HyperChange podcast

#Tech #HyperChange #Model Y

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HyperChange explicit

Series en casa•Feed

new wave financial media by Galileo Russell. schemin on stocks, technology, finance, startups & sometimes other random stuff :)

377 episodios

HyperChange

HyperChange explicit

52 subscribers

updated hace 2 días

Series en casa•Feed

new wave financial media by Galileo Russell. schemin on stocks, technology, finance, startups & sometimes other random stuff :)

377 episodios

#Tech #HyperChange #Model Y

Todos los episodios

HyperChange

1
Tesla Q3 2025 Earnings Preview 📊 15:12

hace 2 días15:12

15:12

We are just two days away from Tesla's earnings report and conference call. With record vehicle deliveries and energy storage deployments this is set to be a monster quarter in terms of financials. But the market will be focused on forward looking initiatives like Cybercab / Robotaxi, and Optimus. With such a high valuation Tesla and Elon will need to keep investors stoked on the progress. What are you expecting when Tesla reports this week??My X: / gfilche HyperChange Patreon :) / hyperchange 0:00 Tesla Q3 Earnings On Wednesday (10/22) 0:11 Record Vehicle Deliveries & Energy Deployments 1:01 Estimating Tesla’s Q3 2025 Financials 2:39 What’s Demand Going Forward? 4:23 Cybercab / Robotaxi Progress 5:39 Tesla Energy (Megabuck / Megablock) 7:42 My Tesla Financial Model / Projections 8:39 Tax Credit Expiration Effects 10:28 Thanks to The Rundown for Sponsoring!! 11:00 11/6 Shareholder Meeting / Vote on Elon’s Pay Package 12:45 Optimus V3 / Update 14:30 25 Consecutive Quarters of GAAP Profit for TeslaDisclaimer: I'm long Tesla stock and am not a financial advisor.…

HyperChange

1
G 2 a Milly #13 🐢 Bought Lemonade, Want Tesla 21:34

hace 13 días21:34

21:34

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 Update 1:48 Tesla & Bitcoin Have 10X Potential 2:09 Bought A Little More Lemonade 4:08 Tesla FOMO Is Strong 8:30 Schemin on Zcash (ZEC) 10:15 Schemin on Worldcoin (WLD) 11:38 Secretly Trying To Buy As Much TSLA As Possible 12:28 Lemonade’s About To Go Profitable 13:10 FSD/Robotaxi Is Going To Be HUGE 14:41 I Love Stocks With Big Visions 17:15 Viewer Q&ADisclaimer: This show is not financial advice and the portfolio could change at any time.…

HyperChange

1
Today, I Got Space-Pilled 🚀👨‍🚀 9:24

hace 14 días9:24

9:24

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…

HyperChange

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Tea & Tesla #3 ⚡🍵 New 'Standard' Model 3 & Y!! 15:45

hace 15 días15:45

15:45

HyperChange

1
Can Lemonade Stock 10X? 🍋 w/ Paper Bag Investor 54:00

hace 23 días54:00

54:00

My interview with the Paper Bag Investor on Lemonade stock ($LMND). Huge shoutout to him for coming on the show!! I will keep you all posted on if he's convinced me to buy more shares... let me know what you think in the comments! Are you long Lemonade stock? Why? Why not?Paper Bag Investor YT Channel: https://www.youtube.com @PaperBagInvest Paper Bag Investor X: https://x.com/PaperBagInvest Lemonade Q2 2025 Shareholder Letter: https://www.lemonade.com/investor-rel... 0:00 Intro: Paper Bag Investor 0:44 Lemonade Bull Thesis: Disrupting Insurance 6:58 The Owner/Operator/Founder behind Lemonade: Daniel Schreiber & Shai Wininger 9:17 What insurance does Lemonade sell? Renters, Pet, Car, Home … 13:30 How To Understand Lemonade’s Financials 18:30 Lemonade’s Fair Value is $100-$200 per share 22:46 Lemonade’s Gross Profit is BOOMING 25:28 Lemonade Is About To Get Very Profitable 26:22 Why Lemonade is Misunderstood 30:51 Lemonade’s Growth Rate, Accelerating or Nah? 32:05 Reinsurance Change, From 55% to 20% 33:40 Lemonade Car Insurance Potential 34:10 How Does Tesla Robotaxi Impact Lemonades Car Insurance Business 40:27 Lemonade Is Constantly Evolving, In Many Businesses 41:00 Getting Inspired About Lemonade Building A Brighter Future 46:08 Viewer Questions from X 50:03 Lemonade FOMO Ramping My X: https://x.com/gfilche HyperChange Patreon :) / hyperchange Disclaimer: I'm long Lemonade (LMND) stock. This show is not financial advice.…

