Elon Musk offered some fascinating insight into the SpaceX IPO and their partnership with Tesla at the shareholder meeting. While SpaceX remains private, and Elon Musk has often dismissed the prospect of doing a traditional IPO ... he seemed to be leaning in that direction for the first time at the 2025 Tesla shareholder meeting. Beyond a SpaceX IPO or direct investments, it's clear that Tesla and SpaceX will have a big partnership. Optimus is the first cargo going to mars, and will be building infrastructure for humans. He also mentioned a dune buggy/rover built by Tesla for the Moon or maybe Mars. What are your thoughts on this partnership? As a Tesla shareholder it got me pumped.My X: / gfilche HyperChange Patreon :) / hyperchange Disclaimer: I'm invested in Tesla & SpaceX and this is not financial advice.
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5:43
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5:43
SCHEMIN After Tesla's Wild Shareholder Meeting ⚡
I just got back from Tesla's 2025 shareholder meeting and it was EPIC. Watching Tesla vote for Elon, and then hearing him riff about Optimus, Cybercab, Tesla Terrafab, AI5, SpaceX IPO, Sustainable Abundance was a treat. Usually the shareholder meetings don't have much new info, but this was packed with tidbits about the future. I wanted to unpack the biggest ideas from the meeting with ya'll. Let me know what you thought the biggest news / ideas from the presentation were!!0:00 Vibes At The Shareholder Meeting1:01 Elon Musk’s Compensation Package Vote2:38 Optimus: 1M Unit Production Line6:52 Robotaxi & Cybercab9:21 Unsupervised FSD Coming Soon10:31 Tesla Ramping Vehicle Production 50%11:10 FSD Coming To China12:15 Tesla Terrafab, AI5 Chip15:28 I Urge The Tesla BOD To Invest in XAI17:50 Tesla’s Next ChapterMy X: / gfilche HyperChange Patreon :) / hyperchange Disclaimer: I'm long Tesla stock and nothing in this show is financial advice.
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21:08
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21:08
Tesla Q3 2025 Earnings & Conference Call Analysis 📊📞
The results are in! Tesla has released it's Q3 2025 financials results and shareholder letter. It was a record quarter with $28B in revenue, $5B in gross profit and $1.6B in operating income. Additionally, Tesla pumped out $4B in free cash flow ($6B+ from operations). Now all eyes are on the future. It was a FASCINATING conference all as Elon dove deep into Cybercab launch plans, Robotaxi network expansion and the V3 Optimus rollout. 0:00 Intro0:24 Tesla Q3 2025 Financial Results3:00 Conference Call Opening Remarks from Elon6:50 CFO Talks Tesla Financials 8:43 SAY Retail Investor Q&A9:03 Being Paranoid About Robotaxi/FSD Safety10:30 Robotaxi Update / Expansion Plans11:28 Optimus V3 Launch & Ramp12:57 Elon Musk On His Own Compensation/Ownership Package 14:15 AI5 Chip Progress & Potential (built by TSMC and Samsung)16:10 Self-Driving Tesla Semi Trucks Coming16:30 Cybercab Launch & Production Plans In Q2 202619:15 Optimus Is Tesla’s Newest Startup21:01 Tesla and XAI Partnership, Different AIs21:53 Robotaxi Safety Drivers22:20 Tesla FSD Software Releases, Safety & Comfort22:49 1M Optimus Production Line .. Ramping in 2026!?24:03 VOTE VOTE VOTE Before Tesla’s 11/6 Shareholder MeetingMy X: / gfilche HyperChange Patreon :) / hyperchange Disclaimer: I'm long Tesla stock and am not a financial advisor. This show is not financial advice.
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28:31
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28:31
G 2 a Milly #13 🐢 Bought Lemonade, Want Tesla
The 13th installment of G 2 a Milly! Where I open-source building my investment portfolio. In this episode I recap my purchase of more Lemonade stock, and how despite seeing the potential there, I can't help but keep thinking all of my money should be in Tesla .. my #1 best idea. What are your thoughts? Can you relate? Leave questions in the comments for me to answer next episode!My X: / gfilche HyperChange Patreon :) / hyperchange 0:00 Portfolio Update1:48 Tesla & Bitcoin Have 10X Potential2:09 Bought A Little More Lemonade4:08 Tesla FOMO Is Strong8:30 Schemin on Zcash (ZEC)10:15 Schemin on Worldcoin (WLD)11:38 Secretly Trying To Buy As Much TSLA As Possible12:28 Lemonade’s About To Go Profitable13:10 FSD/Robotaxi Is Going To Be HUGE14:41 I Love Stocks With Big Visions17:15 Viewer Q&ADisclaimer: This show is not financial advice and the portfolio could change at any time.
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21:34
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21:34
Today, I Got Space-Pilled 🚀👨🚀
After touring the startup Starcloud today in Redmond, WA (video coming!!) I couldn't help but take a step back to think about the Space Economy .... SpaceX's Starship is on the cusp of radically decreasing the cost and capacity of launching things into space. This will unlock an entire ecosystem of new companies and economies. Starship is the railroads for space, and Starlink is the connectivity. With these puzzle pieces in place, we are about to enter a golden age of space exploration and expansion!!My X: / gfilche HyperChange Patreon :) / hyperchange
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