This interview took place at Betaworks Studios in NYC (). From his coined 'Efficiency Ratio' to electric airplanes, Matt is a long-term growth investor focused on consumer facing technology companies. HyperChange sits down with Loup Ventures Contributor & Toom Dips founder Matt Joyce, to talk Tesla. Do you think this will ever happen!? Signup for The Water Coolest newsletter & win a chance to get FREE AirPods! Design shoutout to Chanan from CleanTechnica! Design shoutout to Geniuzavp! LINK - Lyft Investor Relations website: LINK - Tesla Master Plan, Part Deux: LINK - Lyft Blog, all rides now Carbon Neutral: LINK - Express Drive from Lyft: LINK - ARK Research, Tesla Autonomy thesis: LINK - ARK Research, cost of Model 3 vs Camry: LINK - Verge, Lyft hires COO from Tesla: LINK - YouTuber Andy Slye surprises Uber customers in a Model 3: This is a way for Tesla to get exposure to the exploding ride-sharing market before the Tesla Network launches. Moonshot! Lyft should partner with Tesla & purchase a fleet of Model 3's to expand both its Green Mode & Driver Express (leasing) offering. Let me know what you think in the comments! Become a #HyperChanger & support us on Patreon to receive the exclusive weekly HyperChange Newsletter!! LINK - Facebook on HyperCharts: LINK - Nathaniel Popper Tweetstorm on FB's stablecoin: LINK - Bloomberg, Facebook developing Stablecoin to launch in WhatsApp: LINK - a16z buys 6% of MKR: If succesful, a Facebook Stablecoin could be a huge new revenue growth driver & way to increase engagement across the platform. This would make the token appear less centralized, and it will be backed by a basket of foreign currencies. NY Times reporter Nathaniel Popper reports that Facebook is looking to raise $1B from outside investors for its stablecoin/cryptocurrency. TIMESTAMPS 1:12 Tesla Q2 Production & Deliveries Report & Potential S&P 500 inclusion 4:20 Short Position In Tesla/Short-Squeeze Theory 6:30 How to value Tesla, P/E, P/S? 9:37 Tesla’s Rapidly Improving FCF 12:34 What happens when Autonomy/Tesla Network hits 15:02 Why did Matty Mogul by FSD? 18:16 Model S/X Refresh 21:52 The Core Efficiency Table 25:50 ICE is Tesla’s Real Competition 26:47 Maxwell & Tesla’s Battery Cell Scaling Solution 31:58 Elon's Electric VTOL jet 32:55 The Cheaper the Battery Tech, The More Industries Tesla Will Disrupt 36:56 Will Tesla launch a commercial electric plane?/Master Plan Part Trois 38:59 Tesla Insurance 43:44 Valuation of Cruise Automation Vs Tesla 45:02 Media, FUD & TSLAQ 51:30 Gigafactory 3 Shanghai/Tesla’s China Opportunity 59:54 Closing Comments, Big Picture Summary This hour conversation with two of the smartest bulls I know, covers everything from Tesla's valuation, electric airplanes/VTOL jets, Maxwell Technology/battery cell production, to the FUD & so much more!! Filmed Somewhere In Wisconsin. HyperChat #8, with Rob Maurer of Tesla Daily & Matt Joyce of Toom Dips. LINK - Elon Musk quote about wire length of 100M in MY. Become a #HyperChanger & support us on Patreon to receive the exclusive weekly HyperChange Newsletter!! LINK - Sean Mitchell's new Sandy Munro video: LINK - Tesla Wiring Architecture patent. Both the new wiring, and casting device could lead to increased automation & substantially lower CAPEX. These innovations at the manufacturing level, show Tesla's industry leading pace of innovation. Additionally, Tesla has patented a massive new casting machine that could be utilized for Model Y body assembly. First, there is a breakthrough new wiring harness, that reduces the amount of wiring from 1.5KMs (in a M3) to just 100M (in a MY). New patents show the potential for a manufacturing revolution with the Model Y. A COPY OF OUR PRELIMINARY OFFERING CIRCULAR MAY BE OBTAINED HERE, AN INDICATION OF INTEREST INVOLVES NO OBLIGATION OR COMMITMENT OF ANY KIND. ANY SUCH OFFER MAY BE WITHDRAWN OR REVOKED, WITHOUT OBLIGATION OR COMMITMENT OF ANY KIND, AT ANY TIME BEFORE NOTICE OF ACCEPTANCE GIVEN AFTER THE DATE OF QUALIFICATION. NO OFFER TO BUY THE SECURITIES CAN BE ACCEPTED AND NO PART OF THE PURCHASE PRICE CAN BE RECEIVED UNTIL THE OFFERING STATEMENT FILED BY THE COMPANY WITH THE SEC HAS BEEN QUALIFIED BY THE SEC. NO MONEY OR OTHER CONSIDERATION IS BEING SOLICITED, AND IF SENT IN RESPONSE, WILL NOT BE ACCEPTED. What are your thoughts on the startup Boxabl? BOXABL IS CONSIDERING UNDERTAKING AN OFFERING OF SECURITIES UNDER TIER 2 OF REGULATION A. Boxabl's goal is to revolutionize the manufacturing process behind homebuilding, and by doing so reduce housing costs and make buildings more energy efficient. Interview with Boxabl Founder Galiano Tiramani, about the new Casita foldable home concept, and rumors that Elon Musk is living in a Boxabl unit in Texas.
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