Jason Badeaux

By bringing demand more under grid operators’ control, DERs virtually eliminate curtailment, or discarding of renewable energy due to temporary oversupply, through 2045. Just as they allow transmission to be used more effectively, they allow us to consume more of the energy generated by existing utility-scale renewables.

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

Web 3 introduces a powerful new tool for bootstrapping networks: token incentives.The basic idea is: early on during the bootstrapping phase when network effects haven’t kicked in, provide users with financial utility via token rewards to make up for the lack of native utility.

Few investors understand the enormous difficulty involved in switching from manufacturing ICE vehicles to EVs. Tesla has widely automated their vehicle manufacturing facilities, which has resulted in substantially higher operating profitability than its larger ICE vehicle competitors.

If you can have a net-zero economy, then there's no more need to conserve.

The future success of Tesla doesn’t depend so much on their products but rather on one thing: the Tesla Gigafactory.

The beauty of the work token model is that, absent any speculators, increased usage of the network will cause an increase in the price of the token. As demand for the service grows, more revenue will flow to service providers. Given a fixed supply of tokens, service providers will rationally pay more per token for the right to earn part of a... See more

We have never seen energy technologies like solar and wind before. For the first time in history, we can manufacture the generation of energy. Once built, solar and wind equipment cost very little to operate. In other words, they are basically zero marginal cost electron sources.

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.