PODCAST · technology
HyperChange
by hyperchange
new wave financial media by Galileo Russell. schemin on stocks, technology, finance, startups & sometimes other random stuff :)
Episodes
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SpaceX Proved It's $100T Rocket Works 🤑
For 15 years SpaceX has been building it’s Starship rocket.It’s the biggest rocket ever. A literal skyscraper that can fly into space and deploy cargo.Until now, it was just an experiment.But, on Monday morning, September 28th, SpaceX made it real. Not only flying Starship successfully to orbit,...
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SpaceX Stock Deep Dive Analysis 🚀💲 (with Steven Mark Ryan)
My conversation with the legend Steven Mark Ryan, from Solving the Money Problem. We discuss his strategy to buy SpaceX stock and why he thinks the compute business alone will justify the current valuation. Not too mention Starlink or anything else that Elon Musk comes up with. This was a...
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Starphone by SpaceX
SpaceX is in prime position to disrupt Apple and the entire smartphone industry and launch Starphone. A satellite based device that would remove social media and focus on AI and communication. Think no doomscrolling but just calling, texting, maps (with Robotaxi) and X payments plus grok. It…
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Tesla Is Hiding Crazy Optimus Progress 🦾🤫
One of the biggest pieces of news on Tesla's conference call was an update on Optimus. Tesla is building a 1M unit per year factory in Fremont, California that is set to start production in July or August of this year. They are also building a 10M unit production line in Austin that is set to…
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Does America Need A Sovereign Wealth Fund? 💸🇺🇸
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...
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The First Tesla Cybercab Ride Is IMMINENT
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…
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Tesla’s Hidden $1.5B AI Business
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…
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Ulysses: the Startup Trying to Reverse Ocean Collapse 🌊
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…
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Tesla Terafab Scheming With A Random Viewer
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…
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Cybercab Launches: Robotaxi Ramp Going Exponential 📈
Tesla's Cybercab has officially started production. This comes just as the Robotaxi business has expanded to Houston and Dallas (including unsupervised). Tesla's Robotaxi business did ~1M paid miles in Q1, doubling from Q4 25, and looks like it's about to go exponential as new cities ramp and...
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Why SpaceX's Cursor AI Partnership Is Genius
SpaceX announced a $10B partnership with Cursor AI, and a $60B option to buy the company outright. This caught a ton of people by surprise (including myself) when it was announced. But upon further investigation, this could end up bring a brilliant move. SpaceX / XAI gets to use the excess…
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Tesla Is Spending ALL It's Cash?! ❓
Tesla Q1 2026 earnings are hot off the press, and the biggest announcement wasn't in the results but on the conference call. Elon Musk and Tesla are now upping CAPEX guidance to $25B in 2026! That's right, they want to spend $25BILLION this year on investments on AI and robotics. This means they...
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Tesla Reports Q1 2026 Earnings! 📊🤓
Going live for the release of Tesla’s Q1 2026 Shareholder Letter as the company reports earnings today! Updating investors on financials, Robotaxi, Optimus, Cybercab and more! $TSLA investors join in!
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[E2] XMoney Disrupting Robinhood & Coinbase ⚡
Episode 2 of the weekly HyperChange podcast. This week we discuss how XMoney is poised to compete with Robinhood and Coinbase and how this is a great example of how fast things are moving in the era of HyperChange. Companies are getting disrupted in a flash. Stocks like Figma and Adobe are…
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[E1] Claude Just Passed ChatGPT (ft. Jfilche)
Episode 1 of the Weekly HyperChange Podcast. This week we cover Anthropic passing OpenAI's revenue run-rate in a massive AI industry flex. I'm joined by my homie Jfilche aka the CLAUDE GOD to help us breakdown this epic milestone. We also discuss some Tesla news about the Cybercab and then finish...
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[E0] Terafab: The West’s Most Important AI Project (ft. Josh West)
Episode 0 of the new Weekly HyperChange Podcast. In this initial episode I start by riffing on the new Terafab announcement by Elon Musk, and then am joined by Josh West to give us an on the ground report from Austin, TX about the Tesla Robotaxi Network. Plus a bunch of Open AI news, the…
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Waymo Is Growing Like Crazy! 📈
Just got back from Austin, TX and there were Waymo's EVERYWHERE. Calling them was super easy through the Uber app, and surprisingly cheap. I had multiple rides across town that were under $10. Everytime the Waymo was super clean and was a perfect experience. It felt like I was living in the…
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Moonshot ✨🌳 Austin Needs More Trees!!
