden23:32

23:32

Tesla stock's volatility has been heating up. After a massive run post-election, shares are settling back down as markets correct, and Elon Musk protests erupt at Tesla stores (and even SpaceX) across the US. The question on everyones mind is how this sentiment will affect vehicle sales, especially in the US and Europe. This comes at fascinating time for Tesla, with the Robotaxi launch in Austin just months away, and Optimus making more progress than ever. Will excitement about these new products be able to hold the stock up through a period of depressed earnings and cashflow (if that were to happen) and the robotaxi ramp? What are your thoughts??…

1
Tesla Optimus is Coming. Is Figure's Robot fake or legit?? 🍻 28:55

29 dagen geleden28:55

28:55

At Tesla's AI day a few years ago Elon Musk unveiled Optimus, Tesla's humanoid robot program. This has quickly become an even more exciting long-term bull thesis than even the Cyercab, as Elon says it will make Tesla the world's most valuable company by far. In this Bros, Brews and Big Ideas I sit down with Aidan to analyze Tesla's Optimus, and the much hyped Figure Robot, which has created a splash on social media and is let by Bret Adcock. Figure claims to be bringing robots into the home later this year or next, while Tesla plans to have 1,000+ robots walking around its factory this year. Who is ahead in this race? Is Figure to be taken seriously at all? Let me know what you think in the comments below.…

1
Tesla Cybercab Will Crush Waymo 🍻 28:55

29 dagen geleden28:55

28:55

Bros, Brews & Big Ideas. Schemin live from Austin, Texas, we break down the future of the self-driving car economy. How Tesla's Cybercab launch in June of this year could quickly scale into millions of rides and become a bigger network than Waymo. Tesla's vertically integrated approach could end up being a major pricing advantage over Waymo who is buying 3rd party cars, using Uber's network, etc ... What are your thoughts on the future of the self-driving revolution? When will Tesla surpass Waymo in terms of Autonomous rides, if ever? Let us know your prediction in the comments below.…

1
Had to Sell 10% of My Tesla Stock 😢 6:36

5 weeks geleden6:36

6:36

A very bittersweet moment. With 90% of my personal capital invested in Tesla & SpaceX (Elon Musk companies), and needing cash to pay rent/my bills in the next 6 months I made the extremely difficult decision to sell a chunk (about 10%) of my Tesla holdings. This comes at a time where I'm more bullish on the companies long term future than ever with Cybercab and Optimus. But with the reality of the world's geopolitical situation and Elon's government involvement ... I realized I would feel a lot better to sell some stock now to have cash rather than be forced to sell in 6 months at a potentially lower price. As always this is not financial advice, just me documenting my investing journey. My support for Tesla, it's employees, and mission is stronger than ever, but personal financial freedom and living stress free is the most important thing in life. Don't really know what to say, because it bums me out so much to make this video, but had to keep it real with y'all.…

1
Will Elon Musk Haters Impact Tesla Stock? 9:42

5 weeks geleden9:42

9:42

After a two weeks off-grid I was rattled to see news across social media of Tesla protests and general Elon Musk haters. Beyond processing being sad at all the negative energy in the world, I thought it was an important time to think rationally about the impact that Elon's foray into politics will have on Tesla's sales (especially in USA and Europe) in the short term. Overall, I think we may be in for a period of volatility for the next 6 months to a year, especially as DOGE makes dramatic cuts to government spending. But, looming positively on the horizon is the Cybercab / Robotaxi network ... just 5 months away from being a reality, and one of the most consequential events in Tesla History. With Optimus trailing shortly behind. What are your thoughts on Tesla stock, and the impact of Elon Musk haters?…

1
Massive DOGE Contract For Palantir? 4:07

7 weeks geleden4:07

4:07

Palantir stock has soared to over $100 per share, representing a $250B+ valuation. Is Palantir stock a bubble? Or is it the next great AI Company? Well now, rumors are swirling that a contract with DOGE could be brewing and be driving the stock's metoric rise. Also there is an interesting connection between JD Vance, Peter Thiel and Alex Karp that is adding fuel to the speculation. What are your thoughts? Will Palantir have a big role in the new US DOGE government??…

1
Is Palantir Stock a Bubble?? 14:40

8 weeks geleden14:40

14:40

Palantir stock exploded to $103/share on the back of its Q4 2024 earnings report and guidance. This represents a $258B valuation and a whopping 90X price/revenue. Strong AI numbers have accelerated topline growth to 36% in 2024, but guidance implied growth slowing to 31% in 2025. What are your thoughts? Can Alex Karp take Palantir all the way? Is it crazy overvalued?? Has Palantirs hype as an AI stock gone too far?? Palantir Q4 earnings report: https://investors.palantir.com/news-d... My X: / gfilche HyperChange Patreon :) / hyperchange Disclaimer: I'm not long Palantir and this show is not financial advice.…

