The Limiting Factor HyperChat 🎙️⚡

HyperChange

Player FM - Internet Radio Done Right

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Toegevoegd zeven jaar geleden

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Insights Unlocked

1
How Anthropologie gets omnichannel right (and what to learn) 27:29

4 dagen geleden27:29

Later Afspelen

Lijsten

Vind ik leuk

Leuk

27:29

Episode web page: https://tinyurl.com/2b3dz2z8 ----------------------- Rate Insights Unlocked and write a review If you appreciate Insights Unlocked , please give it a rating and a review. Visit Apple Podcasts, pull up the Insights Unlocked show page and scroll to the bottom of the screen. Below the trailers, you'll find Ratings and Reviews. Click on a star rating. Scroll down past the highlighted review and click on "Write a Review." You'll make my day. ----------------------- In this episode of Insights Unlocked , we explore the evolving landscape of omnichannel strategies with Kate MacCabe, founder of Flywheel Strategy. With nearly two decades of experience in digital strategy and product management, Kate shares her insights on bridging internal silos, leveraging customer insights, and designing omnichannel experiences that truly resonate. From the early days of DTC growth to today’s complex, multi-touchpoint customer journeys, Kate explains why omnichannel is no longer optional—it’s essential. She highlights a standout example from Anthropologie, demonstrating how brands can create a unified customer experience across digital and physical spaces. Whether you’re a marketing leader, UX strategist, or product manager, this episode is packed with actionable advice on aligning teams, integrating user feedback, and building a future-proof omnichannel strategy. Key Takeaways: ✅ Omnichannel vs. Multichannel: Many brands think they’re omnichannel, but they’re really just multichannel. Kate breaks down the difference and how to shift toward true integration. ✅ Anthropologie’s Success Story: Learn how this brand seamlessly blended physical and digital experiences to create a memorable, data-driven customer journey. ✅ User Feedback is the Secret Weapon: Discover how continuous user testing—before, during, and after a launch—helps brands fine-tune their strategies and avoid costly mistakes. ✅ Aligning Teams for Success: Cross-functional collaboration is critical. Kate shares tips on breaking down silos between marketing, product, and development teams. ✅ Emerging Tech & Omnichannel: Instead of chasing the latest tech trends, Kate advises businesses to define their strategic goals first—then leverage AI, AR, and other innovations to enhance the customer experience. Quotes from the Episode: 💬 "Omnichannel isn’t just about being everywhere; it’s about creating seamless bridges between every touchpoint a customer interacts with." – Kate MacCabe 💬 "Companies that truly listen to their users—through qualitative and quantitative insights—are the ones that thrive in today’s competitive landscape." – Kate MacCabe Resources & Links: 🔗 Learn more about Flywheel Strategy 🔗 Connect with Kate MacCabe on LinkedIn 🔗 Explore UserTesting for customer insights for marketers…

3 jaar geleden 1:07:20

MP3•Thuis aflevering

🔋 Legendary podcast with the world's best battery YouTuber, The Limiting Factor, and the world's best battery cell!! I had to leave it unedited because of the energy/vibe. This was a special moment, as we've been speculating Tesla would create this next generation battery for years, and now I was holding it. INSANE. Huge props to Elon, Drew and Tesla's entire team for bringing this amazing tech into the world.