I read The Hidden Life of Trees by Peter Wohlleben and it totally changed my perspective on these incredible plants that surround us! Trees communicate with each other, live in families and can be thousands of years old. We've been living in harmony with them for millions of years and it's not…
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Terafab & Inevitable Tesla SpaceX Merger w/ Larry & Amy ⚡🎙️
An interview with Amy (@_SFTahoe) & Tesla Larry about the upcoming Terafab announcement and potential Tesla/SpaceX/xAI merger. Since Larry's initial theory about merging Tesla & SpaceX, a ton of progress has been made in that direction. SpaceX has acquired xAI and we could be months away from an...
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Bitcoin Mining In Space Is Coming
Last week Starcloud CEO Philip Johnston confirmed that they will be launching a Bitcoin mining rig in space later this year. This will be the first Bitcoin mined in space and potentially one of the most lucrative use cases for orbital datacenters. This could have huge implications to the Bitcoin...
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🚨 AI Is HyperChanging EVERYTHING. Adapt or die.
I haven't felt this since building my first website 20 years ago ... The internet is fun again. AI has arrived and it is about to change everything as we know it. No job is safe, no industry will stay the same ... we are officially in the era of HyperChange. The bigger the problem the bigger the...
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Tesla Robotaxi Demand Is Booming (Reporting from Austin, Texas) 🤠
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…
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Tesla Financial Projections 2026-2030 📊⚡
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...
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Elon Musk Getting $100B of OpenAI Stock? 👀⚖️ Alex Heath Interview
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...
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SpaceX merging with xAI?!? 🚀🧠
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...
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The Startup Reshoring US Magnesium Production 🇺🇸🌊 (Magrathea Founder Alex Grant)
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...
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OpenAI May Be On The Brink of Collapse
A judge has just rejected OpenAI and Microsoft's bid to dismiss Elon Musk's case against the company. This is HUGE news, and sets the stage for one of the biggest legal battles ever. In April the trial is set to go to court. Kalshi is already predicting Musk is the favorite to win at 65%. Will…
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Why SpaceX Is Worth Trillions With Only $15B of Revenue 🚀
Deep dive analysis on SpaceX's business heading into the company's IPO this year. I'm joined by Aaron and Vlad for Mach33 research who collaborated with Cathy Wood and ARK Invest on an excellent valuation model for SpaceX. We analyze how much progress has been made on Starship and Starlink's…
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How Tesla Acquires SpaceX, xAI, Neuralink & Boring ⚡
It's a deep-dive with Tesla Larry (aka Larry Goldberg) on his proposed idea for Tesla to issue new stock to invest in all of Elon Musk's other companies (SpaceX, Neuralink, Boring, XAI). He theorizes Musk needs to raise $1T+ for all his ambitious projects across his empire and the easiest way…
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How Tesla Will Disrupt Nvidia ⚡
Elon Musk has stated Tesla's plans to build a chip fab in the US (he's calling it the Tesla Terafab). This has huge implications for the status quo of AI chips, currently dominated by NVIDIA. The whole system of NVIDIA buying chips from TSMC who is buying machines from ASML is very fragile and...
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SpaceX IPO: All Eyes On Starship In 2026 🚀
As we get closer to SpaceX's $1.5T IPO, all eyes are on Starship. The world's largest rocket is set to transform the space industry and SpaceX's financials. The key enabler for Starlink's full potential, the moon mission, mars, datacenters in space and so much more is to get Starship working...
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Bullish on Lemonade Stock in 2026 🍋📈
After holding Lemonade stock for almost 4 months and researching the company, I'm more bullish than ever. They are executing like crazy and on track to not only increase positive cashflow but become GAAP profitable and eventually a cash cow. This earnings potential is slowly getting realized by…
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2026 Tesla Robotaxi Update: Cybercab Is Coming 👀
Cybercab's are being spotted all over Austin, Texas and Elon Musk has confirmed that production is starting in April, just 3 months away. Pre-production models are being seen at an increasing rate as Tesla gets ready to launch its newest vehicle. Purpose built for self-driving, the Cybercab will...
