Jason Badeaux

A token is a necessary element of a system if the use of any other in its place would damage the system’s normal functioning.

Tesla has an in-house construction unit building out its factories. This enables a radically new and optimized manufacturing process. Historical analogy: Amazon built its own distribution centers to reinvent e -commerce logistics.

On the upside, regulatory steps are already being taken to reform how DERs are integrated as a grid resource – though seeing the process through won’t be easy. In 2020, the Federal Energy Regulatory Commission introduced FERC Order No. 2222. This order requires grid operators across the U.S. to develop plans to provide DERs access to wholesale... See more

Tesla may be a car company today, but Tesla won’t be a car company in 15 years. Rather, Tesla will be a full stack, vertically integrated clean energy company. They may still produce cars, but cars will represent a fraction of total profits.

We believe that data is the most valuable commodity of the modern era. Users deserve to be compensated for the value they create with their data. Users deserve governance over how their data is used. DataDAOs will help make this vision a reality.

A hundred years from now, we’ll all look back and think “duh.” Obviously scale was key. Tesla is catalyzing and capitalizing on what will be the largest economic and technology shift of our lifetimes. This is bigger than IT, tech, AI, the Internet, blockchains, or any other buzzword. Everything runs on electricity, and Tesla is going to radically... See more

Financial assets are promises to trade certain things in the future, if certain events happen in the world. The financial system is the market for promises.

The underlying theme across all 8 of these bullets, except perhaps the last, is that each drives scale of battery production.