Jason Badeaux

Crypto mullet’s customers don’t think about wallets, tokens or crypto. Instead, they log in with their email addresses, pay with their credit cards and access the company’s services through a normal web browser/app. Crypto mullet’s back offices, however, are decentralized and governed using thoughtful tokenomics and encoded via smart contract. They... See more

Our research suggests that travelers in western markets place a value on their work-related travel miles close to their hourly wage, and value their non-work-related travel miles at close to half their hourly wage. In low income countries and at $0.50 per mile, we assume another long tail of demand priced similarly to today’s ride-hail options.... See more

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.

Each energy transition has enabled massive improvements to existing materials (wrought iron and later steel made using coal), created entirely new materials (polymers from oil-refined petrochemicals) and/or made low-cost manufacturing viable at scale (aluminum using electricity).

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.

Importantly, DER deployment is rapidly increasing – according to Wood Mackenzie’s second annual U.S. DER Outlook, we’re expected to reach 253 GW of DER capacity and demand flexibility potential by 2026. The sheer mass of behind-the-meter renewable energy coming online will fundamentally alter the nature of our electricity supply.

Applying the idea of decomposition to understanding token design and value created on top of it leads us to two entities: Value Capturing Mechanism (VCM) and Value Creation Pattern (VCP). The Mechanisms (VCMs) explain how value is created and how the token accrues value (describes origins of value capturing), while the Patterns (VCPs) describe how... See more

Our multi-year research effort into Tesla’s manufacturing capabilities andsupply chain integrations suggest that Tesla is more than 6 years ahead of anycompetitor. This lead is expanding.

Complexity science, also called complex systems science, studies how a large collection of components – locally interacting with each other at small scales – can spontaneously self-organize to exhibit non-trivial global structures and behaviors at larger scales, often without external intervention, central authorities or leaders. The properties of... See more