HyperChange

1
Tea & Tesla #2 ⚡🍵 Herbert Ong 44:51

hace 29 días44:51

44:51

The second installment of Tea & Tesla with an INSANELY epic guest, Herbert Ong of the legendary Cyberbulls podcast & Brighter with Herbert (his YouTube channel). We sit down to sip a nice jasmine tea blend I whipped up to chat all things Tesla. We cover Tesla's Optimus humanoid robot, the VERY important upcoming shareholder vote on 11/6 for Tesla, and Robotaxi's potential ... and so much more! I had a blast having Herbert on the show, thanks so much for coming on!Herbert on X: https://x.com/herbertong Brighter with Herbert YT Channel: / @brighterwithherbert And HUGGGGEEEE shoutout to our sponsor The Rundown Podcast: https://open.spotify.com/show/0VYfS0q... 0:00 Herbert Ong intro 0:44 First Cup of Tea is Poured 3:03 How Did You First Hear About Tesla? 5:31 Herbert’s Life Pre-Tesla 7:30 Retiring Into The Perfect Job 8:20 Why Do You Make Content? 9:38 Potential And Excitement About Humanoid Robots 11:00 When Will See Robots In The Home? 13:17 How Did You Feel When Optimus Was launched? 16:10 Potential of Tesla’s Optimus 19:40 Actuators causing Tesla Optimus Delays? 21:11 Elon Musk’s New Compensation Package / The Big Shareholder Vote 23:49 Delaware Court Case Update 25:03 Elon’s Mojo Is Back At Tesla 26:07 Sponsored by The Rundown 🙏 27:13 Tesla Retail Investors (shoutout Alexandra!) 33:32 Why Elon Wants 25% of Tesla 34:07 Robotaxi Expansion & Cybercab 37:04 Herbert Roasts Waymo 39:35 Franz Dropping Robovan Secrets 40:41 Other Cybercab GossipMy X: / gfilche HyperChange Patreon :) / hyperchange Disclaimer: I'm not a financial advisor. This show is not financial advice. I'm long Tesla stock and could sell at anytime.…

HyperChange

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G 2 a Milly #12 🐢 Initiating A Position In Lemonade Stock 13:15

hace 5 weeks13:15

13:15

G 2 a Milly #12! Follow along as I open-source building my investment portfolio. In this episode we discuss how I sold some crypto positions to invest in Lemonade. Now I'm beginning the process of researching this as a new company/investment idea with a toe in the water position. I'm not sold on it so far, but I like the potential. Tesla and Bitcoin remain my main holdings with the long term theses intact ... At the end I answer your questions and discuss FOMO about missing Robinhood stock's epic run. Leave questions in the comments for me to answer next episode!!Huge shoutout to my sponsor The Rundown podcast, go listen!!! https://open.spotify.com/show/0VYfS0q26zf0cFc5VuCjwG0:00 Portfolio Overview1:39 Lemonade Stock ($LMND)3:46 Lemonade Financial Analysis5:02 Slow Like a Turtle6:01 Hesitations about Lemonade Stock (car insurance industry)8:03 Tesla Update (Elon Musk Buy, Robotaxi)9:10 Bitcoin, Ethereum & Crypto Update10:08 THANK YOU THE RUNDOWN SPONSOR10:39 Answering Your Questions :)11:37 Thought on Robinhood ($HOOD) StockMy X: https://twitter.com/gfilcheHyperChange Patreon :) https://www.patreon.com/hyperchange Disclaimer: I'm not a financial advisor. Nothing in this show is financial advice.…

HyperChange

1
Tea & Tesla ⚡🍵 Elon Buys $1B of Stock 14:51

hace 5 weeks14:51

14:51

Tesla stock is RIPPING to $420 per share today as news comes out that Elon Musk purchased $1B of stock on the open market. Excitement is surging ahead of the shareholder meeting in November, and Elon's new $1T compensation package. In addition to Elon getting back onboard, Robotaxi has been expanding and Megablock was just announced. Join me as I sip tea and scheme on the latest Tesla stock news!! Tesla Master Plan part 4: https://www.tesla.com/master-plan-part-4 Tea & Tesla #1: Elon Buys $1B of Stock 0:00 Tesla Stock hits $420! 0:40 Elon Buys $1B of Tesla Stock 1:25 Elon hasn’t been paid since 2018… 2:01 New $1T pay package for Elon from Tesla 9:54 My thoughts on Tesla stock 13:24 Tesla Energy Growth & MegabuckMy X: / gfilche HyperChange Patreon :) / hyperchange Disclaimer: I'm long Tesla stock. This is not financial advice.…

HyperChange

1
Moonshot✨ Elon Launches a Genetics Company: xGen 🧬 26:05

hace 6 weeks26:05

26:05

Elon Musk has often mentioned the potential of mRNA as the "future of medicine" and how he has often thought about the potential of a genetics company harnessing this technology to cure diseases. So in this episode of Moonshot Monday I have a conversation with Ryan Tanaka of Neurapod about what Elon's genetic startup would actually look like. Why he'd launch one (colonize mars, cure diseases), how it would happen, and what its potential would be. This is super speculative, and I'm curious what your thoughts are... do you think Elon Musk will start a genetics/mRNA company????Huge shoutout to Ryan Tanaka for coming on the show follow him on X here: https://x.com/RyanTanaka3 OR here's his podcast Neurapod: / neurapod 0:00 Intro: Dire Wolfs & Wooly Mammoths 1:27 Why It’s Inevitable for Elon Musk to launch a genetics company 3:41 ‘Nuke Mars’: Humans may need gene editing to thrive on Mars 7:23 IVF & New methods of human reproduction 8:38 What will Elon’s new genetics startup look like? 11:01 Tesla’s mRNA microfactories during COVID 15:52 Neuralink + changing DNA has insane potential to change our biology 19:56 How Elon will launch the xGen companyMy X: / gfilche HyperChange Patreon :) / hyperchange…