354 afleveringen

#Tech #HyperChange #Model Y

HyperChange

The Limiting Factor HyperChat 🎙️⚡

HyperChange

58 subscribers

published 3 jaar geleden

MP3•Thuis aflevering

354 afleveringen

#Tech #HyperChange #Model Y

Alle afleveringen

HyperChange

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

19 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.…

HyperChange

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

24 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!!…

HyperChange

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

5 weeks 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??…

HyperChange

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

5 weeks 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.…

HyperChange

1
Tesla Cybercab Will Crush Waymo 🍻 28:55

5 weeks 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.…

HyperChange

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.…

HyperChange

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?…

HyperChange

1
Massive DOGE Contract For Palantir? 4:07

8 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??…

HyperChange

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.…

HyperChange

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

9 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!!!…

HyperChange

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

9 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.…

HyperChange

1
Is Tesla Stock Fairly Valued? 17:58

11 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!…

HyperChange

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

13 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.…

HyperChange

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

13 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.…

HyperChange

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

19 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.…

HyperChange

1
The American Techno Renaissance 🇺🇸🦾 1:26:37

20 weeks geleden1:26:37

1:26:37

A new era of HyperChange is upon; The American Technological Renaissance. In this long-form podcast, we discuss our optimism surrounding the potential of using technology to improve our daily lives. We hold nothing back in this episode, covering Elon Musk's role in the new American government under Donald Trump, the idea of DOGE (Department of Government Efficiency), what that means for the future of American builders and innovation in our country. We discuss Super-Intelligence AI apps like Grok, and ChatGPT, Tesla's dominance in self driving cars and humanoid robots, SpaceX's ushering in of the new space age where we return to the moon, Bryan Johnson living forever, the potential of gene editing, fixing our food system, how Bitcoin and crypto are changing fiat currencies, and so much more. We would love to know your thoughts in the comments below!! Follow Aidan on X: https://x.com/MrGoldBro My X: https://twitter.com/gfilche HyperChange Patreon :) https://www.patreon.com/hyperchange Disclaimer: Nothing in this show is financial advice. Aidan and I are the owners of HyperGuap Atlantis, a VC company that invests in many of the startups names. We are also investors in Tesla, SpaceX and other companies mentioned. We are not financial advisors.…

HyperChange

1
Rivian Q3 2024 Earnings/Stock Analysis 📊 4:40

21 weeks geleden4:40

4:40

Rivian Q3 results have arrived! Revenues dipped below $1B/quarter for the first time since 2023, and gross margins got even worse to negative 45%. The company is still guiding for positive gross margins in Q4 2024 which would be a major win for the company, and I'd be extremely impressed if they hit. My biggest concern when looking at the stock is the sharecount is increasing at an accelerating pace. Up to 1,014M shares in Q3, up 6.5% in just a year. This could accelerate if the share price doesn't go up, causing a dilution spiral.…

HyperChange

1
Airbnb Q3 2024 Earnings/Stock Analysis 📊 12:59

21 weeks geleden12:59

12:59

Airbnb Q3 2024 results are hot off the press! Revenue grew 10% to $3.7B (all time high), and the company is planning to launch 1-2 new $1B+ revenue businesses next year, and every year going forward. On the conference call Brian Chesky kept comparing Airbnb today to Amazon when they were selling just books. Chesky sees the company expanding well beyond travel into new products and services. This will mean investments in growth will ramp next year. Airbnb is moving to be on offense and growth mode, and exciting inflection point. Let me know what you think in the comments below! $ABNB…

HyperChange

1
What a Trump win means for Tesla stock 8:07

21 weeks geleden8:07

8:07

Donald Trump has just won the US Presidential election. Tesla stock is up 15% to its highest level in more than a year. What does this new American era mean for Tesla investors? A lot of the regulatory scrutiny (FSD, Elon's Pay Package) seems like it will go away. The regulatory approval path for FSD / Cybercab got way easier. And mainly, I think investors are just hyped because it means Elon and Tesla will be left alone to execute on their massive vision. There will be volatility, and it's way to early to tell how this will all play out. But things are shaping up to be a very bright future if Elon can work well with the new Trump administration. Let me know your thoughts below!! My X: / gfilche HyperChange Patreon :) / hyperchange Disclaimer: I'm long Tesla Stock. I'm not a financial advisor. This is not financial advice.…

HyperChange

1
Palantir, Airbnb, Tesla & Robinhood schemin with Amit 52:27

22 weeks geleden52:27

52:27

Interview with Amit (aka @amitinvesting ), where we discuss Palantir's valuation and growth prospects, I pitch him on Airbnb stock, we talk about Tesla's Optimus bot, the upcoming election effect on markets and finally on Robinhood stock. It was a blast to scheme with Amit, who does livestreams on his channel for the market open. He has also become the voice of retail shareholders for Robinhood and Palantir and interviewed both CEOs. Give him a follow!…

HyperChange

1
G 2 a Milly #8 ❄️ Humble Pie 🥧 5:55

23 weeks geleden5:55

5:55

Tesla stock soared 21% today after a monster Q3 earnings beat. It was a big day for the portfolio. But something wasn't right ... I was still stressing because of my Airbnb options position. So I had to make the tough call to sell my options for a small gain and roll the position into plain, old, boring Airbnb equity. A prudent move in the long term I believe, and one that will serve my sanity. I realize I've been flip flopping like crazy with options, but that is what it is. Cheers to a good day in the portfolio I guess .... This was episode 8 of G 2 a Milly. Day 296. Portfolio worth $29,503. Disclaimer: Nothing in this show is financial advice. I'm long Tesla, Airbnb and Coinbase and my positions may change at anytime.…

