HyperChange

Gali

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

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June 30 · 1 hr 22 min
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 fascinating discussion about SpaceX/xAI's future and made me EVEN MORE bullish on SPCX stock ... Huge shoutout to SMR for coming on the show! Let me know if you'd like to see a part 2 :)YouTube Solving the Money Problem: / @solvingthemoneyproblem SMR on X: https://x.com/stevenmarkryan1:22 Do you own $SPCX??4:13 How do you justify a $2T Valuation for Spacex? AI Datacenters9:23 Starlink’s Insane Potential15:23 Cursor Acquisition & Grok Build 22:37 Competition from Anthropic & OpenAI25:22 SpaceX Is AI Compute Maxxing On Earth27:49 Agents Will Change How We Build Code29:48 Orbital Compute & Starship46:54 Bidding War for SpaceX Compute51:21 Grok can help SpaceX with AI53:36 SpaceX Bearcase 55:42 Fall of the Mainstream media1:04:57 Terafab not getting enough coverage1:09:14 Asteroid Mining, Raw Materials from the Moon1:10:04 The Tesla + SpaceX Merger My X: / gfilche HyperChange Patreon :) / hyperchange Disclaimer: Steven Mark Ryan and I are long SPCX and TSLA. Nothing in this podcast is financial advice.
May 18 · 9 min
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 would be the final phone before Neuralink takes off. I think SpaceX should do it and put an end to social media doomscrolling what about you? Then they will own the interface to communicate to AI with? I think Elon's going to launch a phone what about you.My X: / gfilche HyperChange Patreon :) / hyperchange Disclaimer: I'm invested in SpaceX this is not financial advice.
May 16 · 10 min
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 begin production next summer! Things are heating up! They are keeping the prototypes secret because of copy cats, but one thing is forsure Optimus is making crazy progress and will be coming soon. The big reveal when production starts is going to be crazy.My X: / gfilche HyperChange Patreon :) / hyperchange Disclaimer: I'm long Tesla this is not financial advice.
May 5 · 7 min
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 ton of reasons this is super complicated and may never happen. It's political and could easily be ruined by short-term thinking, and we would need capital to fund it (even though we are operating at a deficit). But something about the idea of America being incentivized to own its own success seems like it has massive potential. What are your thoughts? How would you make this happen??My X: / gfilche HyperChange Patreon :) / hyperchange Disclaimer: This show is not financial advice, I'm not a financial advisor.
May 1 · 5 min
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 the production line, it's only a matter of time before we see Cybercab's deployed on the Robotaxi network. The first customer ride could happen any day now!! What are your thoughts on the Cybercab rollout and how it will go?? Tesla Robotaxi updates: https://x.com/robotaxiTesla Robotaxi tracker: https://robotaxitracker.com/?provider...My X: / gfilche HyperChange Patreon :) / hyperchange Disclaimer I'm long Tesla stock this is not financial advice.
May 1 · 6 min
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 year in Q1 and accelerating. With EU approval in the Netherlands paving the way for Europe and upcoming FSD approval in China get ready for this FSD subscriptions number to keep BOOOMING. What are your thoughts??Tesla Q1 2026 Shareholder Letter: https://assets-ir.tesla.com/tesla-con...My X: / gfilche HyperChange Patreon :) / hyperchange Disclaimer: I'm long Tesla stock nothing in this show is financial advice.
April 28 · 7 min
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 restore seagrass on the ocean floor. I love the vision of this company to protect the oceans and am rooting for them!!Ulysses website: https://www.theoceancompany.com/
April 25 · 27 min
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 in the comments below!My X: / gfilche HyperChange Patreon :) / hyperchange Disclaimer: I'm long Tesla/SpaceX/XAI and nothing in this show is financial advice.
April 24 · 9 min
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 vehicles expand. This is super exciting and I believe we are on the cusp of a massive acceleration of Tesla's Robotaxi business. Many investors are worried about Elon's comments on the conference call, insinuating a slow rollout, but brick by brick Tesla continues to lay the foundation for one of the largest businesses of all-time. What are your thoughts??My X: / gfilche HyperChange Patreon :) / hyperchange Disclaimer: I'm long Tesla stock nothing in this show is financial advice.