HyperChange

1
Will You Get A Brain Chip? 🔌🧠 50:42

hace 7 weeks50:42

50:42

My discussion with Ryan Tanaka, host of Neura pod about the rise of LLMs and how Neuralink will enable humans to communicate in new ways with AI. At first I was a Neuralink skeptic, but after realizing how much better it could make my life and the potential use cases, I've slowly come to the realization that I will probably get a brain chip in my lifetime, scary, but exciting. What are your thoughts on this upcoming sci-fi future? Will you be getting a Neuralink?Ryan Tanaka's channel on Neuralink, Neura Pod: / @neurapod 0:00 Intro 1:56 Rise of LLMs, Tying is too slow 6:20 Where is Neuralinks technology today? (Webgrid) 9:35 What’s next for Neuralink 10:37 Blindsight 11:31 Neuralink progress ahead of expectations (international trials) 12:41 Neuralink’s Impact on Patients 14:51 Innovation in the BCI (Brain Computer Interface) Industry 21:46 Seeing in Infrared with Neuralink25.09 Partial Teleportation with Neuralink & Tesla Optimus 26:36 Humans becoming Cyborgs with Neuralink & Optimus 30:55 Does Neuralink’s Sci-fi future scare you? 33:50 How does Neuralink expand into millions & billions of patients? 36:34 Will you get a Neuralink? 37:52 Will Neuraink be worth $1 Trillion? 39:12 Neuralink’s Incredible Impact on Humanity 40:54 Will everyone get a brain chip?My X: / gfilche HyperChange Patreon :) / hyperchange Disclaimer: I'm invested in Neuralink through secondary transactions. This is not a recommendation to buy or sell securities.…

HyperChange

1
G 2 a Milly #11 ❄️ Bought BitMine, Already Down Big 24:48

hace 8 weeks24:48

24:48

The 11th installment of G 2 a Milly, where I open-source building my portfolio. In this episode I talk about the potential of Ethereum now that the GENIUS Act has passed, and how that created enough FOMO for me to buy BitMine Immersion Technologies (BMNR) Tom Lee's Ethereum Treasury company. Now I'm rethinking how to place the USDC boom and rising tide on Ethereum ... if you have any ideas let me know!! Also leave any questions in the comments and I'll try and answer them on the next episode :)Huge shoutout to our Sponsor The Rundown!! Go check them out on Spotify now :) https://open.spotify.com/show/0VYfS0q... 0:00 Stats & overview 1:14 Bitmine ($BMNR), Ethereum & GENIUS Act 7:07 Coinbase ($COIN) Benefiting from Ethereum Run 9:19 Bitcoin Worries 11:09 Tesla Update ($TSLA) 13:16 The Rundown Sponsor 13:52 What’s Tesla’s Next Catalyst? 14:35 Viewer Q&A: Microstrategy ($MSTR) 16:47 Viewer Q&A: Why no Rivian ($RIVN)? 19:53 Viewer Q&A: Don’t Sleep on Lemonade ($LMND) 22:53 Maybe AMD ($AMD) will be my next pick ……

HyperChange

1
Disrupting The Snack Industry 🥜 with Josh Schroeter of South 40 Snacks 32:34

hace 15 weeks32:34

32:34

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 Intro 0:55 The Snack Industry 3:22 How Sahale Snacks Disrupted Trail Mix 4:07 South’s 40’s Transparency & Simplicity 5:33 What You See Is What You Eat 8:22 Giant-Sized Cashews 8:56 Telling The Sustainability Story 9:41 South 40 Snacks Nut Bars 10:39 The David Bar by Peter Rahal 11:24 Nut Bar for the Mainstream 12:18 Fruit Bars 16:22 Billion Dollar Snack Brand 19:20 How Social Media Has Changed Marketing 20:35 Innovative Distribution Strategy 22:22 Why Are You Focused on Snack Bars? 23:39 Upcoming Snack Bars From South 40 26:05 Global Expansion 26:58 Scaling Artisanal 27:52 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.…

HyperChange

1
Will Tesla get into the Drone Business? 🕹️ 6:57

hace 15 weeks6:57

6:57

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.…

HyperChange

1
Henry Dierkas (@HenryInvests) on Tesla Stock 5:00

hace 15 weeks5:00

5:00

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.…

HyperChange

1
21 Year-Old Guru Predicts $1,000 for Upstart Stock 32:36

hace 15 weeks32:36