HyperChange

1
G 2 a Milly #7 ❄️ Election Chaos 🇺🇸 23:45

23 weeks geleden23:45

23:45

With US election just two weeks away, tensions are heating up. This could drive significant market volatility in the short term. I wanted to hop on to explain my take on the recent events with Elon Musk supporting Donald Trump so publicly and how that could impact the stock, depending on the election results. Then I dive into my Airbnb options bet and long term thesis for the company. Let me know your thoughts! This is the 7th installment of G 2 a Milly, where I open-source building my portfolio. This is 294 days in, with a value of $27.686. Here's a link to G 2 a Milly #6 (the previous episode): https://youtu.be/kgWYce5p_xg?si=1CnfurHTSYAwTHtQ0:00 US Election Incoming !!0:39 G 2 a Milly Scoreboard 5:37 Tesla Update8:36 HyperBullish Airbnb Options Bet11:32 Airbnb Longterm Thesis 20:08 Positive on America’s PotentialDisclaimer: Nothing in this show is financial advice. My positions shown in this portfolio could change at any moment without notice. Always do your own research.…

HyperChange

1
New Affordable Tesla Coming in 6 months?! w/ Farzad 1:04:08

24 weeks geleden1:04:08

1:04:08

Farzad Mesbahi comes on the channel to discuss Tesla's 10/10 event, the Cybercab, Robovan, Optimus and potentially something even bigger that the company didn't reveal on 10/10 ... a new affordable Tesla model that is set to enter production sometime in the first half of 2025. We also discuss Tesla's plans to launch an unsupervised full self driving service in California and Texas sometime in 2025, and how that rollout could play out. Then we dive into the progress Tesla has shown with Optimus and if that may hit the market before Cybercab. Finally, we discuss the upcoming US presidential election and the potential impacts that could have on Tesla with Elon's support of Donald Trump. I had a BLAST with this discussion, huge shoutout to Farzad for coming on the show! Farzad's YT: / @farzyness Farzad's X: https://x.com/farzyness My X: / gfilche HyperChange Patreon :) / hyperchange Disclaimer: I'm long Tesla stock and nothing in this show is financial advice.…

HyperChange

1
We, Robot 😳 Tesla 10/10 Reaction UNCUT 12:11

25 weeks geleden12:11

12:11

Tesla's 10/10 We, Robot event in Los Angeles, CA looked insane. After just watching the livestream, my FOMO is pumping. The haters will say the timeline is slow, but we just saw the future. Mini Cybertruck robotaxis, Cybercabs, and Robovans ... Optimus robots walking around the party and serving drinks. When will we see Tesla's first autonmous ride like Waymo ... that is still TBD. Sounding like 2025 from the event. Let me know what you think in the comments!! I own Tesla stock, nothing in this show is financial advice.…

HyperChange

1
Disrupting EV Service & Repairs with Joe Pak, Founder of Amber 1:01:42

27 weeks geleden1:01:42

1:01:42

EVs are more like computers than cars. Early data is showing they can last 500,000+ miles, much further than the legacy gas cars they are disrupting. This is setting the state for an unprecedented change in the transportation economy, where ride sharing and autonomy become the norm over individual car ownership. With Waymo expanding rapidly, and Tesla on the cusp of a major self-driving announcement on 10/10, things are heating up ... This video is my conversation with the Founder and CEO of Amber, Joe Pak. He has a front row seat to the electric + autonomous revolution. Amber is building a quasi-insurance/warranty service specifically for EVs (or robots on wheels). Amber basically offers healthcare to your electric car or robot.The startup has just expanded its EV extended warranty products for Teslas, from 11 to 47 states. The company continues to expand rapidly and you can find the latest on their website. Amber website: https://www.getamber.com/ Amber X: https://x.com/getamberev/ My X: / gfilche HyperChange Patreon :) / hyperchange Disclaimer: I am an advisor to Amber.…

HyperChange

1
G 2 a Milly #5 ❄️ Elon Gets Political & The Airbnb Bullcase 36:05

32 weeks geleden36:05

36:05

The G 2 a Milly series continues!! Your boy is getting lucky, right now the portfolio is up 24.5% vs 11.7% for the S&P in the same period. In this episode I give an update on my thoughts on Tesla (and how I've been buying since the last portfolio update), and my favorite new stock, Airbnb! I go deep on my love for Airbnb as a customer and why I think Brian Chesky is such a unique founder and why Airbnb may be still in its very early days. Let me know your feedback! It felt great to brush off the haters and give y'all an update!! Email me questions to hyperchangetv@gmail.com and I'll answer them for the show!! My new food YouTube channel Artijano: / @artijano Airbnb financials on Main Street Data: https://mainstreetdata.com/ABNB My note to Elon about getting political: https://x.com/Gfilche/status/18183659... 0:00 Scorecard (me vs S&P) 5:16 Tesla Stock, Elon gets political 14:40 Bet on Yourself, Have a Goal 16:43 Airbnb bullcase My X: / gfilche HyperChange Patreon :) / hyperchange Disclaimer: NOTHING in this show is financial advice, I'm not a financial advisor.…