April 24 · 10 min
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 compute of it's Colossus datacenter and immediately is in the race with Anthropic's Claude (and even OpenAI's CODEX) for the best AI coding agent. Coming just months before the SpaceX IPO, this could boost excitement around the deal, if SpaceX/XAI has a new enterprise coding AI revenue stream that's exploding ... Reports indicate Cursor is already at a $2B revenue run-rate and growing rapidly. That would be ~10% of SpaceX's revenue, and could significantly accelerate revenue growth projections. What are your thoughts on the deal??? My X: / gfilche HyperChange Patreon :) / hyperchange Disclaimer: I'm long SpaceX/XAI, nothing in this show is financial advice.
April 22 · 11 min
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 will be losing free cash flow and could mean they will have to raise more capital in the future. All to fund ambitious projects like Cybercab, Robotaxi, Optimus training, Terafab AI Chips & more! What are your thoughts on this massive news!??!My X: / gfilche HyperChange Patreon :) / hyperchange Disclaimer: Nothing in this show is financial advice I'm long Tesla.
April 22 · 30 min
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!
April 19 · 44 min
[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 getting crushed as Claude rolls out Design. Does assuming companies will be around in a decade make sense anymore? Also I discuss Tesla's valuation and we do an earnings preview covering everything from Robotaxi to the financials and Tesla Semi. Startup of the week is Pop-up Bagel .. disrupting the bagel industry lol. 0:00 Intro Rambling1:10 XMoney disrupting RobinHood & Coinbase 6:30 AI Is Spooking The Stock Market (Years To Payback)13:44 Elon Musk Pitches UBI (Universal High Income)20:10 How To Value Tesla Stock22:06 Tesla Q1 26 Earnings Preview (Is Elon Sandbagging?)28:23 Optimus V3 Reveal29:39 Robotaxi/Cybercab Updates33:07 Projecting Tesla’s Financials36:03 Startup of the Week: Pop Up BagelsMy X: / gfilche HyperChange Patreon :) / hyperchange Disclaimer: I'm long Tesla & SpaceX & Lemonade, nothing in this show is financial advice.
April 11 · 51 min
[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 up rambling about space startup Reflect Orbital and then Blue Origin. Oh and a shoutout to my new book, the book of Elon.Jfilche on X: https://x.com/Jfilche0:00 Intro0:24 Anthropic Revenue Passes OpenAI3:24 Jfilchê Joins The Show aka THA CLAUDE GOD12:27 Random British Guy Joins The Show13:39 Learn Claude Or Get Left Behind16:07 Anthropic’s New Mythos Model17:54 Will Anthropic Stay Ahead26:20 Tesla Developing Cheaper/Smaller EV?29:44 Will Tesla Sell The Cybercab???33:45 Anthropic vs OpenAI In Year ..?!37:18 Startup of the Week: Reflect Orbital40:25 Bullish On Blue Origin43:51 The Book of Elon47:12 Prediction: Anthropic Hits $100B Revenue Run-RateMy X: / gfilche HyperChange Patreon :) / hyperchange Disclaimer: We're invested in SpaceX & South 40 Snacks and Tesla. Nothing in this show is financial advice.
