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.
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 Deployments1:01 Estimating Tesla’s Q3 2025 Financials2:39 What’s Demand Going Forward?4:23 Cybercab / Robotaxi Progress5:39 Tesla Energy (Megabuck / Megablock)7:42 My Tesla Financial Model / Projections8:39 Tax Credit Expiration Effects10:28 Thanks to The Rundown for Sponsoring!!11:00 11/6 Shareholder Meeting / Vote on Elon’s Pay Package12:45 Optimus V3 / Update14:30 25 Consecutive Quarters of GAAP Profit for TeslaDisclaimer: I'm long Tesla stock and am not a financial advisor.
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.
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
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 Standard Model 3 for under $45K ... WITH FSD for UNDER $45,000!!! This is an incredible deal that I don't see lasting as FSD becomes unsupervised. What were your thoughts on the launch will you be ordering a Tesla? If you do use my referral code!!Gali's Tesla referral code: https://www.tesla.com/referral/galile...0:00 Hype before the announcement1:23 Tesla Unveils Cheaper Model 3 & Y3:47 Shoutout to may favorite tea4:20 Standard Model Y Specs6:44 Standard Model 3 Specs7:24 Implications for Tesla Stock8:57 Savings for a Tesla vs ICE vehicle 9:53 FSD For Only $8,000!!10:56 I’d Rather Have a Model Y than a Ferrari12:57 New Model 3 & Y Will Move The Needle For Tesla13:40 Once You Go FSD, You Can’t Go BackMy X: https://x.com/gfilcheHyperChange Patreon :) / hyperchange Disclaimer: I'm long Tesla stock. This show is not financial advice.
My interview with the Paper Bag Investor on Lemonade stock ($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/PaperBagInvestLemonade Q2 2025 Shareholder Letter: https://www.lemonade.com/investor-rel...0:00 Intro: Paper Bag Investor0:44 Lemonade Bull Thesis: Disrupting Insurance6:58 The Owner/Operator/Founder behind Lemonade: Daniel Schreiber & Shai Wininger9:17 What insurance does Lemonade sell? Renters, Pet, Car, Home …13:30 How To Understand Lemonade’s Financials18:30 Lemonade’s Fair Value is $100-$200 per share22:46 Lemonade’s Gross Profit is BOOMING25:28 Lemonade Is About To Get Very Profitable26:22 Why Lemonade is Misunderstood30:51 Lemonade’s Growth Rate, Accelerating or Nah?32:05 Reinsurance Change, From 55% to 20%33:40 Lemonade Car Insurance Potential34:10 How Does Tesla Robotaxi Impact Lemonades Car Insurance Business40:27 Lemonade Is Constantly Evolving, In Many Businesses 41:00 Getting Inspired About Lemonade Building A Brighter Future46:08 Viewer Questions from X50:03 Lemonade FOMO Ramping My X: https://x.com/gfilcheHyperChange Patreon :) / hyperchange Disclaimer: I'm long Lemonade (LMND) stock. This show is not financial advice.
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/herbertongBrighter with Herbert YT Channel: / @brighterwithherbert And HUGGGGEEEE shoutout to our sponsor The Rundown Podcast: https://open.spotify.com/show/0VYfS0q...0:00 Herbert Ong intro0:44 First Cup of Tea is Poured3:03 How Did You First Hear About Tesla?5:31 Herbert’s Life Pre-Tesla7:30 Retiring Into The Perfect Job8:20 Why Do You Make Content?9:38 Potential And Excitement About Humanoid Robots11:00 When Will See Robots In The Home?13:17 How Did You Feel When Optimus Was launched?16:10 Potential of Tesla’s Optimus19:40 Actuators causing Tesla Optimus Delays?21:11 Elon Musk’s New Compensation Package / The Big Shareholder Vote23:49 Delaware Court Case Update25:03 Elon’s Mojo Is Back At Tesla26:07 Sponsored by The Rundown 🙏27:13 Tesla Retail Investors (shoutout Alexandra!)33:32 Why Elon Wants 25% of Tesla34:07 Robotaxi Expansion & Cybercab37:04 Herbert Roasts Waymo39:35 Franz Dropping Robovan Secrets40:41 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.
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.
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-4Tea & Tesla #1: Elon Buys $1B of Stock0:00 Tesla Stock hits $420!0:40 Elon Buys $1B of Tesla Stock1:25 Elon hasn’t been paid since 2018…2:01 New $1T pay package for Elon from Tesla9:54 My thoughts on Tesla stock13:24 Tesla Energy Growth & MegabuckMy X: / gfilche HyperChange Patreon :) / hyperchange Disclaimer: I'm long Tesla stock. This is not financial advice.