HyperChange

1
Tesla Q2 2024 Earnings Analysis 🤓📊 19:59

36 weeks geleden19:59

19:59

Tesla's earnings are hot off the press! Revenue of $25.5B (+2.3%) and profits of $1.6B. On the earnings call CEO Elon Musk stressed the importance of FSD, and how its set to transform Tesla's business. He confirmed the Robotaxi unveiling will be on 10/10, and provided an update on Optimus, saying it will begin Version 1 production in 2025, and Version 2 production to outside customers in 2026. Overall the call was a little boring. We are in a quiet/chill period for Tesla until 2025 when the cheaper model & robotaxi launch. I think a big catalyst may be brewing with another OEM licensing Tesla's FSD. What are your thoughts on the quarter?? Charts / Tesla financial data from Main Street Data: https://mainstreetdata.com/tsla 0:00 Tesla Q2 2024 Financial Results 3:52 Tesla Energy going CRAZY 6:32 Conference Call Notes 7:13 Tesla’s $860B Valuation 11:52 New Cheap Tesla coming in 2025 13:18 First Robotaxi Ride? 14:23 Optimus Robot AHEAD OF SCHEDULE 15:18 Tesla NEEDS To Invest in XAI 17:33 Huge catalyst for Tesla stock brewing 18:55 What’s Next for Tesla Stock…

HyperChange

1
Paddle Scheme #3 🌊 Tesla Robots Baking Bagels 3:32

37 weeks geleden3:32

3:32

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…

HyperChange

1
Paddle Scheme #2 🌊 Tesla is my Favorite Pokemon 18:19

38 weeks geleden18:19

18:19

Back on the lake in 90+ degree heat in Seattle pondering Tesla stocks zoom to $250+ per share, and $800B valuation. In this episode I explain my metaphor for analyzing stocks as Pokemon to understand businesses, and layering that framework to understand Tesla. The trifecta of technology pillars that Elon & squad have developed (battery and driving train, self driving & mass market sustainable manufacturing) are combining to disrupt transportation, energy and soon labor (with the Optimus robot). Owning Tesla equity is owning a basket of technologies that are only getting more relevant and whose monetization is on the cusp or ramping dramatically. There is no other way I want to store my hard earned guap, and that is why Tesla stock is still my #1 position and largest investment holding (I've been a shareholder for 13+ years now). 0:00 Tesla Stock is ripping 1:15 Tesla as a Pokemon (my analogy) 2:28 Tesla Cybercab 8/8 Event 2:59 Tesla is the Ford, Chevron & Saudi Aramco of the green energy revolution 4:50 Shoutout Cybervessel 5:00 Why Tesla might be cheap at $800B 10:42 Tesla equity is owning a basket of technology that will create Trillions of value for society 13:23 Tesla’s Growing Intrinsic Earnings Power 16:02 Tesla Energy (Megapack) potential 17:33 Tesla is the Americana Futura vibe we need My X: / gfilche HyperChange Patreon :) / hyperchange Disclaimer: I'm long Tesla (TSLA) stock. This show is not financial advice.…

HyperChange

1
PaddleSchemin 🌊 #1 - Travis Kalanick + Tesla Fairytale, Tesla Paddleboard, Cargo Ships & more! 23:21

39 weeks geleden23:21

23:21

Welcome to my new super-artisanal-limited-edition Summer Scheme Series: PaddleSchemin!!! This is just me having fun on the lake rambling about all the topics & schemes I'm having. In this episode we cover the following: 0:00 Live from Seattle, WA 1:08 Tesla Deliveries 1:33 Seaplane Takeoff 2:24 Travis Kalanick joining Tesla Cybercab project!? 5:08 Bumping into a big ship 6:15 I love my Paddelboard 6:47 Tesla Cyber Cargo ship with battery swapping 8:30 Tesla Electric Paddleboard would be so awesome 10:35 Tesla Cybercab will change cities 11:00 FSD Update 12:25 PaddleSchemin is available on all podcasting platforms 12:48 Cooking with Chat GPT 16:00 Seaplane Takeoff 16:45 Tesla Self Cleaning Robotaxi patent 17:43 I hope Cyercab looks beautiful 19:00 Tesla Energy & insane Megapack growth 20:24 Megapack financials 20:50 We need better architecture 21:23 Queen Anne Falls Future of Seattle Megascheme…

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