1
I've Never Heard Elon Musk so Bullish on Tesla 🤩⚡ 33:55

8 weeks geleden33:55

33:55

It was a legendary Tesla conference call!! Elon Musk sounded insanely focused and dialed in as he explained Tesla is planning to launch an self-driving robotaxi service in Austin in June of THIS YEAR. He also clarified he expects Tesla to launch full self driving in many regions across the US in 2025. Additionally, with Optimus and Cybercab Elon retierates he believes not only that Tesla will be the world's most valuable company ... but more valuable than the world's next 5 largest companies combined. Wow. As crazy as it sounds, it just might be true! What are your thoughts on the call? I left feeling very very bullish, feeling the confidence from Elon and the team. 0:00 Intro 0:44 Elon Opening Remarks 13:29 SAY Retail Questions 22:37 Analyst Questions 25:04 Gali Final Thoughts/Rant My X: / gfilche HyperChange Patreon :) / hyperchange Disclaimer: I'm long Tesla stock and nothing in this show is financial advice. Here are my notes from the conference call (note, may not be accurate!!): Tesla Q4 2024 Earnings Call Notes INTRO- ELON OPENING REMARKS -Q4 set record, delivered cars at rate of almost 2M cars/year -Model Y best-selling vehicle of any kind on earth (elon focused and talking quickly) -10Xing on autonomy, not doubling -many investments made this year that will bear immense fruit in the future, for AI -see a path for Tesla to the worlds most valuable company by far, worth more than the next 5 companies combined, difficult but achievable path -overwhelmingly due to autonomous vehicles and autonomous robots -setting up for an epic 2026, and ridiculously good 2027 and 2028 -meeting FSD now is like meeting a toddler -human intuition is linear, we’re seeing exponential progress -#1 recommendation is try it -typical passenger car has 10 hours of use out of 168, when its autonomous, itll be used for 55 hours a week … can deliver packages in the middle of thenight, or supply restaurants, all hours of the day or night. 5X increase in utility -more on self driving, continued improvements in safety numbers, much safer to use FSD -V14 will be another big step from V13 -launched CORTEX training cluster at Giga Austin, big step for FSD, continue to invest in training needs -Optimus training needs are about 10X what’s needed for the car -cost of training is dropping dramatically over time -Optimus has potential to be north of $10T in revenue, can put a lot training compute into that situation, even pumping $500B into it would be a good deal -future very different from the past, incredible inflection point in human history -proof is in the pudding -launching in June this year in Austin, already have cars moving autonomously in Fremont, thousands of cars per day driving, soon in Austin then elsewhere in the world -toe in the water at first to make sure everything is cool, but we have a general solution for autonomy , then put a few more toes, then a foot. Safety of the general public and those in the car as the top priority -with regard to Optimus, making insane revenue projections that sound insane, i realize that. But i think they will prove to be accurate -several thousand bots made this year, they will be doing useful things by the end of this year, im confidence, production design one at the tesla factories, then will learn for production design two -ramp optimus production faster than anything has ever launched, doesn’t take very many years before we’er making 100M of these things per year , 500% growth per year -tried using all these suppliers to get it to build Optimus, but nothing worked, had to build it internally from first principles, the hand is increibdle -long term Optimus will be the value of the company -back to Energy,/earth, -energy storage is a big deal, becoming more important, enables far greater energy output to the grid than is currently possible. -grid has no storage, designed for peak storage, lots of waste -once you have grid energy storage, the potential of the grid is unlocked, at least double -this will drive demand of battery packs as to as much as we can possibly make -shanghai factory starting operation, starting another factory -cant shoot our selves in the foot, battery capacity can only go into storage or mobility, so always making that tradeoff -demand for total Gigawatt hours for batteries, transportation or stationary will grow in a very big way over time 2025 a pivotal year for tesla, launch of full self driving, biggest year in tesla history, maybe even bigger than first car or model s, 3 or y … probably most important year in tesla’s history I don’t even know who is in 2nd place in real world AI, would need a telescope to see them for rest of notes see pinned comment below!!!…

1
Tesla Q4 2024 Earnings/Stock Analysis 📊⚡ 18:30

8 weeks geleden18:30

18:30

Tesla has released Q4 2024 earnings!! The financial results were a little disappointing, but the guidance of "volume production" for Cybercab in 2026 has investors excited, with shares jumping back above $400 after hours. The update is full of new financials, guidance about the updated Model Y, Tesla Semi, energy storage business, Cybercab rollout, Optimus progress and so much more! Let me know what you think of the results in the comments below!! Tesla shareholder letter: https://digitalassets.tesla.com/tesla... Tesla financials on Main Street Data: https://mainstreetdata.com/TSLA My X: / gfilche HyperChange Patreon :) / hyperchange Disclaimer: I'm long Tesla stock and this show is not financial advice.…

