Jason Badeaux

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

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

Electric lighting, for example, did not simply replace candles and oil lamps on a 1-to-1 basis, but instead opened up entirely new residential, commercial, industrial, artistic, and scientific applications. Refrigeration did not just replace ice boxes on a 1-to-1 basis, but instead found new applications ranging from air conditioning and... See more

This is a very new technology. It could be decades before it is developed enough to be put into a car. The high levels of cobalt could also be a huge issue. Not only is cobalt more than twice as expensive as any other battery metal, but its mining is environmentally and humanely dubious. Many companies, including Tesla, want to have cobalt-free... See more

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.

Just imagine: what could humanity do with 2-3x the amount of electricity on today’s grid (what Seba calls “SuperPower”)? How about 10x? 100x?

Financial assets are promises to trade certain things in the future, if certain events happen in the world. The financial system is the market for promises.

Using the proposed approach, nine different-by-design value capturing mechanisms were identified: value transfer*(1), work “staking” token(2), protocol consensus token(3), dividend(4), backing by another asset(s)(5), discount token(6), internal product governance(7), meta-governance(8)**, and hedonic value(9)