Jason Badeaux

If interest rates begin to rise or we see a post Covid-19 global slowdown, these automakers may struggle to make interest and debt repayment schedules while borrowing additional debt to fund its plans to rapidly build out their EV infrastructure and compete with Tesla. This issue raises major concerns for the survival of these traditional auto... See more

Autonomous electric ride-hail vehicles should benefit from much higher utilization rates than human-driven cars, not to mention lower labor and insurance costs. ARK estimates that, at scale, an autonomous electric taxi platform could price rides profitably at $0.25 per mile. As a result, autonomous rides could cost less than personal car... See more

Crypto-economic protocols allow for people to coordinate their economic activities without a centralized, rent-extracting party, and will help move these industries from corporate feudalism to meritocratic capitalism and freer markets.

Elon Musk explained his commitment to the Model 3 launch, when he said: “The reason I slept on the floor was not because I couldn’t go across the road and be at the hotel, it was because I wanted my circumstances to be worse than anyone else at the company on purpose. Like whatever pain they felt, I wanted mine to be worse. That’s why I did it. And... See more

I found something else surprising about previous energy transitions. Each one later enabled new modes of transport and new materials which were very hard to conceive of during its early phases. In each of the past transitions, the energy source unlocked new distribution technologies and materials that helped drive more adoption for the energy... See more

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.

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