HyperChange

Just got back from 4 days in Austin, Texas testing Tesla's Robotaxi network. It was very interesting to show the app to my friends and see their reactions and compare the experience with Waymo/Uber. Robotaxi demand was very high because of low prices, and this mean that about 50% of the time I was unable to call a car due to "high service demand", the other 50% of the time Robotaxi was available with a ~15 minute wait time. I'm STOKED to see this expand! It may take some time, but this will truly transform transportation as we know it ... especially if the price sticks! What are your thoughts on the Robotaxi rollout so far.0:00 Just got back from Austin0:40 Official Robotaxi data2:48 Tesla Robotaxi review vs Waymo & Uber4:59 Robotaxi demand is off the charts7:28 Funny Robotaxi Supervisor story9:06 Watching Robotaxi develop over timeMy X:   / gfilche  HyperChange Patreon :)   / hyperchange   Disclaimer: I'm long Tesla stock and nothing in this show is financial advice.

Modeling Tesla's financials from 2026 through 2030. Going from estimating vehicle sales next year, to robotaxi rollout and then optimus impact later this decade. Do you think Tesla is fairly valued at $1.5T after posting $95B in revenue last year (a slight decline) and 4 years of declining earnings? Are we at the start of a massive turn around where Tesla returns to growth and pumps out massive profits? Let know your estimates for Tesla's financials in the comments.0:00 Back To Reality: Modeling Tesla’s Financial’s2:06 Tesla 2025 Financials3:25 Tesla 2026 Financial Projections7:26 Robotaxi Financial Projections9:54 Tesla 2027 Financial Projections 11:48 Tesla 2028 Financial Projections12:42 Tesla 2029 Financial Projections15:25 Tesla 2030 Finanial Projections18:02 Is Tesla Fairly Priced at $1.5T?My X:   / gfilche  HyperChange Patreon :)   / hyperchange   Disclaimer: I'm long Tesla stock and this is not financial advice.

A judge has ruled that the Elon Musk versus OpenAI case is going to trial in April 2026. This is a public grand jury trial, and is gearing up to be an insane spectacle in tech, with leaders like Sam Altman, Satya Nadella and Elon Musk potentially taking the stand in court. The case stems over disputes about the founding and initial funding of OpenAI, where Elon Musk was heavily involved when it was a non-profit. Now Sam Altman's for profit conversion has been surrounded in drama since day one, and is being fully called into question with this court case. Is Elon Musk about to end up with a huge chunk of OpenAI? I discuss with reporter Alex Heath (founder of sources.news) to get an inside scoop on the case. Let me know what you think in the comments below!!0:00 Legendary Tech Reporter Alex Heath0:57 OpenAI vs Elon Musk case going to trial4:10 Will Sam Altman settle and give Elon a chunk of OpenAI?7:48 The unraveling between Elon Musk and Sam Altman8:49 Juicy stories from the case11:04 Big public jury trial coming15:00 Is OpenAI In Financial Trouble??17:50 What is OpenAI’s Upcoming Hardware product?20:40 Do you think xAI has caught up to the other LLMs?Sources.news: https://sources.news/Alex Heath on X: https://x.com/alexeheath

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.