Jason Badeaux

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

In order to build efficient, combustion-based generators, we needed to build them at economies of scale and extensive transmission and distribution networks to transport power along with them. Those wires are vulnerable to being knocked out by storms (or even squirrels), leading to blackouts, or supply shortages leading to cascading failure. That... See more

Tesla’s innovation strategy — which focuses on transforming the auto industry as a whole — offers enduring lessons for any innovator, especially in terms of how to win support for an idea and how to bring new technologies to market.

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.

Early on in an energy transition, there is often more attention on how well they can do existing things. Examples include how well coal could heat and oil and electricity could light. But the larger impact for any energy transition, like other new technologies, is to enable us to do brand new things.