Jason Badeaux

A corporation making central planning decisions and compensating its stakeholders at its discretion will never be as effective as a properly designed permissionless network that scales and compensates its most productive actors using the free market’s conceptions of supply and demand.

Rooftop solar, battery storage, electric vehicles, and energy management devices are all examples of DERs – numerous pockets of energy spread throughout the grid rather than concentrated in a single spot. Unlike centralized sources of power, DERs can make the grid flexible and enable control of both electricity supply and demand in real-time. Howev... See more

Our true competition is not the small trickle of non-Tesla electric cars being produced, but rather the enormous flood of gasoline cars pouring out of the world’s factories every day.

It's unfair to judge Ethereum (which launched 7 years ago) or Solana (which launched 2 years ago), both of which do claim to enable "use cases", by Bitcoin's 13-year history. Smart contract platforms are a different technology than blockchains, even if they are colloquially used interchangeably. Many major projects on Ethereum, have only a few year... See more

Tesla’s vision is simply batteries everywhere, for everything, all the time. And that means Tesla is going to need to produce a lot of batteries.

Tesla is by far the most advanced in releasing an FSD package, announcing in early 2020 that it had completed over 5 billion kilometers of testing under autopilot, against just 2 million miles over the past two years by its nearest competitor Waymo (backed by Google).

Every one of these questions refers to a system that is complex, in the sense that a great many independent agents are interacting with each other in a great many ways [...] the very richness of these interactions allows the system as a whole to undergo spontaneous self-organization. Thus, people trying to satisfy their material needs unconsciously... See more

Resiliency is DERs killer app. I’d like to do a study of how much search traffic from users asking “how can I install a battery in my house?” spikes after wildfires in CA, hurricanes in NY, or big freezes in Texas once again knock out the power grid. This is a now universal problem and overtime, resiliency benefits will lead to more and more users ... See more