April 4 · 52 min
[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 Starcloud funding round and more schemes!! Let me know what you think of this new format in the comments! And leave any topics for next week :)Josh West on X: https://x.com/JoshWest2470:00 Intro & Rambling3:03 Elon Musk Announces Terafab by Tesla + SpaceX8:10 NVIDIA Stock’s Generational Run9:40 Terafab’s Geopolitical Implications12:40 Designing AI Chips for Space14:40 Josh West Joins The Show15:59 Taking 7 Unsupervised Robotaxi Rides In A Row20:02 Waymo vs Robotaxi Self Driving Car Race22:38 Austin Is The new Silicon Valley25:22 Cybercab Production Begin In April27:18 SpaceX One Step Closer To IPO29:00 Will Tesla buy SpaceX or will SpaceX buy Tesla?30:26 Starcloud Worth Over $1B34:45 NASA Artemis II Mission35:33 OpenAI Raises $122B42:38 OpenAI Acquires TBPN45:36 Startup To Watch: GRU Space47:57 We Need A Space Farming Startup!49:00 Future of Humans and Plants/TreesMy X: / gfilche HyperChange Patreon :) / hyperchange Disclaimer: I'm long Tesla, SpaceX & Starcloud. Nothing in this video is financial advice. I'm not a financial advisor.
March 31 · 10 min
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 future. Waymo is officially at 500,000 rides per week now, a ~$500M revenue run-rate. I wonder when Tesla's Robotaxi network will catchup?? Will the upcoming Cybercab launch be a gamechanger? Let me know your thoughts in the comments below.0:00 Waymo Hits 500,000 Rides/Week4:18 Waymo Worth $126B in latest funding round5:11 When Will Waymo IPO?6:26 Tesla Robotaxi Update7:52 Tesla’s Secret Self-Driving Advantage8:21 CyberCab Production Starts in AprilMy X: / gfilche HyperChange Patreon :) / hyperchange Disclaimer: I'm long Tesla stock nothing in this show is financial advice.
March 30 · 9 min
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 only until recently that we understood how complex they are. My Moonshot proposal is that we need to design cities around trees. They provide incredible passive cooling, and numerous health benefits like clean air, happier people, more energy efficient cities and so much more! Not to mention our cities of the future would look insanely cool! Imagine Austin, Texas with more trees! It's already too hot there, this is the perfect solution!Hidden Life of Trees book on Amazon: https://www.amazon.com/gp/product/177...My X: / gfilche HyperChange Patreon :) / hyperchange
March 18 · 1 hr 1 min
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 IPO. Collaborations between the new SpaceX/XAI and Tesla are heating up, with the new AI chips (Terafab), satellites, Grok and so much more. At this point the merger seems inevitable ... what do you think?Amy on X: https://x.com/_SFTahoeLarry on X: https://x.com/TeslaLarry0:45 SpaceX to $100T2:30 SpaceX Plans To Be 10X Bigger Than NVIDIA5:20 The Terafab is Coming! Impact & Timing22:36 Digital Optimus & MARCROHARD Project 37:03 SpaceX/Tesla/xAI Cash Needs41:40 The SpaceX IPO Process48:08 The Biggest Merger/Company of All-time?54:17 Grok Is Helping With All of ThisMy X: / gfilche HyperChange Patreon :) / hyperchange Disclaimer: I'm an investor in Tesla, SpaceX & Starcloud. Nothing in this show is financial advice.
March 9 · 9 min
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 network's future decentralization and resiliency. Now this has got me curious ... will SpaceX/xAI get into Bitcoin mining in space as well? Especially with the upcoming launch of XMoney? It seems like there is a lot of potential here. What do you think? Is the hype real? Will the majority of Bitcoin mining move to space??0:00 Starcloud CEO Confirms First Bitcoin Mining In Space2:04 How Mining In Space Helps Bitcoin3:13 Will SpaceX/xAI Do Bitcoin Mining In Space For Xmoney4:27 Bitcoin Mining In Space Could Be Very Profitable4:55 Is Bitcoin A Distraction For SpaceX?6:57 What’s The Future of Bitcoin In Space?My X: / gfilche HyperChange Patreon :) / hyperchange Disclaimer: This is not financial advice. I'm invested in SpaceX & Starcloud through SPVs.
March 4 · 11 min
🚨 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 opportunity. Those who dive deep into AI now have unlimited potential to create incredible businesses and lives for themselves. I'm personally taking this to heart and using AI in every facet of my endeavors. The future is up for grabs right now, I encourage you to take it.My X: / gfilche HyperChange Patreon :) / hyperchange Disclaimer: Nothing in this show is financial advice.

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