Jason Badeaux

The Tesla Model 3 is a car designed without the driver in mind. Intentionally. I don’t think Tesla did this simply to be edgy, dangerous or different. They did this to prepare people for a world without drivers.

Jobs showed all of the other major smartphones in the industry to the audience, and in hindsight their cluttered, fixed, physical keys have not aged well.

Tesla doesn’t want to limit the scale of battery manufacturing to the number of cars it can produce. So Tesla is selling its batteries to other car manufacturers. This is pretty astonishing. Tesla has developed a material technology advantage over its direct competitors. Rather than using that to differentiate its product, Tesla is selling that... See more

Tesla’s cell constraints are likely to continue over the medium term. Because its most profitable use of cells is likely to be in electric vehicles, we do not expect Tesla’s energy storage business to drive enterprise value meaningfully during the next five years.

The key to the value of DERs is that they make electricity demand more controllable. With energy generation and storage scattered throughout distribution grids, grid operators have a way to move energy around, both geographically and temporally, without firing up more power plants. They can absorb extra energy if there’s a dip in demand or produce... See more

We can pump out a number of other popular use cases, and for each one, I'll let you move the goal post to not include that particular project.

• Filecoin - A commodity market for storage that's currently 0.0011% the cost of S3.