HyperChange

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 this lawsuit spook OpenAI's investors? With $1T in chip commitments will this start a downward spiral for OpenAI if they can't find more funding? Who knows. The company also launched Ads today for the first time, signaling they are ramping monetization. Fascinating times! Let me know your take below!!My X:   / gfilche  HyperChange Patreon :)   / hyperchange   Disclaimer: I'm not a financial advisor and this is not financial advice.

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 under appreciated potential to drive hundreds of billions of dollars in revenue. Then we discuss the new datacenters in space opportunity and the timing on when this will happen and how it could eventually lead to a $100T+ SpaceX valuation.0:00 The Team Behind ARK’s SpaceX Valuation Model1:22 10,000 Starships per year!?7:10 How Close Is Starship To Launching Commercial Payloads12:57 Starlink’s Insane Potential21:55 Spectrum Acquisition & Direct To Cell Starlink24:04 Timeline of SpaceX Launching Compute In Space39:26 Will Someone Buy Starcloud? OpenAI Buying Stoke Space?45:40 SpaceX: The First Interplanetary IPOAaron Burnett on X: https://x.com/aaronburnettVlad Saigau on X: https://x.com/VladSaigauMy X:   / gfilche  HyperChange Patreon :)   / hyperchange   Disclaimer: Everyone in this podcast is invested in SpaceX. This is not financial advice and we are not financial advisors.

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 would be for a consolidated entity (Tesla) to do it all. In light of the SpaceX IPO news and orbital datacenters I think this is a fascinating pitch even if it's unlikely to happen. Let me know your thoughts!! And huge shoutout to Larry for coming on the show, thanks Larry :)Tesla Larry: https://x.com/TeslaLarry0:00 Why Consolidate The Musk Empire? Elon Needs $1T+6:28 Why Did Elon Decide To IPO SpaceX Now?10:02 Would Elon Like This Tesla Share Swap Idea?12:05 The Bank of Tesla13:17 Elon’s Control of The Muskonomy17:19 Muskonomy Post-Elon Musk22:38 How The Ford Family Handled Succession23:39 Will The Public Revolt Against Elon Musk’s Wealth34:13 Tesla Stock Swap Accelerates The Musk Economy39:37 Would Be A HUGE Win For Tesla41:57 Eventually Tesla Acquires All Musk Companies42:31 Larry’s Elon Musk + Apple Theory45:14 Muskonomy’s Strategic Importance To America

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 comes with massive geopolitical risks. Now startups like Substrate and Tesla are challenging this chip paradigm with their own new system. Do you think Tesla and Elon will pull this off to build a chip fab in the US? Then send those chips to Space on a SpaceX rocket? Running xAI models? Will this chalange NVIDIA's dominance?Cyan Bannister post about Substrate and chips: https://www.longjourney.vc/news/cyans...0:00 NVIDIA Is Insanely Profitable3:35 NVIDIA’s Suppliers: TSMC & ASML5:45 Cyan Bannister’s Blog Post About Chips8:35 Substrate lithography startup9:39 Elon Musk & The Tesla Terafab 13:48 Starcloud, SpaceX IPO & Datacenters in Space19:37 My PredictionsMy X:   / gfilche  HyperChange Patreon :)   / hyperchange   Disclaimer: I'm invested in Tesla & SpaceX and this show is not financial advice.

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 reliably. With plans for test launches in the coming months and a potential commercial payload later this year, the timing is colliding head on with SpaceX's rumored IPO in summer 2026. Exciting times. Without Starship working it will be impossible for SpaceX to achieve it's ambitious vision. That is why now is such a strategic time for the company to IPO. Selling a huge chunk of stock at a $1T+ valuation would give SpaceX tons of capital to fund the Starship program.0:00 SpaceX IPO In 20261:40 Asking Grok about the V3 Satellite4:00 SpaceX’s Business Model Relies on Starship5:20 When Does Starship Go Into Production?6:42 Why It’s Smart For SpaceX To IPO Right NowMy X:   / gfilche  HyperChange Patreon :)   / hyperchange   Disclaimer: I'm invested in SpaceX through an SPV. This is not financial advice.