Disrupting The Snack Industry 🥜 with Josh Schroeter of South 40 Snacks
My conversation with snack industry LEGEND Josh Schroeter, the Founder and CEO of South 40 Snacks. South 40 Snacks is a Seattle-based snack startup selling fruit and nut bars. I've been invested in the company for almost 4 years now and have watched them grow from $1.5M in sales to ~$12M this year. I wanted to talk to Josh on HyperChange about what it's like to build a snack brand and why he thought he was going to be able to disrupt the nut bar category against giants like KIND bar and Peter Rahal's new David Bar. I'm a big fan of the snacks, especially the pistachio bar, mango bar and c cashews, I recommend you give South 40 a try!South 40 Snacks website: https://south40snacks.com/0:00 Intro0:55 The Snack Industry3:22 How Sahale Snacks Disrupted Trail Mix4:07 South’s 40’s Transparency & Simplicity5:33 What You See Is What You Eat8:22 Giant-Sized Cashews8:56 Telling The Sustainability Story9:41 South 40 Snacks Nut Bars 10:39 The David Bar by Peter Rahal11:24 Nut Bar for the Mainstream12:18 Fruit Bars16:22 Billion Dollar Snack Brand19:20 How Social Media Has Changed Marketing20:35 Innovative Distribution Strategy22:22 Why Are You Focused on Snack Bars?23:39 Upcoming Snack Bars From South 4026:05 Global Expansion26:58 Scaling Artisanal27:52 Natural Food RevolutionMy X: / gfilche HyperChange Patreon :) / hyperchange Disclaimer: I'm an invested in South 40 Snacks persoanlly and through my Venture Capital Firm HyperGuap.
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Will Tesla get into the Drone Business? 🕹️
One of my most controversial ideas about Tesla yet .... will they enter the drone business, possibly in a collab with SpaceX? As discussions heat up between Elon Musk and Naval about the US falling behind in drone manufacturing capabilities (and the national security concerns that come with that) the obvious question arises, will Elon just fix this problem himself? Tesla has the battery, motor and manufacturing tech to pull it off, but is that the future we believe in?? What are your thoughts?My theory is Elon won't do drones if he doesn't own majority/more of Tesla.My X: / gfilche HyperChange Patreon :) / hyperchange Disclaimer: I'm long Tesla stock and nothing in this show is financial advice.
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Henry Dierkas (@HenryInvests) on Tesla Stock
Asking the 21 year-old investing wiz Henry Invests about his thoughts on Tesla stock. We discuss the robotaxi launch and how Elon's politics and America party ambitions will effect the company. Henry is the founder of Maple Tree Capital and an investing influencer who has made a name for himself analyzing Upstart stock.Henry Invests on X: https://x.com/HenryInvestsMy X: https://twitter.com/gfilcheHyperChange Patreon :) https://www.patreon.com/hyperchange Disclaimer: This show is not financial advice. I'm long Tesla stock.
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21 Year-Old Guru Predicts $1,000 for Upstart Stock
My conversation with Henry Invests from Maple Tree Capital. This up and coming 21 year-old financial influencer has made a name for himself covering Upstart stock. The software company uses AI to determine if customers are worth lending too, essentially creating it's own algorithm that is more accurate than the FICO score. Henry pitches us the stock and explains his bullcase. He believe Upstart could eventually be a $1,000 stock, if not more, if they can fulfill their potential as the AI credit platform of the future. What do you think of Henry's Upstart Bullcase?Henry Invests on X: https://x.com/HenryInvestsMy X: / gfilche HyperChange Patreon :) / hyperchange Disclaimer: Nothing in this show is financial advice.
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Breaking Down ARK's $2.5T SpaceX Valuation w/ Sam Korus & Aaron Burnett 🚀
Bringing back the podcast with a BANGER episode featuring Sam Korus of ARK Invest and Aaron Burnett of Mach33 research. They have teamed up to release potentially the most thorough and in-depth valuation model of SpaceX ever made public. Breaking down the value of Starlink vs the Launch business and how Mars takes the potential valuation to $10T and beyond. I learned a ton from their open-source model and would highly recommend checking it out. Sam Korus on X: https://x.com/skorusARKAaron Burnett on X: https://x.com/aarontburnettARK Invest SpaceX Valuation Model: https://www.ark-invest.com/articles/valuation-models/ark-expected-value-spacex-2030Mach33 SpaceX Valuation Blog: https://research.33fg.com/analysis/spacex-at-escape-velocity-ark-mach33-s-2-5t-2030-valuation-model0:00 Intro2:48 Are you invested in SpaceX?4:50 How is SpaceX worth $2.5T by 2030?7:00 Starlink Network Capacity & Global Pricing9:15 SpaceX Revenue Projections (Through 2030)10:28 Starlink Network Bandwidth12:19 Fiber vs Starlink15:15 Too Many Satellites?17:40 Starlink TAM20:42 Starshield Potential21:46 Laser Interconnects23:58 Starlink Cash Flow $70B by 203024:28 Starlink IPO?27:39 Starlink Profits Fund Mars29:59 What’s the market cap of Mars?35:11 What’s SpaceX plan for Mars?40:25 SpaceX Business MoonshotsMy X: https://twitter.com/gfilcheHyperChange Patreon :) https://www.patreon.com/hyperchange Disclaimer: I'm invested in SpaceX. This show is not financial advice.
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