HyperChange

The USA is almost $39T in debt, and are financial situation seems to be getting worse by the day. One idea I keep coming back to is a Sovereign Wealth Fund. Something that countries like Norway, China, UAE & Singapore have created and utilized as a tremendous $1T+ benefit to citizens. There are a ton of reasons this is super complicated and may never happen. It's political and could easily be ruined by short-term thinking, and we would need capital to fund it (even though we are operating at a deficit). But something about the idea of America being incentivized to own its own success seems like it has massive potential. What are your thoughts? How would you make this happen??My X:   / gfilche  HyperChange Patreon :)   / hyperchange   Disclaimer: This show is not financial advice, I'm not a financial advisor.

It was a big week for Tesla's Robotaxi network as they expanded to 26 Unsupervised vehicles across Texas (Austin, Dallas, Houston). This comes with the news that the Cybercab has officially entered production as of last week. With more and more of these being spotted in the wild and rolling off the production line, it's only a matter of time before we see Cybercab's deployed on the Robotaxi network. The first customer ride could happen any day now!! What are your thoughts on the Cybercab rollout and how it will go?? Tesla Robotaxi updates: https://x.com/robotaxiTesla Robotaxi tracker: https://robotaxitracker.com/?provider...My X:   / gfilche  HyperChange Patreon :)   / hyperchange   Disclaimer I'm long Tesla stock this is not financial advice.

Tesla reported 1.28M active FSD subscriptions at the end of Q1 2026. At $99/month that's equivalent to $1.5B in annual revenue. That's right, Tesla already has a $1.5B / year AI business that is almost 100% profit (pure software) and it's growing like crazy. Subscriptions were up 51% year over year in Q1 and accelerating. With EU approval in the Netherlands paving the way for Europe and upcoming FSD approval in China get ready for this FSD subscriptions number to keep BOOOMING. What are your thoughts??Tesla Q1 2026 Shareholder Letter: https://assets-ir.tesla.com/tesla-con...My X:   / gfilche  HyperChange Patreon :)   / hyperchange   Disclaimer: I'm long Tesla stock nothing in this show is financial advice.

Founded in 2023, San-Francisco based Ulysses is on a mission to protect our oceans. The company has just announced a $46M Series A led by a16z, after early success of their underwater drones. The company's flagship product is Mako, a configurable under water drone who's first mission is to restore seagrass on the ocean floor. I love the vision of this company to protect the oceans and am rooting for them!!Ulysses website: https://www.theoceancompany.com/

My conversation with Jon, who takes the role of confused British guy of the week (joking). He emailed me about coming on the show, and wow, he crushed it helping scheme on everything Terafab, from Intel's relationship with Tesla to the AI bubble. This was a great chat. Let me know your thoughts in the comments below!My X:   / gfilche  HyperChange Patreon :)   / hyperchange   Disclaimer: I'm long Tesla/SpaceX/XAI and nothing in this show is financial advice.