HyperChange

The rumor mill is going crazy! Apparently SpaceX is in talks to merge with XAI ahead of its rumored IPO later this year. This is HUGE news, and now Bloomberg is even reporting Tesla may be involved in the merger as well. Elon Musk has outlined ambitous plans for all of his companies, between investments in Optimus, Cybercab, orbital datacenters, Starlink, XAI compute and more. This could be he needs $1T or more in CAPEX spend, and the easiest way to raise that money would be a combined company. What are your thoughts? Is this going through??Here's my video with Tesla Larry Goldberg about his vision for a Tesla stock swap to buy SpaceX and XAI that appears to be coming true:    • How Tesla Acquires SpaceX, xAI, Neuralink ...  My X:   / gfilche  HyperChange Patreon :)   / hyperchange   Disclaimer: This is not financial advice and I'm long SpaceX & XAI through positions in SPVs.

My interview with Alex Grant, the Founder of Magrathea. His company has achieved a breakthrough in refining brines and seawater to create metals and rare earth materials. Magrathea has just signed an agreement with Tetra Industries in Arkansas to create a new US Magnesium supply from one of their bromine brines. This is a HUGE deal, not only a more sustainable way to make metal, but also reshoring a critical industry that we have outsourced to Russia and China. I'm a proud investor in Magrathea through my VC firm HyperGuap, and think this is one of the coolest startups to watch right now. Thanks for coming on the show Alex! This company should be on every tech nerds radar :)0:00 Magrathea: From Idea To Making Metal2:33 Magrathea TETRA Partnership In Arkansas6:32 Bringing Magnesium Production Back To USA11:39 A New Way To Make Metal (sustainably)14:24 Will Magrathea Go Beyond Magnesium?16:40 Timing & Economics of Arkansas Project18:32 Why Is Magnesium So Important? Magrathea’s Origin Story23:50 Can You Compete With China On Magnesium Price?30:04 What’s Next For MagratheaMagrathea Website: https://www.magratheametals.com/Alex Grant on X: https://x.com/biglithiumMy X: https://twitter.com/gfilcheHyperChange Patreon :) https://www.patreon.com/hyperchange Disclaimer: I'm an investor in Magrathea through my VC firm HyperGuap. This is not a recommendation to buy or sell securities.

A judge has just rejected OpenAI and Microsoft's bid to dismiss Elon Musk's case against the company. This is HUGE news, and sets the stage for one of the biggest legal battles ever. In April the trial is set to go to court. Kalshi is already predicting Musk is the favorite to win at 65%. Will this lawsuit spook OpenAI's investors? With $1T in chip commitments will this start a downward spiral for OpenAI if they can't find more funding? Who knows. The company also launched Ads today for the first time, signaling they are ramping monetization. Fascinating times! Let me know your take below!!My X:   / gfilche  HyperChange Patreon :)   / hyperchange   Disclaimer: I'm not a financial advisor and this is not financial advice.

Deep dive analysis on SpaceX's business heading into the company's IPO this year. I'm joined by Aaron and Vlad for Mach33 research who collaborated with Cathy Wood and ARK Invest on an excellent valuation model for SpaceX. We analyze how much progress has been made on Starship and Starlink's under appreciated potential to drive hundreds of billions of dollars in revenue. Then we discuss the new datacenters in space opportunity and the timing on when this will happen and how it could eventually lead to a $100T+ SpaceX valuation.0:00 The Team Behind ARK’s SpaceX Valuation Model1:22 10,000 Starships per year!?7:10 How Close Is Starship To Launching Commercial Payloads12:57 Starlink’s Insane Potential21:55 Spectrum Acquisition & Direct To Cell Starlink24:04 Timeline of SpaceX Launching Compute In Space39:26 Will Someone Buy Starcloud? OpenAI Buying Stoke Space?45:40 SpaceX: The First Interplanetary IPOAaron Burnett on X: https://x.com/aaronburnettVlad Saigau on X: https://x.com/VladSaigauMy X:   / gfilche  HyperChange Patreon :)   / hyperchange   Disclaimer: Everyone in this podcast is invested in SpaceX. This is not financial advice and we are not financial advisors.

It's a deep-dive with Tesla Larry (aka Larry Goldberg) on his proposed idea for Tesla to issue new stock to invest in all of Elon Musk's other companies (SpaceX, Neuralink, Boring, XAI). He theorizes Musk needs to raise $1T+ for all his ambitious projects across his empire and the easiest way would be for a consolidated entity (Tesla) to do it all. In light of the SpaceX IPO news and orbital datacenters I think this is a fascinating pitch even if it's unlikely to happen. Let me know your thoughts!! And huge shoutout to Larry for coming on the show, thanks Larry :)Tesla Larry: https://x.com/TeslaLarry0:00 Why Consolidate The Musk Empire? Elon Needs $1T+6:28 Why Did Elon Decide To IPO SpaceX Now?10:02 Would Elon Like This Tesla Share Swap Idea?12:05 The Bank of Tesla13:17 Elon’s Control of The Muskonomy17:19 Muskonomy Post-Elon Musk22:38 How The Ford Family Handled Succession23:39 Will The Public Revolt Against Elon Musk’s Wealth34:13 Tesla Stock Swap Accelerates The Musk Economy39:37 Would Be A HUGE Win For Tesla41:57 Eventually Tesla Acquires All Musk Companies42:31 Larry’s Elon Musk + Apple Theory45:14 Muskonomy’s Strategic Importance To America