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How To Value The SpaceX IPO 🚀 with Tesla Larry
Interviewing Larry Goldberg (aka Tesla Larry) about SpaceX's upcoming IPO. We discuss the company's proposed $1.5T valuation and if thats over or under valued. SpaceX is currently operating it's launch and Starlink businesses at a ~$25B revenue run-rate, Larry believes the new V3 Starlink...
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Analyzing Bill Ackman’s SpaceX IPO Offer w/ Tesla Larry
My interview with Larry Goldberg (aka Tesla Larry) all about the upcoming SpaceX IPO. We go over in depth Bill Ackman's public proposal to help SpaceX with a SPARC offering, essentially allowing the company to go public bypassing the traditional investment banking process. This innovative…
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micro1: The Next Multi-Billion Dollar AI Startup (Founder Interview with Ali Ansari)
My interview with Ali Ansari the founder of micro1.ai, an AI startup that has grown revenue from $8M to $150M+ this year and is on track for a multi-billion dollar valuation. They are working with most of the AI labs and largest tech companies in the world (including Microsoft) to hire human...
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Elon Says SpaceX Going To $100T!! 💫🌘 (Moon Base)
The US Government/NASA has confirmed plans to go to the moon in 2028 and establish a permanent base shortly thereafter. What are they doing on the moon?? Building as Elon Musk puts it: a "Giant lunar base with AI satellite factories and a mass driver to shoot them into deep space (of course)".…
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Who Will Buy Starcloud for Datacenters In Space? 🛰️
SpaceX, Amazon, Microsoft, Google, NVIDIA ... EVERYONE is talking about datacenters in space. Well one little startup based in Redmond, WA beat them all to the punch, it's Starcloud who just launched an NVIDIA H100 into space and ran gemini on it successfully! The datacenter in space era is upon...
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Tesla Stock At All-Time Highs!! 📈 Here's Why 🤫
Tesla stock just closed at an all-time high of $489.88 per share! This makes the company worth over $1.5T! We've got a flurry of bullish news that is driving this optimism. First is the safety drivers are about to be removed for the Robotaxi service in Austin. This will be a huge milestone for…
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How Tesla Investors Will Benefit From The SpaceX IPO 🛰️
SpaceX is set to be the world's biggest IPO next year. What impact will this have on Tesla stock? Will money rotate into SpaceX? Will a stronger SpaceX be good for Tesla? Will the two companies partner on some kind of space business? I think there is MASSIVE potential here. Tesla is already…
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SpaceX IPOing For Datacenters In Space!? 💵🚀🛰️
The biggest IPO ever might be happening in 2026. That's right, SpaceX and Elon Musk are confirming rumors that the company plans to go public next year. The latest valuation in private markets was $800B, making SpaceX the world's most valuable private company. The IPO valuation is rumored to be...
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My Favorite VC You've Never Heard Of
My interview with Blake Lieberman, the Founder of 021 Capital. Blake's an up and coming VC who has quickly been making a name for himself. He's one of my favorite thinkers in the tech/startup/investing community. We cover all sorts of topics from Elon Musk at Tesla, the future of AI, Sam Altman…
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SpaceX IPO & Tesla Partnership 🚀🦾
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…
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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…
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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...
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Tesla Q3 2025 Earnings Preview 📊
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…
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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...
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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…
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Tea & Tesla #3 ⚡🍵 New 'Standard' Model 3 & Y!!
Tesla has launched the all-new Standard Model Y and 3. While this may seem trivial at first, it has huge implications for sales and EV adoption. The average new car sale in the US is for $49,000. Tesla is now ~20% or more below that with the new Standard Model 3 & Y. With FSD you can get the...
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Can Lemonade Stock 10X? 🍋 w/ Paper Bag Investor
My interview with the Paper Bag Investor on Lemonade stock ($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...
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ABOUT THIS SHOW
new wave financial media by Galileo Russell. schemin on stocks, technology, finance, startups & sometimes other random stuff :)
HOSTED BY
hyperchange
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HyperChange currently has 407 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
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new wave financial media by Galileo Russell. schemin on stocks, technology, finance, startups & sometimes other random stuff :)
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HyperChange publishes regularly with 407 episodes available. Check the episode list for the typical release schedule.
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