1
Is Tesla Stock Fairly Valued? 17:58

10 weeks geleden17:58

17:58

Tesla stock closed the day at $428 per share, representing a valuation of $1.5T. Reflecting on this milestone, I wanted to analyze what Tesla's financials were and what would be needed to justify a valuation of this level, and beyond. My high level theory is, Tesla is in a very unique spot. The core business is likely to generate $9B in GAAP operating income for the full year of 2024. Based on today's closing price, that is a valuation of 167X price/earnings. A little steep. Buying at today's $1.5T price implies an expected valuation of $3-5T in the future (a potential double or triple on your money). To justify this, Tesla will need about $100B in earnings. So that is my questions? When does Tesla hit this number? How fast do Cybercab & Optimus contribute to the company's earnings and cashflow? Will the market continue keeping an Elon Musk premium on the stock forever, or could it decrease? Let me know what you think in the comments below!…

1
G 2 a Milly #9 ❄️ Tempted to go all in Tesla 16:12

12 weeks geleden16:12

16:12

G 2 a Milly hit the 1 year mark! Woo!! In this video series I'm documenting building a stock portfolio, open-sourced. Now we are 366 days in, and the portfolio is worth $38,673, with 64% in Tesla, 26% in Airbnb and 10% in Coinbase. 2025 is bringing a ton of interesting dynamics to markets, we discuss the post-election Trump Bump, Tesla's robotaxi ambitions, what Airbnb will do next ... and most of all is it worth owning anything besides Tesla stock??? You tell me in the comments below!! My X: / gfilche HyperChange Patreon :) / hyperchange Disclaimer: I'm long Airbnb, Coinbase and Tesla and this show is not financial advice.…

1
Tesla Reports Q4 2024 Deliveries & Energy Storage Records! 5:24

12 weeks geleden5:24

5:24

Tesla's Q4 2024 deliveries are hot off the press. Tesla delivered 495,000 cars in Q4, and just under 1.8M for the full year. Additionally, it was a huge quarter and year for energy storage with deployments hitting 11GWh in Q4. The stock was down about 6% on these numbers, after its huge run up in the final months of 2024. What are your thoughts on the numbers? Cybertruck weaker than expected? Nothing matters with Cybercab around the corner? Semi ramping next year? Let me know in the comments below. Tesla financials & KPI's on Main Street Data: https://mainstreetdata.com/home Official Tesla Q4 2024 Production & Deliveries report: https://ir.tesla.com/press-release/te... My X: / gfilche HyperChange Patreon :) / hyperchange Disclaimer: I'm long Tesla stock and this show is not financial advice.…

1
Analyzing the Elon Musk Empire 🚀 1:55:23

18 weeks geleden1:55:23

1:55:23

Elon Musk is the leader of 6 major companies changing our world: Tesla, SpaceX, X (formerly Twitter), XAI, Neuralink and The Boring Company. Today his companies are valued between $1.5-$2.5T depending on who you ask, and we think they are on track to be worth $100+ when it's all said and done. This is the Roman Empire of Capitalism, being built before our eyes. In this episode, me and Aidan break down all of Elon's companies one by one and explain why he started them and the impact they are making. From Tesla's journey in making EVs mainstream, to now getting ready for self-driving. SpaceX's incredible breakthrough of the resuable rocket, Neuralinks first brain chip patient, XAI competing with OpenAI and raising $6B, X's transformation into the global town square ... and SO MUCH MORE. This conversation was a blast, let me know what you think in the comments below!! 0:00 Roman Empire of Capitalism 5:40 Tesla 45:45 SpaceX & Starlink 1:15:02 XAI 1:26:20 X (formerly Twitter) 1:33:15 Neuralink 1:41:05 The Boring Company 1:47:31 X Holding Company, Merging the Empire 1:49:53 Elon Musk as a person. The DaVinci of our time Follow Aidan on X: https://x.com/MrGoldBro My X: / gfilche HyperChange Patreon :) / hyperchange Disclaimer: We're long Tesla & SpaceX. Nothing in this show is financial advice. We're not financial advisors. Always do your own research.…

Welkom op Player FM!

Player FM scant het web op podcasts van hoge kwaliteit waarvan u nu kunt genieten. Het is de beste podcast-app en werkt op Android, iPhone en internet. Aanmelden om abonnementen op verschillende apparaten te synchroniseren.

Luister naar 500+ onderwerpen

58 subscribers

Overeenkomstig met HyperChange

Podcasts die het beluisteren waard zijn

HyperChange « » Paddle Scheme #3 🌊 Tesla Robots Baking Bagels

Paddle Scheme #3 🌊 Tesla Robots Baking Bagels

Podcasts die het beluisteren waard zijn

Welkom op Player FM!

Overeenkomstig met HyperChange

Korte handleiding

HyperChange « »
Paddle Scheme #3 🌊 Tesla Robots Baking Bagels