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