Cofounder of Anode Labs. Bringing energy independence to every home.
In 2019, Bloomberg surveyed 5,000 Tesla Model 3 owners. The survey revealed that 99% of Tesla owners would recommend the car to a friend, and 98% would buy the same Model 3 vehicle again. The results of this survey suggest that every customer an ICE manufacturer loses to Tesla is unlikely to return to their brand (at least until they can produce a ... See more
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
So, policy, philanthropy, and individual behavior do have roles to play, but the real solutions to the carbon nightmare will win because they’re cheaper, better, faster, stronger, simpler, and just plain cooler than what’s available today.
The next wave of $1B+ crypto companies will disrupt incumbents by keeping an existing consumer experience in web2 while rebuilding its back office in web3.
Yesterday, there was a wall of Tesla patents in the lobby of our Palo Alto headquarters. That is no longer the case. They have been removed, in the spirit of the open source movement, for the advancement of electric vehicle technology.
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.
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 sourc... See more