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/RyanTanaka3OR here's his podcast Neurapod: / neurapod 0:00 Intro: Dire Wolfs & Wooly Mammoths1:27 Why It’s Inevitable for Elon Musk to launch a genetics company3:41 ‘Nuke Mars’: Humans may need gene editing to thrive on Mars7:23 IVF & New methods of human reproduction8:38 What will Elon’s new genetics startup look like?11:01 Tesla’s mRNA microfactories during COVID15:52 Neuralink + changing DNA has insane potential to change our biology19:56 How Elon will launch the xGen companyMy X: / gfilche HyperChange Patreon :) / hyperchange
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 Intro1:56 Rise of LLMs, Tying is too slow6:20 Where is Neuralinks technology today? (Webgrid)9:35 What’s next for Neuralink10:37 Blindsight11:31 Neuralink progress ahead of expectations (international trials)12:41 Neuralink’s Impact on Patients14:51 Innovation in the BCI (Brain Computer Interface) Industry21:46 Seeing in Infrared with Neuralink25.09 Partial Teleportation with Neuralink & Tesla Optimus26:36 Humans becoming Cyborgs with Neuralink & Optimus30:55 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 $1 Trillion?39:12 Neuralink’s Incredible Impact on Humanity40:54 Will everyone get a brain chip?My X: / gfilche HyperChange Patreon :) / hyperchange Disclaimer: I'm invested in Neuralink through secondary transactions. This is not a recommendation to buy or sell securities.
The 11th installment of G 2 a Milly, where I open-source building my portfolio. In this episode I talk about the potential of Ethereum now that the GENIUS Act has passed, and how that created enough FOMO for me to buy BitMine Immersion Technologies (BMNR) Tom Lee's Ethereum Treasury company. Now I'm rethinking how to place the USDC boom and rising tide on Ethereum ... if you have any ideas let me know!! Also leave any questions in the comments and I'll try and answer them on the next episode :)Huge shoutout to our Sponsor The Rundown!! Go check them out on Spotify now :) https://open.spotify.com/show/0VYfS0q...
0:00 Stats & overview1:14 Bitmine ($BMNR), Ethereum & GENIUS Act7:07 Coinbase ($COIN) Benefiting from Ethereum Run9:19 Bitcoin Worries11:09 Tesla Update ($TSLA) 13:16 The Rundown Sponsor13:52 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 …
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.
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.
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.
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.
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/skorusARK
Aaron Burnett on X: https://x.com/aarontburnett
ARK 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-model
0:00 Intro
2:48 Are you invested in SpaceX?
4:50 How is SpaceX worth $2.5T by 2030?
7:00 Starlink Network Capacity & Global Pricing
9:15 SpaceX Revenue Projections (Through 2030)
10:28 Starlink Network Bandwidth
12:19 Fiber vs Starlink
15:15 Too Many Satellites?
17:40 Starlink TAM
20:42 Starshield Potential
21:46 Laser Interconnects
23:58 Starlink Cash Flow $70B by 2030
24:28 Starlink IPO?27:39 Starlink Profits Fund Mars
29:59 What’s the market cap of Mars?
35:11 What’s SpaceX plan for Mars?
40:25 SpaceX Business Moonshots
My X: https://twitter.com/gfilche
HyperChange Patreon :) https://www.patreon.com/hyperchange
Disclaimer: I'm invested in SpaceX. This show is not financial advice.
G 2 a Milly update! The show where I open-source building my investment portfolio. In today's update, I discuss cashing out of Airbnb and Coinbase stock to move into Bitcoin. I've been slowly nibbling on Tesla shares but am hesitant to go all-in (despite amazing potential) because of the volatility around the Robotaxi ramp. Bitcoin feels like a safe/almost cash like place to keep my capital for now. If you have any ideas for new companies to buy or questions/ideas for me to discuss on the show let me know in the comments below!!0:00 Performance/Stats2:55 Why I Bought Bitcoin5:19 Why I Sold Coinbase 6:08 Why I Sold Airbnb7:52 Critical Moment for Tesla9:36 Tesla Robotaxi Business Potential12:19 Tesla & Bitcoin just getting started My X: / gfilche HyperChange Patreon :) / hyperchange Disclaimer: This show is not financial advice. I'm not a financial advisor. I may update the portfolio at anytime without warning.
Tesla's Q2 2025 Delivery & Production report is hot off the press! Just released this morning, Tesla announced 384,000 deliveries for the quarter and production of 410,000. This was better than the 365,000 in prediction markets, and the stock is rallying ~4% on the news. I thought the numbers we're ok, it was nice to see a rebound from Q1, but the year over year declines from Q2 last year and Q2 23 were real. My theory is as Robotaxi ramps up it will begin to organically drive demand for Tesla vehicles.
Sam Korus from ARK Invest joins the show to give his initial take on Tesla's Robotaxi launch in Austin, and the expectations for a broader rollout. We were recording a SpaceX episode (will be released soon)m but I couldn't resist asking him about Tesla's Robotaxi launch. This was our quick discussion about how the first Robotaxi rides have gone so far, and the JUST announced first autonomous Tesla delivery to a customer somewhere in Texas. Exciting times! Shoutout to Sam, hope to get him on a full podcast soon!!Sam Korus on X: https://x.com/skorusARKMy X: / gfilche HyperChange Patreon :) / hyperchange Disclaimer: I'm invested in Tesla, nothing in this show is financial advice.
