Galileo Russell is one of the very best YouTube broadcasters with his Hyperchange channel. While Gali, as he goes by, is a brilliant all-around analyst and fan of all things technological, he is perhaps best known for his passionate enthusiasm about Tesla’s products and business strategy. His show is called Hyperchange. The only reason I can think of for why it’s called that is because Gali talks hyper fast. (LOL) But don’t miss a word of what he says, because he is very good and always bases his arguments on well-researched solid facts.
The other night I was listening to Gali’s “Tesla Replaces Superbottle with …..OCTOVALVE” YouTube video (4/6/2020; 12:16) when Gali casually made a brilliant comment (at 8:50 in) that really stimulated my thinking. When commenting on Tesla’s new “Octovalve” on the new Model Y, Gali stated:
“…..when you buy Tesla stock, you are buying a call option on Elon Musk’s inventions…what will he invent next under the Tesla brand that he will eventually get value from…?”
Such is the force of Elon Musk’s genius and desire to make the world a better place – create a “more sustainable future” – that in the beginning you might have thought you were just buying stock in an electric vehicle company. But then Musk saw the strategic fit of electric vehicles with solar energy collection and battery power storage – his “flywheel” of goodness. Then there was his Robotaxi vision which is currently waiting on a few further developments in Tesla’s Autopilot software — Tesla already having created their own vehicle management computing processor chips as a superior basis for that software.
Next came the solar glass shingles to replace the ugly (but effective) solar panels most people use atop their roofs today. Then came Musk’s The Boring Company, daring to think that tunnel construction could be performed an order of magnitude faster, and that like solar power bypassing nuclear reactors, we could bypass crowded urban streets above by moving traffic through less expensive and more quickly constructed tunnels underneath a city’s infrastructure or even between cities.
Then, in concert with Tesla’s Model Y unveiling, we learn about Tesla’s new heat pump-powered HVAC system, designed to draw less battery power than other Tesla models’ resistance heaters and conventional A/C units. The key to this new heat pump is the brilliant design of the “impossible” Octovalve Gali refers to in his video.
Musk has a habit of telegraphing his intentions in the form of Twitter-based tweet teases. Never one to be shy about what he is thinking, Musk is now hinting at a Tesla residential home heating, air conditioning, and HEPA-based filtering system. So Tesla is likely to move into yet another Musk-inspired marketplace, all the while expanding the portfolio and imprimatur of Tesla, and all the while disrupting yet another industry with his innovative ideas and designs. Some of these new acquisitions or ventures, such as Maxwell Technologies or Grohmann Engineering, under the mantle of vertical integration, are folded under Tesla Motors. Others, such as The Boring Company, are spun out as new business units under the Tesla Corporate wing. But all these ideas and inventions become folded into Tesla’s stock attractiveness and value.
You never quite know where Musk’s fertile mind will take Tesla in the future – electric airplanes, vertical integration with a new or acquired vehicle tire company, single person “pod” Robotaxis – but for sure he will generate industry upheaval and good for consumers, and more adoration for Tesla by its customers.
The beautiful part of this scenario is that if you are a Tesla stockholder, you get to go along for the ride! Musk is constantly expanding ways for Tesla to grow and thereby increase the share price of Tesla’s stock and the company’s market cap. Corporate growth, brilliant and driving visionary management leadership, market dominance in each chosen business sector – these are the things investors love! These factors fuel continued stock price growth.
So, think about that “call option” that Elon inspires, and go along on his journey! Musk has never failed to deliver on anything he set out to do. Sometimes he might be a bit late – – but you have to admit his goals are outrageously ambitious.
Great balls of fire! We haven’t even mentioned Musk’s other blazing success – SpaceX. You can ride that one all the way to Mars!
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